异动解读|通用汽车盘中上涨3.11%,进入导弹供应链为洛克希德马丁生产PAC-3零部件

行情直击
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9月17日,通用汽车盘中上涨3.11%,报87.095美元/股,成交额3436.7万美元。

消息面上,通用汽车已正式进入导弹供应链,为洛克希德·马丁的爱国者PAC-3 MSE拦截弹生产零部件,配合美国补充武器库存计划。通用汽车旗下防务部门已于8月交付首批导弹壳体组件,洛克希德在交易达成后22天内即收到交付货物。这标志着通用汽车业务版图从传统汽车制造向国防军工领域的实质性延伸,有望为公司开辟新的高附加值收入来源。

此外,瑞银近日将通用汽车目标价从102美元上调至114美元,维持买入评级,并指出公司数字化业务被市场低估,预计数字收入将以约11.5%的年复合增长率增长。同行业中,福特汽车涨3.07%,Stellantis涨3.56%,板块整体表现偏强。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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