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Howmet Aerospace Inc.

220.81

-4.4500-1.98%

盘后：220.820.0100+0.00%18:14 EDT

成交量：201.95万

成交额：4.48亿

市值：880.59亿

市盈率：47.62

高：225.56

开：225.44

低：220.35

收：225.26

52周最高：310.00

52周最低：183.83

股本：3.99亿

流通股本：3.96亿

量比：0.80

换手率：0.51%

股息：0.48

股息率：0.22%

每股收益(TTM):4.64

每股收益(LYR):3.71

净资产收益率：34.73%

总资产收益率：12.82%

市净率：15.36

市盈率(LYR):59.52

数据加载中...

总览公司新闻资讯公告

美国研究综述-3M、C4 Therapeutics、百事公司

异动解读｜Howmet Aerospace盘中下跌3.01%，伯恩斯坦下调目标价引发获利回吐

Howmet首席执行官对与GE航空航天公司的交易表示认可，正努力满足发动机零部件的强劲需求

豪迈特CEO坦言：虽预知Cpp将挂牌出售，但因反垄断壁垒收购无望

Howmet首席执行官：航空发动机市场多家客户正询问美国能否在十年末及更远期内提升产能供给

豪迈特CEO坦言：当前最大挑战在于扩充航空产能以迎合市场需求

快讯：GE航空航天斥资117.5亿美元并购CPP，叶片制造实现内部化

BUZZ——美股行情动态-高通、伊顿、豪梅特航空

异动解读｜Howmet Aerospace盘中下跌6.31%，SpaceX入局燃气轮机叶片冲击波持续扩散

异动解读｜Howmet Aerospace盘前下跌3.11%，SpaceX入局燃气轮机叶片余波持续发酵

GE航空近120亿美元收购铸件供应商，化解发动机瓶颈

马斯克想自己制造燃气轮机部件，但这绝非易事

环球市场播报

Howmet Aerospace Inc(HWM)股票9月1日盘中上涨3.90%：投资者必看的核心信息

TradingKey中文

被“抢饭碗”吓崩Howmet(HWM.US)！花旗、伯恩斯坦高呼被错杀：SpaceX(SPCX.US)入局恰恰说明需求太强

被“抢饭碗”吓崩Howmet(HWM.US)！花旗、伯恩斯坦高呼被错杀：SpaceX(SPCX.US)入局恰恰说明需求太强

异动解读｜Howmet Aerospace盘中上涨4.13%，花旗与伯恩斯坦齐声唱多称SpaceX冲击被过度定价

【券商聚焦】：花旗&伯恩斯坦：Howmet Aerospace（HWM）股价回调提供买入良机

马斯克跨界抢产能虚惊一场？伯恩斯坦指SpaceX自研影响甚微，维持Howmet(HWM.US)“跑赢大盘”评级

马斯克一条推文掀翻涡轮叶片龙头！SpaceX(SPCX.US)宣布自铸燃气轮机叶片，Howmet(HWM.US)创16个月最大跌幅

Howmet Aerospace Inc(HWM)股票8月31日盘中下跌6.53%：原因全解读

TradingKey中文

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Products，后者乃是喷气发动机叶片与导流叶片的关键制造商。值得关注的是，CPP作为全球四大叶片及导流叶片生产商之一，其产品不仅服务于航空发动机，还广泛应用于天然气发电涡轮机领域。根据GE方面发布的公告，双方的合作渊源已长达十五年之久。此番收购，GE旨在将一条拥有显著市场影响力与定价能力的核心供应链收归内部。回顾近期走势，Howmet股价已历经剧烈波动。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["EXI","LU2168564149.EUR","LU1868836914.USD","LU0097036916.USD","LU2168564065.EUR","LU0943347566.SGD","GE","BK4187","LU1815333072.USD","LU0820562030.AUD","LU2462591277.SGD","LU2764263203.CNY","BK4501","LU1280957306.USD","LU2168564495.EUR","BK4585","LU0868494617.USD","LU1066051811.HKD","XAR","NATO","LU1868836757.USD","MISL","LU0149725797.USD","LU1093756168.USD","LU2168563687.JPY","LU2720916845.USD","LU1868837136.USD","ITA","LU0011850046.USD","LU0957791311.USD","LU1066051225.USD","LU0157215616.USD","LU2999663052.SGD","LU0174119429.USD","LU0096364046.USD","LU2168564222.USD","TRUI","HK0000914660.USD","LU1093756325.SGD","LU1084165304.USD","LU1066053197.SGD","LU0061474960.USD","LU0077335932.USD","LU0354030438.USD","LU2087625088.SGD","DFEN","LU0267386448.USD","LU0640476718.USD","LU2954938101.SGD","LU0353189763.USD","LU0689472784.USD","LU0143551892.USD","UXI","LU1988902786.USD","LU2756315318.SGD","HK0000914686.HKD","LU0061475181.USD","LU2462591350.SGD","LU2764262908.HKD","BK4588","LU0820561818.USD","HWM","LU0353189680.USD","LU1868836591.USD","LU0096362180.USD","LU1366192091.USD","BK4566","BK4543","LU1261