医疗保健类股正成为欧洲股市的拖累一系列不同风险已体现在其股价估值中且这类股票正变得愈发便宜。该板块对斯托克 600 指数

智通财经2025-08-06

医疗保健类股正成为欧洲股市的拖累一系列不同风险已体现在其股价估值中且这类股票正变得愈发便宜。该板块对斯托克 600 指数整体走势形成压制导致该指数回吐了当日大部分涨幅。瑞士企业表现不佳诺华和罗氏股价走低。美国关税的长期不确定性持续对该行业构成压力 —— 就在昨天特朗普总统还暗示可能会将关税税率提高至 250%。对于瑞士股市而言情况尤为严峻该国正与美国展开单独的关税博弈。美国国内推动降低药品价格的...

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/2557320942?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-08-06 18:10","share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","id":"2557320942","market":"sh","top_or_hot":-1,"title":"医疗保健类股正成为欧洲股市的拖累一系列不同风险已体现在其股价估值中且这类股票正变得愈发便宜。该板块对斯托克 600 指数","media":"智通财经","content":"<div>\n<p>医疗保健类股正成为欧洲股市的拖累一系列不同风险已体现在其股价估值中且这类股票正变得愈发便宜。该板块对斯托克 600 指数整体走势形成压制导致该指数回吐了当日大部分涨幅。瑞士企业表现不佳诺华和罗氏股价走低。美国关税的长期不确定性持续对该行业构成压力 —— 就在昨天特朗普总统还暗示可能会将关税税率提高至 250%。对于瑞士股市而言情况尤为严峻该国正与美国展开单独的关税博弈。美国国内推动降低药品价格的...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n","source":"live_zhitongcaijing","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>医疗保健类股正成为欧洲股市的拖累一系列不同风险已体现在其股价估值中且这类股票正变得愈发便宜。该板块对斯托克 600 指数</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医疗保健类股正成为欧洲股市的拖累一系列不同风险已体现在其股价估值中且这类股票正变得愈发便宜。该板块对斯托克 600 指数\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-06 18:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>医疗保健类股正成为欧洲股市的拖累一系列不同风险已体现在其股价估值中且这类股票正变得愈发便宜。该板块对斯托克 600 指数整体走势形成压制导致该指数回吐了当日大部分涨幅。瑞士企业表现不佳诺华和罗氏股价走低。美国关税的长期不确定性持续对该行业构成压力 —— 就在昨天特朗普总统还暗示可能会将关税税率提高至 250%。对于瑞士股市而言情况尤为严峻该国正与美国展开单独的关税博弈。美国国内推动降低药品价格的...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">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":"IE00BKVL7J92.USD","symbol_name":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","start_time":0,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","article_id":"2557320942","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2557320942","pubTimestamp":1754475021,"columns":[],"sourceInfo":{"source_id":"live_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"医疗保健类股正成为欧洲股市的拖累一系列不同风险已体现在其股价估值中且这类股票正变得愈发便宜。该板块对斯托克 600 指数整体走势形成压制导致该指数回吐了当日大部分涨幅。瑞士企业表现不佳诺华和罗氏股价走","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159646":"疫苗","159891":"医疗","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","IE0009355771.USD":"骏利亨德森环球生命科技A Acc","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","BK4007":"制药","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","IE00BJT1NW94.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (SGDHDG) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","BK4599":"减肥药","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","NVO":"诺和诺德","BK4585":"ETF&股票定投概念","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","IE00BFTCPJ56.SGD":"Janus Henderson Global Life Sciences A Acc SGD","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","NVS":"诺华","IE00B4R5TH58.HKD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (HKD) ACC","BK4578":"CAR-T","IE00B2B36J28.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I1\" (USD) INC","BK4588":"碎股"},"translate_title":"Healthcare stocks are becoming a drag on European stocks. A series of different risks have been reflected in their stock price valuations, and such stocks are getting cheaper. The sector's impact on the Stoxx 600 index","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159646":1,"159891":1,"NVO":1,"NVS":1},"content_text":"医疗保健类股正成为欧洲股市的拖累一系列不同风险已体现在其股价估值中且这类股票正变得愈发便宜。该板块对斯托克 600 指数整体走势形成压制导致该指数回吐了当日大部分涨幅。瑞士企业表现不佳诺华和罗氏股价走低。美国关税的长期不确定性持续对该行业构成压力 —— 就在昨天特朗普总统还暗示可能会将关税税率提高至 250%。对于瑞士股市而言情况尤为严峻该国正与美国展开单独的关税博弈。美国国内推动降低药品价格的举措（这对行业运营模式构成威胁）也起到了不利作用。此外还需考虑美国整体医疗政策的不确定性官员们缩减 mRNA 疫苗资金就是最新例证。这些担忧正日益反映在行业估值中。一年前斯托克 600 医疗保健指数相对于基准指数的其他成分股存在相当大的溢价。如今该指数已处于折价状态。这种折价近期有所扩大而上周丹麦诺和诺德股价的大幅下跌更是加剧了这一情况。","kind":"live","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","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/2557320942","isCrawlerRequest":true}