关税威胁下欧股不跌反涨,策略师:医药股回调或是入场良机

智通财经
Sep 26, 2025

智通财经APP注意到,欧洲股市周四开盘上涨,投资者并未对特朗普总统威胁对专利药品加征关税做出过度反应。

截至发稿,欧洲斯托克600指数上涨0.3%。医疗保健板块下跌0.2%,此前特朗普表示,除非生产商在美国建立生产基地,否则他计划从10月1日起对专利药品征收100%的关税。诺和诺德(NVO.US)下跌1.7%,Zealand Pharma下跌2.2%。

法国巴黎银行资产管理公司的投资组合经理兼策略师苏菲·辉表示:"这可能是一个增持而非做空欧洲股票的好机会。制药业是一个重要板块,但具有很强的国别特性。这会引起紧张情绪,但投资者需要着眼全局。"

欧洲股市一直在窄幅区间内波动,因投资者权衡美国降息的前景。今日晚些时候,市场焦点将转向美联储偏爱的通胀指标——个人消费支出价格指数,以寻找美国经济状况的线索。

其他个股方面,意法半导体一度下跌1.6%,因此前媒体报道称,特朗普政府正在考虑制定计划以减少美国对海外芯片的依赖。

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10