据央视新闻，美国总统特朗普在接受美国消费者新闻与商业频道（CNBC）采访时表示， 美国将首先对进口药品征收"小额关税"，并在一年左右的 时间内提高税率。 特朗普周二在接受采访时称，美国计划对进口药品征收的关税最终可能升至250%，这是他迄今为止所威胁征收的最高税率。 特朗普表示，初期将对药品征收"小额关税"，但在一年，最多一年半内，他将把税率提高至150%，然后再升至250%。 不过，鉴于特朗普多次威胁征收高额关税但随后又改变主意，他是否最终会将药品关税定在250%存在不确定性。早在7月初，特朗普就曾 威胁要对药品征收200%的关税。 然而，这些拟议中的关税将对制药行业造成打击。业界已警告称，关税可能推高成本、抑制在美投资并扰乱药品供应链，从而使患者面临风险。 此外，制药企业目前还在应对特朗普药价政策带来的冲击，他们认为这些政策不仅威胁到公司的利润，还会影响其研发投入能力。 例如，特朗普在5月签署了一项行政命令，重启一项颇具争议的计划，即"最惠国待遇政策"。该政策旨在通过将某些药品在美国的售价与海 外显著更低的价格挂钩，从而大幅削减药品成本。 上周，特朗普还致信全球17家制药巨头，要求它们在9月29日前承诺采 ...

Group 1: Federal Reserve and Monetary Policy - Trump criticized Federal Reserve Chairman Jerome Powell for delaying interest rate cuts and narrowed down potential candidates for the next Fed chair to four individuals, including former Fed governor Kevin Walsh and NEC Director Kevin Hassett, while ruling out Treasury Secretary Scott Bencet [2] - Trump mentioned that he plans to utilize the vacancy left by Adriana Kugler to select the future Fed chair, following her resignation [2] Group 2: Drug Tariffs - Trump announced plans to impose tariffs on imported drugs that could reach as high as 250%, marking the highest rate he has threatened so far [2] - Initially, Trump considered a lower tariff but indicated a gradual increase over the next year to year and a half, starting at 150% before reaching 250% [2][3] - The administration's investigation under Section 232 aims to assess the impact of imported drugs on national security, with Trump urging pharmaceutical companies to lower drug prices by September 29 [3] Group 3: Trade Relations with India - Trump announced plans to significantly increase tariffs on Indian imports, stating that India is the country with the highest tariffs and not a good trade partner [4][5] - He previously announced a 25% tariff on goods exported from India to the U.S. and threatened further increases [4] - The Indian government is seeking negotiations to lower these tariffs and is considering increasing imports of natural gas and communication equipment from the U.S. [5] Group 4: Banking Discrimination Claims - Trump claimed that JPMorgan Chase and Bank of America discriminated against him by refusing to open accounts for him, leading him to choose smaller local banks instead [6][8] - He suggested that the refusal was politically motivated due to pressure from regulatory agencies during the Biden administration [8] - JPMorgan Chase denied any political discrimination, emphasizing the need for regulatory reform [8]

Group 1: Federal Reserve Chair Candidates - Trump criticized Powell for delaying interest rate cuts and narrowed potential candidates for the next Federal Reserve Chair to four, including Kevin Walsh and Kevin Hassett, while ruling out Treasury Secretary Scott Bencet [3] - Trump mentioned the opportunity to utilize the vacant position left by Adriana Kugler to select the future Fed Chair, following her resignation [3] Group 2: Drug Tariffs - Trump plans to impose tariffs on imported drugs that could eventually reach 250%, marking the highest rate he has threatened so far [4] - Initially, he intended to start with a lower tariff, increasing it to 150% over one to one and a half years, before potentially raising it to 250% [4] - The administration's investigation under Section 232 aims to assess the impact of imported goods on national security, with Trump urging pharmaceutical companies to lower drug prices by September 29 [4] Group 3: Tariffs on Indian Imports - Trump announced plans to significantly increase tariffs on Indian imports within 24 hours, previously stating a 25% tariff on goods exported from India to the U.S. [6] - He criticized India as the country with the highest tariffs and a poor trade partner, citing their purchase of Russian oil and subsequent resale for profit [7] - The Indian government expressed intentions to negotiate for lower tariffs and is considering increasing imports of natural gas and communication equipment from the U.S. [7] Group 4: Banking Discrimination Claims - Trump claimed discrimination from JPMorgan Chase and Bank of America, stating they refused to open accounts for him, which he attributed to pressure from regulatory agencies during the Biden administration [9][11] - JPMorgan Chase denied any political discrimination, emphasizing their commitment to regulatory reform [11]

