智通财经APP获悉，摩根士丹利近日将其对雷神技术(RTX.US)的目标价由135美元上调至165美元，同时维持对该股的“增持”评级。大摩表示，由于航空航天类股票目前的估值倍数处于历史高位，该行业正在经历估值扩张的阶段，这也体现出板块的韧性。大摩预计，该行业的整体发展趋势将“基本保持不变”。大摩补充称，航空供应链正在持续改善，航空客运需求依然强劲，而波音的产量也保持着增长势头。该行认为，这些因素持续支持其对航空航天板块持乐观态度，尤其是那些兼具售后服务与原始设备业务的公司。
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