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1月10日 - ** 伯恩斯坦因大选后的情绪而下调国防股洛克希德-马丁 、诺斯罗普-格鲁曼 和通用动力 的预测值,但认为较低的估值使它们 "更具吸引力"。
** 将 LMT 的预测价格从 607 美元下调至 548 美元,将 GD 的预测价格从 331 美元下调至 298 美元,将 NOC 的预测价格从 578 美元下调至 533 美元
** 我们现在正处于投资预算有可能突破国会上限的高威胁时期,"券商说。
** 2024 年,LMT 上升 7.2%,GD 上升 1.5%,NOC 上升 0.25
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