印巴冲突继续升级军工板块避险或迎估值重估

智通财经2025-05-07

全球军事力量再平衡将给资本市场带来更多的不确定性，资产的“地缘风险溢价”或导致军工股避险属性的估值重估。据央视新闻消息，当地时间5月7日4时30分左右，巴基斯坦国防部长在电视媒体中表示，巴基斯坦迄今击落5架印度战机（已增至6架）。天风证券指出，2025Q1主动型基金前十大军工股持有流入总市值绝对值的前十中，军工电子板块标的占80%。过去三年军工电子板块较其他军工子板块超跌较多，在长尾效应下周期反弹...

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印巴冲突继续升级 军工板块避险或迎估值重估

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印巴冲突继续升级军工板块避险或迎估值重估