一场没有赢家的战争：美联储降息博弈与特朗普的关税风暴 特朗普4月宣布的关税上调，犹如一颗炸弹，彻底打乱了美联储年初制定的降息计划。在国会听证会上，鲍威尔罕见地表示"降 息宜早不宜迟"，却拒绝承诺具体时间。这种谨慎而灵活的立场，正反映了美联储内部激烈的路线斗争。会议纪要显示，仅"少 数"官员支持7月降息（暗示美联储理事沃勒与鲍曼），多数决策者仍担忧特朗普关税政策带来的通胀压力。 鹰派官员对通胀问题高度警惕，他们认为"通胀连续四年高于2%目标，消费者可能逐渐接受更高物价水平。" 鸽派则反驳称关税 引发的成本上升微不足道，沃勒甚至认为"关税只会导致一次性价格上涨"。 鲍威尔则在两大阵营间艰难地走钢丝，他曾表 示："没有关税的话，美联储今年可能已经进一步降息。"但这句无奈的陈述，很快被特朗普政府的政治攻势所淹没——特朗普 贸易顾问纳瓦罗公开呼吁美联储理事会干预鲍威尔的立场，指责他"导致收入损失和利息支出增加"。 特朗普的关税大棒，挥舞向了全球。7月7日，特朗普突然宣布终止与加拿大的所有贸易谈判，并威胁一周内对加拿大征收新关 税，导火索竟是加拿大对美国科技企业开征数字服务税。 市场狂欢瞬间戛然而止，道指最终下跌422点 ...

来源：市场资讯 转自：一度医药 2007年，Sally Susman正式加盟辉瑞，接手的是一个需要在复杂全球环境中平衡多方利益的"硬核岗 位"。作为首席企业事务官，她身兼"三重角色"：公共传播的"发言人"、政府关系的"桥梁"、患者倡导 的"推动者"。 在近二十年任期内，她带领团队稳健应对了五届美国总统任期内复杂的政治、政策环境剧变。此外，在 辉瑞面临重大挑战（如关键药物专利到期、行业定价争议）时，她主导的沟通策略有效维护了公司形象 与公众信任。 2025年7月11日，据外媒报道，近日辉瑞制药正式确认，首席企业事务官、执行副总裁Sally Susman将在 2025年底卸任，为其跨越五届美国总统任期的辉瑞生涯画上句点。这位被业内称为"声誉守护神"的高 管，用近20年时间书写了一段药企公共事务领域的标杆故事。 值得关注的是，在席卷全球的新冠疫情中，苏斯曼领导的团队发挥了不可或缺的关键作用。彼时，全球 日均新增确诊病例突破百万，各国医疗系统濒临崩溃，公众对疫苗和治疗药物的渴望与恐慌交织，政治 力量借机将公共卫生问题工具化 —— 在这样前所未有的"高压战场"上，她带领团队全力推进辉瑞新冠 疫苗及治疗药物Paxlovi ...

Group 1 - The U.S. pharmaceutical sector experienced a decline, failing to maintain its upward momentum from earlier in the week [1] - Novo Nordisk (NVO.US) saw a drop of over 3%, while Moderna (MRNA.US) fell by more than 2.4%, Eli Lilly (LLY.US) decreased by over 1%, and Pfizer (PFE.US) declined by nearly 1% [1] - Reports indicate that the FDA may expedite drug reviews to lower drug prices in the U.S. [1]

European Commission President Ursula von der Leyen has survived a no-confidence vote over text messages she sent to Pfizer CEO Albert Bourla during the Covid pandemic https://t.co/vJ9oJhuoS0 ...

对进口药品征收关税可能大幅推高美国药品的价格。对此许多制药公司已经表示反对，并警告称，征税可能会推高成本，阻碍在美国的投资，扰乱药品供应 链，使患者面临风险。 对进口药品征收关税可能大幅推高美国药品的价格。对此许多制药公司已经表示反对，并警告称，征税可能会推高成本，阻碍在美国的投资，扰乱药品供应 链，使患者面临风险。 辉瑞公司CEO艾伯乐（Albert Bourla）此前表示，关税威胁正在阻碍辉瑞进一步在美国进行研发和制造方面的投资。礼来公司CEO戴文睿（Dave Ricks）也 表示，他并不认为关税能解决围绕美国药品供应链的"国家安全"担忧。 美国总统特朗普在近日的一场内阁会议上表示，很快将宣布对美国进口药品征收"非常高"的关税。"比如200%。"特朗普称。 以默沙东的重磅抗癌药帕博利珠单抗（Keytruda）为例，该药物是目前全球处方药的"销量冠军"，大部分产自爱尔兰。默沙东此前已经表示，正在将足够的 库存转移到美国，以保障至少到年底前的供应。 一位医疗行业投资人对第一财经记者表示，很多美国制药巨头的生产线都建在美国以外的地区，例如爱尔兰每年境内生产的药品价值规模高峰时接近1000亿 欧元，辉瑞、礼来、艾 ...