432733.SGD","BK4206","LU1868837300.USD","LU0354030511.USD","LU1064131342.USD","LU2764263039.SGD","LU1066051498.USD","LU0820561909.HKD","LU2756315664.SGD","IE0004445239.USD","LU1366333091.USD","LU2543165471.USD","LU1551013342.USD","LU2264538146.SGD","LU0154236417.USD","LU1119994496.HKD","LU1551013425.SGD","LU1153585028.USD","PPA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665379274","title":"BUZZ——美股行情动态-高通、伊顿、豪梅特航空","url":"https://stock-news.laohu8.com/highlight/detail?id=2665379274","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665379274?lang=zh_cn&edition=fundamental","pubTime":"2026-09-08 23:41","pubTimestamp":1788882098,"startTime":"0","endTime":"0","summary":".N美国东部时间11:30，道琼斯工业平均指数.DJI下跌1.00%，报52,882.78点。标普500指数.SPX下跌0.32%，报7,694.26点；纳斯达克综合指数.IXIC下跌0.08%，报26,486.53点。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260908:nL4S4501AC:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1244550577.SGD","SG9999002232.USD","BK4515","POWR","LU1868836757.USD","SG9999015952.SGD","LU2249611893.SGD","LU0081259029.USD","LU1244550494.USD","LU1066051811.HKD","GRID","LU0154236417.USD","IE00BD6J9T35.USD","IE00BVYPNQ40.USD","LU1815333072.USD","MADE","IE0034235188.USD","LU2264538146.SGD","BK4534","LU2506951792.HKD","QCOM","LU2294711713.HKD","LU1066053197.SGD","BK4141","LU0823414478.USD","SG9999015945.SGD","IE00B19Z8X17.USD","HK0000914686.HKD","LU0174119429.USD","LU0823414551.USD","LU1244550221.USD","LU1868836591.USD","NATO","LU2462591350.SGD","LU0942090050.USD","SG9999015978.USD","SG9999015986.USD","BK4543","IE00B19Z8W00.USD","LU2023250504.SGD","LU0061475181.USD","IE00BVYPNP33.GBP","LU1989764664.SGD","LU2106854487.HKD","BK4532","LU2462591277.SGD","LU0868494708.USD","IE00B19Z9505.USD","LU1066051498.USD","LU2360107325.USD","BK4573","BK4604","FTXL","IE00BZ1G4Q59.USD","BK4554","LU1069344957.HKD","IVEP","SG9999002224.SGD","IE00BSNM7G36.USD","LU1064131342.USD","LU1974910355.USD","LU1988902786.USD","LU0957791311.USD","LU0061474960.USD","IE00BZ199S13.USD","BK4187","ITA","LU1861219969.SGD","LU0096362180.USD","BK4605","IE00BKVL7J92.USD","BK4612","LU1119994496.HKD","BK4561","ETNG","ZAP","LU0143551892.USD","ETN","LU0868494617.USD","LU1917777945.USD","IE00BGHQDM52.EUR","BK4598","POW","LU1868837136.USD","IE00B3CCJ633.GBP","LU1074936037.SGD","LU1823568750.SGD","LU1989764748.USD","LU1261432733.SGD","JOUL","LU2543165471.USD","LU0011850046.USD","SQCOMmain","BK4581","LU1046421795.USD","LU1084165304.USD","BK4579","LU1868837300.USD","LU1153585028.USD","GB00BDT5M118.USD","HK0000914660.USD","LU2764263203.CNY","QCML","BK4527","LU2357125470.USD","QCMU","BK4588","HWM","LU1035775433.USD","LU0079474960.USD","IE00BGHQF417.EUR","LU1066051225.USD","LU2764263039.SGD","LU0097036916.USD","LU2247934214.USD","SG9999001424.SGD","LU2954938101.SGD","IE00B2PGVK34.USD","TDV","BK4533","LU1868836914.USD","LU1496350502.SGD","QCMD","LU0096364046.USD","LU2999663052.SGD","LU2764262908.HKD","IE0004445239.USD","BK4575","BK4585","LU2720916845.USD","BK4096","BK4512","LU1861214812.