看多 (0)
该周期暂无看多观点。
Northrop Grumman Corporation · TradingView
美元 · 头像标出博主观点:绿圈看多、红圈看空、黄圈多空皆有
非交易日观点标记在下一个交易日。
2026-10-03 – 2026-10-09
该周期暂无看多观点。
该周期暂无看空观点。
I think these are great long-term quality companies, but slow movers, not the most exciting in the space. I don't think they're going to move the needle much; they probably will underperform the S&P.
军工股靠回购和高股息的牛市逻辑被新条款打断,估计NOC股价还得继续往下探,下个支撑可能在490到500美元左右,而且不一定是底部,等跌透了再说。
So selling existing "high-risk" assets when they're already at lows to reposition into, oil, and other defense contractors at ATHs after an abnormal 1M 20%+ rally might be a mistake.