关税威胁下欧股不跌反涨，策略师：医药股回调或是入场良机

Group 1 - European stock markets opened higher, with the Stoxx 600 index rising by 0.3%, indicating a lack of excessive reaction from investors to President Trump's threat of imposing tariffs on patented drugs [1] - The healthcare sector experienced a slight decline of 0.2%, with notable drops in companies such as Novo Nordisk, which fell by 1.7%, and Zealand Pharma, which decreased by 2.2% [1] - Sophie Huet, a portfolio manager and strategist at BNP Paribas Asset Management, suggested that this situation could present a buying opportunity rather than a reason to short European stocks, emphasizing the importance of considering the broader context despite the sector's national characteristics [1] Group 2 - European stock markets have been fluctuating within a narrow range as investors assess the prospects of interest rate cuts in the U.S. [3] - Market attention is shifting towards the U.S. Federal Reserve's preferred inflation indicator, the Personal Consumption Expenditures Price Index, for insights into the economic situation [3] - STMicroelectronics saw a decline of 1.6% following reports that the Trump administration is considering plans to reduce U.S. dependence on foreign chips [3]