Tab sis tus lej yuav khoom - uas yog siv los yuav cov cuab yeej tiv thaiv cov neeg cog lus ua - yog qhov sib npaug txhua xyoo, taw qhia Vertical Research Partners kws tshuaj ntsuam Rob Stallard. Tsis tas li ntawd, cov thawj coj suav nrog kev kwv yees rau xyoo 2027 uas qhia txog kev siv nyiaj loj hlob, tab sis ntawm tus nqi qeeb dua yav dhau los.
Ib pob tawb ntawm cov khoom tiv thaiv, suav nrog
Lockheed Martin (ticker: LMT) thiab
Northrop Grumman (NOC), poob txog 1.3% hauv kev lag luam thaum ntxov hnub Tuesday. Cov
S&P 500
thiab
Dow Jones Muaj Nruab Nrab
yog nce 0.4% thiab 0.6%, feem.
Rau lub lim tiam, pob tawb ntawm kev tiv thaiv cov khoom lag luam tawm txog 3%. Lub dip noj rau hauv qee qhov muaj zog tsis ntev los no rov qab los rau lub sector. Xyoo mus rau hnub tim, lub pob tawb tau nce txog 15%, zoo dua li qhov sib piv tee ntawm kev lag luam dav.
Kev tiv thaiv cov khoom lag luam tau pab los ntawm kev tsis sib haum xeeb ntawm Lavxias-Ukraine, nrog rau kev nqis peev qis pib. Cov khoom lag luam tiv thaiv loj tau pauv txog li 15 zaug kwv yees li 2022 cov nyiaj tau los ntawm ib feem ntawm qhov pib ntawm 2022. Tam sim no lawv pauv mus txog 18 zaug kwv yees li 2022 cov nyiaj tau los. S&P 500 ua lag luam rau kwv yees li 20 npaug ntawm cov nyiaj tau los kwv yees.
Lub Tsev Dawb lub tswv yim tsuas yog thawj qhov kev thov, txawm li cas los xij. UAS Analyst Myles Walton taw qhia nyob rau hauv tsab ntawv tshaj tawm hnub Monday tias Republicans tab tom thawb kev siv nyiaj ntau dua. Zuag qhia tag nrho, nws hu lub tswv yim raws li nws qhov kev cia siab.
Walton kuj tau taw qhia tias cov phiaj xwm nuclear thiab kev tsim nkoj "tawm los rau saum." Daim ntawv thov kev tsim nkoj yog rau $ 28 nphom piv nrog $ 26.6 nphom hauv xyoo nyiaj txiag 2022. Qhov kev thov rau nuclear triad - uas yog lub peev xwm tsim riam phom nuclear los ntawm av, hiav txwv, thiab huab cua - yog $ 15.9 nphom rau xyoo nyiaj txiag 2023, nce los ntawm $ 11. billion nyob rau hauv 2022.
Cov ntaub ntawv cov ntsiab lus, hauv kev xav, pab
Huntington Ingalls Kev Lag Luam (HII) zoo li Northrop, tab sis lawv cov kev sib koom ua tau zoo nyob rau hauv txoj kab nrog pab pawg kom deb li deb lub lim tiam no.
Qhov nrov tshaj plaws loj tiv thaiv Tshuag ntawm Wall Street tseem nyob
Raytheon yees (RTX). Ntau tshaj 80% ntawm cov kws tshuaj ntsuam xyuas cov tuam txhab tus nqi shares Buy. Qhov nruab nrab Buy-rating piv rau cov khoom lag luam hauv S&P 500 yog li 58%.
Qhov Kev Yuav-kev ntsuas piv rau Lockheed, Northrop, Huntington, thiab
General Dynamics (GD) yog hais txog 36%, 47%, 31%, thiab 68%, feem.
Sau ntawv rau Al hauv paus ntawm [email tiv thaiv]