金吾财讯 | 花旗分析师贾森・古尔斯基指出，鉴于美国总统特朗普计划在美国构建导弹防御系统，诸如洛克希德・马丁公司、诺斯罗普・格鲁曼公司以及 RTX 公司等美国国防类股票有望迎来利好。据该分析师称，自去年 11 月总统大选之后，由于国防开支存在削减的不确定性，美国国防企业的股票价格出现了显著下滑。然而，国会已做出决定，未来 10 年将增加超过 3000 亿美元的国防开支。除此之外，欧洲军事预算的持续攀升也会对相关股票起到推动作用，因为欧洲国家采购的大部分军事装备均由美国制造商供应 。
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