1月22日，A股指数冲高回落，三大指数全部翻绿，创业板指早盘一度涨近1.3%。有色金属、半导体芯 片、电网等方向跌幅居前，沪深京三市下跌个股近1900只。 | | | | | 分深京重要指数 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 咸新 | 涨幅% | | 涨跌 涨跌家数 涨速% | | 1 | 现手 金额 | | 上证指数 | 4113.75 | -0.08 | -3.19 | 1393/871 | -0.04 | 3.44 乙 | 16.3万 5963.16亿 | | 深证成指 | 14235.17 | -0.14 | -19.96 | 1833/992 | 0.01 | 4.03亿 | 15.8万 7299.51亿 | | 北证50 | 1522.90 | 0.21 | 3.15 | 141/136 | -0.08 | 487 / | 1522 118.49亿 | | 创业板指 | 3290.40 | -0.16 | -5.12 | 840/521 | | -0.02 1.18 7 | 3.54万 3268. ...

文章核心观点 - 分析师在2023年10月将通用电气航空公司的股票评级从“买入”下调至“持有” 原因是公司股价相对于预期盈利显示出估值过高 [1] 分析师背景与研究方法 - 分析师拥有航空航天工程背景 专注于航空航天 国防和航空业的分析 [1] - 该分析师的投资理念由数据驱动的分析所推动 其投资研究服务提供对数据分析监测器的直接访问 [1] - 分析师的目标是在航空航天 国防和航空业中发现投资机会 并对复杂行业的发展提供背景分析 [1]

文章核心观点 - GE Aerospace的盈利表现需要超越仅仅提振股价的层面，才能让看涨者重获动力 [1] 公司表现与市场预期 - 市场对GE Aerospace的盈利表现抱有更高期待，认为其需要提供更强劲的基本面支撑 [1]

If you want full access to all our reports, data, and investing ideas, join The Aerospace Forum , the #1 aerospace, defense, and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Boeing (NYSE: BA ) stock has gained 1.9% since my last report , outperforming the S&P 500. This report, however, does not serve to highlight the stock performance but discusses the December orders and deliveries as theDhierin-Perkash Bechai is an ...

Archer Aviation said on Wednesday it had partnered with Serbia as the country's preferred electric vertical take-off and landing aircraft partner, in a move to expand into global markets. ...

Key Takeaways BA is set to report Q4 results, with revenues expected to jump 42.6% year over year. Boeing's Q4 deliveries surged, led by a 180.7% rise in commercial aircraft shipments. BA continues to face supply-chain pressures from tariffs and stressed suppliers that may hurt cash flow.The Boeing Company (BA) is expected to report fourth-quarter 2025 results on Jan. 27, before market open.The Zacks Consensus Estimate for earnings is pegged at a loss of 39 cents per share. The Zacks Consensus Estimate for ...

General Dynamics Corporation (NYSE:GD) is among the 10 Best Defense Stocks to Buy in the S&P 500. On January 15, Susquehanna hiked its price target on the stock to $420 from $405 and maintained a Positive rating, as part of the firm’s broader analysis of the industry. General Dynamics Corporation (GD) a Moderate Buy, Per Wall Street Stock market data showing an upward trajectory. Photo by Burak The Weekender on Pexels On the same day, UBS reiterated a Neutral rating on the stock and raised its price tar ...

GE Aerospace (NYSE:GE) is among the 10 Best Defense Stocks to Buy in the S&P 500. The company is an important player in the defense sector. Last week, in an initiative with Lockheed Martin, the company announced the completion of a series of tests showing the effectiveness of a liquid-fueled rotating detonation ramjet in hypersonic missiles. GE Aerospace (GE) a Strong Buy, Analysts Forecast 7% Upside This marked the first such collaboration between the companies under a joint technology development arran ...

The Boeing Company (NYSE:BA) is among the 10 Best Defense Stocks to Buy in the S&P 500. According to TipRanks, Jefferies analyst Sheila Kahyaoglu reiterated the firm’s Buy rating on the stock on January 19, with a price target of $290. Wall Street Bullish on The Boeing Company (BA) with Strong Buy Rating This follows Bernstein’s adjustment to the stock last week, on January 15, when analyst Douglas Harned reiterated an Outperform rating and raised the price target to $298 from $277. The firm anticipates ...

筛选标准与投资逻辑 - 投资者应关注在覆盖所有运营和非运营费用后能提供强劲回报的公司，因此投资盈利企业通常优于亏损企业 [2] - 评估盈利能力时，使用会计比率，重点关注衡量公司最终业绩的最广泛使用的指标 [2] - 净收入比率反映了净收入占总销售收入的百分比，用以确定公司利用收入满足各项支出的效率，更高的比率通常意味着公司有能力产生充足收入并成功管理所有业务职能 [4] - 除净收入比率外，筛选标准还包括：Zacks排名为第一（强力买入）、过去12个月销售额和净收入增长高于行业水平、过去12个月净收入比率高于行业水平，以及经纪商给出“强力买入”评级的比例超过70% [5][6] - 上述参数将超过7,685支股票的筛选范围缩小至仅6支 [7] 重点推荐公司：美光科技 - 美光科技在全球范围内设计、制造和销售内存与存储产品 [7] - 公司过去12个月的净利润率为28.2% [7][9] - 过去一年，公司股价飙升了239.1% [3] 重点推荐公司：Credo科技 - Credo科技在全球提供高速以太网和PCIe连接解决方案 [10] - 公司过去12个月的净利润率为26.6% [9][10] - 过去一年，公司股价飙升了114% [3] 重点推荐公司：创新航空系统 - 创新航空系统设计、制造和供应先进的航空电子解决方案 [11] - 公司过去12个月的净利润率为18.5% [9][11] - 过去一年，公司股价飙升了121.8% [3]