异动解读 | 吉利德科学盘中大跌5.21%,特朗普药品关税威胁引发制药股集体下挫

异动解读
09 Apr

吉利德科学(GILD)今日盘中大跌5.21%,引发市场广泛关注。这一显著跌幅主要源于美国总统特朗普再次威胁对进口药品征收"重大"关税,导致整个制药行业股价受挫。

据报道,特朗普重申计划对所有药品进口征收关税,这是继其"对等"关税生效后的又一举措。特朗普表示,征收关税将激励制药公司将业务转移回美国。这一声明引发了投资者对制药行业未来盈利能力的担忧,导致包括吉利德科学在内的多家制药巨头股价下跌。

受此消息影响,其他美国制药公司股价也出现不同程度的下跌。礼来公司下跌1.5%,百健下跌1.1%,辉瑞下跌1.1%。此外,安进股价下跌2.3%,默克下跌2%,艾伯维下跌2.5%。然而,券商BMO Capital Markets指出,对药品征收关税"可能不会对制造业回流美国产生多大影响",因为美国已经拥有强大的生物制造和在岸加工能力。尽管如此,市场对这一潜在政策变化的反应仍然谨慎,导致制药股整体承压。

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