券商觀點：百時美施貴寶持續推進增長並兌現研發管線承諾

路透中文

07/31

BUZZ-券商觀點：百時美<a href="https://laohu8.com/S/BMY">施貴寶</a>持續推進增長並兌現研發管線承諾

7月31日 - ** 製藥公司百時美施貴寶（BMY.N）周四上調了全年營收和利潤預期，因為抗凝血藥 (link) 艾樂奇（Eliquis）以及新藥的強勁銷量推動第二季度業績遠超分析師預期

** 覆蓋該股的31家券商給出的目標價中位數為63美元——路孚特（LSEG）彙編數據

研發管線勢頭強勁

** 摩根大通(維持「增持」評級) 表示，市場焦點仍集中在百時美施貴寶即將公布的研發管線數據上，其中用於預防中風的在研抗凝藥米爾維西安被視為關鍵催化劑

** 傑富瑞(「買入」，目標價：73美元) 表示，BMY上調的營收預期似乎可實現，這得益於上半年強勁的表現以及對下半年前景的信心

** 晨星（Morningstar）(公允價值：70美元) 表示：「百時美施貴寶的新產品持續抵消了老藥面臨仿製藥衝擊帶來的不利影響，但即將公布的臨床數據將有助於判斷該戰略長期來看能取得多大成效」

** 特魯伊斯特證券(評級「買入」，目標價：70美元) 表示仍看好BMY，理由是其增長型產品組合預計將保持勢頭，且預計2026年下半年和2027年上半年將公布關鍵數據

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</span>** 製藥公司百時美施貴寶（<span>BMY.N</span>）周四上調了全年營收和利潤預期，因為抗凝血藥 (<span>link</span>) 艾樂奇（Eliquis）以及新藥的強勁銷量推動第二季度業績遠超分析師預期</p><p>** 覆蓋該股的31家券商給出的目標價中位數為63美元——路孚特（LSEG）彙編數據</p><p>研發管線勢頭強勁</p><p>** <a href=\"https://laohu8.com/S/JPM\">摩根大通</a>(維持「增持」評級) 表示，市場焦點仍集中在百時美施貴寶即將公布的研發管線數據上，其中用於預防中風的在研抗凝藥米爾維西安被視為關鍵催化劑</p><p>** <a href=\"https://laohu8.com/S/JEF\">傑富瑞</a>(「買入」，目標價：73美元) 表示，BMY上調的營收預期似乎可實現，這得益於上半年強勁的表現以及對下半年前景的信心</p><p>** 晨星（Morningstar）(公允價值：70美元) 表示：「百時美施貴寶的新產品持續抵消了老藥面臨仿製藥衝擊帶來的不利影響，但即將公布的臨床數據將有助於判斷該戰略長期來看能取得多大成效」</p><p>** 特魯伊斯特證券(評級「買入」，目標價：70美元) 表示仍看好BMY，理由是其增長型產品組合預計將保持勢頭，且預計2026年下半年和2027年上半年將公布關鍵數據</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>券商觀點：百時美施貴寶持續推進增長並兌現研發管線承諾</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n券商觀點：百時美施貴寶持續推進增長並兌現研發管線承諾\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1098195322\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">路透中文 </p>\n<p class=\"h-time smaller\">2026-07-31 19:58</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BUZZ-券商觀點：百時美<a href=\"https://laohu8.com/S/BMY\">施貴寶</a>持續推進增長並兌現研發管線承諾</title></head><body><p><span>7月31日</span><span> - </span>** 製藥公司百時美施貴寶（<span>BMY.N</span>）周四上調了全年營收和利潤預期，因為抗凝血藥 (<span>link</span>) 艾樂奇（Eliquis）以及新藥的強勁銷量推動第二季度業績遠超分析師預期</p><p>** 覆蓋該股的31家券商給出的目標價中位數為63美元——路孚特（LSEG）彙編數據</p><p>研發管線勢頭強勁</p><p>** <a href=\"https://laohu8.com/S/JPM\">摩根大通</a>(維持「增持」評級) 表示，市場焦點仍集中在百時美施貴寶即將公布的研發管線數據上，其中用於預防中風的在研抗凝藥米爾維西安被視為關鍵催化劑</p><p>** <a href=\"https://laohu8.com/S/JEF\">傑富瑞</a>(「買入」，目標價：73美元) 表示，BMY上調的營收預期似乎可實現，這得益於上半年強勁的表現以及對下半年前景的信心</p><p>** 晨星（Morningstar）(公允價值：70美元) 表示：「百時美施貴寶的新產品持續抵消了老藥面臨仿製藥衝擊帶來的不利影響，但即將公布的臨床數據將有助於判斷該戰略長期來看能取得多大成效」</p><p>** 特魯伊斯特證券(評級「買入」，目標價：70美元) 表示仍看好BMY，理由是其增長型產品組合預計將保持勢頭，且預計2026年下半年和2027年上半年將公布關鍵數據</p></body></html>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE0002141913.USD","symbol_name":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260731:nL4S43X1DF:1","article_id":"2655365182","we_media_id":"1098195322","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2655365182","pubTimestamp":1785499084,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"路透中文","introduction":"路透中文","home_visible":1,"id":"1098195322","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"BUZZ-券商觀點：百時美施貴寶持續推進增長並兑現研發管線承諾7月31日-** 製藥公司百時美施貴寶（BMY.N）周四上調了全年營收和利潤預期，因為抗凝血藥 (link) 艾樂奇（Eliquis）以及新藥的強勁銷量推動第二季度業績遠超分析師預期** 覆蓋該股的31家券商給出的目標價中位數為63美元——路孚特（LSEG）彙編數據研發管線勢頭強勁** 摩根大通(維持「增持」評級) 表示，市場焦點仍集中","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","BK4007":"制药","LU1883839398.USD":"AMUNDI FUNDS INCOME OPPORTUNITIES \"A2\" (USD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - 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** 製藥公司百時美施貴寶（BMY.N）周四上調了全年營收和利潤預期，因為抗凝血藥 (link) 艾樂奇（Eliquis）以及新藥的強勁銷量推動第二季度業績遠超分析師預期** 覆蓋該股的31家券商給出的目標價中位數為63美元——路孚特（LSEG）彙編數據研發管線勢頭強勁** 摩根大通(維持「增持」評級) 表示，市場焦點仍集中在百時美施貴寶即將公布的研發管線數據上，其中用於預防中風的在研抗凝藥米爾維西安被視為關鍵催化劑** 傑富瑞(「買入」，目標價：73美元) 表示，BMY上調的營收預期似乎可實現，這得益於上半年強勁的表現以及對下半年前景的信心** 晨星（Morningstar）(公允價值：70美元) 表示：「百時美施貴寶的新產品持續抵消了老藥面臨仿製藥衝擊帶來的不利影響，但即將公布的臨床數據將有助於判斷該戰略長期來看能取得多大成效」** 特魯伊斯特證券(評級「買入」，目標價：70美元) 表示仍看好BMY，理由是其增長型產品組合預計將保持勢頭，且預計2026年下半年和2027年上半年將公布關鍵數據","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}