9月8日，Howmet Aerospace盘中下跌6.31%，报245.53美元/股，成交额1.2亿美元。消息面上，此前马斯克宣布SpaceX将开始自产燃气轮机叶片和导叶，称可将燃气轮机投产时间提前最多18个月，直接冲击Howmet作为全球工业燃气轮机叶片市占率逾50%的龙头地位，引发市场对其竞争格局恶化的持续担忧。
尽管花旗与伯恩斯坦此前相继发声，认为SpaceX入局恰恰印证AI数据中心电力需求爆发及产能极度稀缺，属于市场过度反应，花旗维持"买入"评级、目标价329美元，伯恩斯坦上调目标价至328美元并维持"跑赢大盘"评级，但恐慌情绪仍在发酵，股价较近期历史高点已累计回落逾20%。
（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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