“嗑药减肥”席卷全球，股市大受震撼

华尔街见闻2023-10-15

“万能神药”效应下，诺和诺德和礼来或称为最大赢家，胰岛素、心瓣膜、食品制造商将被“干掉”？随着GLP-1类减肥药日益风靡，未来十年美国将有数百万人集体减掉数亿磅体重，在这个过程中数万亿美元的股市资金将重新洗牌。换句话说，股市正在被“减肥神药”颠覆。“万能神药”效应下，诺和诺德和同处于GLP-1类药物赛道的礼来或称为最大赢家，胰岛素、心瓣膜、食品等众多药企和其他制造商要小心了。减肥药独领股市风骚随着...

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至诚之道可以前知
2023-10-15
至诚之道可以前知
下周减肥药主场，开启狂飙模式！
- 至诚之道可以前知:
  减肥药板块里买最强的就行。
- 大米饭00:
  推荐几个股票，减肥相关的股票
- 奔跑吧美股:
  前期跌了那么多，现在反弹一下是正常的
- 黄老怪:
  减肥药赛道仅仅是短线的机会

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Care和Insulet股价跌得最惨，今年以来累计跌幅分别达61%和54%。除此以外，药物试验数据显示GLP-1类药物可降低心脏病发作概率，这也拖累了心瓣膜相关设备制造商的股价。Ozempic效应还蔓延到食品饮料公司，因为数据表明GLP-1类药物通过使患者更快产生饱腹感，以帮助减肥。摩根士丹利对300名使用这些减肥药的患者的调查显示，他们的日摄入卡路里减少了20%至30%。零售巨头沃尔玛近日发出警告，称那些正在服用Ozempic、Wegovy和其他减肥药的消费者，购物需求有所降低。由此带来的负面情绪拖累沃尔玛、Costco等食品零售商以及可口可乐、百事可乐和麦当劳等食品公司的股价下跌。经济也将被Ozempic撼动？可以清楚看到，GLP-1类药物崛起对股市和经济将产生大量连锁反应。有分析认为，生产力可能会因此大幅提高，医疗保健行业可能会节省大量成本，甚至飞机运营商也可能因较轻的乘客带来燃油节省而变得更高效。高盛估计，到2035年肥胖症将使全球减少GDP4万亿美元，但如果足够多人开始服用这些药物，情况可能会改变。根据Trilliant 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