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1182564945","title":"异动解读｜Howmet 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20:11","pubTimestamp":1788869477,"startTime":"0","endTime":"0","summary":"9月8日，Howmet Aerospace盘前下跌3.11%，报251.2美元/股，成交额132.7万美元。消息面上，此前马斯克宣布SpaceX可能涉足燃气轮机叶片制造领域，直接冲击Howmet作为全球工业燃气轮机叶片市占率逾50%的龙头地位，引发市场对其竞争格局恶化的担忧。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"SpaceX入局冲击龙头，Howmet盘前承压","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["HWM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665327283","title":"GE航空近120亿美元收购铸件供应商，化解发动机瓶颈","url":"https://stock-news.laohu8.com/highlight/detail?id=2665327283","media":"路透中文","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665327283?lang=zh_cn&edition=fundamental","pubTime":"2026-09-08 19:43","pubTimestamp":1788867829,"startTime":"0","endTime":"0","summary":"对通用电气航空而言，此项收购旨在直接解决这一瓶颈。此次收购是通用电气航空自2024年成为独立公司以来规模最大的一笔。其约70%的收入来自商用和国防发动机业务。通用电气表示，预计CPP在2027年的营收将达到约20亿美元。此次收购可能会给其他依赖CPP供应零部件的航空航天企业带来疑问。GE航空的股价在午后交易中基本持平，而豪梅特股价下跌约8%。通用电气将以现金支付70亿美元的收购款，其余部分通过新增债务融资。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260908:nL4S4500UZ:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation,merge","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["YSPC","SPCQ","LU1093756325.SGD","SPCX","LOFD","BZZ","WARP","SPCH","SSPC","MISL","MARS","AER","RTX","LOFF","LU1064131342.USD","SPAX","SHLD","DSPC","LU0211331839.USD","SPCG","TRUI","PPA","ORBX","NATO","LU0683600562.USD","BK4543","SPCM","DFEN","SPCF","SPAL","ROKT","LU2168563687.JPY","SG9999014013.SGD","HWM","GE","LU1868836914.USD","WSPC","ELOL","SPCU","WDGF","UXI","SNK","RTXG","FOWF","LU0077335932.USD","EXI","ITA","XAR","IDEF"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664295813","title":"马斯克想自己制造燃气轮机部件，但这绝非易事","url":"https://stock-news.laohu8.com/highlight/detail?id=2664295813","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664295813?lang=zh_cn&edition=fundamental","pubTime":"2026-09-02 18:33","pubTimestamp":1788345182,"startTime":"0","endTime":"0","summary":"只有少数几家公司能够制造AI数据中心亟需的燃气轮机关键部件。埃隆·马斯克想要自己生产这些部件。上周末，马斯克在X平台上确认，SpaceX将开始制造用于天然气燃气轮机的叶片和导叶。据摩根士丹利报告，SpaceX计划中的铸造厂将为其猛禽火箭发动机的涡轮泵和燃气轮机制造单晶镍基高温合金部件。报告称，目前尚不清楚SpaceX是否已在为其猛禽涡轮泵铸造自己的叶片。","market":"us","thumbnail":"http://n.sinaimg.cn/finance/transform/116/w550h366/20260902/0c30-bd5fe75064fdbc4e200a32c4b384f2ac.png","type":0,"news_type":0,"thumbnails":["http://n.sinaimg.cn/finance/transform/116/w550h366/20260902/0c30-bd5fe75064fdbc4e200a32c4b384f2ac.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-09-02/doc-iniqmshs4626681.