BUZZ-需求强劲，摩根士丹利上调美国国防公司评级

路透中文

Oct 15

BUZZ-需求强劲，<a href="https://laohu8.com/S/MS">摩根士丹利</a>上调美国国防公司评级

10月15日 - ** 摩根士丹利上调美国国防公司评级

** 券商称，持续的政府停摆 (link) 将促使 2026 年的展望趋于保守，随着资金状况的明朗化，上调将成为现实

** 摩根士丹利称："商业售后市场对航空航天的需求依然强劲，飞机积压在整个十年内基本售罄。

** 摩根士丹利表示："航空航天供应链中的稀土供应 (link)，但尚未发现对该行业有任何影响。

** 摩根士丹利认为，短期停产对原始设备制造商来说基本是可控的，但指出长期停产可能会给该行业带来更多挑战

** 以下是新的参与方：

公司名称	新参与方	旧 PT
洛克希德-马丁	$630	$530
诺斯罗普-格鲁曼	$720	$625
通用动力	$360	$328
L3Harris Technologies LHX.N	$350	$250

(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)

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</span>** 摩根士丹利上调美国国防公司评级 </p><p>** 券商称，持续的政府停摆 (<span>link</span>) 将促使 2026 年的展望趋于保守，随着资金状况的明朗化，上调将成为现实 </p><p>** 摩根士丹利称：\"商业售后市场对航空航天的需求依然强劲，飞机积压在整个十年内基本售罄。 </p><p>** 摩根士丹利表示：\"航空航天供应链中的稀土供应 (<span>link</span>)，但尚未发现对该行业有任何影响。</p><p>** 摩根士丹利认为，短期停产对原始设备制造商来说基本是可控的，但指出长期停产可能会给该行业带来更多挑战</p><p>** 以下是新的参与方：</p><table><tbody><tr><td><p>公司名称</p></td><td><p>新参与方</p></td><td><p>旧 PT</p></td></tr><tr><td><p>洛克希德-马丁<lmt.n></lmt.n></p></td><td><p>$630</p></td><td><p>$530</p></td></tr><tr><td><p>诺斯罗普-格鲁曼<noc.n></noc.n></p></td><td><p>$720</p></td><td><p>$625</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/GD\">通用动力</a><gd.n></gd.n></p></td><td><p>$360</p></td><td><p>$328</p></td></tr><tr><td><p>L3Harris Technologies <span>LHX.N</span> </p></td><td><p>$350</p></td><td><p>$250</p></td></tr></tbody></table><p>(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BUZZ-需求强劲，摩根士丹利上调美国国防公司评级</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBUZZ-需求强劲，摩根士丹利上调美国国防公司评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1098195322\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">路透中文 </p>\n<p class=\"h-time\">2025-10-15 22:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BUZZ-需求强劲，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>上调美国国防公司评级</title></head><body><p>\n<span>10月15日</span><span> - </span>** 摩根士丹利上调美国国防公司评级 </p><p>** 券商称，持续的政府停摆 (<span>link</span>) 将促使 2026 年的展望趋于保守，随着资金状况的明朗化，上调将成为现实 </p><p>** 摩根士丹利称：\"商业售后市场对航空航天的需求依然强劲，飞机积压在整个十年内基本售罄。 </p><p>** 摩根士丹利表示：\"航空航天供应链中的稀土供应 (<span>link</span>)，但尚未发现对该行业有任何影响。</p><p>** 摩根士丹利认为，短期停产对原始设备制造商来说基本是可控的，但指出长期停产可能会给该行业带来更多挑战</p><p>** 以下是新的参与方：</p><table><tbody><tr><td><p>公司名称</p></td><td><p>新参与方</p></td><td><p>旧 PT</p></td></tr><tr><td><p>洛克希德-马丁<lmt.n></lmt.n></p></td><td><p>$630</p></td><td><p>$530</p></td></tr><tr><td><p>诺斯罗普-格鲁曼<noc.n></noc.n></p></td><td><p>$720</p></td><td><p>$625</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/GD\">通用动力</a><gd.n></gd.n></p></td><td><p>$360</p></td><td><p>$328</p></td></tr><tr><td><p>L3Harris Technologies <span>LHX.N</span> </p></td><td><p>$350</p></td><td><p>$250</p></td></tr></tbody></table><p>(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1244550494.USD","symbol_name":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251015:nL3S3VW17I:1","article_id":"2575357557","we_media_id":"1098195322","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2575357557","pubTimestamp":1760538688,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"路透中文","introduction":"路透中文","home_visible":1,"id":"1098195322","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"10月15日 - ** 摩根士丹利上调美国国防公司评级 ** 券商称，持续的政府停摆  将促使 2026 年的展望趋于保守，随着资金状况的明朗化，上调将成为现实 ** 摩根士丹利称：\"商业售后市场对航空航天的需求依然强劲，飞机积压在整个十年内基本售罄。** 摩根士丹利表示：\"航空航天供应链中的稀土供应 ，但尚未发现对该行业有任何影响。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LHX":"L3Harris Technologies Inc","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU1929549753.HKD":"FRANKLIN INCOME \"A\" (HKD) INC","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","BK4564":"太空概念","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4604":"机器人概念","LMT":"洛克希德马丁","BK4187":"航天航空与国防","BK4532":"文艺复兴科技持仓","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU1244550577.SGD":"FTIF - 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** 摩根士丹利上调美国国防公司评级 ** 券商称，持续的政府停摆 (link) 将促使 2026 年的展望趋于保守，随着资金状况的明朗化，上调将成为现实 ** 摩根士丹利称：\"商业售后市场对航空航天的需求依然强劲，飞机积压在整个十年内基本售罄。 ** 摩根士丹利表示：\"航空航天供应链中的稀土供应 (link)，但尚未发现对该行业有任何影响。** 摩根士丹利认为，短期停产对原始设备制造商来说基本是可控的，但指出长期停产可能会给该行业带来更多挑战** 以下是新的参与方：公司名称新参与方旧 PT洛克希德-马丁$630$530诺斯罗普-格鲁曼$720$625通用动力$360$328L3Harris Technologies LHX.N $350$250(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}