借美联储理事空缺机会定主席 在采访中，特朗普再次批评鲍威尔降息太迟，并将未来美联储主席的潜在候选人范围缩小至四名，包括前美联储理事凯文·沃什和美国国家经济委员会主任凯文·哈 塞特，同时排除了财政部长斯科特·贝森特担任主席的可能性。此外，特朗普称还有两位人选，但他并未透露具体姓名。 特朗普称，可利用阿德丽安娜·库格勒（Adriana Kugler）空缺出来的理事职位来挑选未来的美联储主席。库格勒上周五宣布辞职，将于本周五生效。特朗普对媒体 说，库格勒的辞职"令人惊喜"。 对于此前的大热门——财政部长贝森特，特朗普则否认了其担任美联储主席的可能性。特朗普说。"我昨晚才问他，这是你想要的东西吗（美联储主席一职）？贝森 特说不，他想留在原地。他实际上说，'我想和你一起工作。这真是一种荣幸。'我说，'这很好。我很感激。'" 未来一周宣布药品关税 当地时间8月5日，美国总统特朗普接受了CNBC专访。在采访中，特朗普对市场关心的众多问题进行了回应，包括美联储主席候选人、药品关税，以及和 印度的关税等。 印度政府已表示将继续与美国谈判，以争取降低关税。印度还称特朗普关于能源采购的威胁是毫无道理的。印度正考虑增加从美国进口天然 ...

（央视财经《经济信息联播》）美国总统特朗普近期威胁将对进口药品征收高额关税，声称此举可以"降低药品价格，增加美国的国家安全"。对此，有医药 行业的专业人士认为，这两个目标都难以实现。 多家美国医药企业已表态将在美国本土加大投资，以避免被征收关税。强生将投入550亿美元加强本土生产和研发。礼来公司则表示将斥资270亿美元在美国 新建四家制药厂。另外，跨国制药公司阿斯利康称将投资500亿美元扩大药品生产。目前在美药企计划投资总额或超过2500亿美元。 转载请注明央视财经 但相关专家表示，美国药企的这些举措可能不会减少美国对外国关键医药成分和药品的依赖，也不太可能降低美国消费者的健康成本。 编辑：潘煦 犹他大学健康中心的副首席药学研究员艾琳·福克斯表示，目前制药行业已经高度全球化，大量药物原料和成品药的产地遍布世界各地，复杂的供应链并非 白宫的一纸行政令就能实现完整迁移。 此外，特朗普政府声称的"降低药价"也难以实现。荷兰国际集团全球医疗保健部门负责人斯蒂芬•法雷利指出，即便制药公司实现了在美国本土建厂，但在 美国生产需要的人力、电力、运输等成本也远高于其他国家，"美国制造"未必价格实惠。而美国药品市场的很大一部分 ...

| AZN 阿斯利康 | | | | --- | --- | --- | | 73.980 + +2.150 +2.99% | | 收盘价 07/29 16:00 美东 | | 74.820↑ 0.840 +1.14% | | 盘前价 07/30 04:35 美东 | | 二 7 24 S × 9 目 ♥ 白选 | | ● 快捷交易 | | 最高价 75.000 | 开盘价 72.920 | 成交量 1443.14万 | | 最低价 72.570 | 昨收价 71.830 | 成交额 10.67亿 | | 平均价 73.943 | 市盈率 TM 27.86 | 总市值 2293.72亿(m) | | 振 幅 3.38% | 市盈率(静) 32.88 | 总股本 31亿 | | 换手率 0.47% | 市净率 5.129 | 流通值 2284.05亿 | | 52周最高 86.440 | 委 比 -- | 流通股 30.87亿 | | 52周最低 61.240 量 比 2.59 | | 色 主 1路 | | 历史最高 86.440 | 股息TTM 1.550 | | | 历史最低 5.299 | 股息率ITM ...

