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11:22","market":"us","language":"zh","title":"马斯克的DOGE来袭：哪些依赖美国政府支出的股票最脆弱？","url":"https://stock-news.laohu8.com/highlight/detail?id=1141502307","media":"老虎资讯综合","summary":"美国当选总统唐纳德·特朗普承诺提高政府效率，这可能对过度依赖政府合同来提高利润的公司来说是个坏消息。特朗普上周宣布，重返白宫后，特斯拉首席执行官埃隆·马斯克和 Roivant Sciences 创始人维维克·拉马斯瓦米将领导一个名为政府效率部的组织，目标是削减政府支出。鉴于这种担忧，摩根士丹利的销售团队创建了一篮子与政府支出有很大关系的股票。这些公司的业务高度依赖政府支出。","content":"<html><head></head><body><blockquote><p>美国当选总统唐纳德·特朗普承诺提高政府效率，这可能对过度依赖政府合同来提高利润的公司来说是个坏消息。</p></blockquote><p>特朗普上周宣布，重返白宫后，特斯拉首席执行官埃隆·马斯克和 Roivant Sciences 创始人维维克·拉马斯瓦米将领导一个名为政府效率部（Department of Government Efficiency，简称DOGE）的组织，目标是削减政府支出。尽管该委员会不会作为政府机构运作，也不会获得官方资金支持，但投资者已经在评估联邦合同削减的可能性，这对一些股票产生了压力。</p><h2 id=\"id_1092825327\">初步影响</h2><p>最新的迹象出现在周二，《华盛顿邮报》报道称“该组织的领导人”已经讨论了创建一款免费向美国国税局报税的移动应用程序，Intuit 和 H&R Block 的股价应声下跌。</p><p>鉴于这种担忧，摩根士丹利的销售团队创建了一篮子与政府支出有很大关系的股票。这些公司的业务高度依赖政府支出。筛选标准如下，用以评估公司与公共资金的紧密程度：</p><ul style=\"\"><li><p>来源于USASpending.gov的主要政府合同受益者名单</p></li><li><p>摩根士丹利估算的政府收入占比相对较高</p></li></ul><p>值得注意的是，这份名单主要排除了国防承包商，因为摩根士丹利预计它们可能不易受到预算削减的影响。</p><p><strong>一篮子股票包括以下 10 只：</strong></p><p><strong>可能受DOGE影响的股票</strong></p><table style=\"border-collapse:collapse;\"><colgroup><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align:left;\"><p><strong>股票代码（Ticker）</strong></p></td><td style=\"text-align:left;\"><p><strong>股票名称（Stock）</strong></p></td><td style=\"text-align:left;\"><p><strong>年初至今表现（%）（Year-to-date performance）</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>LDOS</strong></p></td><td style=\"text-align:left;\"><p><strong> <a href=\"https://laohu8.com/S/LDOS\">Leidos Holdings Inc</a> </strong></p></td><td style=\"text-align:left;\"><p><strong>46.6</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>RKLB</strong></p></td><td style=\"text-align:left;\"><p><strong> <a href=\"https://laohu8.com/S/RKLB\">Rocket Lab USA, Inc.</a> </strong></p></td><td style=\"text-align:left;\"><p><strong>275.9</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>MRNA</strong></p></td><td style=\"text-align:left;\"><p><strong> <a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a></strong></p></td><td style=\"text-align:left;\"><p><strong>-62.2</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>IT</strong></p></td><td style=\"text-align:left;\"><p><strong> <a href=\"https://laohu8.com/S/IT\">加特纳</a></strong></p></td><td style=\"text-align:left;\"><p><strong>14.7</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>PFE</strong></p></td><td style=\"text-align:left;\"><p><strong> <a href=\"https://laohu8.com/S/PFE\">辉瑞</a> </strong></p></td><td style=\"text-align:left;\"><p><strong>-13.5</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>VMC</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/VMC\">火神材料</a> </strong></p></td><td style=\"text-align:left;\"><p><strong>22.2</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>VSAT</strong></p></td><td style=\"text-align:left;\"><p><strong> <a