受特朗普提出将2027年度军事预算扩大至1.5万亿美元的政策主张刺激，多家美国国防承包商股价在盘前交易中显著走高。市场分析指出，若该预算案获国会通过，洛克希德马丁（LMT）、雷神技术公司（RTX）等大型军工企业将直接受益于订单增长预期。与此同时，专注于无人机防御系统的克瑞拓斯安全防卫（KTOS）及航空航天制造商诺斯罗普格鲁曼（NOC）亦呈现强劲买盘。投资者正密切关注国防开支政策动向，军工板块或迎来新一轮估值重构。
受特朗普提出将2027年度军事预算扩大至1.5万亿美元的政策主张刺激，多家美国国防承包商股价在盘前交易中显著走高。市场分析指出，若该预算案获国会通过，洛克希德马丁（LMT）、雷神技术公司（RTX）等大型军工企业将直接受益于订单增长预期。与此同时，专注于无人机防御系统的克瑞拓斯安全防卫（KTOS）及航空航天制造商诺斯罗普格鲁曼（NOC）亦呈现强劲买盘。投资者正密切关注国防开支政策动向，军工板块或迎来新一轮估值重构。
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