关税乌云压顶！巴克莱点名美股医疗器械行业“抗压王”与“重灾区”

智通财经2025-04-17

智通财经APP获悉，巴克莱银行在一份研究报告中分析了特朗普政府新关税政策对医疗器械行业的影响，报告指出，雅培(ABT.US)和百特国际(BAX.US)将是受影响最小的公司之列，而强生(JNJ.US)和美敦力(MDT.US)则会是受影响最大的公司。巴克莱分析师表示，在大型医疗科技公司中，雅培、百特国际、爱德华生命科学(EW.US)和直觉外科公司(ISRG.US)等公司(“增持”评级)，以及...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2528734223?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-04-17 11:49","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2528734223","market":"us","top_or_hot":-1,"title":"关税乌云压顶！巴克莱点名美股医疗器械行业“抗压王”与“重灾区”","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，巴克莱银行在一份研究报告中分析了特朗普政府新关税政策对医疗器械行业的影响，报告指出，雅培(ABT.US)和百特国际(BAX.US)将是受影响最小的公司之列，而强生(JNJ.US)和美敦力(MDT.US)则会是受影响最大的公司。巴克莱分析师表示，在大型医疗科技公司中，雅培、百特国际、爱德华生命科学(EW.US)和直觉外科公司(ISRG.US)等公司(“增持”评级)，以及...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025041711505394d83fd3&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>关税乌云压顶！巴克莱点名美股医疗器械行业“抗压王”与“重灾区”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n关税乌云压顶！巴克莱点名美股医疗器械行业“抗压王”与“重灾区”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-17 11:49 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025041711505394d83fd3&s=b><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，巴克莱银行在一份研究报告中分析了特朗普政府新关税政策对医疗器械行业的影响，报告指出，雅培(ABT.US)和百特国际(BAX.US)将是受影响最小的公司之列，而强生(JNJ.US)和美敦力(MDT.US)则会是受影响最大的公司。巴克莱分析师表示，在大型医疗科技公司中，雅培、百特国际、爱德华生命科学(EW.US)和直觉外科公司(ISRG.US)等公司(“增持”评级)，以及...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025041711505394d83fd3&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0158827781.USD","symbol_name":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025041711505394d83fd3&s=b","article_id":"2528734223","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025041711505394d83fd3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2528734223","pubTimestamp":1744861743,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"智通财经APP获悉，巴克莱银行在一份研究报告中分析了特朗普政府新关税政策对医疗器械行业的影响，报告指出，雅培和百特国际将是受影响最小的公司之列，而强生和美敦力则会是受影响最大的公司。巴克莱分析师表示，在大型医疗科技公司中，雅培、百特国际、爱德华生命科学和直觉外科公司等公司，以及齐默巴奥米特控股都是受关税影响最小的公司。其中包括碧迪医疗、InMode和美敦力，以及银休特、强生和博士伦。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","MDT":"美敦力","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","ABT":"雅培","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2089984988.USD":"MANULIFE GF HEALTHCARE \"AA\" (USD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1291159041.SGD":"CPR Invest - Global Silver Age A2 Acc SGD-H","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","LU2468319806.SGD":"MANULIFE GF HEALTHCARE \"AA\" (SGDHDG) ACC","JNJ":"强生","IE00B3T34201.USD":"BNY MELLON GLOBAL EQUITY INCOME \"B\" (USD) INC","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","BK4585":"ETF&股票定投概念","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","BAX":"百特国际","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU1983299246.USD":"SCHRODER ISF HEALTHCARE INNOVATION \"A\" (USD) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","BK4566":"资本集团","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","BK4082":"医疗保健设备","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","BK4588":"碎股","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC"},"translate_title":"Dark clouds of tariffs are on top! Barclays names the \"anti-stress king\" and the \"hardest hit area\" in the US medical device industry","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BAX":0.9,"JNJ":0.9,"MDT":0.9,"ABT":0.9},"content_text":"智通财经APP获悉，巴克莱银行在一份研究报告中分析了特朗普政府新关税政策对医疗器械行业的影响，报告指出，雅培(ABT.US)和百特国际(BAX.US)将是受影响最小的公司之列，而强生(JNJ.US)和美敦力(MDT.US)则会是受影响最大的公司。巴克莱分析师表示，在大型医疗科技公司中，雅培、百特国际、爱德华生命科学(EW.US)和直觉外科公司(ISRG.US)等公司(“增持”评级)，以及齐默巴奥米特控股(ZBH.US)(“减持”评级)都是受关税影响最小的公司。同样，根据这家研究经纪公司的分析师的观点，在中小盘股领域，Globus Medical(GMED.US)、阿尔法泰克(ATEC.US)和Tandem Diabetes Care(TNDM.US)似乎受关税的影响微乎其微。巴克莱分析师补充道，与此形成鲜明对比的是，有几家公司由于严重依赖海外生产来供应在美国销售的产品，因而面临着显著的关税风险。其中包括碧迪医疗(BDX.US)、InMode(INMD.US)和美敦力(“增持”评级)，以及银休特(PODD.US)、强生和博士伦(BLCO.US)(“中性”评级)。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.13","shortVersion":"4.35.13","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2528734223","isCrawlerRequest":true}