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把筷子放屁眼里不能掉的故事 - 让你轻松获取情感支持 - 骤变网络
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把筷子放屁眼里不能掉的故事 - 让你轻松获取情感支持

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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,GlobusMedical(GMED.US)、阿尔法泰克(ATEC.US)和TandemDiabetesCare(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)。

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