富国银行：伊朗冲突催化国防股机遇，导弹产能将最多提升5倍

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智通财经APP获悉，富国银行股票行业分析师Lawrence Pfeffer指出，2026年初以来，已有三家头部国防承包商与美国战争部签署了多型号导弹系列大额多年期合同，预计到本十年末，相关产能将较当前水平提升2至5倍。该分析师提到，这些重大交易在伊朗冲突爆发前便已公布。而此次冲突很可能促使美国、以色列及海湾阿拉伯国家合作委员会成员国大量消耗拦截弹药。根据富国银行的策略报告，Pfeffer认为“从...

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