异动解读10-01
周三（10月1日）盘中，辉瑞（Pfizer）股价大涨5.02%，引发市场广泛关注。推动股价上涨的主要原因是该公司与特朗普政府达成的一项重要协议。
根据协议，辉瑞同意大幅降低其在美国市场的药品售价，特别是在医疗补助计划（Medicaid）中。作为交换，辉瑞将获得为期三年的关税豁免。该公司承诺通过政府设立的TrumpRx.gov网站以平均50%、最高85%的折扣向美国患者直接销售大部分基础医疗药物和部分专科药物。此外，辉瑞还承诺在未来几年投资700亿美元用于研发和美国本土生产。
这一协议被视为化解了制药行业面临的两大主要威胁：一是避免了更具破坏性的药品定价政策，二是使公司免受潜在的关税影响。市场分析师认为，这项协议不仅对辉瑞有利，还可能为其他制药公司提供了一个模板。受此消息影响，欧洲医疗保健类股也出现大幅上涨，反映出投资者对整个行业前景的乐观情绪。
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.
