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These three defense electronics names have all weakened at the same time. $LHX dropped to around $250 and hit a new 52-week low, $GD broke down along with it, and $NOC also couldn’t hold.
Behind it are a few lines coming together. The 10-year U.S. Treasury yield surged to 4.85%, the highest since 2023—financing costs are right there. The U.S. Dollar Index at 98.8 has been moving sideways and hasn’t really followed through. Money is expensive, but there isn’t more of it.
The one with the largest decline has its reasons. The chairman was replaced over issues related to internal conduct rules; missile-related listed items were also delayed. Combined, that hit market sentiment. But the fundamentals of this company haven’t turned bad. The U.S. Navy’s anti-drone order just landed, and the order backlog hit a record high.
Over a 14-day period, all three fell together by 7% to 9%. The leading decliner was -7.4%, while the other two were -8.65% and -8.56%. On the day it led the drop, the volume up about 2% was the strongest among the three.
#国防电子回踩 #美股齐跌 #US stocks
These three defense electronics names have all weakened at the same time. $LHX dropped to around $250 and hit a new 52-week low, $GD broke down along with it, and $NOC also couldn’t hold.
Behind it are a few lines coming together. The 10-year U.S. Treasury yield surged to 4.85%, the highest since 2023—financing costs are right there. The U.S. Dollar Index at 98.8 has been moving sideways and hasn’t really followed through. Money is expensive, but there isn’t more of it.
The one with the largest decline has its reasons. The chairman was replaced over issues related to internal conduct rules; missile-related listed items were also delayed. Combined, that hit market sentiment. But the fundamentals of this company haven’t turned bad. The U.S. Navy’s anti-drone order just landed, and the order backlog hit a record high.
Over a 14-day period, all three fell together by 7% to 9%. The leading decliner was -7.4%, while the other two were -8.65% and -8.56%. On the day it led the drop, the volume up about 2% was the strongest among the three.
#国防电子回踩 #美股齐跌 #US stocks
