异动解读 | 特朗普宣布对等关税,Moderna盘后大跌5.05%

异动解读
03 Apr

生物技术公司Moderna(MRNA)在盘后交易中股价大跌5.05%,引发市场关注。这一跌幅与美国总统特朗普最新宣布的对等关税政策密切相关。

据报道,特朗普总统就互惠关税发表讲话后,多家美国制药公司股价出现下跌。除Moderna外,强生(JNJ)、礼来(LLY)、百时美施贵宝(BMY)和Regeneron等公司的股价也在盘后交易中分别下跌0.6%至3.5%不等。SPDR S&P生物技术ETF更是下跌了4%,反映出整个行业受到的冲击。

特朗普政府宣布的对主要药品贸易伙伴征收的关税包括: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关税的直接影响,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担忧。这一政策变化可能会对Moderna等制药公司的国际业务和成本结构产生重大影响,从而导致投资者信心受挫,股价下跌。

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