--- title: "Morgan Stanley raises target prices for multiple defense and military stocks" description: "Morgan Stanley raised the target price for Lockheed Martin from $530 to $630, for General Dynamics from $328 to $360, and for L3Harris Technologies from $250 to $350" type: "news" locale: "en" url: "https://longbridge.com/en/news/261355255.md" published_at: "2025-10-16T02:32:31.000Z" --- # Morgan Stanley raises target prices for multiple defense and military stocks > Morgan Stanley raised the target price for Lockheed Martin from $530 to $630, for General Dynamics from $328 to $360, and for L3Harris Technologies from $250 to $350 Morgan Stanley raised the target price for Lockheed Martin from $530 to $630, for General Dynamics from $328 to $360, and for L3Harris Technologies from $250 to $350 ### Related Stocks - [LMT.US - Lockheed Martin](https://longbridge.com/en/quote/LMT.US.md) - [GD.US - General Dynamics](https://longbridge.com/en/quote/GD.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 1750 亿美元 “关税退款”!对美股是 “财政刺激”,对美债是 “增加债务”,对金银是 “不确定性重来” | 1750 亿美元潜在退款短期利好美股,零售消费股受益,但该裁决导致关税收入缺失,未来十年或为美债增加超 2 万亿美元负担。特朗普表态将通过其他途径重征关税,政策不确定性加剧,黄金周五暴涨 2% 突破 5100 美元,白银涨 8%,避险情绪升 | [Link](https://longbridge.com/en/news/276502057.md) | | 华尔街大佬 Tepper 押注 AI:美光持仓激增 200%,新买韩国 ETF | 对冲基金大佬 Tepper 去年四季度精准狙击 AI 芯片赛道,豪掷逾 6 亿美元重仓美光科技和韩国芯片 ETF,今年已斩获约 30% 回报。全球内存短缺叠加 AI 算力狂潮,其芯片押注与软件股暴跌形成冰火两重天。 | [Link](https://longbridge.com/en/news/276213747.md) | | 如果 OpenAI 估值 8300 亿美元,那谷歌该值多少? | OpenAI 最新融资估值约 8300 亿美元,约为 2027 年预期收入的 14 倍;而谷歌却仅约 6.7 倍。按倍数类比,谷歌与 OpenAI 之间存在约 2 倍的 “定价尺度差”。分析指出,市场过度放大了 AI 颠覆的风险,却忽视了谷 | [Link](https://longbridge.com/en/news/276509743.md) | | 比净值低 20-35%!对冲基金报价收购 Blue Owl 旗下基金份额,加剧市场对 PE 的质疑 | Saba Capital 发起对 Blue Owl 三只 BDC 基金份额的折价收购,要约较净资产价值折价 20%–35%,直指私募信贷估值与流动性争议。此前 Blue Owl 旗下 OBDC II 已暂停赎回,并以 99.7% 面值出售 | [Link](https://longbridge.com/en/news/276512349.md) | | 一文读懂 2026 年至今的全球市场:什么在涨?美股为何不行?这种趋势会持续吗? | 高盛报告揭示 2026 年市场新风向:周期性资产上涨仍有空间;但 AI 等热门主题估值过高,高波动或成为未来常态;美元将持续疲软;建议警惕高估值板块,分散股票持仓、保持健康的非美敞口(包括新兴市场),以及较长期限指数波动率的做多头寸。 | [Link](https://longbridge.com/en/news/276406606.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.