Investing.com - 随着防务支出增加、政府放松财政紧缩以及利率压力缓解,欧洲股市再次引起投资者关注。尽管瑞银(UBS)对该地区整体持中性立场,但他们强调了六个投资者可以找到价值的主题。 1. 重建与军备欧洲国防预算正在快速增长。随着北约盟国将国防核心支出目标定为GDP的3.5%,BAE Systems (LON:BAES)和莱茵金属( Rheinmetall ) (ETR:RHMG)等...
Source LinkInvesting.com - 随着防务支出增加、政府放松财政紧缩以及利率压力缓解,欧洲股市再次引起投资者关注。尽管瑞银(UBS)对该地区整体持中性立场,但他们强调了六个投资者可以找到价值的主题。 1. 重建与军备欧洲国防预算正在快速增长。随着北约盟国将国防核心支出目标定为GDP的3.5%,BAE Systems (LON:BAES)和莱茵金属( Rheinmetall ) (ETR:RHMG)等...
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