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国防军工板块
Defense & Aerospace05/29/2026, 14:11 NY · 16 clusters · 195 tickers国防军工板块
9 个成员置信度中
题材逻辑
地缘政治紧张驱动军工订单回升
催化事件
- 2025-Q2川普访华后中东战火重启预期
- 2025-Q3美国国防预算批复
- 2026-Q2Golden Dome / SBI 项目进入原型阶段
聚合 KOL
- ·投行黄药师XOM · CVX · GE · LMT +3×11.3
- ★1First SquawkCVX · BA×8
- ·鲍博士BA×8
- ·yyhu(糊涂爹)XOM · BA×3
- ·canEagleCVX · LMT · NOC · RTX×2.5
- ★1zerohedgeXOM×2
- ★1Earnings WhispersESLT×2
- ·Lord William UKGE×2
- ★1Cem KarsanGE×2
- ★1SemiAnalysisGE×2
跨成员新闻
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