空警500预警机

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美空军一把手炒作:5年内中国核力量达到美俄同等规模
Guan Cha Zhe Wang· 2025-10-12 07:28
Core Viewpoint - The new U.S. Air Force Chief of Staff, General Kenneth F. Wilsbach, warns that China's nuclear arsenal is expected to grow significantly, reaching 1,500 warheads by 2030, which would match the levels of the U.S. and Russia [1][6]. Summary by Relevant Sections Nuclear Arsenal Growth - China's nuclear warheads have increased from approximately 300 in 2020 to 600 today, with projections indicating a rise to 1,500 by 2030 [6][7]. - In comparison, the U.S. and Russia each possess around 1,700 deployed warheads, with 1,500 on intercontinental nuclear delivery systems [6]. Strategic Implications - The expansion and modernization of China's nuclear capabilities will enhance its ability to target the U.S. mainland, which is a primary reason for the investments made during the Trump administration [6][7]. - Wilsbach highlighted that China's diverse nuclear forces, ranging from low-yield precision strike missiles to multi-megaton intercontinental ballistic missiles, provide the Chinese leadership with various options during conflict escalation [7]. Military Context - The increasing number, types, ranges, and complexities of missiles produced by the People's Liberation Army Rocket Force pose a growing threat to U.S. Air Force assets and facilities [7]. - Wilsbach's background includes extensive experience in air combat, having flown over 6,000 hours in various aircraft, and he has been involved in operations in Iraq and Afghanistan [7]. U.S.-China Military Relations - Wilsbach has previously indicated that the U.S. needs to create challenges for China as it approaches the U.S. as a competitor [8]. - The Chinese government maintains that its nuclear strategy is defensive and aims to keep its nuclear arsenal at the minimum level necessary for national security [9].
上周净流入超5亿,国防ETF(512670)盘中涨幅1.67%!
Xin Lang Cai Jing· 2025-06-09 06:06
国泰海通证券表示,全球区域政治格局加速演变,外贸有望打开军工行业新的增长极,推荐产品或业务 与出口密切相关企业。分析认为,在大国博弈加剧的背景下,加大国防投入是当今时代的必选项,内需 和外贸有望驱动军工行业高景气度,保持发展趋势长期向好。 截至2025年6月9日 13:46,中证国防指数(399973)强势上涨1.52%,成分股中航沈飞(600760)上涨 7.86%,国睿科技(600562)上涨7.22%,中航西飞(000768)上涨4.29%,华秦科技(688281),光威复材 (300699)等个股跟涨。国防ETF(512670)上涨1.67%,最新价报0.73元。 规模方面,国防ETF最新规模达51.83亿元,创近1年新高。从资金净流入方面来看,国防ETF近4天获得 连续资金净流入,最高单日获得3.17亿元净流入,合计"吸金"5.20亿元。 消息面,继印尼考虑采购10架歼-19后,6月6日,巴基斯坦政府官方账号突然宣布,巴基斯坦已经一举 拿下"40架歼-35战斗机+空警500预警机+红旗19反导系统"。 国防ETF紧密跟踪中证国防指数,中证国防指数选取隶属于十大军工集团公司旗下的上市公司证券,以 及为 ...
6月9日早餐 | 中美经贸磋商今日举行;汇金又现大动作
Xuan Gu Bao· 2025-06-09 00:07
Group 1 - US stock market saw collective gains last Friday, with Dow Jones up 1.05%, Nasdaq up 1.2%, and S&P 500 up 1.03% [1] - Tesla closed up 3.82%, Google A up 3.25%, Amazon up 2.72%, and other major tech companies like Meta Platforms, Apple, and Nvidia also saw increases [1] - Circle, the first stablecoin stock, surged 29.4% on its second day of trading [2] Group 2 - The US government has suspended licenses for nuclear equipment suppliers to sell products to Chinese power plants [3] - The US State Department has instructed consulates to resume processing international student visas for Harvard University [4] Group 3 - Meta is reportedly in talks with AI startup Scale AI for a potential investment exceeding $10 billion [6] - Boeing has restarted aircraft deliveries to China [7] Group 4 - The Chinese government is reviewing export license applications for rare earth materials, with increasing demand from industries like robotics and electric vehicles [12] - Following the implementation of export controls on rare earths, prices have surged, and the domestic and international price gap is expected to narrow as export licenses are gradually issued [13] Group 5 - The AI sector is experiencing significant advancements, with domestic AI models expected to see rapid development and increased demand, leading to a surge in capital expenditures from cloud giants [15]