《Defense Stocks Stand Down: Why NOC, LMT, RTX & Others Lag Amid U.S.-Iran War》
RTX已超卖，并有望在财报前出现反弹。
国防承包商如雷神、波音、洛克希德和诺斯罗普的订单积压量更大，这导致产量增加，从而为这些公司带来更高的收入和自由现金流。
larger backlog of orders for defense contractors such as Raytheon, Boeing, Lockheed, and Northrop, which leads to increased production, and therefore increased revenue and free cash flow for these companies.
我看了RTX，它今年表现仍然不错，涨幅约10%，但本周下跌了约5%，较近期历史高点下跌了10%。所以我寻找了上涨的机会。隐含波动率水平较低，技术性的相对强弱指数已降至三十出头，可能表明目前处于超卖状态。
I looked at RTX, which is still having a good year with a gain of about 10%, but we saw it fall by about 5% this week, and 10% overall from its recent all-time highs . So I looked at something upward. Implied volatility levels are low, and the technically-based Relative Strength Index is reaching the low thirties, possibly indicating an oversold situation at this point.