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Global X Defense Tech ETF

72.70

-1.5500-2.09%

盘后：72.920.2200+0.30%19:58 EDT

成交量：172.71万

成交额：1.26亿

市值：85.04亿

市盈率：- -

高：73.34

开：73.34

低：72.10

收：74.25

52周最高：78.49

52周最低：48.14

股本：1.17亿

流通股本：1.17亿

量比：1.15

换手率：1.48%

股息：0.36

股息率：0.49%

每股收益(LYR):-3.5661

净资产收益率：--

总资产收益率：--

市净率：-1.93

市盈率(LYR):-20.39

数据加载中...

总览公司新闻资讯公告

俄乌和平谈判进展消息传出，欧洲军工股下跌

环球市场播报

特朗普抛出1.5万亿国防预算，哪些军工股值得投资？

TradingKey中文

【券商聚焦】中信建投指军工板块业绩分化看好军转民投资机遇

IMF警告：国防开支激增可能会随着时间的推移给经济带来压力

航空航天和国防零部件制造商Arxis(ARXS.US)IPO定价25-28美元/股，拟募资超10亿美元

4月8日睿创微纳涨8.48%，易方达国防军工混合A基金重仓该股

全球军火商“狂揽订单”！军工强劲上攻，华宝基金军工ETF摸高3.46%！臻镭科技狂飙14%，应流股份涨停

国防股Kratos触发华尔街顶级分析师给出的买入信号

环球市场播报

美国2月份耐用品订单较前月下降1.4% 预估为下降1.2%

环球市场播报

4月7日圣泉集团（605589）涨停分析：新能源、电子材料、军工驱动

以色列宣布已停止所有对法国防采购

达利凯普：SLCC产品主要应用军工电子、光通信等领域的毫米波信号等场景

文件显示：法国计划在新的国防推进计划中大幅增加导弹和无人机库存

环球市场播报

美防长要求陆军参谋长“辞职并立即退休” 希望由“能够贯彻特朗普国防政策愿景”的人选接任

瑞典国防大臣宣布：将斥资87亿克朗采购防空系统

环球市场播报

长信国防军工量化混合3月份跌16.5% 规模34.5亿元

战争结束预期提振订单前景，韩国国防股上涨

环球市场播报

德军工巨头将与波音合作向德军提供无人机

证券经纪开战前试图投资国防基金，美防长卷内幕交易疑云

媒体：美国国防部长赫格塞思的经纪人希望在伊朗袭击前购买国防基金

环球市场播报

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19:44","pubTimestamp":1775821440,"startTime":"0","endTime":"0","summary":"受美伊之间脆弱停火以及俄乌有望达成和平谈判的消息影响，欧洲股市周五早盘小幅走高。　　乌克兰对俄高级谈判代表释放冲突有望解决的信号后，欧洲国防股大幅下挫。　　彭博社周五报道，前军事情报官员、乌克兰总统弗拉基米尔泽连斯基的核心助手之一基里洛布达诺夫对谈判接近达成和解表示乐观。伊朗议会议长穆罕默德巴盖尔加利巴夫称，以色列持续袭击黎巴嫩，违反了美伊之间的停火协议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-04-10/doc-inhtznzt5059909.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["SHLD","161024"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626718824","title":"特朗普抛出1.5万亿国防预算，哪些军工股值得投资？","url":"https://stock-news.laohu8.com/highlight/detail?id=2626718824","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626718824?lang=zh_cn&edition=fundamental","pubTime":"2026-04-09 17:46","pubTimestamp":1775727996,"startTime":"0","endTime":"0","summary":"TradingKey - 特朗普近日抛出一份规模高达1.5万亿美元的国防预算方案，重点聚焦于太空防御、舰船建造和导弹体系三大方向。消息一出，市场立刻把它解读为新一轮军工景气周期的信号，相关美股军工和航天公司也随之受到关注。对投资者来说，这不仅是一份预算提案，更像是未来几年美国国防开支方向的一次提前定调。\n","market":"us","thumbnail":"https://resource.tradingkey.com/uploads/20260302/Defense-6ad75584effa4bcba362eda42fbe3b8c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260302/Defense-6ad75584effa4bcba362eda42fbe3b8c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/analysis/stocks/us-stock/261765485-trump-defense-budget-defense-stocks-investing-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SHLD","161024"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626097969","title":"【券商聚焦】中信建投指军工板块业绩分化 看好军转民投资机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2626097969","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626097969?lang=zh_cn&edition=fundamental","pubTime":"2026-04-09 09:14","pubTimestamp":1775697256,"startTime":"0","endTime":"0","summary":"航发板块普遍业绩下滑，航发动力、航发控制、航材股份净利润同比下降26.27%、55.43%、7.72%。船舶板块受民船大周期影响净利润同比增长167.26%。该机构判断，中国军工产业已从过去依赖国内单一需求的模式，演进为三轮驱动的新发展格局，增长动能更加多元和可持续。