特朗普总统对委内瑞拉的干预引发了对全球不稳定局势加剧的担忧,同时也为武器制造商带来了提振。
德国军火制造商莱茵金属的股价近期上涨8%,该公司是欧洲推动增加军费开支的代表。英国的BAE Systems PLC股价上涨4%,意大利的莱昂纳多公司涨幅近6%。
日本的三菱重工和川崎重工这两家生产军用飞机及其他装备的综合企业,收盘分别上涨8.4%和7.9%。
在韩国,韩华航空航天公司股价上涨7%,韩国航空航天工业公司涨幅达6.5%。
在美国,诺斯罗普·格鲁曼公司和洛克希德·马丁公司的股价在盘前交易中均小幅上涨。RTX公司股价变动不大。
这些股票中的许多都延续了2025年取得的可观涨幅。防务类股票的繁荣是去年关键的市场趋势之一。
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