{"id":612287,"date":"2025-12-30T17:20:30","date_gmt":"2025-12-31T01:20:30","guid":{"rendered":"https:\/\/nai500.com\/blog\/2025\/12\/big-short-investor-burry-goes-long-on-molina-stock-jumps\/"},"modified":"2025-12-30T17:21:03","modified_gmt":"2025-12-31T01:21:03","slug":"%e5%a4%a7%e7%a9%ba%e9%a0%ad%e8%b2%9d%e7%91%9e%e5%94%b1%e5%a4%9a%ef%bc%8c%e9%86%ab%e7%99%82%e8%82%a1molina%e6%88%90%e6%a9%9f%e6%a7%8b%e6%96%b0%e5%af%b5","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/12\/%e5%a4%a7%e7%a9%ba%e9%a0%ad%e8%b2%9d%e7%91%9e%e5%94%b1%e5%a4%9a%ef%bc%8c%e9%86%ab%e7%99%82%e8%82%a1molina%e6%88%90%e6%a9%9f%e6%a7%8b%e6%96%b0%e5%af%b5\/","title":{"rendered":"\u201c\u5927\u7a7a\u982d\u201d\u8c9d\u745e\u5531\u591a\uff0c\u91ab\u7642\u80a1Molina\u6210\u6a5f\u69cb\u65b0\u5bf5"},"content":{"rendered":"<p>\u57282025\u5e74\u5012\u6578\u7b2c\u4e8c\u500b\u4ea4\u6613\u65e5\uff0c<a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=MOH\">Molina Healthcare\uff08MOH\uff09<\/a>\u6210\u70ba\u6a19\u666e500\u6307\u6578\u4e2d\u7684\u4eae\u773c\u8d0f\u5bb6\uff0c\u80a1\u50f9\u76e4\u4e2d\u4e00\u5ea6\u5927\u6f32\u8fd15%\u3002\u6b64\u756a\u7570\u52d5\u4e26\u975e\u6e90\u65bc\u884c\u696d\u653f\u7b56\u5229\u597d\uff0c\u800c\u662f\u56e0\u77e5\u540d\u6295\u8cc7\u8005\u9081\u514b\u723e\u00b7\u8c9d\u745e\uff08Michael Burry\uff09\u516c\u958b\u8868\u9054\u4e86\u5c0d\u8a72\u516c\u53f8\u7684\u770b\u597d\u3002<\/p>\n<p>\u4ee5\u57282008\u5e74\u91d1\u878d\u5371\u6a5f\u524d\u6210\u529f\u505a\u7a7a\u800c\u805e\u540d\u7684\u8c9d\u745e\uff0c\u56e0\u300a\u5927\u7a7a\u982d\u300b\u4e00\u66f8\u53ca\u96fb\u5f71\u5ee3\u70ba\u4eba\u77e5\u3002\u64da\u5831\u9053\uff0c\u4ed6\u8fd1\u671f\u5f37\u8abf\u4e86\u9019\u5bb6\u4fdd\u96aa\u516c\u53f8\u7684\u57fa\u672c\u9762\uff0c\u4e26\u6307\u51fa\u82e5\u4f30\u503c\u6301\u7e8c\u4f4e\u8ff7\uff0c\u53ef\u80fd\u6210\u70ba\u6536\u8cfc\u76ee\u6a19\u3002\u9019\u4e26\u975e\u8c9d\u745e\u9996\u6b21\u770b\u597dMolina\u2014\u2014\u65e9\u5728\u53bb\u5e7411\u6708\uff0c\u4ed6\u5df2\u5728\u793e\u4ea4\u5a92\u9ad4\u62ab\u9732\u505a\u591a\u8a72\u80a1\uff0c\u6628\u65e5\u5247\u9032\u4e00\u6b65\u5f37\u5316\u4e86\u6a02\u89c0\u7acb\u5834\uff0c\u751a\u81f3\u5c07\u5176\u8207\u5df4\u83f2\u7279\u6295\u8cc7Geico\u76f8\u63d0\u4e26\u8ad6\uff0c\u7a31\u5176\u53ef\u80fd\u662f\u201c\u4e00\u4ee3\u4eba\u7684\u8cb7\u5165\u6a5f\u6703\u201d\u3002<\/p>\n<p>Molina