第二曲线军贸出海（新引擎）：凭借性价比优势、体系化作战能力和地缘战略合作，中国军贸份额持续提升，成为全球重要供应方，实现战略影响力与经济效益双赢。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1978462","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1154","00317","02357","00031","BK1211","SHLD","601066","01185","BK1171","BK1240","BK1179","BK1558","BK1205","BK0276","161024","00232","BK1589"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625646940","title":"IMF警告：国防开支激增可能会随着时间的推移给经济带来压力","url":"https://stock-news.laohu8.com/highlight/detail?id=2625646940","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2625646940?lang=zh_cn&edition=fundamental","pubTime":"2026-04-08 22:38","pubTimestamp":1775659087,"startTime":"0","endTime":"0","summary":"金吾财讯 | IMF周三发布分析报告警示，军费扩张虽短期能刺激经济，但长期将引发财政与债务压力，埋下经济隐患。报告显示，国防支出增加初期可拉动需求与投资，但后续会被政府举债扩张、债务攀升和财政恶化所抵消。数据显示，军费增长启动三年内，财政赤字占GDP比重恶化约2.6个百分点，公共债务占比上升约7个百分点，战时更是飙升14个百分点。地缘冲突升级推动多国大幅提高国防预算，IMF基于1946年以来160多国数据研究发现，军费增长周期多超两年，约三分之二靠赤字融资。战时债务激增还会挤压民生项目支出。在全球市场波动、地缘风险持续的背景下，该结论对财政可持续性具有重要警示意义。","market":"other","thumbnail":"https://static.szfiu.com/news/20210625/ZGFjNmMxNjJiOWZlZTExMTI2OTIxOTcyMDA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/ZGFjNmMxNjJiOWZlZTExMTI2OTIxOTcyMDA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"298929","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IMF","SHLD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625949469","title":"航空航天和国防零部件制造商Arxis(ARXS.US)IPO定价25-28美元/股，拟募资超10亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2625949469","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2625949469?lang=zh_cn&edition=fundamental","pubTime":"2026-04-08 20:25","pubTimestamp":1775651108,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，为航空航天及国防企业提供电子和机械零部件的制造商Arxis Inc.目前正寻求在美股 IPO 中筹集高达 10.6 亿美元的资金。随着国防预算的增加，Arxis 的 IPO 正契合了投资者对国防需求及支出增长日益浓厚的兴趣。文件显示，国防和太空领域是 Arxis 最大的终端市场，占其 2025 年收入的约 47%；与此同时，其商业航空航天板块占同期收入的约 23%。Arxis 拥有超过 5,000 家客户，约 90% 的收入来自专利产品。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1426175.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["XAR","UFO","UDN","IPOS","159227","ARXS","SHLD","UUP","BK4564","DFEN","PPA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625911343","title":"4月8日睿创微纳涨8.48%，易方达国防军工混合A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2625911343","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2625911343?lang=zh_cn&edition=fundamental","pubTime":"2026-04-08 16:44","pubTimestamp":1775637865,"startTime":"0","endTime":"0","summary":"证券之星消息，4月8日睿创微纳涨8.48%，收盘报108.44元，换手率2.15%，成交量10.0万手，成交额10.66亿元。根据2025基金年报公募基金重仓股数据，重仓该股的公募基金共202家，其中持有数量最多的公募基金为易方达基金的易方达国防军工混合A。易方达国防军工混合A目前规模为72.81亿元，最新净值1.798，较上一交易日下跌0.72%，近一年上涨42.13%。","market":"hk","thumbnail":" http://caiji.3g.cnfol.com/colect/202604/08/20260408277693.png","type":0,"news_type":0,"thumbnails":[" 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10:32","pubTimestamp":1775615520,"startTime":"0","endTime":"0","summary":"军工强劲上攻，华宝基金军工ETF摸高3.46%！