美股航空航天与国防股寒意未消!小摩警告:军费前景蒙阴、航空需求降温 Q3业绩向好也未必能扭转颓势

智通财经
2 hours ago
【美股航空航天与国防股寒意未消!小摩警告:军费前景蒙阴、航空需求降温 Q3业绩向好也未必能扭转颓势】智通财经APP获悉,摩根大通认为,航空航天与国防企业即将迎来一个充满挑战的第三季度财报季——航空客运量增速放缓、美国军费开支前景存在不确定性,以及供应链限制持续存在,均令投资者情绪承压。

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