Healthcare\u662f\u4e00\u5bb6\u5c08\u6ce8\u65bc\u653f\u5e9c\u91ab\u4fdd\u8a08\u5283\uff08\u5982Medicaid\u548cMedicare\uff09\u7684\u9818\u5148\u7ba1\u7406\u5f0f\u91ab\u7642\u670d\u52d9\u63d0\u4f9b\u5546\u3002\u622a\u81f32021\u5e74\u5e95\uff0c\u516c\u53f8\u5728\u5168\u7f8e18\u500b\u5dde\u70ba\u7d04520\u842c\u6703\u54e1\u63d0\u4f9b\u670d\u52d9\u3002<\/p>\n<ul>\n<li><strong>\u71df\u6536\uff08<\/strong><strong>TTM<\/strong><strong>\uff09<\/strong>\uff1a540.7\u5104\u7f8e\u5143<\/li>\n<li><strong>\u6de8\u5229\u6f64\uff08<\/strong><strong>TTM<\/strong><strong>\uff09<\/strong>\uff1a8.83\u5104\u7f8e\u5143<\/li>\n<li><strong>\u5e02\u503c<\/strong>\uff1a\u7d0475\u5104\u7f8e\u5143<\/li>\n<\/ul>\n<h2>\u6a5f\u69cb\u5927\u624b\u7b46\u5efa\u5009<\/h2>\n<p>\u8c9d\u745e\u7684\u770b\u597d\u4e26\u975e\u5b64\u4f8b\u3002Cobalt Capital Management\u5df2\u65bc2025\u5e7411\u670813\u65e5\u62ab\u9732\u65b0\u5efaMolina Healthcare\u982d\u5bf8\uff0c\u8cfc\u5165115,000\u80a1\uff0c\u50f9\u503c\u7d042200.64\u842c\u7f8e\u5143\uff0c\u5360\u517613F\u5831\u544a\u7ba1\u7406\u8cc7\u7522\u768410.1142%\uff0cMolina\u6210\u70ba\u8a72\u57fa\u91d1\u7b2c\u56db\u5927\u6301\u5009\u3002\u8a72\u80a1\u80a1\u50f9\u63a5\u8fd1\u591a\u5e74\u4f4e\u9ede\uff0c\u5e74\u5167\u7d2f\u8a08\u4e0b\u8dcc\u7d0440%\u3002<\/p>\n<h2>\u6295\u8cc7\u908f\u8f2f\uff1a\u5e02\u5834\u60c5\u7dd2\u8207\u57fa\u672c\u9762\u7684\u80cc\u96e2<\/h2>\n<p>\u6a5f\u69cb\u6b64\u6642\u5927\u8209\u5efa\u5009\uff0c\u8868\u660e\u5176\u8a8d\u70ba\u5e02\u5834\u6558\u4e8b\u5df2\u504f\u96e2\u516c\u53f8\u5be6\u969b\u904b\u71df\u72c0\u6cc1\u3002Molina\u7684\u6536\u5165\u6a21\u5f0f\u4f9d\u8cf4\u4e8e\u6309\u6703\u54e1\u4eba\u6578\u6536\u53d6\u56fa\u5b9a\u8cbb\u7528\u7684\u653f\u5e9c\u5408\u540c\uff0c\u8ca1\u52d9\u8868\u73fe\u95dc\u9375\u5728\u65bc\u91ab\u7642\u6210\u672c\u7ba1\u63a7\u80fd\u529b\u3002\u9019\u7a2e\u7d50\u69cb\u5728\u8da8\u52e2\u7a69\u5b9a\u6642\u80fd\u5e36\u4f86\u6760\u6746\u6548\u76ca\uff0c\u4f46\u5728\u91ab\u7642\u6210\u672c\u8d85\u9810\u671f\u6642\u5247\u69cb\u6210\u58d3\u529b\u3002<\/p>\n<p>\u8fd1\u671f\uff0c\u516c\u53f8\u5728\u5408\u540c\u8cbb\u7387\u8ac7\u5224\u4e2d\u7684\u5931\u8aa4\u758a\u52a0\u91ab\u7642\u6210\u672c\u4e0a\u5347\uff0c\u5c0e\u81f4\u80a1\u50f9\u5927\u5e45\u56de\u843d\uff0c\u4f46\u5728\u6a5f\u69cb\u770b\u4f86\uff0c\u9577\u671f\u7a4d\u7d2f\u7684