Core Viewpoint - The U.S. government, led by President Trump, plans to impose tariffs on imported pharmaceuticals, potentially reaching up to 200%, aiming to encourage domestic drug production [1][2] Group 1: Impact on Pharmaceutical Companies - Companies like AbbVie (ABBV.US), Bristol-Myers Squibb (BMY.US), and Eli Lilly (LLY.US) have a robust manufacturing base in the U.S., making them relatively stable against the tariff impact [1] - In contrast, Novartis (NVS.US) and Roche (RHHBY.US) face higher risks due to lower production capacity in the U.S. [1] - Amgen (AMGN.US) and Biogen (BIIB.US) are identified as the most sensitive biotech companies to the tariffs, while Gilead Sciences (GILD.US) and Vertex (VERX.US) are less affected [2] Group 2: Financial Implications - Analysts predict that the tariffs will significantly impact companies' free cash flow in the first two years post-implementation [2] - Companies may attempt to raise prices to offset costs, but substantial price increases could be politically unfeasible given the current scrutiny on drug prices [2] - Some firms might reduce R&D spending to counteract rising costs, although major cuts are unlikely due to the importance of innovation for long-term growth [2] Group 3: Responses from Companies - Roche has announced a $50 billion investment in the U.S. and emphasizes the need to exclude drugs and diagnostics from tariffs to protect patient access and future innovation [3] - Companies like Novartis, Zoetis (ZTS.US), AstraZeneca (AZN.US), and GlaxoSmithKline (GSK.US) have not immediately responded to requests for comments regarding the tariffs [3] Group 4: Manufacturing and Tax Strategies - Companies with strong U.S. manufacturing networks include AbbVie, AstraZeneca, Eli Lilly, Merck (MRK.US), and Pfizer (PFE.US), each having ten or more major factories in the U.S. [4] - Firms like AbbVie, Bristol-Myers Squibb, and Eli Lilly have a higher proportion of production in the U.S. compared to overseas [4] - The complexity of the pharmaceutical supply chain makes it challenging to assess the full impact of tariffs on pricing and availability [3][4] Group 5: Alternative Strategies - In response to potential cost increases from tariffs, companies are exploring alternative measures, such as sourcing active pharmaceutical ingredients from regions outside Europe and seeking new contract manufacturers in non-European countries [5]

Core Viewpoint - The announcement of tariffs on pharmaceuticals is expected to be made by Trump in the near future, indicating a potential shift in trade policy that could impact the pharmaceutical industry significantly [1] Group 1 - The upcoming tariffs on drugs may lead to increased costs for pharmaceutical companies, affecting their pricing strategies and profit margins [1] - This policy change could also influence the supply chain dynamics within the pharmaceutical sector, as companies may need to adjust their sourcing and distribution strategies to mitigate the impact of tariffs [1] - The announcement reflects a broader trend of protectionist measures that could reshape the competitive landscape of the pharmaceutical industry [1]

Group 1 - The core viewpoint is that Trump will soon announce tariffs on pharmaceuticals and engage in negotiations with the UK regarding drug-related issues [1]

Core Viewpoint - The article discusses Trump's stance on not using drug tariffs as a means to block the UK, indicating a focus on maintaining trade relations and avoiding punitive measures in the pharmaceutical sector [1] Group 1 - Trump's administration will not impose drug tariffs to hinder trade with the UK, suggesting a strategic approach to international relations in the pharmaceutical industry [1] - The decision reflects a broader policy of fostering cooperation rather than confrontation in trade matters, particularly in the context of drug pricing and access [1]