5月12日，制药巨头默沙东（MRK）股价在盘中强势上涨5%，引发市场广泛关注。这一涨势背后有多重利好因素推动。
首先，默沙东宣布其新型抗菌药物锐可博（注射用亚胺西瑞）已正式在中国上市。这款新药适用于治疗多种由敏感革兰阴性菌引起的感染，包括医院获得性细菌性肺炎和复杂性尿路感染等。值得注意的是，首批药物已在默沙东中国杭州工厂完成包装，实现了本土化生产。这一消息无疑增强了投资者对默沙东在中国市场发展前景的信心。
其次，美国总统特朗普计划签署一项行政命令，旨在大幅降低处方药价格。尽管这一消息最初引发了制药股的下跌，但白宫官员随后表示，新政策并非剥夺药企的盈利能力，而是推动其与各国达成更合理的定价协议。这一澄清缓解了市场担忧，反而激发了对制药股的追捧。此外，美中两国达成90天关税暂停协议，进一步提振了市场情绪，带动美股主要指数全面上涨。在这一大背景下，默沙东作为制药行业龙头，自然受益于整体市场氛围的改善。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.