“指数权重跌至数十年来最低点”!美国医药股被市场“抛弃”了

华尔街见闻
Aug 11

在财报季中,Vertex和礼来等头部药企接连"踩雷",股价暴跌,板块平均波动率创下历史最高波动率纪录之一。特朗普政府最惠国定价提案和潜在关税威胁成为主要政策阴霾。高盛预计,随着政策动态演变,生物技术板块在下半年及以后可能面临进一步波动,关税政策、药品定价、医疗补助削减等问题仍将困扰市场。投资者悲观情绪高涨,美国医药股正面临数十年来最严峻的困境。大型生物制药公司在刚刚结束的财报季中遭遇大幅抛售,板块...

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