美国制药巨头礼来（Eli Lilly）周四盘中大跌7.29%，引发市场广泛关注。尽管公司一季度业绩整体表现强劲，但下调全年盈利指引和减肥药销售未达预期，导致投资者信心受挫。
根据礼来最新公布的财报，公司一季度总营收达127.3亿美元，同比增长45%，超过市场预期的126.7亿美元。调整后每股收益（EPS）为3.34美元，同比增长29%，同样好于分析师预期的3.02美元。然而，其备受瞩目的减肥药Zepbound季度销售额为23.1亿美元，略低于华尔街预期的23.3亿美元。
更令投资者担忧的是，礼来下调了2025年全年盈利指引。公司预计全财年经调整后每股收益为20.78-22.2美元，低于此前预期的22.5-24美元。礼来表示，新的指引是基于现有关税和贸易环境做出的。此外，市场竞争加剧也给礼来带来压力，主要竞争对手诺和诺德与西维斯健康达成新的合作协议，可能会影响礼来在减肥药市场的份额。
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