洛克希德马丁（LMT）今日盘中大涨8.93%，成为市场焦点。
消息面上，前总统特朗普提议将2027年国防预算从9010亿美元增至1.5万亿美元，这一史无前例的增幅直接利好国防承包商。市场预期，若该预算案获国会通过，洛克希德马丁等大型军工企业将直接受益于订单增长。
分析师指出，地缘政治紧张与军备扩张政策将持续支撑行业景气度，推动资金涌入军工板块。除洛克希德马丁外，诺斯罗普格鲁曼、雷神技术等国防股也同步大涨。
洛克希德马丁（LMT）今日盘中大涨8.93%，成为市场焦点。
消息面上，前总统特朗普提议将2027年国防预算从9010亿美元增至1.5万亿美元，这一史无前例的增幅直接利好国防承包商。市场预期，若该预算案获国会通过，洛克希德马丁等大型军工企业将直接受益于订单增长。
分析师指出，地缘政治紧张与军备扩张政策将持续支撑行业景气度，推动资金涌入军工板块。除洛克希德马丁外，诺斯罗普格鲁曼、雷神技术等国防股也同步大涨。
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