别再只当“避险港”!美股医疗板块撕下防御标签 2026年投资就看这三大风口

新财闻
Feb 03

长期以来,美国股市中的医疗健康板块一直被视为防御性板块,这得益于行业龙头企业稳定的增长态势与可观的股息收益率。但如今,这一市场定位正在悄然发生转变。在连续多年跑输大盘后,医疗健康板块于上一季度实现强势反弹,成为标普500指数11个主要行业中表现最佳的板块。这一强势反弹得益于与特朗普政府达成的关税协议、密集的并购交易,以及新一代减肥药的广阔前景。与此同时,鉴于投资者对高估值科技股的担忧日益加剧,此前...

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