BUZZ-摩根士丹利将 L3Harris 和通用动力评级调高至 "增持

路透中文
Dec 16, 2025
BUZZ-<a href="https://laohu8.com/S/MS">摩根士丹利</a>将 L3Harris 和<a href="https://laohu8.com/S/GD">通用动力</a>评级调高至 "增持

12月16日 - ** 摩根士丹利将美国国防公司L3Harris LHX.N和通用动力GD.N评级从 "等权重 "上调至 "增持"。

** 券商称 L3Harris 是其在国防公司中最有价值的选择,理由是强劲的发展势头和战略驱动力使LHX长期表现优异

** 称通用动力公司在湾流认证和稳健现金流状况的推动下,有望实现利润扩张和长期增长

** 券商称,受惠于国内供应链和主要的政府风险敞口,美国国防承包商仍然不受关税风险的影响

** 截至上次收盘, 标普 500 航空航天与国防指数<.SPLRCAED>年累计上涨 37.3

公司

新 PT

旧 PT

该股最后收盘价上涨空间

L3Harris

$367

$350

27.2%

通用动力

$408

$385

19.8%

(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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