每经编辑｜金冥羽 据新华社，美国福克斯新闻频道前主持人塔克·卡尔森7日晚间通过社交媒体账号发布了一段他同一名美国记者的对话视频。他在视频中表示，五角大楼预 算增至1.5万亿美元，这种规模的预算显示出"一个正在准备进行全球或地区战争的国家所具有的特征"。 受此消息影响，美国防务股盘前大涨。截至发稿，诺斯罗普格鲁曼盘前涨7.26%，洛克希德马丁盘前涨7.07%，雷神技术盘前涨5.23%。以此计算，三家公 司市值分别增加了59.8亿美元、81.3亿美元和130.2亿美元。 | 14 - 5 最新 | | 涨幅 | 涨跌 | | --- | --- | --- | --- | | 诺斯罗普·格鲁曼 577.010 --5.50% -33.600 | | | | | US NOC 618.900 盘前 | | 7.26% | 41.890 | | 洛克希德马丁 496.870 - 4.82% - - 25.170 | | | | | US LMT 532.000 盘前 | | 7.07% | 35.130 | | 185.730 -2.45% -4.670 雪神技术 | | | | | US RTX | 195.440 ...

Shares of U.S. defense stocks rose in trading before the bell on Thursday, after President Donald Trump called for raising government defense spending. Northrop Grumman Corp. (NYSE:NOC) led the rally with a 7.82% jump, while Lockheed Martin Corp. (NYSE:LMT) rose 6.52%. L3Harris Technologies (NYSE:LHX) gained 6.29%, and shares of RTX Corp (NYSE:RTX) climbed 4.45%.On Wednesday, Trump expressed his desire for a major increase in U.S. defense spending, saying, "Our Military Budget for the year 2027" should be $ ...

Group 1 - Defense stocks experienced a decline on Wednesday, but the outlook for increased U.S. defense spending is aiding in the sector's recovery [1]

美股军工国防股盘前集体走强，其中，洛克希德马丁、诺斯罗普格鲁曼大涨超7%，雷神技术涨超4%。 消息面上，美国总统特朗普表示，他将要求2027年军费预算从1万亿美元左右增加到1.5万亿。特朗普还 要求国防企业加大生产和研发投入，停止股票回购和派息。 ...

摩根大通私人银行全球投资策略师表示，美国对委内瑞拉的行动进一步凸显了在全球分裂加剧的背景 下，提升国防支出和增强韧性的必要性。美国国防预算预计将在2026财年突破1万亿美元。该行认为， 国防板块具备长期投资吸引力，在地缘政治风险上升和全球分化的环境下，能够为投资组合带来韧性、 多元化和增长潜力。(格隆汇) 消息面上，当地时间1月7日，美国总统特朗普在社交平台发文表示，"为了国家的利益"，尤其是在当前 这个"动荡不安、危机四伏"的时期，应将2027财年国防预算大幅增加至1.5万亿美元。 格隆汇1月8日｜国防军工股盘前普涨，诺斯罗普格鲁曼涨超7%，洛克希德马丁涨6.5%，雷神技术涨超 5%，大数据服务商Palantir涨1.5%。 ...

Core Viewpoint - Global defense stocks experienced a rally following U.S. President Donald Trump's announcement of a proposed $1.5 trillion defense budget for 2027, indicating a significant increase in military spending [1][2]. Group 1: U.S. Defense Budget Announcement - President Trump proposed a military budget of $1.5 trillion for 2027, up from the previous $1 trillion, emphasizing the need for enhanced military capabilities during "troubled and dangerous times" [2]. - The proposed budget aims to build a "Dream Military" that ensures national safety and security [3]. Group 2: Stock Market Reactions - Northrop Grumman's stock rose by 6.8%, Lockheed Martin increased by 6.7%, RTX advanced by 5.4%, and Kratos Defense saw a 6.6% rise in premarket trading [3]. - The Stoxx Europe Aerospace and Defense index increased by 1.4%, with companies like Renk and Leonardo initially gaining over 4% before settling at 1.5% and 3.6% higher, respectively [4]. - Asian defense companies also saw positive movements, with Mitsubishi Heavy rising by 2.4% and Bharat Electronics gaining 0.3% [4].

