军火巨头洛克希德·马丁也有供应链问题,股价大跌

I
Itmg
楼主 (未名空间)

Lockheed Martin Expects Supply Crunch to Persist -- Market Talk

11:38 ET - Acting Lockheed Martin CFO John Mollard says recent supply-chain issues that hampered production of the F-35 and spread into its missiles and space units could persist for 12 to 18 months. Mollard says on investor
call that the supply chain remains hungover from pandemic-driven stresses
that have been more pronounced in recent weeks than even at the height of
lockdown restrictions. Other defense companies including Raytheon
Technologies remain wary of the potential effect of government vaccine
mandates that come into force next month.

Lockheed Martin Down Over 12%, on Pace for Largest Percent Decrease Since
March 2020
n
narcotics07

找supply chain 做借口
I
Itmg

马丁:我们的铝材运不进来,火药也买不到,所以造不了 F-35 和导弹...

haha
C
CokeCoke

阿富汗都撤了,没油水了,跟供应链没关系
l
lanyin0314

价值股应该是受供应链影响最大的
ibm,思科,波音,因特尔。甚至homedepot这种都会收到很大影响,只不过把成本转嫁给消费者能力强一点而已,持续下去必然会被反噬。
l
lasp

实在不理解为什么土共不打着国家安全的旗号
禁止出口稀土及相关产品给任何军火制造公司

【 在 Itmg (zsnzhjh) 的大作中提到: 】
: Lockheed Martin Expects Supply Crunch to Persist -- Market Talk
:
: 11:38 ET - Acting Lockheed Martin CFO John Mollard says recent supply-
chain
: issues that hampered production of the F-35 and spread into its missiles
and
: space units could persist for 12 to 18 months. Mollard says on investor
: call that the supply chain remains hungover from pandemic-driven stresses : that have been more pronounced in recent weeks than even at the height of : lockdown restrictions. Other defense companies including Raytheon
: Technologies remain wary of the potential effect of government vaccine
: mandates that come into force next month.
:
: Lockheed Martin Down Over 12%, on Pace for Largest Percent Decrease Since : March 2020
H
HATETCPC

可以印钱发福利买其他国家东西。卡车司机的运输服务印钞机没法印出来。港口一天开48小时也没用。
H
HATETCPC

白等的运输部长,男同性恋,正在和刚生小孩的伴侣(也是男的),两个人一起休四个月的产假。