【乌克兰及中东停火传闻或促使投资者锁定利润 国防股受影响】金十数据11月20日讯，AJ Bell投资总监拉斯・莫尔德表示，有关乌克兰和中东地区停火的传闻可能会说服投资者锁定利润。尤其鉴于自2022年初俄罗斯发起特别军事行动以来，国防类股票平均表现强劲，情况更是如此。克里姆林宫周三表示，俄罗斯总统弗拉基米尔・普京不会同意沿当前战线冻结乌克兰战事。这与一些报道称他可能准备同美国当选总统唐纳德・特朗普商讨这一选项的说法相悖。莫尔德指出，在主要股指普遍小幅走高的背景下，欧洲的国防企业莱茵金属（Rheinmetall）、莱昂纳多（Leonardo）、英国宇航系统公司（BAE Systems）、泰雷兹（Thales）以及萨博（SAAB）的股价均下跌了1% - 2%。不过他表示，关键还得看实际行动。特别是欧盟国家，由于身为北约成员国，且面临着来自特朗普的潜在压力，它们很可能仍会牢记自身满足国防开支要求的义务。
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