GE航空航天（GE）今日盘中股价大幅下挫5.14%，市场表现备受关注。
消息面上，尽管公司此前公布的第四季度财报显示营收与每股收益均超预期，并对2026财年给出了乐观的利润指引，但市场情绪似乎受到其他因素压制。公司首席执行官拉里·卡尔普指出，大宗商品通胀压力依然存在，并计划在今年夏季对售后市场服务定价进行年度审查，这引发了市场对成本上升和未来定价不确定性的担忧。
此外，航空业当前正面临发动机短缺和维修成本飙升的困境，多家航空公司对发动机制造商的定价权提出指责，行业关系趋于紧张。作为喷气发动机市场的主要参与者，GE航空航天与客户之间的潜在定价争端，可能影响其未来的盈利能力和业务关系，这进一步加剧了投资者的抛售情绪。
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