智通财经APP注意到，周三，美国总统在社交媒体上发布了一系列令人眼花缭乱的帖子，要求每年增加 5000 亿美元的国防开支，但同时威胁要将一些最有望从这一增长中获利的公司剔除。 这一系列显然自相矛盾的声明导致主要国防承包商的股价暴跌，交易员们试图解读白宫的真实意图—— 以及这些举措是否会真正付诸实施。 这一切始于特朗普长期关注的一个问题：与政府合作的主要国防承包商必须停止股票回购，停止发放股 息，并将高管年薪限制在 500 万美元以内，直到他们加大对工厂和研发的投入以加速开发。 数小时后，特朗普签署了一项行政命令，将这一决定制度化。在另一份帖子中，他点名批评了生产广受 欢迎的"爱国者"导弹系统的 RTX 公司。 他表示，RTX 旗下的国防部门雷神(RTX.US)将"不再与战争部开展业务"，除非该公司在厂房和设备方 面"加大力度"投入前期资金。RTX 及其竞争对手洛克希德·马丁(LMT.US)、诺斯罗普·格鲁曼(NOC.US) 和通用动力(GD.US)的股价均出现下跌。 RTX 的发言人在电话采访中拒绝置评。诺斯罗普和洛克希德·马丁的发言人没有立即回应置评请求。 目前尚不清楚总统是否有权强制私人公司部署其资本。然 ...

Shares of defense contractor Lockheed Martin Corp. (NYSE:LMT) whipsawed on Tuesday, witnessing a steep decline during the regular session, before mounting a recovery overnight, in response to a pair of social media posts by President Donald Trump, made in quick succession.LMT Stock WhipsawsLockheed Martin shares were down 4.82% on Tuesday, closing at $496.87, after Trump made a post on Truth Social criticizing America’s defense contractors. Trump took aim at the industry’s “massive” dividends and stock buyb ...

Core Viewpoint - President Trump signed an executive order to prohibit defense companies from paying dividends or buying back stock until they improve production and delivery performance [1][3]. Group 1: Executive Order Details - The order states that defense companies are not allowed to pay dividends or buy back stock until they can produce superior products on time and within budget [1]. - Within 30 days, the Pentagon chief will identify underperforming defense contractors that have engaged in stock buybacks and will require them to submit a remediation plan within 15 days [9]. - Future defense contracts must include provisions banning stock buybacks for underperforming firms and ensure that executive compensation is linked to on-time delivery rather than short-term financial metrics [12]. Group 2: Industry Criticism and Response - The Trump administration and the Pentagon have criticized the defense industry for high costs and slow production, emphasizing the need for changes to boost military equipment production [2][5]. - Trump highlighted that while the U.S. produces the best military equipment, the production rate is insufficient to meet military needs, necessitating higher standards for defense contractors [5]. Group 3: Market Reaction - Following Trump's announcement, defense stocks experienced declines, with Lockheed Martin falling 4.8%, Northrop Grumman down 5.5%, and General Dynamics decreasing by 3.6% [8]. - RTX shares initially dropped 2% but later recovered, climbing 2.5% in after-hours trading [8].

格隆汇1月8日｜美股市场在目前的夜盘交易中，军工国防股集体走强，其中，洛克希德马丁、诺斯罗普 格鲁曼夜盘涨超6%，雷神技术、通用动力夜盘涨超3%。消息面上，美国总统特朗普表示，他将要求 2027年军费预算从1万亿美元左右增加到1.5万亿。特朗普还要求国防企业加大生产和研发投入，停止股 票回购和派息。 ...