GE航空航天（GE）今日盘中股价大幅下挫5.06%，引起了市场的高度关注。
消息面上，公司宣布计划在2026年向其美国制造基地及供应链再投资10亿美元，以加快发动机交付、提升关键零部件产能，并延长发动机大修间隔。这是该公司连续第二年投入10亿美元进行产能扩张。
此次大规模资本支出计划旨在缓解当前航空发动机制造与维修能力紧张的问题，投资将覆盖美国17个州、30多个生产基地，并计划新增招聘5000名员工。市场分析认为，尽管长期来看有助于巩固公司市场地位并应对行业供应链挑战，但巨额投资可能对短期财务表现构成压力，从而引发了投资者的担忧情绪。
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