诺斯罗普格鲁曼领跌 国防军工股遭遇黑色一周

投资观察
Yesterday

全球冲突不断,军火制造行业本应欣欣向荣。然而,其股价走势却暗示投资者正变得日益谨慎。

本周,包括诺斯罗普格鲁曼、洛克希德马丁、通用动力和雷神技术公司在内的主要国防承包商股价跌幅高达11%。交易员们正在评估特朗普政府更高的国防开支预算请求对该行业意味着什么。在特朗普总统上任第一年,投资者原本已为行业的显著增长定价。

诺斯罗普格鲁曼周一报告称,其第一季度利润跃升,销售额增长;而洛克希德马丁则在周四的财报中表示,同期消耗的现金超出预期。

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