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina_us","symbols":["LU0943347566.SGD","LU2250418816.HKD","TEST","LU2168564065.EUR","IE00BSNM7G36.USD","LU0210536198.USD","LU1868836591.USD","IE00BK4W5M84.HKD","LU0096362180.USD","LU1551013342.USD","LU2456880835.USD","LU0143551892.USD","09366","LU0689472784.USD","DPZ","LU0056508442.USD","BK4592","LU1066051498.USD","BK4559","HK0000914660.USD","LU1861559042.SGD","IE0004445239.USD","TSDD","BK4612","LU0345770308.USD","LU0820562030.AUD","LU0077335932.USD","BK4187","FDRV","LU0823411888.USD","TSLA","LU2360107168.USD","TESL","LU2471134879.HKD","LU1720051017.SGD","LU0011850046.USD","BK4527","LU0109391861.USD","LU1861220033.SGD","LU2750360641.GBP","LU0708995401.HKD","BK4533","LU1066051225.USD","LU0323591593.USD","TSLZ","LU2213496289.HKD","LU2462591277.SGD","LU2999663052.SGD","HWM","BK4574","07366","LU1674673691.USD","IE00BJLML261.HKD","LU0198837287.USD","TSLI","SG9999015945.SGD","TSLY","SG9999015986.USD","LU1066051811.HKD","TSLQ","LU1232071149.USD","BK4551","TSLL","LU2063271972.USD","07766","LU2403377893.USD","LU0345769631.USD","LU2471134523.USD","BK4585","STSLAmain","LU0820561909.HKD","LU1551013425.SGD","LU2602419157.SGD","LU0719512351.SGD","LU0320765059.SGD","IE0034235303.USD","LU0820561818.USD","LU0823414478.USD","LU1429558221.USD","LU2023250330.USD","TLA","BK4099","LU2168564222.USD","TSYY","LU0234572021.USD","LU1366192091.USD","LU0053666078.USD","LU1868836757.USD","LU1868837300.USD","LU2764263039.SGD","LU0061474960.USD","IE00BWXC8680.SGD","LU1674673428.USD","LU2720916845.USD","BK4588","LU1435385759.SGD","LU0154236417.USD","LU2764262908.HKD","LU0957791311.USD","IE00B19Z8X17.USD","BK4555","BK4604","LU2462591350.SGD","LU0174119429.USD","LU2417539215.USD","LU1153585028.USD","BK4548","BK4534","LU0348723411.USD","LU2764263203.CNY","LU2357305700.SGD","LU1629891620.HKD","LU2168564495.EUR","LU2756315318.SGD","NATO","TSII","BK4516","LU0096364046.USD","LU1778281490.HKD","BK4598","IE00B19Z8W00.USD","LU2543165471.USD","LU1720051108.HKD","BK4209","LU1861215975.USD","LU0234570918.USD","LU1066053197.SGD","TSLS","TSLG","LU2471134796.USD","IDRV","LU2249611893.SGD","LU0345770993.USD","TSLR","TSLP","BK4511","LU2471134952.CNY","WANT","LU1839511570.USD","LU2087621335.USD","LU0133085943.USD","LU1267930730.SGD","LU0082616367.USD","IE00BK4W5L77.USD","TSLT","LU2168564149.EUR","LU2750360997.AUD","LU0316494557.USD","SMOG","LU2420271590.USD","IE00B1XK9C88.USD","LU1868837136.USD","SG9999015952.SGD","LU1145028129.USD","ELOL","LU1861558580.USD","LU2236285917.USD","LU1914381329.SGD","CRSH","IE00B1BXHZ80.USD","LU2756315664.SGD","BK4543","LU1548497426.USD","LU2326559502.SGD","SG9999015978.USD","LU0466842654.USD","LU2896262040.SGD","TSL","TSLW","BK4581","IE00B19Z9505.USD","LU2108987350.USD","LIT","LU2168563687.JPY","BK4550","LU1852331112.SGD","LU0672654240.SGD","LU2954938101.SGD","LU2290526834.HKD","LU1815333072.USD","ITA","LU0097036916.USD","LU0345769128.USD","LU2462157665.USD","LU1868836914.USD","WATS","TESC","LU0061475181.USD","BK4532","BK4524","TSLO","09766","LU2360106780.USD","HK0000914686.HKD","LU0964807845.