臻镭科技狂飙14%，应流股份涨停。　　4月8日早盘，军工板块高开高走，军工核心资产——军工ETF华宝一度冲高3.46%！值得关注的是，此前4个交易日，512810连续吸金合计逾千万元。　　消息面，根据英国皇家联合军种研究院发表的研究，在战争的前16天，美国与联军部队消耗了超过11200枚导弹和拦截弹等弹药，估计成本达260亿美元。MACD金叉信号形成，这些股涨势不错！","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/money/fund/2026-04-08/doc-inhttxki6644201.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0259","BK0251","688270","BK0035","603308","SGXZ49509284.SGD","SGXZ81163826.USD","BK0214","161024","SHLD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625956993","title":"国防股Kratos触发华尔街顶级分析师给出的买入信号","url":"https://stock-news.laohu8.com/highlight/detail?id=2625956993","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2625956993?lang=zh_cn&edition=fundamental","pubTime":"2026-04-07 21:58","pubTimestamp":1775570280,"startTime":"0","endTime":"0","summary":"Kratos国防与安全解决方案公司周二早盘下跌3.8%。该股周一盘中一度上涨10%。此前该股在获得分析师积极评估后已有一轮涨势，此次涨幅进一步扩大。　　杰富瑞将这家国防承包商的评级从“持有”上调至“买入”。　　杰富瑞将该股目标价维持在85美元。这一水平意味着较Kratos上周四收盘价约有26%的上涨空间。　　对高超音速系统的需求似乎正在加速增长，而Kratos一直在这一领域加强布局。　　卡亚奥格鲁还指出，Kratos的Valkyrie无人机项目的产量预计将增加。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-04-07/doc-inhtsvwy2116771.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["FAZ","SHLD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625195332","title":"美国2月份耐用品订单较前月下降1.4% 预估为下降1.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2625195332","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2625195332?lang=zh_cn&edition=fundamental","pubTime":"2026-04-07 20:40","pubTimestamp":1775565600,"startTime":"0","endTime":"0","summary":"51位经济学家的预测区间为增长-5.0%至增长4.3%。\n　　美国人口普查局公布，1月份下降0.5%。\n　　不含运输品的新订单2月份增长0.8%，1月份为增长0.3%。\n　　不含国防用品的新订单2月份下降1.2%，1月份为增长0.2%。\n　　扣除飞机，不含国防用品的资本品订单2月份增长0.6%，1月份为下降0.4%。\n　　扣除飞机，不含国防用品的资本品出货2月份增长0.9%，1月份为持平。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：江学思","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-04-07/doc-inhtsrqu3466355.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["SHLD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625933680","title":"4月7日圣泉集团（605589）涨停分析：新能源、电子材料、军工驱动","url":"https://stock-news.laohu8.com/highlight/detail?id=2625933680","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2625933680?lang=zh_cn&edition=fundamental","pubTime":"2026-04-07 16:00","pubTimestamp":1775548818,"startTime":"0","endTime":"0","summary":"证券之星消息，圣泉集团4月7日涨停收盘，收盘价35.67元。今日圣泉集团涨停的可能因素有：可转债发行进展顺利，25亿元募资投向新能源电池材料项目，已进入问询回复阶段；硅碳负极及多孔碳产品批量供应下游客户，1万吨硅碳负极项目正推进客户审厂与订单落地；PPO树脂产能扩张加速，2000吨/年新项目预计2026年三季度投产，受益AI服务器CCL需求高增；酚醛空心微球等特种材料已配套神舟飞船、嫦娥六号，子公司具备军工资质。","market":"sh","thumbnail":" http://caiji.3g.cnfol.com/colect/202604/07/20260407907422.png","type":0,"news_type":0,"thumbnails":[" 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21:25","pubTimestamp":1775395500,"startTime":"0","endTime":"0","summary":"当地时间5日，总台记者获悉，据以色列国防军发言人消息，由于法国采取了多项“损害以色列安全”的措施，包括禁止以色列军机利用法国领空执行针对伊朗的作战任务，以国防部已停止所有来自法国的国防采购。　　该发言人表示，当前以色列正在针对伊朗进行军事行动，而法国“正在积极阻挠向以色列转运弹药”。　　对此，法国方面暂无回应。