辉瑞与政府的药品定价协议 - 辉瑞公司与政府达成协议，同意降低部分药品价格，特别是针对医疗补助计划，并参与名为“TrumpRx”的新联邦网站进行折扣药品销售 [2] - 作为回报，辉瑞获得了为期三年的关税豁免，并承诺在美国制造业和研发方面进行700亿美元的重大投资 [2] - 辉瑞股价在9月30日大幅上涨6.83%，收于25.48美元，交易量激增至超过1.53亿股，是其通常平均水平的近3.5倍，并在10月1日继续上涨5%，盘中进一步跳涨6% [3] 制药行业市场反应 - 其他制药公司也受益于光环效应，强生公司股价在9月30日上涨2.09%，礼来公司股价上涨5.02% [3] - 即使是瑞士巨头诺华公司和罗氏公司，其股价也分别在10月1日上涨2.4%和5.3% [3] - 分析师认为该协议为其他制药公司设定了路径，允许其在标题价格上做出让步，同时避免了更具惩罚性的关税实施，但指出辉瑞的新闻稿并未改变任何财务指标或指引 [4] 针对电影和木材的关税措施 - 政府对在美国境外制作的任何电影征收100%的关税，加州州长公开谴责此举 [5] - 美国影视公司股票如华纳兄弟探索和网飞在9月29日最初下跌高达3.3%，但到10月1日已“基本持平”或“反弹”，华特迪士尼公司甚至上涨1.1% [6] - 政府对软木征收10%的进口税，这是在现有对加拿大木材35%关税基础上的附加税 [7] 汽车行业受关税影响 - 10月1日生效的新关税包括对美国境外生产的重型卡车征收25%的关税 [7] - 福特汽车公司股价在9月26日一度上涨3.4%，达到自2024年7月以来的最高水平，因市场预期其将获得国内优势 [7] - 然而福特CEO公开批评这些关税，称其为“20亿美元的逆风”并将“限制未来投资”，福特股价随后在周二下跌1.08%，收于11.96美元，并在隔夜交易中持平 [7] 政府停摆对市场的影响 - 美国政府于2025年10月1日进入部分停摆，这是近七年来的首次，也是总统任期内的第三次 [8] - 此次财政僵局导致无法通过拨款法案，立即对经济数据发布蒙上阴影，非农就业数据和每周失业救济申请等关键数据面临潜在延迟 [9] - 10月1日早间，美国股指期货显示下跌，道琼斯工业平均指数期货下跌约0.7%，标准普尔500指数期货下跌0.8%，纳斯达克100指数期货下跌约0.9%-1% [10] 主要股指的盘中波动与收盘表现 - ADP研究报告显示9月份私营部门就业人数意外减少3.2万人，这损害了投资者信心 [10] - 到午盘时分，主要指数显示出奇特的韧性，道指微涨18点或不到0.1%，标普500指数几乎未变，纳斯达克综合指数基本持平 [11] - 但收盘时情况更为复杂：道指下跌0.65%至46,247.29点，标普500指数下跌0.35%至6,664.94点，而纳斯达克综合指数却意外上涨0.46%，收于22,555.30点 [11]

Key Points Pfizer signed a deal with the White House to help Americans pay lower prices for prescription drugs. This agreement removes the uncertainty hanging over Pfizer's head related to the Trump administration's policies. However, Pfizer will slash its drug prices for many products. 10 stocks we like better than Pfizer › Pfizer (NYSE: PFE) announced on Tuesday that it had signed an agreement with the White House that will help Americans pay lower prices for prescription drugs and bolster U.S. ...

European stocks were mixed on Wednesday as the United States plunged into a government shutdown, a few hours after the Senate failed to pass a short-term spending bill.The pan European Stoxx 600 was up 0.2 percent at 559.42 after rising half a percent on Tuesday to conclude September on a positive note. The German DAX slipped 0.2 percent and France's CAC 40 was marginally lower while the U.K.'s FTSE 100 climbed 0.7 percent after a survey showed U.K. house prices growth accelerated in September amid easing ...

European healthcare stocks jumped on Wednesday, a day after Pfizer and U.S. President Donald Trump said the U.S.-based drugmaker agreed to lower prescription drug prices in the Medicaid program in exchange for tariff relief. ...

With investors having bet for some time on a spate of further Fed rate cuts, the benchmark S&P 500, the tech-heavy Nasdaq and the Dow all gained for the second quarter in a row. For the S&P 500 and the Dow, it also marked their fifth straight monthly gain while the Nasdaq registered its sixth straight monthly gain. And with no signs of an end to the standoff in Washington, U.S. President Donald Trump warned congressional Democrats that a federal government shutdown at midnight would allow his administratio ...

Pfizer shares jumped Tuesday after the pharmaceutical firm announced lower prices on several medications in the U.S. with President Trump at the White House.  ANGELA WEISS / AFP / Getty Images Close Key Takeaways Other stocks with exposure to the U.S. pharmaceutical industry were among the top performers in the benchmark index Tuesday. Shares of Charles River Laboratories (CRL), Bio-Techne (TECH), and IQVIA Holdings, (IQV), which provide services to support drug discovery and development processes, also g ...

Pharmaceutical stocks are enjoying tailwinds today, after President Donald Trump announced the launch of a direct-to-consumer website dubbed "TrumpRX." The new platform will enable Americans to buy their prescription drugs straight from the federal government. The White House said "virtually all drugs" would be available, with an 80% price discount for many of them. The White House made the announcement alongside Pfizer Inc (NYSE:PFE) CEO  Albert Bourla. The company is expected to lower drug prices for Medi ...

Shares of Pfizer rose about 5% after U.S. President Donald Trump said on Tuesday the drugmaker will cut the price on all of its prescription drugs sold to the Medicaid insurance program and will intro... ...

For many years, Americans have paid the highest prices anywhere in the world for prescription drugs. They paid far more, 10 times, 13 times, 15 times more than other countries for the exact same product. A major reason is that the American consumers have been subsidizing research and development costs for the entire planet.They put all of that on us and yet they were the beneficiaries to. So, it's being changed as of today. The United States had just 4% of the world's population and consumers, only 13% of a ...

Americans will soon be able to buy prescription drugs directly from the federal government, according to the White House. On Tuesday, President Donald Trump announced the launch of a direct-to-consumer website where consumers could purchase discounted drugs. It will be called "TrumpRx.""It increases transparency; in many instances, prices are 80% lower than they are today," Chris Klomp, the Director of Medicare and Deputy Administrator of CMS, said during the announcement. "No more Canadian detours to purc ...