Group 1 - Morgan Stanley analysts indicate that UK defense stocks such as QinetiQ, Babcock International Group, and BAE Systems may benefit from potential increases in UK defense spending [1][2] - UK Prime Minister Keir Starmer called for "generational investment" in defense during a speech at the Munich Security Conference, suggesting that the government is considering proposals to allocate 3% of GDP to defense by the end of the current parliamentary term, an increase from approximately 2.3% last year [1][2] - European companies with exposure to the UK budget, such as Leonardo, Renk, and Thales, may also benefit from this potential increase in defense spending [1][2] Group 2 - Stock performance: Babcock rose by 2.5%, Thales by 1.8%, BAE Systems by 1.6%, Leonardo by 1.5%, and QinetiQ by 1%, while Renk saw a modest increase of 0.2% [1][2]
摩根大通：英国国防股将受益于英国政府潜在的加码
Xin Lang Cai Jing·2026-02-16 09:08