摩根大通：2026年航空航天持续“高飞”，波音(BA.US)仍为首选

智通财经网2025-12-22

智通财经APP获悉，摩根大通在12月19日由分析师塞思·塞夫曼领衔发布的行业展望中预计，航空航天和国防类股票在2026年前将获得广泛支撑，其中商业航空航天领域是最明确的亮点，而美国国防类股票则面临更具选择性和政治复杂性的环境。在航空航天领域，该行表示需求基本面依然强劲，支撑因素包括波音和空客多年期的生产积压、全球航空交通的持续增长以及商用飞机机队的老化。摩根大通预计，飞机产量的逐步提升将支撑原始...

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