Defense Stocks Face Headwinds As Trump's DOGE Targets Spending Cuts: Goldman Sachs Downgrades General Dynamics To Sell
Defense Stocks Face Headwinds As Trump's DOGE Targets Spending Cuts: Goldman Sachs Downgrades General Dynamics To Sell
軍工股面臨阻力，特朗普的DOGE目標是削減開支：高盛將通用動力評級下調至賣出
The U.S. defense sector is bracing for turbulence in 2025 as Goldman Sachs downgraded a key player in the industry and reiterated a bearish outlook on other defense stocks, citing risks tied to a slowing Pentagon budget and margin pressures.
美國軍工股正準備在2025年迎接動盪，因爲高盛下調了該行業的一家關鍵企業評級，並重申對其他軍工股的看淡展望，引用了與五角大樓預算放緩和利潤壓力相關的風險。
The defense budget, which has more than doubled over the past decade, could see deceleration — or even contraction — under the watch of Donald Trump's newly formed Department of Government Efficiency led by Elon Musk and Vivek Ramaswamy.
國防預算在過去十年中已增長超過一倍，在特朗普新成立的由埃隆·馬斯克和維韋克·拉馬斯瓦米領導的政府效率部的監管下，可能會出現減速甚至收縮。
"We remain cautious on defense stocks as we see decelerating and potentially negative growth in the forward U.S. Department of Defense...
"我們對軍工股持謹慎態度，因爲我們看到美國國...
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