特朗普研究系列文章（之三） 本篇文章为作者研究特朗普系列文章的第三篇。初步确定这组系列文章为十篇，将从不同角度全面研究 特朗普总统的"房地产商+媒体达人思维"，解析这种思维方式的形成过程，以及用这种思维模式看待世 事与制定政策的特点。希望能将研究成果纳入决策参考，做到知己知彼，从而更好指导中美交往与国际 斗争。 特朗普的"美国版国有化"： 房地产商思维如何重塑美国经济 孟晓苏 2025年9月13日 特朗普在其第二任期推行了一系列被外界视为"国有化"的政策措施，这深刻反映了其以房地产商思维主 导下的经济治理理念的重大转变。这些行动背后的思想原因复杂多元，涵盖了战略、经济、政治和意识 形态等多个层面，而其核心逻辑则源自特朗普作为房地产商的独特经验与思维方式。 一、房地产商思维：以"交易的艺术"经营国家 特朗普的商业背景塑造了其独特的治国理念。作为房地产开发商，他习惯于将一切视为可交易的资产， 追求即时回报和有形利益。这种思维现在延伸到国家治理中：将补贴转换为股权，如同房地产交易中 的"以物易物"；把关键企业视为可收购的"优质资产"；把国家战略当作商业项目来运作。 特朗普政府对企业时而威胁，曾公开要求英特尔CEO辞 ...

（文章来源：央视新闻） 该军售的主要承包商包括洛克希德·马丁公司、通用电气航空航天公司以及RTX公司。 当地时间9月15日，美国国防部表示，美国务院已批准一项潜在军售计划，拟向秘鲁出售F-16战斗机及 相关后勤与项目支持，交易金额估计约34.2亿美元。 ...

NEW YORK, Sept. 15, 2025 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Lockheed Martin Corporation (NYSE: LMT). Shareholders who purchased shares of LMT during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/lockheed-martin-corporation-loss-submission-form/?id=166921&from=3 CLASS ...

SAN FRANCISCO, Sept. 15, 2025 (GLOBE NEWSWIRE) -- A securities class action lawsuit has been filed against Lockheed Martin Corporation (NYSE: LMT) on behalf of investors who bought shares between January 23, 2024, and July 21, 2025. The lawsuit, Khan v. Lockheed Martin Corporation, alleges the company gave investors a misleading picture of its financial health by failing to disclose that it had inadequate internal controls to assess program risks. Hagens Berman encourages Lockheed Martin investors with subs ...

NEW YORK, Sept. 15, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Lockheed Martin Corporation (NYSE: LMT) between January 23, 2024 and July 21, 2025, both dates inclusive (the “Class Period”), of the important September 26, 2025 lead plaintiff deadline. SO WHAT: If you purchased Lockheed Martin securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency ...

Core Insights - Lockheed Martin Corp. (LMT) shares have increased by 7% over the past month, outperforming the Zacks Aerospace-Defense industry's growth of 1.6% and the S&P 500's return of 2.9% during the same period [1][10] - In contrast, industry peers Boeing Company (BA) and Embraer S.A. (ERJ) have seen declines of 7.1% and 0.9%, respectively [2] Recent Developments - Positive news announcements have contributed to the rise in LMT's stock, indicating strong demand and growth prospects for its products [3] - Notable contracts include a mid-August agreement with Poland to modernize its F-16 fleet, delivery of Black Hawk helicopters to the Philippines, and a $720 million contract for Joint Air-to-Ground Missiles from the U.S. Army [4][5] - LMT's order book for September includes a $900 million contract for Javelin missiles and a $9.8 billion award for 1,970 Patriot Advanced Capability – 3 Missile Segment Enhancement interceptors [6] Financial Outlook - The contracts are expected to drive revenue growth in the coming quarters, with a backlog totaling $166.5 billion as of June 29, 2025, and management anticipating recognition of approximately 38% of this backlog over the next 12 months [7][8][11] - LMT's international business accounts for 27.1% of total sales, with strong demand for tactical missiles, Black Hawk helicopters, and F-35 jets from various countries [12] Earnings Estimates - The Zacks Consensus Estimate for 2025 and 2026 sales indicates year-over-year improvements of 4.5% and 4.3%, respectively, while 2025 earnings estimates suggest a decline of 23.2% [14] - Near-term earnings estimates have decreased over the past 60 days, reflecting analysts' declining confidence in LMT's earnings potential [14] Valuation - LMT's forward 12-month price-to-earnings (P/E) ratio is 17.34X, which is lower than the peer group's average of 20.37X, indicating a potentially attractive valuation [17] - Embraer is trading at a premium with a forward P/E of 22.36X [18]

NEW YORK , Sept. 15, 2025 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Lockheed Martin Corporation (NYSE: LMT). ...

Core Viewpoint - Lockheed Martin is responding to Boeing's F-47 sixth-generation fighter contract win by proposing a cost-effective upgrade to the F-35 using sixth-generation technology [1][2]. Group 1: Strategic Response - CEO Jim Taiclet indicated that the Pentagon is highly engaged with the enhanced F-35 concept, aiming to deliver 80% of the F-47's capabilities at half the price [2]. - The upgrade will incorporate advanced stealth coatings, enhanced weapons, and next-generation engines [2][3]. Group 2: Technology Integration - The "fifth-generation-plus" upgrade will integrate sixth-generation technology into the existing F-35 platform, enhancing its capabilities significantly [3]. - Discussions with the White House regarding this upgrade could occur soon, indicating potential governmental support [3]. Group 3: Market Implications - The Department of Defense may upgrade between 1,000 and 1,500 of the 2,300 F-35 jets ordered, which could result in substantial savings compared to Boeing's F-47, expected to be operational by the end of 2029 [3]. - Following the loss of a contract in March, Lockheed's stock rebounded by 8%, reflecting market confidence in its strategic pivot [3]. Group 4: Partnerships and Performance - Lockheed's Skunk Works division has partnered with BAE Systems on autonomous air systems development, expanding its unmanned warfare capabilities [4]. - Aerospace ETFs showed mixed performance, with SPDR S&P Aerospace & Defense ETF gaining 0.24% while Invesco Aerospace & Defense ETF declined by 0.31% [4].

NEW YORK, Sept. 12, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Lockheed Martin Corporation (NYSE: LMT) between January 23, 2024 and July 21, 2025, both dates inclusive (the “Class Period”), of the important September 26, 2025 lead plaintiff deadline. SO WHAT: If you purchased Lockheed Martin securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency ...

Lockheed Martin said the US government is interested in its "fifth-generation-plus" idea for the F-35 stealth jet that would feature some technologies it developed for its failed bid to build the US's sixth-generation fighter. CEO Jim Taiclet said on Thursday that there is "a very active engagement at an extremely high level with the Department of Defense" about the upgraded F-35, and that "I expect it will be taken to the White House sometime soon, hopefully, to consider this kind of concept."Speaking at ...