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鸭嘴兽嗅嗅
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鸭嘴兽嗅嗅
鸭嘴兽嗅嗅
·
04-25
$三倍做多半导体ETF-Direxion Daily(SOXL)$
什么狗屁基金经理乱调仓，英特尔烂玩意现在是能加入的吗
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鸭嘴兽嗅嗅
鸭嘴兽嗅嗅
·
01-22
这篇文章不错，转发给大家看看
非常抱歉，此主贴已删除
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鸭嘴兽嗅嗅
鸭嘴兽嗅嗅
·
01-17
这篇文章不错，转发给大家看看
马斯克的DOGE将“干掉”洛马等6只股？同时另一只股票可能是大赢家
DOGE 是新成立的政府效率部。
马斯克的DOGE将“干掉”洛马等6只股？同时另一只股票可能是大赢家
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鸭嘴兽嗅嗅
鸭嘴兽嗅嗅
·
2024-11-12
$招商银行(03968)$
A股和港股就是一堆垃圾股垃圾市场
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鸭嘴兽嗅嗅
鸭嘴兽嗅嗅
·
2024-11-12
$招商银行(03968)$
做不了任何贡献只会躺着吸血的垃圾股
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635
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鸭嘴兽嗅嗅
鸭嘴兽嗅嗅
·
2024-11-12
$招商银行(03968)$
A股，港股，真TMD太烂了，等持仓回本清仓以后，坚决不碰垃圾大A和垃圾香港股
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鸭嘴兽嗅嗅
鸭嘴兽嗅嗅
·
2024-10-01
$纳斯达克(.IXIC)$
赶紧蹦掉吧
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鸭嘴兽嗅嗅
鸭嘴兽嗅嗅
·
2024-07-19
$三倍做多半导体ETF-Direxion Daily(SOXL)$
$Triple long semiconductor ETF-Direxion Daily(SOXL)$ How can a fund manager be sick to buy Intel stock，with LRCX stock code Is nice
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鸭嘴兽嗅嗅
鸭嘴兽嗅嗅
·
2024-07-19
$三倍做多半导体ETF-Direxion Daily(SOXL)$
$Triple long semiconductor ETF-Direxion Daily(SOXL)$ How can a fund manager be sick to buy Intel stock
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鸭嘴兽嗅嗅
鸭嘴兽嗅嗅
·
2024-07-19
$三倍做多半导体ETF-Direxion Daily(SOXL)$
$Triple long semiconductor ETF-Direxion Daily(SOXL)$ How can a fund manager be sick to buy Intel stock
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758
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17:21","market":"us","language":"zh","title":"马斯克的DOGE将“干掉”洛马等6只股？同时另一只股票可能是大赢家","url":"https://stock-news.laohu8.com/highlight/detail?id=1173914803","media":"老虎资讯综合","summary":"DOGE 是新成立的政府效率部。","content":"<html><head></head><body><p><em>本文内容来自由道琼斯公司运营的《巴伦周刊》</em></p><p>DOGE 是新成立的政府效率部，将由马斯克和 Vivek Ramaswamy 共同管理。马斯克希望借助这个部门削减数万亿美元的联邦预算。这让一些国防股票投资者感到紧张。</p><p>“政府服务类股将继续受到 DOGE 风险以及可能随之而来的政府支出削减的压力，”Baird 分析师 Peter Arment 在一份报告中写道。