BUZZ-美伊紧张局势加剧,国防类股攀升
3月2日 - ** 中东动荡加剧,美国国防企业股价盘前大涨
** 美国和以色列周末对伊朗的打击 (link),伊朗的报复行动在全球各行业引起震动
** 洛克希德马丁LMT.N上涨8.3%,RTXRTX.N上涨6.6%,成交量稀少,而Kratos DefenseKTOS.O上涨8.1%。
** 地缘政治风险上升通常会支持国防类股的强劲需求
** 标准普尔500航空航天与国防.SPLRCAERO指数年累计上涨13.2%,原因是美国与伊朗之间的紧张局势在核谈判僵局中仍处于边缘。
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