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A股異動|軍工股走強美國退出中島條約後首次公開試射巡航導彈
格隆匯 08-22 10:58
格隆匯8月22日丨軍工股走強,其中中兵紅箭(000519.SZ)和深南股份(002417.SZ)漲停。針對美國週一試射一枚常規陸基巡航導彈一事,俄羅斯塔斯社週二報道,俄羅斯認為此舉令人感到遺憾,而且這也顯示華盛頓早已準備要退出《中導條約》。五角大樓週一透露,該導彈在飛行500多公里後擊中目標,而此次試射獲得的數據將被用於未來美國中程導彈的研發。美國正式退出《中導條約》。世界有可能迎來新一輪的軍備競賽。此外,科創板的推出也有望推動科技創新型企業迎來估值重構。軍工行業橫跨信息技術、高端裝備、新材料、新能源等多個重點方向。券商機構普遍表示,堅定看好軍工下半年投資機會,業績成長、資產注入、科技創新將成為下半年軍工行情演繹的三條主脈絡。(行情來源:富途證券)
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