href=\"https://laohu8.com/S/VSAT\">卫讯公司</a></strong></p></td><td style=\"text-align:left;\"><p><strong>-75.2</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>DEA</strong></p></td><td style=\"text-align:left;\"><p><strong> <a href=\"https://laohu8.com/S/DEA\">Easterly Government Properties Inc</a> </strong></p></td><td style=\"text-align:left;\"><p><strong>-10.8</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>MSI</strong></p></td><td style=\"text-align:left;\"><p><strong> <a href=\"https://laohu8.com/S/MSI\">摩托罗拉解决方案</a> </strong></p></td><td style=\"text-align:left;\"><p><strong>55.9</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>PRM</strong></p></td><td style=\"text-align:left;\"><p><strong> <a href=\"https://laohu8.com/S/PRM\">Perimeter Solutions, SA</a> </strong></p></td><td style=\"text-align:left;\"><p><strong>21</strong></p></td></tr></tbody></table><p><br/><em>来源: Morgan Stanley</em></p><h2 id=\"id_2233316258\"> <a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a>和<a href=\"https://laohu8.com/S/PFE\">辉瑞</a> （Pfizer）</h2><p>由于特朗普计划提名疫苗怀疑论者罗伯特·F·肯尼迪（Robert F. Kennedy Jr.）为卫生与公众服务部长，这两家制药公司的股票表现受到了明显影响。</p><p>到 2024 年为止，Moderna 的股价已下跌逾 60%，使这家生物制药公司有望连续第三年下跌。。然而，根据LSEG调查的分析师意见，尽管大部分评级为“持有”，但一致目标价显示该股在未来一年将上涨近一倍。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/77d4e6315a35328dde62305b9a1c9dda\" tg-width=\"560\" tg-height=\"240\"/></p><p>辉瑞：2024年以来，辉瑞的股价下跌了超过13%，也同样面临连续第三年下滑。LSEG数据显示，分析师对其评级多为“持有”，但华尔街的平均目标价预计其未来12个月可能上涨约29%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/41f43e6269cb21e945568368bc6fe7ea\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"id_3521365163\"> <a href=\"https://laohu8.com/S/IT\">加特纳</a> </h2><p>总部位于美国康涅狄格州斯坦福的研究与咨询公司 <a href=\"https://laohu8.com/S/IT\">加特纳</a> 也被列入摩根士丹利股票篮子。2024年，其股价上涨了15%，尽管跑输标普500指数，但有望实现连续第17年上涨。然而，LSEG调查的分析师对其评级普遍为“持有”，一致目标价显示其未来一年可能上涨5%。</p><h2 id=\"id_3178796900\"></h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6974473af921ae22912f8b01c902e61c\" tg-width=\"560\" tg-height=\"240\"/></p><p><em>文章源自CNBC《Beware these stocks that rely on government spending if Musk’s DOGE threatens budgets》</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克的DOGE来袭：哪些依赖美国政府支出的股票最脆弱？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克的DOGE来袭：哪些依赖美国政府支出的股票最脆弱？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-11-20 11:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>美国当选总统唐纳德·特朗普承诺提高政府效率，这可能对过度依赖政府合同来提高利润的公司来说是个坏消息。</p></blockquote><p>特朗普上周宣布，重返白宫后，特斯拉首席执行官埃隆·马斯克和 Roivant Sciences 创始人维维克·拉马斯瓦米将领导一个名为政府效率部（Department of Government Efficiency，简称DOGE）的组织，目标是削减政府支出。尽管该委员会不会作为政府机构运作，也不会获得官方资金支持，但投资者已经在评估联邦合同削减的可能性，这对一些股票产生了压力。</p><h2 id=\"id_1092825327\">初步影响</h2><p>最新的迹象出现在周二，《华盛顿邮报》报道称“该组织的领导人”已经讨论了创建一款免费向美国国税局报税的移动应用程序，Intuit 和 H&R Block 的股价应声下跌。</p><p>鉴于这种担忧，摩根士丹利的销售团队创建了一篮子与政府支出有很大关系的股票。这些公司的业务高度依赖政府支出。筛选标准如下，用以评估公司与公共资金的紧密程度：</p><ul style=\"\"><li><p>来源于USASpending.gov的主要政府合同受益者名单</p></li><li><p>摩根士丹利估算的政府收入占比相对较高</p></li></ul><p>值得注意的是，这份名单主要排除了国防承包商，因为摩根士丹利预计它们可能不易受到预算削减的影响。