** Trump tariffs are likely to hurt US Aerospace and Defense sector by increasing costs and disrupting supply chains, with most demand impacts remaining "unknowable", says TD Cowen
** Despite these challenges, defense stocks like Boeing BA.N , RTX RTX.N , and Howmet Aerospace HWM.N are favored for their unique strengths and oversold values
** BA down 2.4%, while HWM and RTX slip 4% and ~1%, respectively, in premarket trading
** "We expect non-US defense demand to remain a growth vector for many years" - TD Cowen
** In a separate note, Citigroup, however, believes US aerospace industry will be insulated due to strong order books and airlines managing capacity through retirements rather than cancellations
** BA and RTX are set to report quarterly results on April 23 and April 22, respectively
** YTD, S&P 500 Aerospace & Defense .SPLRCAERO up 4%
(Reporting by Rashika Singh)
((Rashika.Singh@thomsonreuters.com;))
免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。