智通财经APP获悉，军工股再度走高，截至发稿，中航科工(02357)涨5.19%，报4.05港元；航天控股(00031)涨3.75%，报0.415港元；中船防务(00317)涨3.5%，报10.66港元。
消息面上，据央视新闻报道，当地时间5月7日凌晨，印度军方对巴基斯坦发动代号“辛杜尔”（Sindoor）的军事行动，对巴基斯坦旁遮普省等9处目标实施导弹打击。巴方宣布击落印军5架战机和1架无人机，其中包括3架“阵风”。据中邮证券，巴基斯坦是中国重要军贸出口国家。根据SIPRI，2019-2023年，中国军贸出口全球市场份额5.80%，其中，约60%为中国对巴基斯坦的军贸出口。
中航证券指出，短期内，在当前所处的年报、一季报发布后的消息真空期内，印巴冲突等地缘政治变化对军工板块的刺激也将在影响力度和时间长度上放大更为明显。开源证券发布研报称，全球军事力量再平衡将给资本市场带来更多的不确定性，资产的“地缘风险溢价”或导致军工股避险属性的估值重估。
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