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軍工板塊再度走高 中航沈飛(600760.SH)兩連板
格隆匯7月8日丨軍工板塊再度走高,中航沈飛兩連板,愛樂達大漲超8%,洪都航空、新研股份漲超7%,晨曦航空、航發動力漲超6%,三角防務、航發科技、中航高科等集體走高。銀河證券指出,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。安信證券認為,軍工產業鏈業績增速已經由上游元器件企業逐步向中游零部件企業傳導,考慮到上游元器件企業業績增速已經持續四個季度,並不斷增長,估計中游企業的業績增長持續時間有望與上游相當。

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