辉瑞与特朗普交易 降低医疗补助药品价格和关税减免 提升了欧洲医疗储备。 Pfizer's deal with Trump admin for lower Medicaid drug prices and tariff relief boosted European healthcare stocks.

欧洲医疗保健股价周三升2.7%至3.1%,此前瑞与特朗普政府达成协议,以降低医疗补助医药价格,以换取关税减免,缓解了对严重定价压力的担忧. European healthcare stocks jumped 2.7% to 3.1% on Wednesday after Pfizer struck a deal with the Trump administration to lower drug prices for Medicaid in exchange for tariff relief, easing fears of severe pricing pressures. 该协议包括三年免征国家安全相关关税,为Roche、AstraZeneca、Novartis和Merck等大公司带来了好处。 The agreement, which includes a three-year exemption from national-security-related tariffs, prompted gains across major firms like Roche, AstraZeneca, Novartis, and Merck. 这一举动被视为其他全球毒品制造者的一个潜在模式,其中许多人肯定了正在进行的谈判。 The move is seen as a potential model for other global drugmakers, with many confirming ongoing talks. 由于不确定性，该行业在 2025 年表现不佳，反弹提振了市场情绪，尽管由于对美国就业数据的担忧、政府可能关门以及欧洲制造业活动疲软，大盘涨跌互现。 The rally lifted sentiment in a sector underperforming in 2025 amid uncertainty, though broader markets were mixed due to concerns over U.S. jobs data, a potential government shutdown, and weakening manufacturing activity in Europe.