摩根士丹利指出，特朗普政府提出的1.5万亿美元国防预算申请中，现代化支出预计将实现73%的同比大幅增长，这一举措预计将广泛惠及国防领域的主要承包商、为数不多的国防部大型供应商及其相关供应链企业。分析师表示，该预算提案重点规划了多项举措，包括为"金穹计划"提供资金、增强美国太空能力、扩大美国造船产能、采购更多F-35战机以及对关键弹药进行投资等。分析师进一步表示："我们期待在即将到来的2026年第一季度财报电话会议中，从主要国防承包商那里获得更多详细信息，了解2027财年的预算申请将如何转化为各自业务组合的增长动力。"
（完） 2026年4月6日 11:09 ET (15:09 GMT)
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