摩根大通：制药行业_对特朗普总统制药关税的评论_200% 的比例出人意料，但有过渡期

J P M O R G A N Asia Pacific Equity Research 09 July 2025 Pharmaceutical Sector Comments on President Trump's pharmaceutical tariffs: 200% figure unexpected, but has a transition period; possible for investors' tariff-related concerns to subside for now At the July 8 Cabinet meeting, President Trump commented that he would soon announce tariffs on pharmaceuticals, and would apply high rates, such as 200%, after allowing companies a 1-year to 1.5-year transition period. A transition period at the very least ...