軍工股逆勢上漲 航發科技、北方導航等多股漲停
格隆匯8月5日丨大盤下跌,軍工股逆勢上漲。其中,航發科技、北方導航、亞光科技、光啟技術和北斗星通漲停,航天彩虹、國睿科技、航發控制、北摩高科等均大漲。針對近期軍工股的表現,業內分析人士稱:當前軍工板塊整體估值水平雖有所回升,但仍處於近六年來相對低位,具備向上的空間;改革角度,改革持續深化下,資產證券化和股權激勵等改革舉措與上市公司關聯性更強,改革利好逐漸顯現;2020年軍工股的表現可以期待。
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