受艾乐妥等药品强劲表现支撑，辉瑞业绩超预期

环球市场播报08-04

专题：聚焦美股2026年第二季度财报　　核心要点辉瑞公布二季度业绩优于市场预期。得益于非新冠药品销售额新增 15 亿美元，公司上调全年营收预期下限。最新全年营收指引区间为 605 亿 —625 亿美元，此前预期为 595 亿 —625 亿美元。辉瑞下调新冠相关产品（新冠疫苗与抗病毒口服药奈玛特韦 / 利托那韦）全年营收预期，从此前约 50 亿美元下调至 40 亿美元。　　辉瑞周二...

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亿美元，此前预期为 595 亿 —625 亿美元。\n辉瑞下调新冠相关产品（新冠疫苗与抗病毒口服药奈玛特韦 / 利托那韦）全年营收预期，从此前约 50 亿美元下调至 40 亿美元。\n\n\n　　辉瑞周二...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-08-04/doc-inimekpi1913807.shtml\">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":"LU0234572021.USD","symbol_name":"高盛美国核心股票组合Acc","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-08-04/doc-inimekpi1913807.shtml","article_id":"2656955923","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2656955923","pubTimestamp":1785848700,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"专题：聚焦美股2026年第二季度财报核心要点辉瑞公布二季度业绩优于市场预期。辉瑞周二发布二季度财报，业绩超出市场预期。辉瑞表示，下调新冠相关产品全年营收预期，从此前约 50 亿美元下调至 40 亿美元。辉瑞还宣布另一项独立降本项目将额外节约 10 亿美元开支，落实周期为 2027 至 2029 年。随着新冠产品收入逐步回落、多款成熟药品面临收入下滑压力，辉瑞加大管线长期投入，近期斥资 100 亿美元收购肥胖领域生物科技企业 Metsera 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of drugs such as Alerto, Pfizer's performance exceeded expectations","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PFE":1.98,"OZEM":0.6},"content_text":"专题：聚焦美股2026年第二季度财报\n　　核心要点\n\n辉瑞公布二季度业绩优于市场预期。得益于非新冠药品销售额新增 15 亿美元，公司上调全年营收预期下限。\n最新全年营收指引区间为 605 亿 —625 亿美元，此前预期为 595 亿 —625 亿美元。\n辉瑞下调新冠相关产品（新冠疫苗与抗病毒口服药奈玛特韦 / 利托那韦）全年营收预期，从此前约 50 亿美元下调至 40 亿美元。\n\n\n　　辉瑞周二发布二季度财报，业绩超出市场预期。依托非新冠药品多贡献 15 亿美元销售额，公司上调全年营收预测下限。\n　　公司最新预计全年营收区间 605 亿–625 亿美元；此前指引为 595 亿–625 亿美元。该营收规模对比 2025 年 626 亿美元全年收入基本持平或小幅下滑。\n　　辉瑞表示，下调新冠相关产品（新冠疫苗、抗病毒口服药 Paxlovid）全年营收预期，从此前约 50 亿美元下调至 40 亿美元。\n　　这家制药巨头维持全年调整后每股收益预期不变，区间为 2.80–3.00 美元。\n　　基于路孚特分析师一致预期，辉瑞二季度实际业绩与市场预期对比：\n\n调整后每股收益：0.77 美元；市场预期 0.68 美元\n总营收：150.3 亿美元；市场预期 144.1 亿美元\n\n　　辉瑞二季度营收 150.3 亿美元，同比增长 3%。抗凝药艾乐妥（Eliquis）、靶向抗癌药Padcev等核心产品销量上涨，对冲了新冠相关业务收入下滑带来的压力。\n　　其中艾乐妥销售表现大幅超出预期，季度销售额达 24.3 亿美元，同比增长 19%；市场机构 StreetAccount 统计分析师预期为 20.8 亿美元。\n　　公司本季度录得净亏损 2.48 亿美元，折合每股亏损 0.04 美元；2025 年二季度净利润 29.1 亿美元，每股收益 0.51 美元。\n　　剔除重组费用、无形资产相关支出等特殊项目后，二季度调整后每股收益 0.77 美元。\n　　辉瑞同时公布多年降本计划的第二阶段方案，目标至 2029 年累计节约约 15 亿美元成本。本阶段重点推进产品管线优化、产能布局调整，进一步提升运营效率。\n　　降本计划第一阶段进展顺利，有望在 2027 年底实现 15 亿美元成本节省。\n　　辉瑞还宣布另一项独立降本项目将额外节约 10 亿美元开支，落实周期为 2027 至 2029 年。叠加此前规划，该项目截至今年年底合计可实现 57 亿美元成本优化。\n　　随着新冠产品收入逐步回落、多款成熟药品面临收入下滑压力，辉瑞加大管线长期投入，近期斥资 100 亿美元收购肥胖领域生物科技企业 Metsera 便是重要布局。投资者高度关注辉瑞今年多项关键临床数据公布，其中包含一款 GLP-1 注射剂联合胰淀素药物的复方疗法临床结果。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"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; 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