{"id":845075,"date":"2025-08-16T00:48:41","date_gmt":"2025-08-15T16:48:41","guid":{"rendered":"https:\/\/ztylezman.com\/?p=845075"},"modified":"2025-08-16T00:48:41","modified_gmt":"2025-08-15T16:48:41","slug":"unitedhealth-group-rises","status":"publish","type":"post","link":"https:\/\/ztylezman.com\/ja\/markets-ja\/unitedhealth-group-rises\/","title":{"rendered":"\u30e6\u30ca\u30a4\u30c6\u30c3\u30c9\u30d8\u30eb\u30b9\u30fb\u30b0\u30eb\u30fc\u30d7\u304c\u30a6\u30a9\u30fc\u30ec\u30f3\u30fb\u30d0\u30d5\u30a7\u30c3\u30c8\u6c0f\u306e\u6295\u8cc7\u3067\u6025\u9a30"},"content":{"rendered":"<p>UnitedHealth Group Inc.\uff08\u30e6\u30ca\u30a4\u30c6\u30c3\u30c9\u30d8\u30eb\u30b9\u30fb\u30b0\u30eb\u30fc\u30d7\uff09\u306e\u682a\u4fa1\u306f\u3001\u540d\u9ad8\u3044\u6295\u8cc7\u5bb6\u3067\u3042\u308bWarren 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stake\uff08\u91cd\u8981\u306a\u6301\u5206\uff09\u3092\u958b\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>UnitedHealth\u306e\u682a\u4fa1\u306f\u3001\u6728\u66dc\u65e5\u306e\u7d42\u5024\u307e\u3067\u306b2025\u5e74\u306e\u5e74\u521d\u6765\u3067\u307b\u307c50%\u4e0b\u843d\u3057\u3066\u3044\u307e\u3057\u305f\u3002\u3053\u306e\u6700\u5927\u624b\u306e\u6c11\u9593\u5065\u5eb7\u4fdd\u967a\u4f1a\u793e\u306f\u3001\u533b\u7642\u8cbb\u306e\u9ad8\u9a30\u306b\u5bfe\u3059\u308b\u56fd\u6c11\u306e\u53cd\u767a\u306e\u8c61\u5fb4\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u73fe\u5728\u3001UnitedHealth\u306f\u3001Medicare\uff08\u30e1\u30c7\u30a3\u30b1\u30a2\uff09\u306e\u8acb\u6c42\u6163\u884c\u306b\u95a2\u3059\u308b\u53f8\u6cd5\u7701\u306e\u8abf\u67fb\u306b\u3082\u76f4\u9762\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>5\u6708\u306b\u306f\u3001\u540c\u793e\u304c\u5e74\u9593\u306e\u5229\u76ca\u898b\u901a\u3057\u3092\u64a4\u56de\u3057\u3001CEO\u306eAndrew Witty\uff08\u30a2\u30f3\u30c9\u30ea\u30e5\u30fc\u30fb\u30a6\u30a3\u30c3\u30c6\u30a3\uff09\u6c0f\u304c\u8f9e\u4efb\u3057\u307e\u3057\u305f\u3002\u5148\u6708\u3001UnitedHealth\u306f\u30a6\u30a9\u30fc\u30eb\u8857\u306e\u4e88\u6e2c\u3092\u5927\u304d\u304f\u4e0b\u56de\u308b2025\u5e74\u306e\u65b0\u305f\u306a\u898b\u901a\u3057\u3092\u767a\u8868\u3057\u3001\u682a\u4fa1\u306b\u3055\u3089\u306a\u308b\u5f71\u97ff\u3092\u4e0e\u3048\u305f\u3068\u5831\u544a\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Deutsche Bank\uff08\u30c9\u30a4\u30c1\u30a7\u30d0\u30f3\u30af\uff09\u306e\u30d8\u30eb\u30b9\u30b1\u30a2\u30a2\u30ca\u30ea\u30b9\u30c8\u3067\u3042\u308bGeorge