德意志銀行對波音、GE及RTX的2025年展望持樂觀態度
德意志銀行對航空航天與防務行業在2025年的前景表示樂觀，指出波音（Boeing）在生產動能上有所改善，且主要供應商的需求強勁。
該行將RTX的評級上調至「買入」，目標價定為140美元，並提及其在航空領域的強勁增長及國際防務的曝光度。波音的評級同樣為「買入」，被強調其在罷工後的資產負債表改善及運營動能，並預期國際訂單因貿易政策而有潛在上升空間。
GE航空被評為最佳售後市場選擇，因其預期售後增長將達到雙位數，並且估值有利。
在供應商中，Carpenter Technology和Howmet Aerospace被視為最佳選擇，因為這些公司在小眾市場中擁有緊張的供需動態和定價能力。德意志銀行表示，CRS的股價目標有49%的上行潛力，目標價為250美元。
在防務方面，該報告對於行業的展望持混合態度，承認其表現相對於標普500指數有所不如，儘管地緣政治緊張局勢仍在持續。然而，對於2026年預期的預算增長加速以及當前估值處於低谷的情況，銀行對該行業持謹慎樂觀的態度。
RTX及北羅普·格魯曼（Northrop Grumman）被視為首選防務股票，而洛克希德·馬丁（Lockheed Martin）則被下調至「持有」評級。
這一系列的評級調整和展望顯示出，儘管當前市場面臨挑戰，但隨著需求的穩定增長，航空航天和防務行業的未來仍然具備潛力。波音和GE的情況尤其值得關注，因為他們在市場重建和創新方面的努力可能會為投資者帶來可觀的回報。
在當前的全球經濟環境中，投資者應密切關注這些行業的發展，特別是隨著地緣政治的變化及政府預算的調整，這些因素將直接影響到航空與防務的需求及增長潛力。
以上文章由特價GPT API根據網上資料所翻譯及撰寫，過程中沒有任何人類參與 🙂
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