洛克希德马丁(LMT)今日盘中大跌5.01%,引发市场广泛关注。这一下跌或与特朗普政府新成立的"政府效率部门"(DOGE)计划有关。
据报导,DOGE计划通过撤销法规、削减行政费用和大幅节省成本来终止联邦政府的超支现象。作为最大的政府防务承包商之一,洛克希德马丁高度依赖政府的军费拨款。因此,投资者担心一旦DOGE的改革落实,可能会大幅减少洛克希德马丁获得的政府合同金额,影响公司未来的收入和盈利能力。
不过,有分析师指出,考虑到国会在监管中的作用,DOGE改革可能并不会如想象中的那么严厉。而且,削减政府员工也可能带来更多外包合同机会,为洛克希德马丁带来新的业务。但总体来说,投资者对DOGE改革带来的不确定性存在担忧,这可能是导致洛克希德马丁今日盘中大跌的主要原因。
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