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軍工板塊走高 安達維爾強勢封板
格隆匯8月19日丨軍工板塊走高,安達維爾強勢封板,新研股份漲超7%,航亞科技漲超6%,星網宇達、晨曦航空、三角防務、廣聯航空等跟漲。軍工板塊自5月中旬以來持續走強,期間國防軍工指數大漲35%。部分公募基金經理認為,基本面向好是板塊持續上漲的主要決定因素,長期看好該賽道優質企業投資價值。博時基金表示,從基本面來看,看好未來2-3年軍工行業的表現。在未來5-10年軍工行業確定性增長的背景下,軍工行業會出現很多投資機會,一些質地好的軍工企業市值有較大成長空間。

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