Key Takeaways JNJ expects 2025 to be a catalyst year, with accelerating growth in the second half of the decade. PFE faces declining COVID revenues and upcoming patent expirations for several key drugs. JNJ forecasts 5-7% annual growth in Innovative Medicine from 2025 to 2030Johnson & Johnson (JNJ) and Pfizer (PFE) rank among the world’s largest pharmaceutical companies, each with broad and diversified healthcare portfolios. J&J operates primarily through its pharmaceuticals and medical devices segments. ...

Sally Susman, who has presided over Pfizer’s public communications for nearly two decades, will leave the company this year as part of a broader corporate restructuring https://t.co/KpxINBMMqE ...

Core Insights - The article emphasizes the importance of dividends in investment strategies, highlighting that even renowned investors like Warren Buffett recognize their value, despite Berkshire Hathaway not paying dividends [1] Company Summaries - **Pfizer**: Pfizer has a recent dividend yield of 7.1%, with total annual dividends increasing from $1.20 in 2016 to $1.70 recently. Despite poor stock performance averaging annual gains of 1.84% over the past decade, the company has a promising drug pipeline and a low forward P/E ratio of 8.3 compared to its five-year average of 10.2 [4] - **Caterpillar**: Caterpillar offers a dividend yield of 1.56%, above the S&P 500's yield of approximately 1.25%. The company has shown solid long-term performance with average annual gains of 17.6% over the past decade, and its total annual dividend has grown from $3.28 in 2018 to $5.64 recently [5] - **United Parcel Service (UPS)**: UPS has a dividend yield of 6.5%, with total payouts increasing from $3.64 in 2018 to $6.54 recently. The stock has had an average annual gain of 4.24% over the past decade, although growth has slowed recently due to economic uncertainties and competition from Amazon [6][7] - **Chevron**: Chevron's recent dividend yield stands at 4.78%, with total annual payouts rising from $4.76 in 2019 to $6.68 recently. The stock has averaged 14.2% annual growth over the past five years, supported by significant share buybacks and diversification in energy production and refining [8] ETF Considerations - The article suggests considering dividend-focused ETFs for investment, listing several options with their recent yields and average annual returns: - iShares Preferred & Income Securities ETF (PFF): 6.68% yield, 5-year average return of 3.22% - Schwab U.S. Dividend Equity ETF (SCHD): 3.97% yield, 5-year average return of 13.34% - Fidelity High Dividend ETF (FDVV): 3.02% yield, 5-year average return of 17.91% - Vanguard High Dividend Yield ETF (VYM): 2.86% yield, 5-year average return of 14.60% [9]

One formula to generate strong returns on equity markets involves investing small amounts of money in top stocks regularly over long periods. Buying fractional shares is one way to apply this strategy, but it's also possible to find attractive corporations at already-affordable prices.Here are two excellent examples in the healthcare industry: Pfizer (PFE 0.30%) and Exelixis (EXEL 3.72%). These drugmakers are worth investing in, and both are changing hands for under $50 apiece. Here is what investors need t ...

Core Insights - The rapid rise of Palantir Technologies in the AI sector may be temporary, with concerns about its high valuation and market sustainability [5][8][7] AI Market Overview - The global addressable market for AI is projected to reach $15.7 trillion by 2030, indicating significant growth potential for various companies [2] Palantir Technologies - Palantir's stock has surged by 1,940% since the beginning of 2023, leading to a market cap exceeding $300 billion [5] - The company has a sustainable competitive advantage with its Gotham and Foundry platforms, which are difficult for competitors to replicate [6] - Palantir's business model includes multiyear government contracts and an enterprise-based subscription model, contributing to predictable cash flow [6] - Despite its strengths, Palantir faces historical challenges that have affected other tech companies, including potential overvaluation and negative investor sentiment [7] - Palantir's price-to-sales (P/S) ratio is currently above 104, significantly higher than the historical range of 30 to 43 for leading companies in similar trends, suggesting an unsustainable valuation [8] Competitors with Growth Potential - Pfizer, with a current market cap of $142 billion, is positioned to grow stronger, especially with its oncology segment bolstered by the acquisition of Seagen [10][13] - PayPal, valued at $73 billion, offers a more attractive risk-reward profile with sustained double-digit growth potential and a forward price-to-earnings ratio of 13 [16][20] - Intuitive Surgical, with a market cap of $193 billion, dominates the robotic-assisted surgical market and is expected to see revenue growth driven by higher-margin services and accessories [21][25]