RTX 全部观点

RTX 这一页 4 条观点条目,其中 0 条方向发生变化。

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FAST Graphs发布 2026-09-11
《How To Know When To Sell An Overvalued Stock | FAST Graphs》
$RTX看跌
RTX 估值显著偏高;尽管盈利有增长潜力,均值回归可能导致 14% 的年化亏损。

接下来的一只是原来的 Rathon RTX。这是 Rathon 和 United Technologies 的合并。而在这里,这只股票相对于其历史常态变得疯狂高估,相对于预测也变得疯狂高估。

所以你给盈利一个超过10%增长的机会,而如果且当这只股票均值回归时,你可能损失14%的年化回报。而且再一次,那段时间并不是确定的。

Next one here would be the old Rathon RTX. This is a combination of Rathon and United Technologies. And here the stock is getting crazy overvalued relative to its historical norms and it's crazy overvalued relative to forecasting.

So you give a chance of earnings to grow at over 10% and you could lose 14% annualized if and when the stock reverts to the mean. And again that period of time is not determinal.

Benzinga发布 2026-09-09
《Can $100 Oil Break This Market? Futures Slip | PreMarket Playbook | September 9, 2026》
$RTX看涨
论点:RTX业务前景积极,因急需补充耗尽的导弹库存及其在该领域的领先地位。

你对RTX有什么看法吗?RTX公司。>> RTX。现在让我把它调出来。>> 雷神导弹制造商。>> 哦,雷神。好的。是的。我的意思是,雷神的业务会很好。我们耗尽了导弹供应。我问过去五位总统一个问题:你们准备好打哪场战争了?

因为不是与俄罗斯或中国的战争,我们不可能这么快就用完导弹。看,雷神是导弹行业的主要承包商。我们不仅需要完全补充库存,还需要重新构想我们如何管理国防库存。因为在我看来,我昨晚刚和一些人讨论过,这是国家的耻辱。

我绝不是指本届政府,我指的是过去五六届。我们应该有足够的导弹库存,以备与中国进行一年战争。我们给了乌克兰一些导弹,在伊朗用了一些,我们几乎用完了。是的,那太可怕了。所以,是的,雷神,任何与无人机和导弹相关的公司,我的意思是,任何时候出现疲软,如果市场崩盘,你首先会想到的就是国防股。

>> 好的。所以听起来我只是在梳理一些评论。听起来你喜欢这个,尤其是如果它……>> 是的。他们主导。他们主导导弹领域,对吧?拦截弹和攻击导弹。他们是主导者。这是一个我们将不得不投入大量资金的领域。

Do you have any thoughts at all on RTX? RTX Corporation. >> RTX. Now that is Let me just pull that one up here. >> Rathon Missilemaker. >> Oh, Rathon. Okay. Yeah. I mean I mean look business is going to be good for Rathon.

Um, we burned out our missile supply. And I have a question for the last five presidents. What war were you ready to fight? Because it wasn't one with Russia or China that we could have run out of missiles so very quickly.

Um, look, Rathon's a major contractor in the missile industry. We have to not only completely restock, we have to reimag exactly how we're managing our defense stocks here. Because in my opinion, I just had this conversation with some guys last night.

This is a national disgrace. And I'm not pointing by any means at this administration. I'm pointing at the last five or six. We should have had mus missiles in stock ready for a year-long war with China.

And we gave a few missiles to Ukraine. We used some in Iran and we're almost out. Yeah. No, that's that's horrific. Um, so yeah, you know, Rathon, anybody else connected with drones and missiles, I mean, anytime there's weakness, if you get a market crash, the first thing you go now is uh going to be miss, you know, defense stocks.

>> Okay. So So it sounds like I'm just kind of cutting through some of the commentary. It sounds like you like this, especially if it comes in to to any >> Yeah. They dominate.

They dominate the missile field, right? You know, the interceptors as well as the attack missiles. They're a dominant player. This is an area where we're going to have to spend a ton of money.

Schwab Network发布 2026-09-04
《Defense Stocks Stand Down: Why NOC, LMT, RTX & Others Lag Amid U.S.-Iran War》
$RTX看涨
RTX已超卖,并有望在财报前出现反弹。

国防承包商如雷神、波音、洛克希德和诺斯罗普的订单积压量更大,这导致产量增加,从而为这些公司带来更高的收入和自由现金流。

larger backlog of orders for defense contractors such as Raytheon, Boeing, Lockheed, and Northrop, which leads to increased production, and therefore increased revenue and free cash flow for these companies.

我看了RTX,它今年表现仍然不错,涨幅约10%,但本周下跌了约5%,较近期历史高点下跌了10%。所以我寻找了上涨的机会。隐含波动率水平较低,技术性的相对强弱指数已降至三十出头,可能表明目前处于超卖状态。

I looked at RTX, which is still having a good year with a gain of about 10%, but we saw it fall by about 5% this week, and 10% overall from its recent all-time highs . So I looked at something upward.

Implied volatility levels are low, and the technically-based Relative Strength Index is reaching the low thirties, possibly indicating an oversold situation at this point.

他说在等
股价相对盈亏平衡点的走势
升至206美元以上
未来一个半月市场价格走势
若反弹则支持看涨论点;若在财报前未能上涨则削弱该论点
Parkev Tatevosian, CFA发布 2026-08-30
《Is RTX a Safe Dividend Stock to Buy?》
$RTX看涨
重申对RTX的买入评级,但信心不足;强劲的订单增长被较差的盈利指标和高昂的估值所抵消。

雷神公司告知投资者,其产品订单激增,尤其是来自国际客户的订单。雷神公司在最近一个完成的季度中获得了近200亿美元的合同,国际需求在上半年持续超过100亿美元,比去年同期增长了一倍多。

Raytheon informed investors of a surge in orders for its products, especially from international customers. Raytheon secured nearly $20 billion in awards during its most recently completed quarter with international demand remaining exceeding $10 billion for the first half of the year, more than doubling from the same time last year.

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