軍工板塊異動拉昇 三角防務、光啟技術漲停
格隆匯7月28日丨軍工板塊異動拉昇,三角防務、光啟技術漲停,中航飛機大漲近9%,光電股份、新興裝備、中航高科、航新科技等紛紛大漲。安信證券表示,軍工行情或進入第二階段,戰鬥機和導彈等在“十四五”期間需求顯著增加、行業基本面穩健增長且未來或加速、估值處於相對底部、機構配置仍較低以及市場樂觀氛圍助推等因素。中泰證券稱,中報披露期將至,多家公司發佈2020年半年度業績預告,軍工行業基本面整體向好。隨着國防信息化程度不斷提高、軍隊現代化建設不斷加快,預計未來國家將持續加強對軍工領域的投入,從而形成軍品需求穩定支撐,軍工行業有望保持較高景氣度。

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