</p><p>自 11 月 12 日宣布 DOGE 以来，博思艾伦咨询公司、V2X、Amentum、Leidos、Science Applications Internation 和 CACI国际的股价均大幅下跌</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6abf10dac3ac06596958a6cbc5a3fd47\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Arment 补充道，V2X“鉴于民用预算风险有限，抛售过度”。并且“提供了一个有吸引力的买入机会”。他对 V2X 股票的评级为买入，目标价为 75 美元。周一股价收于 47.55 美元。</p><p>Arment 还将 CACI 和 Leidos 股票的评级定为买入。他没有报道 Booz Allen、Science Applications 或 Amentum。</p><p>不过，他下调了 CACI 和 Leidos 的目标价。他的 CACI 目标价从 640 美元降至 540 美元；他的 Leidos 目标价从 218 美元降至 190 美元。</p><p>Arment 还将洛克希德马丁的目标价从 626 美元下调至 540 美元。他给股票的评级为持有。洛马周四收于486.86美元。“DOGE 的风险可能会继续影响洛马，仅 F-35 就占收入的 35%，鉴于成本严重超支以及 DOGE 领导层希望加速采用 [无人驾驶飞机取代载人飞机]，这可能会受到严格审查。”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1df9a367b8fde41253ddcd41154bdc90\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>马斯克在 2024 年末批评了 F-35 计划——世界上最大的国防计划，引起了轰动。 Melius Research 分析师罗伯特·斯宾加恩 (Robert Spingarn) 在最近的一份报告中写道，包括采购、运营和维护在内的总生命周期成本将超过 2 万亿美元。</p><p>美国将购买约 2,500 架 F-35，其他国家将购买另外 1,000 架。目前约有 1,500 架已投入使用。</p><p>“F-35 项目不太可能因经济、战略和政治原因而削减，”斯宾加恩补充道。“F-35 占洛克希德公司销售额的 25% 以上，但它对美国 48 个州和 10 个不同国家的 1,900 家供应商来说也是一个有意义的项目。”</p><p>除了规模和就业影响外，这架飞机仍然是一种重要的军事资产。空军大约 2,100 架喷气式战斗机的平均机龄约为 27 年。 “空军的无人协同作战飞机（CCA）项目仍处于起步阶段，”Spingarn 补充道。</p><p>F-35 也是西方正在建造的最现代化的喷气式战斗机，这些喷气式飞机发挥着“不可替代的作用”，AeroDynamic Advisory 董事总经理 Richard Aboulafia 表示，并补充说无人机无法拦截敌方轰炸机，也无法从数千英里外发射武器以支持海军行动或其他战略目标。</p><p>这并不意味着对 F-35 的批评会消失。这可能会对洛克希德的股票造成不利影响。</p><p><strong>大赢家是谁</strong></p><p>另一方面，这场辩论对无人系统制造商克瑞拓斯安全防卫来说是积极的。Arment 写道，它是 DOGE 时代的赢家，并补充说它在高超音速和无人机技术领域处于领先地位。</p><p>他将目标价从 35 美元上调至 40 美元。克瑞拓斯安全防卫去年涨幅30%。截至1月16日收盘，在1月份的涨幅为27.41%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3cb0592d569dfaa949cdfa3af3c2b3b\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克的DOGE将“干掉”洛马等6只股？同时另一只股票可能是大赢家</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克的DOGE将“干掉”洛马等6只股？同时另一只股票可能是大赢家\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-01-17 17:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>本文内容来自由道琼斯公司运营的《巴伦周刊》</em></p><p>DOGE 是新成立的政府效率部，将由马斯克和 Vivek Ramaswamy 共同管理。马斯克希望借助这个部门削减数万亿美元的联邦预算。这让一些国防股票投资者感到紧张。</p><p>“政府服务类股将继续受到 DOGE 风险以及可能随之而来的政府支出削减的压力，”Baird 分析师 Peter Arment 在一份报告中写道。</p><p>自 11 月 12 日宣布 DOGE 以来，博思艾伦咨询公司、V2X、Amentum、Leidos、Science Applications Internation 和 CACI国际的股价均大幅下跌</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6abf10dac3ac06596958a6cbc5a3fd47\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Arment 补充道，V2X“鉴于民用预算风险有限，抛售过度”。