Ge Long Hui A P P·2026-01-08 09:32Core Viewpoint - The defense and aerospace stocks are experiencing a pre-market surge, driven by President Trump's call for a significant increase in the defense budget to $1.5 trillion for fiscal year 2027, amidst a backdrop of global instability and geopolitical tensions [1]. Group 1: Stock Performance - Northrop Grumman shares rose over 7% [1] - Lockheed Martin shares increased by 6.5% [1] - Raytheon Technologies shares gained over 5% [1] - Palantir, a big data service provider, saw a 1.5% rise [1] Group 2: Defense Budget Insights - President Trump emphasized the need for a substantial increase in the defense budget, citing national interests during a time of crisis [1] - The defense budget is projected to exceed $1 trillion by fiscal year 2026 [1] Group 3: Investment Strategy - JPMorgan's private bank global investment strategist highlighted the necessity of increasing defense spending and resilience in light of escalating geopolitical risks [1] - The defense sector is viewed as having long-term investment appeal, offering resilience, diversification, and growth potential for investment portfolios [1]