异动解读｜Howmet Aerospace盘前下跌3.11%，SpaceX入局燃气轮机叶片余波持续发酵

行情直击09-08

9月8日，Howmet Aerospace盘前下跌3.11%，报251.2美元/股，成交额132.7万美元。该股自8月底以来持续承压，较52周高点309.85美元已累计回落近两成。

消息面上，此前马斯克宣布SpaceX可能涉足燃气轮机叶片制造领域，直接冲击Howmet作为全球工业燃气轮机叶片市占率逾50%的龙头地位，引发市场对其竞争格局恶化的担忧。尽管花旗维持"买入"评级并设定329美元目标价，伯恩斯坦也维持"跑赢大盘"评级，两大投行均指出SpaceX入局恰恰反映AI数据中心电力需求爆发及涡轮机产能极度稀缺，且SpaceX主要为自用生产，Howmet与主要涡轮机制造商的合同延续至2030年，但市场信心修复仍需时间，抛售压力尚未完全消化。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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