并且“提供了一个有吸引力的买入机会”。他对 V2X 股票的评级为买入，目标价为 75 美元。周一股价收于 47.55 美元。</p><p>Arment 还将 CACI 和 Leidos 股票的评级定为买入。他没有报道 Booz Allen、Science Applications 或 Amentum。</p><p>不过，他下调了 CACI 和 Leidos 的目标价。他的 CACI 目标价从 640 美元降至 540 美元；他的 Leidos 目标价从 218 美元降至 190 美元。</p><p>Arment 还将洛克希德马丁的目标价从 626 美元下调至 540 美元。他给股票的评级为持有。洛马周四收于486.86美元。“DOGE 的风险可能会继续影响洛马，仅 F-35 就占收入的 35%，鉴于成本严重超支以及 DOGE 领导层希望加速采用 [无人驾驶飞机取代载人飞机]，这可能会受到严格审查。”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1df9a367b8fde41253ddcd41154bdc90\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>马斯克在 2024 年末批评了 F-35 计划——世界上最大的国防计划，引起了轰动。 Melius Research 分析师罗伯特·斯宾加恩 (Robert Spingarn) 在最近的一份报告中写道，包括采购、运营和维护在内的总生命周期成本将超过 2 万亿美元。</p><p>美国将购买约 2,500 架 F-35，其他国家将购买另外 1,000 架。目前约有 1,500 架已投入使用。</p><p>“F-35 项目不太可能因经济、战略和政治原因而削减，”斯宾加恩补充道。“F-35 占洛克希德公司销售额的 25% 以上，但它对美国 48 个州和 10 个不同国家的 1,900 家供应商来说也是一个有意义的项目。”</p><p>除了规模和就业影响外，这架飞机仍然是一种重要的军事资产。空军大约 2,100 架喷气式战斗机的平均机龄约为 27 年。 “空军的无人协同作战飞机（CCA）项目仍处于起步阶段，”Spingarn 补充道。</p><p>F-35 也是西方正在建造的最现代化的喷气式战斗机，这些喷气式飞机发挥着“不可替代的作用”，AeroDynamic Advisory 董事总经理 Richard Aboulafia 表示，并补充说无人机无法拦截敌方轰炸机，也无法从数千英里外发射武器以支持海军行动或其他战略目标。</p><p>这并不意味着对 F-35 的批评会消失。这可能会对洛克希德的股票造成不利影响。</p><p><strong>大赢家是谁</strong></p><p>另一方面，这场辩论对无人系统制造商克瑞拓斯安全防卫来说是积极的。Arment 写道，它是 DOGE 时代的赢家，并补充说它在高超音速和无人机技术领域处于领先地位。</p><p>他将目标价从 35 美元上调至 40 美元。克瑞拓斯安全防卫去年涨幅30%。截至1月16日收盘，在1月份的涨幅为27.41%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3cb0592d569dfaa949cdfa3af3c2b3b\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a82053f151e93331129c426fa711e48e","relate_stocks":{"KTOS":"克瑞拓斯安全防卫","LMT":"洛克希德马丁"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173914803","content_text":"本文内容来自由道琼斯公司运营的《巴伦周刊》DOGE 是新成立的政府效率部，将由马斯克和 Vivek Ramaswamy 共同管理。马斯克希望借助这个部门削减数万亿美元的联邦预算。这让一些国防股票投资者感到紧张。“政府服务类股将继续受到 DOGE 风险以及可能随之而来的政府支出削减的压力，”Baird 分析师 Peter Arment 在一份报告中写道。自 11 月 12 日宣布 DOGE 以来，博思艾伦咨询公司、V2X、Amentum、Leidos、Science Applications Internation 和 CACI国际的股价均大幅下跌Arment 补充道，V2X“鉴于民用预算风险有限，抛售过度”。并且“提供了一个有吸引力的买入机会”。他对 V2X 股票的评级为买入，目标价为 75 美元。周一股价收于 47.55 美元。Arment 还将 CACI 和 Leidos 股票的评级定为买入。他没有报道 Booz Allen、Science Applications 或 Amentum。不过，他下调了 CACI 和 Leidos 的目标价。他的 CACI 目标价从 640 美元降至 540 美元；他的 Leidos 目标价从 218 美元降至 190 美元。Arment 还将洛克希德马丁的目标价从 626 美元下调至 540 美元。他给股票的评级为持有。洛马周四收于486.86美元。