异动解读 | 特朗普行政令计划降低药价,吉利德科学股价盘中大涨5.90%

异动解读
12 May

周一盘中,吉利德科学(GILD)股价大涨5.90%,引起市场广泛关注。这一涨势与美国总统特朗普计划签署降低药品价格的行政令密切相关。

尽管早些时候有消息称特朗普将签署行政令使药价立即降低30%-80%,引发制药股盘前普跌,但市场随后对此消息作出了积极反应。白宫官员表示,政府将在未来30天内向制药商下达价格目标。然而,分析人士认为,虽然行政令是特朗普更快实施政策的途径,但这很可能会受到生物制药公司的挑战,实际落实可能需要几个月到一年的时间。

除吉利德科学外,其他制药巨头的股价也出现不同程度的上涨。默克股价上涨4.1%,安进上涨1.9%,辉瑞上涨2.5%。这表明投资者对制药行业的长期前景保持乐观,认为即使面临降价压力,这些公司仍有能力保持盈利能力。吉利德科学作为行业领先企业之一,其股价的强劲表现反映了市场对其未来发展的信心。

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