关税阴云下美国航空航天与国防行业“冰火两重天” 高盛点名伍德沃德(WWD.US)等潜力股

智通财经网2025-04-16

高盛近日发布美国航空航天与国防行业展望报告。报告指出，航空航天原始设备制造(OE)和售后市场需求强劲，但政府IT与服务领域面临支出削减风险。高盛看好伍德沃德(WWD.US)、TransDigm(TDG.US)、GE航天航空(GE.US)、波音(BA.US)、杜科蒙(DCO.US)和亨廷顿英格尔斯工业(HII.US)，但对博思艾伦咨询公司(BAH.US)、CACI国际(CACI.US)和V2X(...

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