周五盘中，GE航空航天（GE）股价大幅下跌5.60%，引发市场关注。这一跌势似乎与中国政府宣布限制包括钆在内的部分中重稀土金属出口的消息有关。
虽然这一政策直接影响的是GE医疗保健部门，但市场情绪的波动也蔓延至GE航空航天。分析人士指出，投资者可能担心稀土出口限制可能会对整个GE集团的供应链产生更广泛的影响。GE航空航天作为飞机发动机设计、制造和服务领域的领导者，其业务运营可能会受到间接影响。
值得注意的是，GE航空航天是通用电气公司剥离其他业务后的核心业务。尽管公司在2023年将医疗保健业务分拆，但市场似乎仍将这些相关实体视为一个整体。这次股价下跌可能反映了投资者对潜在供应链中断和全球贸易摩擦加剧的担忧。随着事态发展，市场将密切关注GE航空航天如何应对这一挑战，以及公司未来的财务表现是否会受到实质性影响。
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