美国银行预计国防支出将持续激增

英为财情
Jul 25, 2025

Investing.com - 美国银行强调美国和欧洲国防支出增长正在加速,这可能有利于主要国防承包商。 据美国银行分析,北约盟国在6月底同意将国防装备支出从之前的GDP的1.5%至2%范围提高到2035年达到GDP的3.5%。国家安全总支出目标将达到GDP的5%,这标志着国防板块的显著提升。 随着市场预期支出增强,欧洲国防承包商股票今年表现良好,不过美国银行指出,随着各国投资国内国防工业,美国...

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