欧洲军工迎来上行周期，各大军工企业本季度营收走高、订单量持续激增，带动泰雷兹、英德拉集团、达索航空一众欧洲军工龙头股价拉升。

　　法国军用飞机与公务机制造商达索航空披露 2026 年上半年财报：调整后净销售额同比大涨 46%，达到 42 亿欧元（折合 48 亿美元）。受此利好，该股早盘盘中最大涨幅达 10%。

　　泰雷兹、英德拉于周四早间发布半年报，两只个股盘中最高涨幅均达到 5%。

　　欧洲规模最大的防务电子企业泰雷兹，上半年销售额同比增长近 8%，新增订单同比上涨 22%。

　　首席执行官帕特里斯・凯恩在公告中表示：“在地缘政治不确定性持续攀升的大环境下，泰雷兹依托安全保障、国家自主、前沿创新打造的产品与解决方案，再次印证了自身在全球范围内的实用价值与吸引力。”

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责任编辑：郭明煜

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