ReutersCodex · 实盘可交易 · 做多市场:美股▲ 赚 +0.34% · 已结算把握 6/10
北京时间·🕒 发布 06:37:02时区推断·⟳ 抓取 06:46:00·⚡ 决策 07-14 14:30:02 +7h44m·105.0 天前
L3Harris获美国太空军机构9.55亿美元18颗金穹导弹防御卫星合同
L3Harris（LHX.US）获SDA约9.55亿美元18颗卫星合同，金额约为其537.8亿美元市值的1.8%，约相当于年收入基数的中个位数比例，且立即投产、强化其金穹/导弹跟踪卫星订单能见度。
📄 原文Reuters↗ 原文
Defense supplier L3Harris Technologies (LHX.N) has secured a $955 million contract from an agency under the U.S. Space…
▲ 赚 +0.34%入场 07-13 盘后首笔 @288.00 → 离场 07-14 常规开盘 @289.90
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
💡 交易逻辑9.55亿美元SDA大单新鲜，未抢跑小仓博反应
怎么买 限价买入 不高于 299.49、仅下一个交易日，不成交作废
怎么卖 止盈 +3%(半仓)/+6%(清仓) · 止损 -4% · 时间止损 5日
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
分时走势
做多 LHX.US L3Harris Technologies
建仓日早于近 30 天,只有日线图
成交明细 · 纸面
做多 LHX.US L3Harris Technologies
| 收益状态 | +0.34% 已平仓 |
|---|---|
| 进场成交 | 2026-07-13 · 盘后首笔 · 07-14 06:44 北京 · @288 · 成交 1% |
| 离场成交 | 2026-07-14 · 常规开盘 · @289.9 |
| 毛收益 | +0.66% |
| 成本 | +0.32% |
| 净收益 | +0.34% |
| 计入收益 | +0.00% |
| 建仓日 | 2026-07-13 · 进场不早于新闻时刻 + 2 分钟 |
| 契约提示 | LIMIT_AND_CHASE |
收益口径 event_time_plus_2min_10min_walk_open_topup_to_next_open_exchange_calendar_fill_model_local_notional_v9 · method_id m8db1cbc8f2d · 截至 2026-10-27 15:33
研究档案
消息传播链
- Reuters称合同来自公司和机构声明，L3Harris将立即开始生产18颗导弹跟踪卫星。市场反应:LHX.US 2026-07-13收288.69美元，跌0.72%。
- 报道强调L3Harris过去一年扩建美国空间与卫星产能，并已获得至少70颗相关卫星订单。
关键理由
- L3Harris（LHX.US）获SDA约9.55亿美元18颗卫星合同，金额约为其537.8亿美元市值的1.8%，约相当于年收入基数的中个位数比例，且立即投产、强化其金穹/导弹跟踪卫星订单能见度。
- 公司此前已累计获得至少70颗美国导弹跟踪和防御卫星订单，本次合同延续同类任务而非孤立试点，对空间与导弹防御业务管线有确认作用。
- 行情上LHX近20日跌约7.5%、事件日未上涨，短线未见明显抢跑；同类SDA大单先例+3日中位约+1.8%、+5日中位约+1.7%，适合小仓限价博反应。
主要风险
- 9.55亿美元大单对LHX是增量确认但不是公司级重估，且大型国防合同通常分多年确认收入，短线弹性有限。
- 同股2024年相似9.19亿美元合同后+1/+3日基本不涨，说明这类合同可能被视为正常国防订单流，若开盘跳涨超过3%不追。
反向证据
- 做多前查反向 · 来源 web · 影响 none
未见足以推翻本次订单利好的近期取消合同或公司否认信息；主要反证是同类国防订单对大型承包商短线弹性不稳定。
检索:L3Harris recent negative guidance investigation contract cancellation 2026 - 做多前查反向 · 来源 stock_quote · 日期 2026-07-14 · 影响 weakens
LHX近20日跌7.52%、近5日跌4.18%，事件日前无明显同向抢跑，但13周路径偏弱，动量逆风。
检索:stock_quote LHX.US full
历史先例(按相似度)
工具调用 · 历史记录,结果未知(2 种)
- stock_quote · 结果未知
- event_study · 结果未知
原文全文
展开原文 · 963 字
Defense supplier L3Harris Technologies (LHX.N) has secured a $955 million contract from an agency under the U.S. Space Force to produce 18 satellites for the country's Golden Dome missile defense shield, according to statements from the company and agency on Monday.
L3Harris has expanded space and satellite manufacturing capacity in the U.S. over the last year in a bid to contribute to President Donald Trump's Golden Dome plan.
With the new contract from the Space Development Agency, L3Harris has received orders for at least 70 missile-tracking and defense satellites from the U.S., of which five are in orbit.
The satellites are capable of detecting and tracking advanced missile threats, L3Harris said.
L3Harris will begin production of these satellites immediately, the company added.
Defense contractors like L3Harris have benefited from record defense spending in the U.S. and increasing geopolitical tensions around the world.
L3Harris has expanded space and satellite manufacturing capacity in the U.S. over the last year in a bid to contribute to President Donald Trump's Golden Dome plan.
With the new contract from the Space Development Agency, L3Harris has received orders for at least 70 missile-tracking and defense satellites from the U.S., of which five are in orbit.
The satellites are capable of detecting and tracking advanced missile threats, L3Harris said.
L3Harris will begin production of these satellites immediately, the company added.
Defense contractors like L3Harris have benefited from record defense spending in the U.S. and increasing geopolitical tensions around the world.
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。