A股異動丨軍工股大漲 中船防務等多股漲停
A股軍工股盤初大漲,其中,北方長龍、愛樂維達封20cm漲停,新餘國科、煉石航空、長城軍工、中船防務漲停,中船應急、晨曦航空大漲超13%。招商證券最新報告指,關稅挫傷全球市場風險偏好,A股內需消費板塊或成避險選擇。在外部不確定加大的背景下,內循環和安全的重要性再度提升,農產品、軍工和自主可控再度迎來機會。中信建投認爲,軍工行業已逐步進入新一輪週期,由“量價齊升”過渡到“量增價穩”階段,由“平臺放量”過渡到“建體系,補短板”階段,由“全面增長”過渡到“結構性增長”階段,或將開啓第二輪結構性週期復甦。(格隆匯)

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