前总统特朗普关于扩大军事预算的表态持续发酵，国防板块延续强势格局。除洛克希德马丁等龙头股外，通用动力在尾盘交易中涨幅扩大至4%，L3Harris Technologies Inc更录得6.2%的显著涨幅。
军费开支预期升温推动资金涌入国防承包商板块。五角大楼主要供应商股价集体走高，反映出市场对国防预算扩张前景的积极定价。随着地缘政治紧张局势持续，国防类股已成为近期资金避险与政策红利双重驱动的热门标的。
板块轮动态势明显，投资者正重新评估国防供应链企业的估值逻辑。从导弹系统到太空防御，涵盖全方位军事解决方案的上市公司均获得买盘支撑。分析师指出，若军费增长预期落地，相关企业订单增量可能超出现有市场共识。
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