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664171869","title":"Howmet Aerospace Inc(HWM)股票9月1日盘中上涨3.90%：投资者必看的核心信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2664171869","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664171869?lang=zh_cn&edition=fundamental","pubTime":"2026-09-02 03:16","pubTimestamp":1788290188,"startTime":"0","endTime":"0","summary":"• 在分析师呼吁于近期市场回调后逢低买入之际，豪美特航空股价大幅反弹。\n• SpaceX 的涡轮机计划反映的是供应短缺，而非对豪美特构成威胁。\n• AI数据中心日益增长的电力需求为豪美特的长期财务目标提供了支撑。","market":"other","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262144709-market-movers-hwm-20260901","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2543165471.USD","HK0000914660.USD","HWM","LU0174119429.USD","LU1868837300.USD","IE0004445239.USD","LU2720916845.USD","BK4588","LU1815333072.USD","BK4585","ITA","LU1868836914.USD","LU0096364046.USD","LU1868837136.USD","LU2764263039.SGD","LU2764263203.CNY","LU0154236417.USD","LU0957791311.USD","LU0143551892.USD","LU0061475181.USD","LU1868836591.USD","BK4187","LU0096362180.USD","LU2954938101.SGD","LU1153585028.USD","HK0000914686.HKD","LU2462591350.SGD","LU2462591277.SGD","LU2999663052.SGD","NATO","LU2764262908.HKD","LU0011850046.USD","LU0097036916.USD","LU1868836757.USD","LU0061474960.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664854793","title":"被“抢饭碗”吓崩Howmet(HWM.US)！花旗、伯恩斯坦高呼被错杀：SpaceX(SPCX.US)入局恰恰说明需求太强","url":"https://stock-news.laohu8.com/highlight/detail?id=2664854793","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664854793?lang=zh_cn&edition=fundamental","pubTime":"2026-09-01 21:49","pubTimestamp":1788270559,"startTime":"0","endTime":"0","summary":"花旗指出，SpaceX的入局反映的并不是Howmet竞争地位恶化，而是需求强劲以及涡轮机制造产能稀缺。该行表示，SpaceX主要计划为自身使用而生产这些部件，同时仍将继续从现有的工业燃气轮机供应链采购。该行维持对Howmet的“买入”评级，并将目标价设定为329美元。伯恩斯坦同时质疑，SpaceX能否在马斯克提出的18个月时间表内建立大规模生产能力。Howmet还与主要涡轮机制造商签署了延续至2030年的协议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1490640.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0106831901.USD","LU1074936037.SGD","TFNS","LU0098860793.USD","LU0477156953.USD","IYF","DXYZ","NATO","XOVR","LU1267930227.SGD","FTXO","SPCX","LU0203345920.USD","YSPC","WSPC","LU2764263203.CNY","LU2456880835.USD","SPCG","LU1868836914.USD","LOFF","MARS","SPCH","WARP","SPCQ","LU2954938101.SGD","SPAX","SPAL","BK4207","ELOL","HWM","LU1861558580.USD","XOVL","SPCF","LU0096364046.USD","SPCM","SPCU","LU2417539215.USD","LU2720916845.USD","SSPC","LU1791807156.HKD","BK4187","LOFD","LU2462591350.SGD","LU0162691827.USD","ITA","UFO","ORBX","SNK","LU0011850046.