</p><p><strong>一篮子股票包括以下 10 只：</strong></p><p><strong>可能受DOGE影响的股票</strong></p><table style=\"border-collapse:collapse;\"><colgroup><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align:left;\"><p><strong>股票代码（Ticker）</strong></p></td><td style=\"text-align:left;\"><p><strong>股票名称（Stock）</strong></p></td><td style=\"text-align:left;\"><p><strong>年初至今表现（%）（Year-to-date performance）</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>LDOS</strong></p></td><td style=\"text-align:left;\"><p><strong> <a href=\"https://laohu8.com/S/LDOS\">Leidos Holdings Inc</a> </strong></p></td><td style=\"text-align:left;\"><p><strong>46.6</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>RKLB</strong></p></td><td style=\"text-align:left;\"><p><strong> <a href=\"https://laohu8.com/S/RKLB\">Rocket Lab USA, Inc.</a> </strong></p></td><td style=\"text-align:left;\"><p><strong>275.9</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>MRNA</strong></p></td><td style=\"text-align:left;\"><p><strong> <a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a></strong></p></td><td style=\"text-align:left;\"><p><strong>-62.2</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>IT</strong></p></td><td style=\"text-align:left;\"><p><strong> <a href=\"https://laohu8.com/S/IT\">加特纳</a></strong></p></td><td style=\"text-align:left;\"><p><strong>14.7</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>PFE</strong></p></td><td style=\"text-align:left;\"><p><strong> <a href=\"https://laohu8.com/S/PFE\">辉瑞</a> </strong></p></td><td style=\"text-align:left;\"><p><strong>-13.5</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>VMC</strong></p></td><td style=\"text-align:left;\"><p><strong><a href=\"https://laohu8.com/S/VMC\">火神材料</a> </strong></p></td><td style=\"text-align:left;\"><p><strong>22.2</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>VSAT</strong></p></td><td style=\"text-align:left;\"><p><strong> <a href=\"https://laohu8.com/S/VSAT\">卫讯公司</a></strong></p></td><td style=\"text-align:left;\"><p><strong>-75.2</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>DEA</strong></p></td><td style=\"text-align:left;\"><p><strong> <a href=\"https://laohu8.com/S/DEA\">Easterly Government Properties Inc</a> </strong></p></td><td style=\"text-align:left;\"><p><strong>-10.8</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>MSI</strong></p></td><td style=\"text-align:left;\"><p><strong> <a href=\"https://laohu8.com/S/MSI\">摩托罗拉解决方案</a> </strong></p></td><td style=\"text-align:left;\"><p><strong>55.9</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>PRM</strong></p></td><td style=\"text-align:left;\"><p><strong> <a href=\"https://laohu8.com/S/PRM\">Perimeter Solutions, SA</a> </strong></p></td><td style=\"text-align:left;\"><p><strong>21</strong></p></td></tr></tbody></table><p><br/><em>来源: Morgan Stanley</em></p><h2 id=\"id_2233316258\"> <a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a>和<a href=\"https://laohu8.com/S/PFE\">辉瑞</a> （Pfizer）</h2><p>由于特朗普计划提名疫苗怀疑论者罗伯特·F·肯尼迪（Robert F. Kennedy Jr.）