Hill\uff08\u30b8\u30e7\u30fc\u30b8\u30fb\u30d2\u30eb\uff09\u6c0f\u306f\u3001Berkshire\u306e\u52d5\u304d\u306fUnitedHealth\uff08UNH\uff09\u3078\u306e\u5927\u304d\u306a\u4fe1\u4efb\u306e\u8868\u308c\u3067\u3042\u308a\u3001\u4ed6\u306e\u6295\u8cc7\u5bb6\u306b\u3068\u3063\u3066\u3082\u540c\u30bb\u30af\u30bf\u30fc\u304c\u5b89\u5168\u306a\u6295\u8cc7\u5148\u3067\u3042\u308b\u3068\u3044\u3046\u30b7\u30b0\u30ca\u30eb\u306b\u306a\u308a\u5f97\u308b\u3068\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002 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wp:paragraph --><p>UnitedHealth Group Inc.\uff08\u30e6\u30ca\u30a4\u30c6\u30c3\u30c9\u30d8\u30eb\u30b9\u30fb\u30b0\u30eb\u30fc\u30d7\uff09\u306e\u682a\u4fa1\u306f\u3001\u540d\u9ad8\u3044\u6295\u8cc7\u5bb6\u3067\u3042\u308bWarren Buffett\uff08\u30a6\u30a9\u30fc\u30ec\u30f3\u30fb\u30d0\u30d5\u30a7\u30c3\u30c8\uff09\u6c0f\u304c\u540c\u793e\u306b\u304a\u3044\u3066\u91cd\u8981\u306a\u6301\u5206\u3092\u4fdd\u6709\u3057\u3066\u3044\u308b\u3053\u3068\u304c\u660e\u3089\u304b\u306b\u306a\u3063\u305f\u3053\u3068\u3067\u3001\u91d1\u66dc\u65e5\u306b\u6025\u9a30\u3057\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>UnitedHealth\u306e\u682a\u306f\u300114%\u4ee5\u4e0a\u306e\u4e0a\u6607\u3092\u8a18\u9332\u3057\u30012008\u5e74\u4ee5\u6765\u6700\u3082\u826f\u3044\u65e5\u3092\u8fce\u3048\u307e\u3057\u305f\u3002\u540c\u793e\u306f\u696d\u754c\u306e\u30d0\u30ed\u30e1\u30fc\u30bf\u30fc\u3068\u3082\u898b\u306a\u3055\u308c\u3001Dow Jones Industrial Average\uff08\u30c0\u30a6\u30fb\u30b8\u30e7\u30fc\u30f3\u30ba\u5de5\u696d\u682a\u5e73\u5747\uff09\u306b\u304a\u3044\u3066200\u30dd\u30a4\u30f3\u30c8\u4ee5\u4e0a\u3092\u62bc\u3057\u4e0a\u3052\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>\u3053\u306e\u682a\u4fa1\u306e\u4e0a\u6607\u306f\u3001Buffett\u6c0f\u306e\u6301\u3064Berkshire Hathaway\uff08\u30d0\u30fc\u30af\u30b7\u30e3\u30fc\u30fb\u30cf\u30b5\u30a6\u30a7\u30a4\uff09\u304c\u3001\u7c73\u56fd\u8a3c\u5238\u53d6\u5f15\u59d4\u54e1\u4f1a\uff08SEC\uff09\u3078\u306e\u63d0\u51fa\u66f8\u985e\u3067500\u4e07\u682a\u3001\u304a\u3088\u305d16\u5104\u30c9\u30eb\u76f8\u5f53\u306e\u6301\u5206\u3092\u958b\u793a\u3057\u305f\u3053\u3068\u3092\u53d7\u3051\u3066\u306e\u3082\u306e\u3067\u3059\u3002\u307e\u305f\u3001\u300c\u30d3\u30c3\u30b0\u30b7\u30e7\u30fc\u30c8\u300d\u306e\u6295\u8cc7\u5bb6\u3067\u3042\u308bMichael Burry\uff08\u30de\u30a4\u30b1\u30eb\u30fb\u30d0\u30ea\u30fc\uff09\u6c0f\u3084\u3001Appaloosa Management\uff08\u30a2\u30c3\u30d1\u30ed\u30fc\u30b5\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\uff09\u306eDavid