分析师警告称,新订单对公司短期收益影响有限。此外,西方政府对增加国防开支的承诺是否是“永久性”的,也是一个值得考虑的问题。俄乌危机以来,国际地缘与安全格局发生了剧烈变化。这一背景强化了投资者对全球军费支出在未来数年保持增长的预期,使得国防军工概念股取得了表现亮眼。今年以来,追踪发达国家航空航天与国防工业集团的MSCI世界航空航天和国防指数(MSCI World Aerospace and ...
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