为卫生与公众服务部长，这两家制药公司的股票表现受到了明显影响。</p><p>到 2024 年为止，Moderna 的股价已下跌逾 60%，使这家生物制药公司有望连续第三年下跌。。然而，根据LSEG调查的分析师意见，尽管大部分评级为“持有”，但一致目标价显示该股在未来一年将上涨近一倍。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/77d4e6315a35328dde62305b9a1c9dda\" tg-width=\"560\" tg-height=\"240\"/></p><p>辉瑞：2024年以来，辉瑞的股价下跌了超过13%，也同样面临连续第三年下滑。LSEG数据显示，分析师对其评级多为“持有”，但华尔街的平均目标价预计其未来12个月可能上涨约29%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/41f43e6269cb21e945568368bc6fe7ea\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"id_3521365163\"> <a href=\"https://laohu8.com/S/IT\">加特纳</a> </h2><p>总部位于美国康涅狄格州斯坦福的研究与咨询公司 <a href=\"https://laohu8.com/S/IT\">加特纳</a> 也被列入摩根士丹利股票篮子。2024年，其股价上涨了15%，尽管跑输标普500指数，但有望实现连续第17年上涨。然而，LSEG调查的分析师对其评级普遍为“持有”，一致目标价显示其未来一年可能上涨5%。</p><h2 id=\"id_3178796900\"></h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6974473af921ae22912f8b01c902e61c\" tg-width=\"560\" tg-height=\"240\"/></p><p><em>文章源自CNBC《Beware these stocks that rely on government spending if Musk’s DOGE threatens budgets》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"RKLB":"Rocket Lab USA, Inc.","VSAT":"卫讯公司","MSI":"摩托罗拉解决方案","PRM":"Perimeter Solutions, SA","VMC":"火神材料","IT":"加特纳","MRNA":"Moderna, Inc.","DEA":"Easterly Government Properties Inc","LDOS":"Leidos Holdings Inc","PFE":"辉瑞"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141502307","content_text":"美国当选总统唐纳德·特朗普承诺提高政府效率，这可能对过度依赖政府合同来提高利润的公司来说是个坏消息。特朗普上周宣布，重返白宫后，特斯拉首席执行官埃隆·马斯克和 Roivant Sciences 创始人维维克·拉马斯瓦米将领导一个名为政府效率部（Department of Government Efficiency，简称DOGE）的组织，目标是削减政府支出。尽管该委员会不会作为政府机构运作，也不会获得官方资金支持，但投资者已经在评估联邦合同削减的可能性，这对一些股票产生了压力。初步影响最新的迹象出现在周二，《华盛顿邮报》报道称“该组织的领导人”已经讨论了创建一款免费向美国国税局报税的移动应用程序，Intuit 和 H&R Block 的股价应声下跌。鉴于这种担忧，摩根士丹利的销售团队创建了一篮子与政府支出有很大关系的股票。这些公司的业务高度依赖政府支出。筛选标准如下，用以评估公司与公共资金的紧密程度：来源于USASpending.gov的主要政府合同受益者名单摩根士丹利估算的政府收入占比相对较高值得注意的是，这份名单主要排除了国防承包商，因为摩根士丹利预计它们可能不易受到预算削减的影响。一篮子股票包括以下 10 只：可能受DOGE影响的股票股票代码（Ticker）股票名称（Stock）年初至今表现（%）（Year-to-date performance）LDOS Leidos Holdings Inc 46.6RKLB Rocket Lab USA, Inc. 275.9MRNA Moderna, Inc.-62.2IT 加特纳14.7PFE 辉瑞 -13.5VMC火神材料 22.2VSAT 卫讯公司-75.2DEA Easterly Government Properties Inc -10.8MSI 摩托罗拉解决方案 55.9PRM Perimeter Solutions, SA 21来源: Morgan Stanley Moderna, Inc.和辉瑞 （Pfizer）由于特朗普计划提名疫苗怀疑论者罗伯特·F·肯尼迪（Robert F. Kennedy Jr.）为卫生与公众服务部长，这两家制药公司的股票表现受到了明显影响。到 2024 年为止，Moderna 的股价已下跌逾 60%，使这家生物制药公司有望连续第三年下跌。。然而，根据LSEG调查的分析师意见，尽管大部分评级为“持有”，但一致目标价显示该股在未来一年将上涨近一倍。辉瑞：2024年以来，辉瑞的股价下跌了超过13%，也同样面临连续第三年下滑。LSEG数据显示，分析师对其评级多为“持有”，但华尔街的平均目标价预计其未来12个月可能上涨约29%。 加特纳 总部位于美国康涅狄格州斯坦福的研究与咨询公司 加特纳 也被列入摩根士丹利股票篮子。2024年，其股价上涨了15%，尽管跑输标普500指数，但有望实现连续第17年上涨。然而，LSEG调查的分析师对其评级普遍为“持有”，一致目标价显示其未来一年可能上涨5%。文章源自CNBC《Beware these stocks that rely on government spending if Musk’s DOGE threatens budgets》","news_type":1,"symbols_score_info":{"MRNA":1.1,"MSI":1.1,"PRM":1.1,"VMC":1.1,"RKLB":1.1,"VSAT":1.1,"DEA":1.1,"PFE":1.1,"IT":1.1,"LDOS":1.1}},"isVote":1,"tweetType":1,"viewCount":1970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
