US aerospace and defense stocks remain chilly! JPMorgan warns: Military spending outlook darkens, cooling aviation demand, and even positive Q3 results may not reverse the downturn
智通财经2026/10/09 04:01According to information from Zhitong Finance APP, JPMorgan believes that aerospace and defense companies are about to face a challenging third-quarter earnings season. The slowing growth of air passenger traffic, uncertainties about the outlook for U.S. military spending, and persistent supply chain constraints are all weighing on investor sentiment.
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