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01-28
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Hi,Tigers:

🎁🎁🎁What do you think will happen to $Apple(AAPL)$ today? Vote on this post to bet on the stock's price and win a share of 300 Tiger Coins!

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📈 Wednesday — Options Market

The S&P 500 and Nasdaq rose for a fourth session ahead of major earnings and Fed policy news. Total options volume reached 54.4 million contracts. Tesla options volume was 998.87K (57% calls), with focus on Jan 30 $440 calls ahead of earnings. Intel fell 6% post-earnings, with 889.41K options (61% calls) and notable volume in Jan 30 $42 puts. GameStop rallied after Michael Burry's buying disclosure, with 767.04K options (90% calls), led by Jan 30 $25 calls. ServiceNow and NVIDIA topped bullish stocks, while Microsoft and Coinbase led bearish lists.

📌【Today’s Question】

UnitedHealth Group's stock price plummeted last night. Do you think there is a risk in this sector?

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Apple rise and fall voting(Maximum1 votes)
  • Increase greater than 5%(9 votes)
  • The increase is less than or equal to 5%(26 votes)
  • The decline is less than or equal to 5%(12 votes)
  • Drop greater than 5%(2 votes)
💰Stocks to watch today?(27 Feb)
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Comments

  • Shyon
    01-28
    Shyon
    Win 10 Tiger-coins
    我今天关注的股票是 $希捷科技(STX)$ 在一份井喷的盈利报告进一步证实了储存超级循环由于人工智能数据中心对企业近线HDD和高性能SSD的需求激增,希捷在收入、利润率和指引方面超出了预期,强化了存储作为人工智能基础设施核心支柱的地位。

    指导是关键亮点。希捷预计26财年第三季度收入约为$2.9 B和每股收益接近$3.40两者都远高于共识,创纪录的利润率凸显了强大的定价能力。管理层还指出,近线硬盘容量有效到2026年售罄,提供罕见的需求可见性。

    退一步说,随着超大规模企业采用混合架构来管理成本,人工智能数据中心正在扩大SSD和HDD的使用。凭借强劲的现金生成和清晰的定位,希捷看起来仍然像是人工智能驱动的存储超级周期中的结构性赢家,而不是短期交易。

    @TigerStars @Tiger_comments @TigerClub

  • L.Lim
    01-28
    L.Lim
    Win 5 Tiger-coins
    How funny that pres. trump predicts interest rates to come down with a new fed chair... I am sure he will not put a lapdog there, and he will not instruct the new fed chair to have interest rates lowered. (sarcasm for those who don't recognise it)

    At least we know that there's lower interest rates on the horizon.

  • PetS
    01-28
    PetS
    Win 3 Tiger-coins

    Great article, would you like to share it?

  • 這是甚麼東西
    01-28
    這是甚麼東西
    Win 5 Tiger-coins
    General Sector Risks
    Beyond immediate policy changes, the broader healthcare sector faces several ongoing risks in 2026
    Regulatory & Political Scrutiny: The industry faces sustained federal and state scrutiny, with potential new rules around drug pricing and an uncertain political landscape ahead of midterm elections.
    Financial Pressures: Providers and insurers grapple with elevated labor and supply costs, medical inflation, and lower government reimbursement rates from programs like Medicare and Medicaid.
    Cybersecurity Threats: Cyberattacks remain frequent and costly, with the healthcare industry experiencing the highest average breach costs of any sector.
    Workforce Challenges: Persistent workforce shortages and high turnover rates continue to strain capacity and margins across the industry.
  • WanEH
    01-28
    WanEH
    Win 5 Tiger-coins
    我覺得股價的暴跌不只是因爲公司業績,還因爲其他大型健康保險股(如 Humana、CVS 等)也同時下跌。市場對醫保支付政策的擔憂蔓延到了整個板塊,強化了賣壓。


  • icycrystal
    01-28
    icycrystal
    Win 5 Tiger-coins
    The UnitedHealth Group stock plummet indicates significant risk for the managed care subsector within healthcare, driven by regulatory pressure and a challenging outlook for the Medicare Advantage business.

    While broader healthcare still has defensive strengths and growth opportunities, the insurance industry is facing a specific, acute repricing of risk.

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