论点：RTX业务前景积极，因急需补充耗尽的导弹库存及其在该领域的领先地位。
逐段跳播
你对RTX有什么看法吗？RTX公司。>> RTX。现在让我把它调出来。>> 雷神导弹制造商。>> 哦，雷神。好的。是的。我的意思是，雷神的业务会很好。我们耗尽了导弹供应。我问过去五位总统一个问题：你们准备好打哪场战争了？
因为不是与俄罗斯或中国的战争，我们不可能这么快就用完导弹。看，雷神是导弹行业的主要承包商。我们不仅需要完全补充库存，还需要重新构想我们如何管理国防库存。因为在我看来，我昨晚刚和一些人讨论过，这是国家的耻辱。
我绝不是指本届政府，我指的是过去五六届。我们应该有足够的导弹库存，以备与中国进行一年战争。我们给了乌克兰一些导弹，在伊朗用了一些，我们几乎用完了。是的，那太可怕了。所以，是的，雷神，任何与无人机和导弹相关的公司，我的意思是，任何时候出现疲软，如果市场崩盘，你首先会想到的就是国防股。
>> 好的。所以听起来我只是在梳理一些评论。听起来你喜欢这个，尤其是如果它……>> 是的。他们主导。他们主导导弹领域，对吧？拦截弹和攻击导弹。他们是主导者。这是一个我们将不得不投入大量资金的领域。
Do you have any thoughts at all on RTX? RTX Corporation. >> RTX. Now that is Let me just pull that one up here. >> Rathon Missilemaker. >> Oh, Rathon. Okay. Yeah. I mean I mean look business is going to be good for Rathon. Um, we burned out our missile supply. And I have a question for the last five presidents. What war were you ready to fight? Because it wasn't one with Russia or China that we could have run out of missiles so very quickly. Um, look, Rathon's a major contractor in the missile industry. We have to not only completely restock, we have to reimag exactly how we're managing our defense stocks here. Because in my opinion, I just had this conversation with some guys last night. This is a national disgrace. And I'm not pointing by any means at this administration. I'm pointing at the last five or six. We should have had mus missiles in stock ready for a year-long war with China. And we gave a few missiles to Ukraine. We used some in Iran and we're almost out. Yeah. No, that's that's horrific. Um, so yeah, you know, Rathon, anybody else connected with drones and missiles, I mean, anytime there's weakness, if you get a market crash, the first thing you go now is uh going to be miss, you know, defense stocks. >> Okay. So So it sounds like I'm just kind of cutting through some of the commentary. It sounds like you like this, especially if it comes in to to any >> Yeah. They dominate. They dominate the missile field, right? You know, the interceptors as well as the attack missiles. They're a dominant player. This is an area where we're going to have to spend a ton of money.
这个频道对 $RTX 的历次判断
Benzinga 在这只股票上只有这一条判断。