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/jjxw/2026-04-05/doc-inhtnist6751939.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["SHLD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624653109","title":"达利凯普：SLCC产品主要应用军工电子、光通信等领域的毫米波信号等场景","url":"https://stock-news.laohu8.com/highlight/detail?id=2624653109","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2624653109?lang=zh_cn&edition=fundamental","pubTime":"2026-04-03 15:35","pubTimestamp":1775201742,"startTime":"0","endTime":"0","summary":"证券之星消息，达利凯普(301566)04月02日在投资者关系平台上答复投资者关心的问题。投资者提问：董秘您好，公司目前是否有星网g60相关订单产生？slcc产品主要应用哪些场景，是否有往光通信相关公司送样测试？达利凯普回复：尊敬的投资者，您好！公司SLCC产品主要应用军工电子、光通信等领域的毫米波信号等场景，但目前占整体业务比例较低。感谢您的关注，谢谢。为证券之星据公开信息整理，由AI算法生成(网信算备310104345710301240019号)，不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushiyaowen/20260403/32124506.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["161024","301566","SHLD","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624631471","title":"文件显示：法国计划在新的国防推进计划中大幅增加导弹和无人机库存","url":"https://stock-news.laohu8.com/highlight/detail?id=2624631471","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2624631471?lang=zh_cn&edition=fundamental","pubTime":"2026-04-03 10:48","pubTimestamp":1775184480,"startTime":"0","endTime":"0","summary":"据媒体看到的一份军事规划法案草案显示，法国计划到 2030 年将导弹和无人机库存扩大至多 400%。　　乌克兰和中东地区持续的冲突暴露了高强度战争中弹药消耗的速度有多快。如今，巴黎正拨出数十亿欧元，用于增加现有库存，并替换其空军在波斯湾发射的防空导弹，以抵御伊朗的无人机袭击。　　法国政府将于4月8日公布更新版军事规划法案，计划到2030年前投入85亿欧元用于无人机和导弹项目。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-04-03/doc-inhtetzi8911967.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["SHLD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624633165","title":"美防长要求陆军参谋长“辞职并立即退休” 希望由“能够贯彻特朗普国防政策愿景”的人选接任","url":"https://stock-news.laohu8.com/highlight/detail?id=2624633165","media":"滚动播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2624633165?lang=zh_cn&edition=fundamental","pubTime":"2026-04-03 07:37","pubTimestamp":1775173020,"startTime":"0","endTime":"0","summary":"美防长要求陆军参谋长“辞职并立即退休”，希望由“能够贯彻特朗普国防政策愿景”的人选接任；此前已有多名高层被解职。　　美国国防部发言人肖恩·帕内尔2日证实，美国陆军参谋长兰迪·乔治即将辞职。稍早前，美国媒体报道，国防部长赫格塞思已要求乔治辞职并立即退休。　　帕内尔在社交媒体发表声明说，乔治“将立即卸任美国陆军第41任参谋长一职”。　　自去年1月以来，特朗普政府已解职多名军队高级将领和官员。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/world/gjcj/2026-04-03/doc-inhteimi7307197.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["SHLD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624711735","title":"瑞典国防大臣宣布：将斥资87亿克朗采购防空系统","url":"https://stock-news.laohu8.com/highlight/detail?id=2624711735","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2624711735?lang=zh_cn&edition=fundamental","pubTime":"2026-04-02 16:33","pubTimestamp":1775118780,"startTime":"0","endTime":"0","summary":"瑞典国防大臣于周四表示，该国将从萨博、BAE 系统公司等企业采购总价值 87 亿瑞典克朗的防空及反无人机系统。　　与多数欧洲国家一样，在俄罗斯对乌克兰发起特别军事行动后，瑞典正加紧强化国防力量。　　帕尔容松在声明中称：“如今投资防空能力比以往任何时候都更为重要。防范空中威胁是本届政府的首要任务之一，我们还将签署更多协议，以加强瑞典国防实力。”　　装备交付工作将于 2027 年至 2028 年完成。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-04-02/doc-inhtazrw1020417.