美国生物技术公司Moderna（MRNA）周三夜盘股价大跌5.30%，远超此前报道的盘后3.5%跌幅，反映出投资者情绪进一步恶化。这一显著跌幅主要源于美国总统唐纳德·特朗普关于互惠关税的最新言论。
特朗普政府宣布的对主要药品贸易伙伴征收的关税计划包括：对欧盟征收20%的关税，对印度征收26%的关税，对中国征收34%的关税。虽然白宫明确表示药品不受周三宣布的关税直接影响，但特朗普计划对半导体、药品和潜在的关键矿产征收其他部门关税的消息，仍然引发了市场对制药行业前景的广泛担忧。
这一政策变化不仅影响了Moderna，整个制药板块都受到了波及。强生（JNJ）、礼来（LLY）、百时美施贵宝（BMY）和再生元等制药巨头的股价也出现不同程度的下跌。SPDR S&P生物技术ETF更是下跌了4%，反映出投资者对生物技术行业前景的普遍担忧。这种市场反应表明，即使是间接的政策变化也可能对制药公司的估值和未来业务前景产生重大影响，尤其是可能影响到像Moderna这样的公司的国际业务和成本结构。
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