Tepper\uff08\u30c7\u30d3\u30c3\u30c9\u30fb\u30c6\u30c3\u30d1\u30fc\uff09\u6c0f\u3082\u3001\u5225\u3005\u306eSEC\u306e\u63d0\u51fa\u66f8\u985e\u306b\u304a\u3044\u3066\u540c\u793e\u306e substantial stake\uff08\u91cd\u8981\u306a\u6301\u5206\uff09\u3092\u958b\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>UnitedHealth\u306e\u682a\u4fa1\u306f\u3001\u6728\u66dc\u65e5\u306e\u7d42\u5024\u307e\u3067\u306b2025\u5e74\u306e\u5e74\u521d\u6765\u3067\u307b\u307c50%\u4e0b\u843d\u3057\u3066\u3044\u307e\u3057\u305f\u3002\u3053\u306e\u6700\u5927\u624b\u306e\u6c11\u9593\u5065\u5eb7\u4fdd\u967a\u4f1a\u793e\u306f\u3001\u533b\u7642\u8cbb\u306e\u9ad8\u9a30\u306b\u5bfe\u3059\u308b\u56fd\u6c11\u306e\u53cd\u767a\u306e\u8c61\u5fb4\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u73fe\u5728\u3001UnitedHealth\u306f\u3001Medicare\uff08\u30e1\u30c7\u30a3\u30b1\u30a2\uff09\u306e\u8acb\u6c42\u6163\u884c\u306b\u95a2\u3059\u308b\u53f8\u6cd5\u7701\u306e\u8abf\u67fb\u306b\u3082\u76f4\u9762\u3057\u3066\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>5\u6708\u306b\u306f\u3001\u540c\u793e\u304c\u5e74\u9593\u306e\u5229\u76ca\u898b\u901a\u3057\u3092\u64a4\u56de\u3057\u3001CEO\u306eAndrew Witty\uff08\u30a2\u30f3\u30c9\u30ea\u30e5\u30fc\u30fb\u30a6\u30a3\u30c3\u30c6\u30a3\uff09\u6c0f\u304c\u8f9e\u4efb\u3057\u307e\u3057\u305f\u3002\u5148\u6708\u3001UnitedHealth\u306f\u30a6\u30a9\u30fc\u30eb\u8857\u306e\u4e88\u6e2c\u3092\u5927\u304d\u304f\u4e0b\u56de\u308b2025\u5e74\u306e\u65b0\u305f\u306a\u898b\u901a\u3057\u3092\u767a\u8868\u3057\u3001\u682a\u4fa1\u306b\u3055\u3089\u306a\u308b\u5f71\u97ff\u3092\u4e0e\u3048\u305f\u3068\u5831\u544a\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Deutsche Bank\uff08\u30c9\u30a4\u30c1\u30a7\u30d0\u30f3\u30af\uff09\u306e\u30d8\u30eb\u30b9\u30b1\u30a2\u30a2\u30ca\u30ea\u30b9\u30c8\u3067\u3042\u308bGeorge Hill\uff08\u30b8\u30e7\u30fc\u30b8\u30fb\u30d2\u30eb\uff09\u6c0f\u306f\u3001Berkshire\u306e\u52d5\u304d\u306fUnitedHealth\uff08UNH\uff09\u3078\u306e\u5927\u304d\u306a\u4fe1\u4efb\u306e\u8868\u308c\u3067\u3042\u308a\u3001\u4ed6\u306e\u6295\u8cc7\u5bb6\u306b\u3068\u3063\u3066\u3082\u540c\u30bb\u30af\u30bf\u30fc\u304c\u5b89\u5168\u306a\u6295\u8cc7\u5148\u3067\u3042\u308b\u3068\u3044\u3046\u30b7\u30b0\u30ca\u30eb\u306b\u306a\u308a\u5f97\u308b\u3068\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002 \u60a3\u8005\u5411\u3051\u306e\u65b0\u305f\u306a\u6295\u8cc7\u6226\u7565\u304c\u6d3b\u767a\u5316\u3059\u308b\u53ef\u80fd\u6027\u304c\u9ad8\u3044\u3068\u6307\u6458\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph 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