Lockheed Martin, Northrop Grumman, Defense ETFs Outperform S&P 500 Over The Last 15 Years — What's Driving The Growth? Analysts Decode
Lockheed Martin, Northrop Grumman, Defense ETFs Outperform S&P 500 Over The Last 15 Years — What's Driving The Growth? Analysts Decode
洛克希德馬丁、諾斯羅普格魯曼、軍工股 etf 在過去15年中表現超過標普500——是什麼推動了增長?分析師解讀
After a sell-off on Thursday, Nov. 14 the street seems to be betting on the defense stocks again. This comes as the conflict in the Middle East escalates and geopolitical tensions ratchet the payoffs for the stocks in this sector.
在11月14日的拋售之後,市場似乎再次押注于軍工股。隨着中東衝突升級,地緣政治緊張局勢提高了該板塊股票的回報。
What Happened: As defense stocks become lucrative with rising tension, David Wagner, portfolio manager at Aptus Capital Advisors says that "this is more than just a geopolitical play." He sees further upside in the defense and aerospace areas, despite current rich valuations, as per a Bloomberg report.
發生了什麼:隨着緊張局勢上升,軍工股變得有利可圖,Aptus Capital Advisors的投資組合經理David Wagner表示「這不僅僅是一個地緣政治的炒作。」儘管目前估值已經很高,但他仍然看好軍工和航空航天領域的進一步上升,彭博社報道。
As per the Benzinga Pro data, the S&P 500 Aerospace & Defense...
根據Benzinga Pr...
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