Defence is the new tech when it comes to hot sectors. Or is it the other way round? That’s a question worth asking as defence stocks have rallied in recent weeks on everything from news of Donald Trump’s “Golden Dome” missile defence shield, to the new UK-EU security pact that would give UK defence companies access to Europe’s €150bn defence fund, to the broad understanding that US-China strategic competition is here to stay and Europe will be spending more on its own defence.
在热门领域中,国防正成为新的科技热点。或者说,科技才是新的国防?这是一个值得探讨的问题。最近几周,国防类股票因多重利好消息而上涨,包括唐纳德•特朗普(Donald Trump)提出的“金色穹顶”导弹防御盾、英国与欧盟签署的新安全协议,以及普遍认为美中战略竞争将长期持续、欧洲也将加大自身国防投入的共识。
您已阅读9%(632字),剩余91%(6320字)包含更多重要信息,订阅以继续探索完整内容,并享受更多专属服务。