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軍工板塊漲勢擴大 航發科技漲停
格隆匯6月21日丨軍工板塊午前漲勢擴大,愛樂達漲超13%,航發科技漲停,晨曦航空漲超7%,海特新高、航亞科技、天和防務等跟漲。銀河證券指出,短期看軍工板塊前期經歷大幅回撤,估值和業績增速剪刀差有所收斂,行業催化劑漸多,市場風險偏好將得到提振,投資窗口有望再度打開。中期看,行業高景氣度有望持續高位運行,訂單+產能擴張驅動行業快速增長可期。長期看,建軍百年奮鬥目標近在遲尺,“百年變局”勢必將加速我軍的現代化進程,行業發展有望迎黃金時代。

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