\u696d\u52d9\u512a\u52e2\u4f9d\u7136\u5b58\u5728\u3002\u7576\u524d\u6295\u8cc7\u8005\u95dc\u6ce8\u7684\u6838\u5fc3\u5728\u65bcMolina\u80fd\u5426\u5728\u65b0\u5408\u540c\u9031\u671f\u4e2d\u91cd\u7f6e\u5b9a\u50f9\uff0c\u6062\u5fa9\u5229\u6f64\u78ba\u5b9a\u6027\u3002\u82e5\u7ba1\u7406\u5c64\u80fd\u5c07\u91ab\u7642\u6210\u672c\u8da8\u52e2\u8207\u653f\u5e9c\u5831\u92b7\u8cbb\u7387\u6709\u6548\u5c0d\u9f4a\uff0c\u4e26\u4fdd\u6301\u6295\u6a19\u7d00\u5f8b\uff0c\u76ee\u524d\u7684\u4f4e\u4f30\u503c\u53ef\u80fd\u4e26\u975e\u8b66\u793a\uff0c\u800c\u662f\u6a5f\u6703\u3002<\/p>\n<p>\u5728\u201c\u5927\u7a7a\u982d\u201d\u8c9d\u745e\u7684\u80cc\u66f8\u8207\u6a5f\u69cb\u771f\u91d1\u767d\u9280\u7684\u4f48\u5c40\u4e0b\uff0c\u9019\u53ea\u5e74\u5167\u6df1\u8dcc\u7684\u91ab\u7642\u80a1\u6b63\u91cd\u65b0\u9032\u5165\u6295\u8cc7\u8005\u8996\u91ce\u3002\u8a72\u80a1\u80fd\u5426\u6191\u85c9\u653f\u5e9c\u91ab\u4fdd\u696d\u52d9\u7684\u7a69\u5b9a\u6027\u548c\u6210\u672c\u7ba1\u63a7\u80fd\u529b\u5be6\u73fe\u62d0\u9ede\uff0c\u5c07\u662f\u672a\u4f86\u95dc\u9375\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u57282025\u5e74\u5012\u6578\u7b2c\u4e8c\u500b\u4ea4\u6613\u65e5\uff0cMolina Healthcare\uff08MOH\uff09\u6210\u70ba\u6a19\u666e500\u6307\u6578\u4e2d\u7684\u4eae\u773c\u8d0f\u5bb6\uff0c\u80a1\u50f9 [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":475903,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522,431],"tags":[2126,2233,644,574],"class_list":["post-612287","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","category-trends-strategies-zh-hant","tag--zh-hant","tag-2233","tag-644","tag-574","sectors-life-science-zh-hant","sectors-financial-products-zh-hant","locations-us-zh-hant","exchange-nyse-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/612287","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=612287"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/612287\/revisions"}],"predecessor-version":[{"id":612290,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/612287\/revisions\/612290"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/475903"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=612287"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=612287"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=612287"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}