106223683
參與了投票
對於美國醫療股而言，2025年是從低迷轉向復甦的一年。
在上半年，由於多種不利因素的共同作用——包括關稅、"最惠國待遇"定價模式、醫療改革的不確定性以及高利率環境——估值受到顯著壓制，遠期市盈率跌至歷史低點。
然而，隨着2025年下半年的推進，市場敘事發生了轉變……
在上半年，由於多種不利因素的共同作用——包括關稅、"最惠國待遇"定價模式、醫療改革的不確定性以及高利率環境——估值受到顯著壓制，遠期市盈率跌至歷史低點。
然而，隨着2025年下半年的推進，市場敘事發生了轉變……
已翻譯
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