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輝瑞股價天空纔是頂!
uSMART盈立智投 08-11 21:58

隨着美國疫情持續惡化,疫苗廠商的股價也隨之走高。輝瑞(PFE.US)美股週二收盤漲4.81%,報48.19美元,創下20多年來的歷史新高;同時,4.81%的漲幅也是該股自去年11月9日發佈其新冠疫苗積極數據以來的最大單日漲幅。

持有輝瑞股票的Gabelli Funds的投資組合經理傑夫·喬納斯 (Jeff Jonas) 表示:“我認爲他們終於因疫苗獲得了讚譽。”

喬納斯表示,雖然投資者之前將疫苗視爲“一次性現金注入……但不幸的是,它確實將是一項持久的業務”。他補充說,輝瑞也應該能夠利用疫苗的技術來治療其他類型的疾病。

輝瑞在7月下旬將其2021年新冠疫苗銷售額預期提高了29%,至335億美元。諮詢公司Edward Jones的醫療行業分析師Ashtyn Evans表示,輝瑞將能夠將疫苗產生的現金流用於“內部研發和收購,以加強其產品線”。

輝瑞的股價上漲之際,其他疫苗廠商的股價也在上漲。雖然Moderna(MRNA.US)美股週二收盤下跌了5.72%,但自7月以來已經飆升了約78%,據悉,Moderna於7月21日起納入標普500指數;輝瑞疫苗的合作夥伴BioNTech SE(BNTX.US)美股週二收盤下跌6.87%,但本月迄今爲止已上漲約27%;上週推遲在美尋求兩劑型新冠疫苗授權時間表的諾瓦瓦克斯醫藥(NVAX.US)美股週二收盤則大漲8.01%。

資料顯示,Delta變種病毒的迅速傳播已將美國的新增病例數量和住院率推至六個月以來的高位。Chase Investment Counsel總裁兼輝瑞投資人Peter Tuz表示:“Delta變種病毒嚇壞了許多人,他們紛紛選擇去接種疫苗。”

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