美股医疗板块年内疲弱分析师：投资者或可逢低布局迎接复苏

智通财经网08-08

智通财经APP获悉，2025年以来，美国医疗板块在标普500指数中表现最为疲弱，仿佛“久病缠身”。但随着利空逐步消化，这一关键防御型板块或正处于触底反弹的前夕。数据显示，截至本周，医疗保健板块ETF，Health Care Select Sector SPDR Fund(XLV.US)年内累计下跌3.7%，远逊于标普500指数同期7.1%的涨幅。该ETF涵盖从医疗保险公司到制药企业、医疗器械制造商...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250808062308973a71e0&s=b><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，2025年以来，美国医疗板块在标普500指数中表现最为疲弱，仿佛“久病缠身”。但随着利空逐步消化，这一关键防御型板块或正处于触底反弹的前夕。数据显示，截至本周，医疗保健板块ETF，Health Care Select Sector SPDR Fund(XLV.US)年内累计下跌3.7%，远逊于标普500指数同期7.1%的涨幅。该ETF涵盖从医疗保险公司到制药企业、医疗器械制造商...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250808062308973a71e0&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":"LU0096364046.USD","symbol_name":"CT (LUX) I AMERICAN \"DU\" (USD) 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ETF目前在132.50美元附近企稳，靠近4月以来多次吸引买盘的130美元技术支撑位。更重要的是，从2009年起，医疗板块维持长期上涨趋势并未被打破。当前调整或许正为中长期投资者提供了介入窗口。部分重挫个股也开始出现修复迹象。辉瑞(PFE.US)周二公布财报后上涨4%，营收与利润均超出市场预期。默沙东(MRK.US)虽然因销售未达预期而调整，但股价强劲守住77美元支撑位。市场普遍认为，若无更严重的利空，相关个股下行空间已有限。更吸引人的是估值优势。截至目前，医疗ETF的远期市盈率仅为16倍，远低于标普500指数22倍的水平，折价幅度高达27%，几乎是过去十年平均折价水平的两倍。从增长潜力来看，根据FactSet数据，医疗板块在2025年之后两年的年均盈利增速预计将达到11%。推动增长的动力来自礼来在肥胖药物市场的快速扩张，以及波士顿科学(BSX.US)、史赛克(SYK.US)、直觉外科公司(ISRG.US)和瑞思迈(RMD.US)等医疗器械公司持续增长的业务表现。Trivariate Research首席分析师Adam Parker更是直言看好该板块：“医疗行业的盈利预期可实现性高于平均水平。”他建议投资者关注板块中长期表现潜力。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 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美股医疗板块年内疲弱 分析师：投资者或可逢低布局迎接复苏

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美股医疗板块年内疲弱分析师：投资者或可逢低布局迎接复苏