2026年开年,地缘震荡频发促使军工板块成为全球核心主题。高盛欧洲军工股篮子继去年暴涨后再涨21%,韩国防务商亦大幅飙升。市场预期各国将加速重整军备并转向国防自立。尽管美股受回购限制涨幅较稳,但全球防务开支激增正持续重塑行业估值与盈利预期。2026年的前10个交易日已向全球市场传递出一个明确的信号:地缘政治的不稳定性正在加剧,这促使军工板块继续确立其作为年度核心长期增长主题的地位。引发这一轮市场...
Source Link2026年开年,地缘震荡频发促使军工板块成为全球核心主题。高盛欧洲军工股篮子继去年暴涨后再涨21%,韩国防务商亦大幅飙升。市场预期各国将加速重整军备并转向国防自立。尽管美股受回购限制涨幅较稳,但全球防务开支激增正持续重塑行业估值与盈利预期。2026年的前10个交易日已向全球市场传递出一个明确的信号:地缘政治的不稳定性正在加剧,这促使军工板块继续确立其作为年度核心长期增长主题的地位。引发这一轮市场...
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