洛克希德马丁（LMT）今日盘中大涨5.03%，成为市场焦点。
消息面上，美国总统特朗普宣布其政府2027财年的国防预算申请将达到1.5万亿美元，比目前的1万亿美元预算增加50%。这一大幅增长预期提振了国防类股票，尤其是洛克希德马丁作为顶级国防承包商，直接受益于预算增加带来的订单和收入增长潜力。
尽管特朗普同日早些时候签署了一项行政命令，试图将国防承包商的股票回购、股息和高管薪酬与武器交付进度挂钩，引发市场短暂担忧，但预算增加的利好消息完全抵消了这一负面影响。分析师认为，创纪录的国防预算增长将为洛克希德马丁等主要承包商带来长期增长动力。
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