市场憧憬以伊冲突缓和,连续上涨的军工股回调,其中,中船防务跌超3%,航天控股跌2.4%,中航科工跌1.4%。消息上,有消息称,伊朗希望与美国和以色列展开对话,并通过阿拉伯中间人传递信息,寻求结束敌对状态。尽管阿拉伯媒体否认“伊朗发出停止敌对行动”的说法,黄金、石油市场仍旧持续回调,且助推隔夜美股走高。有分析指出,军工股的短期波动更多反映预期差,而非长期价值变化。地缘政治缓和相当于"利好出尽",导致...
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