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["SHLD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624470579","title":"长信国防军工量化混合3月份跌16.5% 规模34.5亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2624470579","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2624470579?lang=zh_cn&edition=fundamental","pubTime":"2026-04-02 16:08","pubTimestamp":1775117288,"startTime":"0","endTime":"0","summary":"中国经济网北京4月2日讯 据同花顺数据显示，在刚过去的3月份，长信国防军工量化混合A/C分别下跌16.54%和16.57%。　　该基金由基金经理宋海岸管理。　　长信国防军工量化混合在去年四季度的前十大重仓股为盟升电子、睿创微纳、高德红外、鸿远电子、纳睿雷达、紫光国微、佳驰科技、航发动力、中国动力、振华科技。截至去年底，其规模合计为34.5亿元。","market":"us","thumbnail":" http://caiji.3g.cnfol.com/colect/202604/02/20260402122532.png","type":0,"news_type":0,"thumbnails":[" 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Tan表示：“尽管市场预期伊朗冲突会缓和，但投资者正布局长期安全与能源主题，国防股因此上涨。市场似乎对快速解决冲突持怀疑态度，因此对国防和能源板块的配置信心未减。”　　野村证券的Eon Hwang指出，此前韩国国防股遭抛售，部分原因是市场认为中东客户因战事无暇下单。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-04-01/doc-inhsyncf5002492.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["SHLD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623584034","title":"德军工巨头将与波音合作向德军提供无人机","url":"https://stock-news.laohu8.com/highlight/detail?id=2623584034","media":"新华社","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2623584034?lang=zh_cn&edition=fundamental","pubTime":"2026-03-31 21:03","pubTimestamp":1774962233,"startTime":"0","endTime":"0","summary":"人民财讯3月31日电，德国最大军工企业莱茵金属公司3月31日宣布，已和美国波音澳大利亚防务公司达成合作协议，将向德国军方提供无人机。该协议涉及MQ-28“幽灵蝙蝠”无人机，由波音澳大利亚防务公司为澳大利亚空军打造。莱茵金属公司首席执行官阿明·帕佩格表示，交付德方的“幽灵蝙蝠”将为定制版，以更好满足德国联邦国防军需求。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202603313690737749.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4588","SHLD","BK4551","BK4585","IE000M9KFDE8.USD","LU2326559502.SGD","BOEG","BK4187","LU1429558221.USD","BK4564","BK4516","BA","BOED","BOEU","161024","LU1435385759.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623303705","title":"证券经纪开战前试图投资国防基金，美防长卷内幕交易疑云","url":"https://stock-news.laohu8.com/highlight/detail?id=2623303705","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2623303705?lang=zh_cn&edition=fundamental","pubTime":"2026-03-31 14:13","pubTimestamp":1774937580,"startTime":"0","endTime":"0","summary":"　　英国《金融时报》报道，美国国防部长赫格塞思的证券经纪，曾在美国对伊朗发动攻击的前数周，试图向贝莱德的国防工业ETF投资数百万美元，这笔交易最终因为平台限制而未能达成，但此举已引发市场对华盛顿高层内幕交易和潜在利益冲突的强烈关注。暂时不清楚赫格塞思的证券经纪是否改为投资其他国防相关基金。　　帕尼尔表示，赫格塞思及其任何代表均未就此类投资与贝莱德接洽，“这又是毫无根据的诽谤，试图误导大众”。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/roll/2026-03-31/doc-inhswiea2105858.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["SHLD","161027"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623632771","title":"媒体：美国国防部长赫格塞思的经纪人希望在伊朗袭击前购买国防基金","url":"https://stock-news.laohu8.com/highlight/detail?id=2623632771","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2623632771?lang=zh_cn&edition=fundamental","pubTime":"2026-03-31 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