“DOGE 的风险可能会继续影响洛马，仅 F-35 就占收入的 35%，鉴于成本严重超支以及 DOGE 领导层希望加速采用 [无人驾驶飞机取代载人飞机]，这可能会受到严格审查。”马斯克在 2024 年末批评了 F-35 计划——世界上最大的国防计划，引起了轰动。 Melius Research 分析师罗伯特·斯宾加恩 (Robert Spingarn) 在最近的一份报告中写道，包括采购、运营和维护在内的总生命周期成本将超过 2 万亿美元。美国将购买约 2,500 架 F-35，其他国家将购买另外 1,000 架。目前约有 1,500 架已投入使用。“F-35 项目不太可能因经济、战略和政治原因而削减，”斯宾加恩补充道。“F-35 占洛克希德公司销售额的 25% 以上，但它对美国 48 个州和 10 个不同国家的 1,900 家供应商来说也是一个有意义的项目。”除了规模和就业影响外，这架飞机仍然是一种重要的军事资产。空军大约 2,100 架喷气式战斗机的平均机龄约为 27 年。 “空军的无人协同作战飞机（CCA）项目仍处于起步阶段，”Spingarn 补充道。F-35 也是西方正在建造的最现代化的喷气式战斗机，这些喷气式飞机发挥着“不可替代的作用”，AeroDynamic Advisory 董事总经理 Richard Aboulafia 表示，并补充说无人机无法拦截敌方轰炸机，也无法从数千英里外发射武器以支持海军行动或其他战略目标。这并不意味着对 F-35 的批评会消失。这可能会对洛克希德的股票造成不利影响。大赢家是谁另一方面，这场辩论对无人系统制造商克瑞拓斯安全防卫来说是积极的。Arment 写道，它是 DOGE 时代的赢家，并补充说它在高超音速和无人机技术领域处于领先地位。他将目标价从 35 美元上调至 40 美元。克瑞拓斯安全防卫去年涨幅30%。截至1月16日收盘，在1月份的涨幅为27.41%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370232306442512,"gmtCreate":1731391739016,"gmtModify":1731393543794,"author":{"id":"4106372328705270","authorId":"4106372328705270","name":"鸭嘴兽嗅嗅","avatar":"https://static.tigerbbs.com/37264e3b31585eeb48442dc26087a154","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106372328705270","authorIdStr":"4106372328705270"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03968\">$招商银行(03968)$ </a><v-v data-views=\"0\"></v-v> A股和港股就是一堆垃圾股垃圾市场","listText":"<a href=\"https://laohu8.com/S/03968\">$招商银行(03968)$ </a><v-v data-views=\"0\"></v-v> A股和港股就是一堆垃圾股垃圾市场","text":"$招商银行(03968)$ 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做不了任何贡献只会躺着吸血的垃圾股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370231600804016","isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370230701518872,"gmtCreate":1731391350458,"gmtModify":1731393577328,"author":{"id":"4106372328705270","authorId":"4106372328705270","name":"鸭嘴兽嗅嗅","avatar":"https://static.tigerbbs.com/37264e3b31585eeb48442dc26087a154","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106372328705270","authorIdStr":"4106372328705270"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03968\">$招商银行(03968)$ </a><v-v data-views=\"0\"></v-v> A股，港股，真TMD太烂了，等持仓回本清仓以后，坚决不碰垃圾大A和垃圾香港股","listText":"<a href=\"https://laohu8.com/S/03968\">$招商银行(03968)$ </a><v-v data-views=\"0\"></v-v> A股，港股，真TMD太烂了，等持仓回本清仓以后，坚决不碰垃圾大A和垃圾香港股","text":"$招商银行(03968)$ 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