关税刺激下，诺和诺德_老虎社区_美港股上老虎

关税刺激下，诺和诺德可能会变成美国企业。这是好事。虽然现在有工厂，但特朗普最终要加250%的关税，那所有品类都得本土化生产了。 $诺和诺德(NVO)$

周四礼来股价暴跌15%，美银认为，市场对公司股价的负面反应源于对未来竞争、定价和仿制药威胁的担忧；礼来股价下跌是情绪驱动，公司高达35%的收入增长潜力与其相对合理的估值之间存在显著的“错配”。【医疗板块龙头接连暴跌，诺和诺德、礼来，你会选择抄底哪一家？】

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