万亿美元国防预算在望，古根海姆力推防务股, L3Harris Technologies(LHX.US)成首选大盘股

智通财经09-16 07:10

【万亿美元国防预算在望，古根海姆力推防务股, L3Harris Technologies(LHX.US)成首选大盘股】智通财经APP获悉，古根海姆证券日前对22家航空航天与防务公司启动首次覆盖，整体基调为：看多防务承包商与飞机制造商，但对商用航空售后市场供应商持谨慎态度。该机构指出，在客运需求走弱、航空公司面临更高燃油成本的背景下，售后市场板块的前景正在转弱。

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