波音生产率的提升。这两点对于像TransDigm、GE、Heico等航空航天售后市场企业来说都是风险因素。我们认为这些股票正变得越来越有吸引力。随着今年时间的推移,它们的估值变得更具吸引力,而这些股票的表现一直落后于大盘。
the increase in Boeing's production rate. Both of those are risk factors for aerospace aftermarket businesses like TransDigm, GE, Heico and others. We think those stocks are increasingly attractive.
Their valuations have become more appealing as this year's gone on and those stocks have underperformed.