--- title: "在防禦性輪換之後，醫療保健板塊上漲——醫療保健綜述" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/274365026.md" description: "醫療股因市場不穩定而受到交易者的關注而上漲。禮來宣佈將在賓夕法尼亞州投資 35 億美元建設減肥藥工廠，而阿斯利康則與新諾威合作獲得肥胖和糖尿病藥物的權益。輝瑞和默克在即將公佈的財報前實現了上漲，但健康保險公司面臨特朗普政府提出的醫療保險報銷率的壓力" 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) --- # 在防禦性輪換之後，醫療保健板塊上漲——醫療保健綜述 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. ### 相關股票 - [BBH.US](https://longbridge.com/zh-HK/quote/BBH.US.md) - [300765.CN](https://longbridge.com/zh-HK/quote/300765.CN.md) - [IBBQ.US](https://longbridge.com/zh-HK/quote/IBBQ.US.md) - [XLV.US](https://longbridge.com/zh-HK/quote/XLV.US.md) - [BIB.US](https://longbridge.com/zh-HK/quote/BIB.US.md) - [SBIO.US](https://longbridge.com/zh-HK/quote/SBIO.US.md) - [IBB.US](https://longbridge.com/zh-HK/quote/IBB.US.md) - [PFE.US](https://longbridge.com/zh-HK/quote/PFE.US.md) - [IHE.US](https://longbridge.com/zh-HK/quote/IHE.US.md) - [ARKG.US](https://longbridge.com/zh-HK/quote/ARKG.US.md) - [ELIL.US](https://longbridge.com/zh-HK/quote/ELIL.US.md) - [LLYX.US](https://longbridge.com/zh-HK/quote/LLYX.US.md) - [PBE.US](https://longbridge.com/zh-HK/quote/PBE.US.md) - [IXJ.US](https://longbridge.com/zh-HK/quote/IXJ.US.md) - [LLY.US](https://longbridge.com/zh-HK/quote/LLY.US.md) - [VHT.US](https://longbridge.com/zh-HK/quote/VHT.US.md) - [MRK.US](https://longbridge.com/zh-HK/quote/MRK.US.md) ## 相關資訊與研究 - [巨生醫獲 SelectUSA 醫療科技組金牌 啟動美國 A 輪募資目標 1000 萬美元](https://longbridge.com/zh-HK/news/286905054.md) - [輝瑞在第二階段取得強勁的積極結果後，推進關鍵的兒童肺炎球菌疫苗項目 | PFE 股票新聞](https://longbridge.com/zh-HK/news/287035698.md) - [川普投資組合神操作？Medicare 政策翻盤前 精準大買聯合健康](https://longbridge.com/zh-HK/news/287039034.md) - [華爾街看好健康保險板塊，分析師上調多家公司評級](https://longbridge.com/zh-HK/news/287081375.md) - [鉅亨速報 - Factset 最新調查：Roivant Sciences LtdROIV-US 的目標價調升至 38 元，幅度約 8.57%](https://longbridge.com/zh-HK/news/287126179.md)