The trading activity of members of Congress continues to be closely monitored by retail investors, especially when disclosures show the buying and selling of defense stocks as Middle East tension continues. • General Dynamics stock is trading near recent highs. What should traders watch with GD? Congressman Buys Defense Stocks Rep. Jared Moskowitz (D-Fla.) recently disclosed buying and selling dozens of stocks, as tracked by the Benzinga Government Trades page. While there were numerous buys and sales, seve ...

证券研究报告 | 2026年05月03日 美股市场速览 弱于大市 盈利预期高增，大盘再创新高 价格走势：多数行业风格带动整体加速上涨 本周，标普 500 指数+0.9%（上周+0.5%），纳斯达克综指+1.1%（上周+1.5%）。 风格：大盘价值（罗素 1000 价值+1.4%）＞小盘成长（罗素 2000 成长+1.3%） 本周，标普 500 成分股动态未来 12 个月 EPS 预期+2.5%，上周+0.7%。 23 个行业盈利预期上升，1 个行业盈利预期下降。上修的主要有：媒体与娱 乐（+11.0%）、零售业（+8.1%）、能源（+6.8%）、技术硬件与设备（+6.2%）、 汽车与汽车零部件（+3.3%）；下修的主要有：消费者服务（-0.8%）。 15 个行业上涨，9 个行业下跌。上涨的主要有：媒体与娱乐（+5.8%）、技 术硬件与设备（+3.4%）、能源（+3.3%）、汽车与汽车零部件（+3.2%）、 食品饮料与烟草（+2.5%）；下跌的主要有：消费者服务（-4.9%）、耐用消 费品与服装（-4.3%）、材料（-1.8%）、软件与服务（-0.9%）、半导体产 品与设备（-0.7%）。 资金流向：整体持续加 ...

GE Aerospace (NYSE:GE) was among Jim Cramer's stock calls on Mad Money recently as he recapped mega-cap tech earnings. A caller sought Cramer's opinion of the stock, and in response, he said: Let's start with GE Aerospace, which reported first this morning and gave us an incredible set of numbers. Every key line was above expectations… Really, there wasn't much to quibble with at all here. Demand is insatiable, and that's true on both sides of the business. Management's self- improvement plan, designed to f ...