Core Viewpoint - European defense stocks opened higher this week due to low expectations for a peace agreement between Ukraine and Russia, with significant market movements observed in various defense companies [1] Group 1: Market Reactions - European defense stocks such as Rheinmetall, BAE, Thales, Hensoldt, and Leonardo saw notable increases, with Rheinmetall rising by 4.4%, BAE by 1.5%, Thales by 2.5%, Hensoldt by 5.3%, and Leonardo by 3.1% [1] Group 2: Expert Analysis - JPMorgan analysts indicated that the substantial differences between the parties make any short-term agreement unlikely, suggesting that the conflict may persist until 2026 based on discussions with several experts on the Ukraine-Russia issue [1] - The analysis highlights that former President Trump’s influence in pushing for a ceasefire is limited, contrasting with his actions in Gaza [1]
欧洲防务类股走强，因对俄乌达成和平协议的预期较低
Ge Long Hui A P P·2025-10-20 08:37