国防与基建支出加码 机构看好2026年欧英股市比肩美国

Core Viewpoint - The UK and Eurozone are expected to achieve GDP growth and stock market returns by 2026, driven by increased spending on defense and infrastructure projects [1] Group 1: Economic Growth - Increased spending on defense and infrastructure is anticipated to boost economic growth and corporate performance in the UK and Europe [1] - The total return rate for the UK and Europe is projected to reach double digits again this year, comparable to the United States [1] Group 2: Market Signals - A MACD golden cross signal has formed, indicating positive momentum for certain stocks [1]