异动解读 | 特朗普再提药品关税,吉利德科学盘前大跌5.03%

异动解读
09 Apr

周三盘前,吉利德科学(GILD)股价大幅下跌5.03%,引发市场关注。这一跌势主要源于美国总统特朗普再次威胁对进口药品征收"重大"关税。

据报道,特朗普重申计划对所有药品进口征收关税,这是继其"对等"关税生效后的又一举措。此前,在上周宣布的第一轮"互惠"关税中,制药产品曾被豁免。特朗普表示,征收关税将激励制药公司将业务转移回美国。

这一消息不仅影响了吉利德科学,多家美国制药巨头股价也在盘前出现下跌。例如,礼来公司下跌1.5%,百健下跌1.1%,辉瑞下跌1.1%。然而,券商BMO Capital Markets指出,对药品征收关税"可能不会对制造业回流美国产生多大影响",因为美国已经拥有强大的生物制造和在岸加工能力。

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