BUZZ-全球军费开支增加,2024 年美国国防类股上涨

Reuters
01 Jan

((自动化翻译由路透提供,请见免责声明 ))

12月31日 - ** 中东危机和俄乌战争引发的武器需求强劲,提升了今年军火制造商的股票价值

** 防务巨头的股票在 2023 年落后于标普 500 指数 之后又赶上了该指数,RTX 的表现超过了标普 500 指数(,今年以来上涨了 37.6%。)

*)) * 洛克希德-马丁公司 (YTD上涨6.7%,通用动力公司 (YTD上涨1.7%,诺斯罗普-格鲁曼公司 (YTD上涨0.03%,) 也将在年底走高。

** 同行业的 L3Harris Technologies (YTD 下跌 0.5%) 年末将小幅下跌

** 包括洛克希德-马丁、RTX、L3Harris 和诺斯罗普-格鲁曼在内的军火制造商上调了年度盈利预期,受益于军费开支的增加。

** 标普 500 指数航空航天与国防子指数 今年以来上涨 13.3%,而标普 500 指数上涨 24.02

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