摩根大通分析师表示，QinetiQ、Babcock International Group和BAE Systems等英国国防股可能会受益于英国国防开支的潜在增长。
英国首相基尔·斯塔默上周末在慕尼黑安全会议上发表演讲时，呼吁对国防进行“代际投资“。据报道，英国政府正在研究一些提议，计划在本届议会任期结束前将该国国内生产总值（GDP）的3%用于国防，而本届议会任期最长可能持续到2029年，这一比例高于去年的约2.3%。
摩根大通表示，一些对英国预算有敞口的欧洲公司，例如Leonardo、Renk和泰雷兹，也可能受益。Babcock上涨2.5%，泰雷兹上涨1.8%，BAE Systems上涨1.6%，Leonardo上涨1.5%，QinetiQ上涨1%。Renk涨幅稍落后，微涨0.2%。
责任编辑：刘明亮
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