--- title: "在防御性轮换之后，医疗保健板块上涨——医疗保健综述" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/274365026.md" description: "医疗股因市场不稳定而受到交易者的关注而上涨。礼来宣布将在宾夕法尼亚州投资 35 亿美元建设减肥药工厂，而阿斯利康则与新诺威合作获得肥胖和糖尿病药物的权益。辉瑞和默克在即将公布的财报前实现了上涨，但健康保险公司面临特朗普政府提出的医疗保险报销率的压力" datetime: "2026-01-30T22:58:49.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/274365026.md) - [en](https://longbridge.com/en/news/274365026.md) - [zh-HK](https://longbridge.com/zh-HK/news/274365026.md) --- # 在防御性轮换之后，医疗保健板块上涨——医疗保健综述 Health-care companies rose as defensive-minded traders rotated into the sector, which is viewed as relatively evergreen. Precious metals had been the preferred safe haven during recent domestic and geopolitical instability. Traders abruptly fled those investments following the unveiling of former Federal Reserve governor Kevin Warsh as President Trump's Fed nominee. Warsh was a much more conventional and possibly less dovish choice than market participants had anticipated. Drug giant Eli Lilly unveiled plans to open a $3.5 billion plant to produce weight-loss drugs in Pennsylvania's Lehigh Valley, giving the region an economic shot in the arm. British drug maker AstraZeneca said it entered into a collaboration agreement with China's CSPC Pharmaceuticals to gain rights to a portfolio of early-stage experimental obesity and diabetes drugs, in a deal potentially valued at billions of dollars. Pfizer and Merck rose ahead of earnings next week. Health insurers remained under pressure due to concerns about the Trump administration's proposed rates for Medicare reimbursement. Write to Rob Curran at rob.curran@dowjones.com (END) Dow Jones Newswires January 30, 2026 17:46 ET (22:46 GMT) Copyright (c) 2026 Dow Jones & Company, Inc. ### 相关股票 - [BBH.US](https://longbridge.com/zh-CN/quote/BBH.US.md) - [300765.CN](https://longbridge.com/zh-CN/quote/300765.CN.md) - [IBBQ.US](https://longbridge.com/zh-CN/quote/IBBQ.US.md) - [XLV.US](https://longbridge.com/zh-CN/quote/XLV.US.md) - [BIB.US](https://longbridge.com/zh-CN/quote/BIB.US.md) - [SBIO.US](https://longbridge.com/zh-CN/quote/SBIO.US.md) - [IBB.US](https://longbridge.com/zh-CN/quote/IBB.US.md) - [PFE.US](https://longbridge.com/zh-CN/quote/PFE.US.md) - [IHE.US](https://longbridge.com/zh-CN/quote/IHE.US.md) - [ARKG.US](https://longbridge.com/zh-CN/quote/ARKG.US.md) - [ELIL.US](https://longbridge.com/zh-CN/quote/ELIL.US.md) - [LLYX.US](https://longbridge.com/zh-CN/quote/LLYX.US.md) - [PBE.US](https://longbridge.com/zh-CN/quote/PBE.US.md) - [IXJ.US](https://longbridge.com/zh-CN/quote/IXJ.US.md) - [LLY.US](https://longbridge.com/zh-CN/quote/LLY.US.md) - [VHT.US](https://longbridge.com/zh-CN/quote/VHT.US.md) - [MRK.US](https://longbridge.com/zh-CN/quote/MRK.US.md) ## 相关资讯与研究 - [礼来押注非病毒基因药物，斥资 2.02 亿美元收购 Engage Bio](https://longbridge.com/zh-CN/news/287086583.md) - [BD 好队友的含金量，还在上升](https://longbridge.com/zh-CN/news/287161728.md) - [Scholar Rock 将出席杰富瑞全球医疗保健大会，聚焦 SMA 新药 apitegromab 关键审批](https://longbridge.com/zh-CN/news/287069556.md) - [百时美施贵宝向 3 万名员工全面开放 Anthropic 公司 Claude](https://longbridge.com/zh-CN/news/287085684.md) - [国信证券：2026 年内关注口服减重药物商业化进展 MNC 在 CVRM 赛道布局更新](https://longbridge.com/zh-CN/news/287148565.md)