Core Viewpoint - The actions of the United States towards Venezuela highlight the necessity of increasing defense spending and enhancing resilience amid escalating global divisions [1] Group 1: Defense Spending - The U.S. defense budget is projected to exceed $1 trillion by the fiscal year 2026 [1] - Europe is responding by raising core defense spending to 3.5% of GDP based on new NATO guidelines, with an additional investment of 1.5% for infrastructure [1] - This marks a significant shift from the post-Cold War "peace dividend" to a focus on security [1] Group 2: Investment Opportunities - Recent geopolitical shocks have accelerated capital inflows into defense, technology, and infrastructure sectors, driving innovation and industry profit growth [1] - The defense sector is viewed as having long-term investment appeal, providing resilience, diversification, and growth potential for investment portfolios in the context of rising geopolitical risks and global fragmentation [1]
摩通私银：预计美国今年国防预算将突破1万亿美元，国防板块具备长期投资吸引力
Ge Long Hui A P P·2026-01-06 08:38