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軍工板塊走強 中航沈飛逼近漲停
格隆匯7月7日丨軍工板塊走強,中航沈飛逼近漲停,愛樂達漲超7%,航發動力漲超6%,中航重機、振芯科技漲超5%,洪都航空、晨曦航空、中航西飛、中直股份等跟漲。中信證券指出,在半年報開始,核心個股業績高增長邏輯將逐漸兑現,同時也會有更多數據驗證大訂單的落地,行業的估值體系將隨之發生重大變化。銀河證券指出,短期震盪不改軍工行業景氣向上趨勢;中期看,行業高景氣度有望持續高位運行,全年快速增長依然可期;長期看,建軍百年奮鬥目標近在遲尺,行業發展有望迎黃金時代。

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