美股能源股、国防股走强，航空股走弱

Group 1 - Energy stocks and defense stocks strengthened, while airline stocks weakened due to geopolitical tensions following Israel's attack on Iran [1] - Energy ETFs and the S&P 500 Energy Index both rose over 1% as oil prices surged [1] - Airline stocks declined amid concerns that supply chain bottlenecks could lead to soaring fuel costs [1] Group 2 - Defense stocks saw an increase, with Lockheed Martin leading the gains [1] - The uncertainty in U.S. domestic policy and geopolitical turmoil is impacting both the oil market and broader risk premiums [1]