低成本军事技术需求爆发美股中小型国防股年内跑赢标普500及军工巨头

智通财经09-19

今年，美国中小型国防股股价大幅上涨，其涨幅超过了大型竞争对手。这是因为全球冲突以及五角大楼的优先事项推动了对价格更低、适应性强的军事系统(如人工智能驱动的无人机和无人驾驶车辆)的需求。2025 年，纽交所Arca国防指数(NYSE Arca Defense Index)上涨了 34%，远高于标普500指数 12%的涨幅。其中，克瑞拓斯安全防卫、AeroVironment、Astronics和...

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低成本军事技术需求爆发 美股中小型国防股年内跑赢标普500及军工巨头

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低成本军事技术需求爆发美股中小型国防股年内跑赢标普500及军工巨头