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664485479","title":"被“抢饭碗”吓崩Howmet(HWM.US)！花旗、伯恩斯坦高呼被错杀：SpaceX(SPCX.US)入局恰恰说明需求太强","url":"https://stock-news.laohu8.com/highlight/detail?id=2664485479","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664485479?lang=zh_cn&edition=fundamental","pubTime":"2026-09-01 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Aerospace盘中上涨4.13%，花旗与伯恩斯坦齐声唱多称SpaceX冲击被过度定价","url":"https://stock-news.laohu8.com/highlight/detail?id=1181595039","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1181595039?lang=zh_cn&edition=fundamental","pubTime":"2026-09-01 21:36","pubTimestamp":1788269794,"startTime":"0","endTime":"0","summary":"9月1日，Howmet Aerospace盘中上涨4.13%，报253.76美元/股，成交额1.57亿美元。此前受马斯克确认SpaceX将自建燃气轮机叶片铸造厂消息冲击，该股盘中一度跌超9%、最低触及240.38美元。消息面上，花旗集团与伯恩斯坦在盘中相继发布报告，认为市场对SpaceX跨界事件反应过度。伯恩斯坦指出，SpaceX此举更多反映供应端产能极度紧张，而非Howmet竞争地位恶化；Howmet与主要燃气轮机制造商签订的长期供应协议将持续至2030年，需求韧性充分有保障。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"花旗伯恩斯坦力挺，Howmet强势反弹","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["HWM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664854683","title":"【券商聚焦】：花旗&伯恩斯坦：Howmet Aerospace（HWM）股价回调提供买入良机","url":"https://stock-news.laohu8.com/highlight/detail?id=2664854683","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664854683?lang=zh_cn&edition=fundamental","pubTime":"2026-09-01 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Aerospace Inc(HWM)股票8月31日盘中下跌6.53%：原因全解读","url":"https://stock-news.laohu8.com/highlight/detail?id=2663090260","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663090260?lang=zh_cn&edition=fundamental","pubTime":"2026-08-31 22:15","pubTimestamp":1788185754,"startTime":"0","endTime":"0","summary":"• 受获利回吐和估值承压影响，豪美特航空航天盘中出现剧烈波动。\n• 资本支出时间表与较长的交货周期压制了基本面投资者情绪。\n• 技术面破位与负面动量指标加剧了近期的抛售压力。","market":"other","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262141948-market-movers-hwm-20260831","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2543165471.USD","HK0000914660.USD","HWM","LU0174119429.USD","LU1868837300.USD","IE0004445239.USD","LU2720916845.USD","BK4588","LU1815333072.USD","BK4585","ITA","LU1868836914.USD","LU0096364046.USD","LU1868837136.USD","LU2764263039.SGD","LU2764263203.CNY","LU0154236417.USD","LU0957791311.USD","LU0143551892.USD","LU0061475181.USD","LU1868836591.USD","BK4187","LU0096362180.USD","LU2954938101.SGD","LU1153585028.USD","HK0000914686.HKD","LU2462591350.SGD","LU2462591277.SGD","LU2999663052.SGD","NATO","LU2764262908.HKD","LU0011850046.USD","LU0097036916.USD","LU1868836757.USD","LU0061474960.USD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":4,"pageCount":1,"totalSize":80,"code":"91000000","status":"200"}]}}