2026年1月，特朗普一句将军费提升至1.5万亿美元的提议，让美国军工行业掀起轩然大波。 三大军工巨头股价一日内先暴涨后跳水，市值增减间尽显利益博弈吗，一边是特朗普对军工企业的强硬施压，倒逼其放弃分红回购、聚焦产能。 一边是巨额军费背后的财政隐患与战争隐忧，各方质疑声不断，这场牵扯万亿资金、政企利益与全球局势的博弈，究竟是美国扩军备战的实锤，还是一场政 治与资本的表演？ 当地时间2026年1月7日，特朗普在社交媒体上抛出了一个震撼市场的提议：把2027财年的美国军费从1万亿美元直接提升到1.5万亿美元，足足增加了50%。 小到导弹零部件，大到隐身轰炸机，都是它们的核心业务，受军费大增的预期影响，这三家公司盘前股价集体飙升。 诺斯罗普格鲁曼涨了7.26%，洛克希德马丁涨了7.07%，雷神技术涨了5.23%。 他还直言，这笔钱要用来打造一支梦想军队，而资金来源则靠去年的关税收入，消息一出，美国三大军工巨头的股价立刻迎来了暴涨行情。 所谓的美国三大军工巨头，分别是诺斯罗普格鲁曼、洛克希德马丁和雷神技术，这三家公司几乎包揽了美军大部分高端武器的生产。 算下来，三家公司的市值一下子就增加了271.3亿美元，其中雷神技术 ...

Core Viewpoint - The integration of information technology, intelligent technology, and military applications has led to the effective use of aerial weapons like loitering munitions and drones in modern warfare, presenting new challenges for air defense operations [1] Group 1: Attack-Defense Integration - Recent conflicts demonstrate that combining high-end and low-end aerial platforms with multi-directional saturation attacks can effectively dilute air defense firepower, thereby breaching air defense systems and striking critical targets [2] - To execute multi-directional saturation attacks, it is essential to have a thorough understanding of key targets and vulnerabilities within the air defense system, enabling simultaneous strikes from multiple directions [2] - Quick response capabilities are crucial for countering multi-directional saturation attacks, utilizing various munitions and platforms to create breaches in air defense systems [3] Group 2: Hard and Soft Defense Integration - The effectiveness of loitering munitions and drones in recent conflicts highlights the need for enhanced air defense capabilities, including the integration of soft and hard countermeasures against swarm attacks [5] - A multi-layered warning system should be established, combining various reconnaissance forces to create a comprehensive intelligence network for airspace monitoring [5] - The command and control system must be integrated to improve operational efficiency, utilizing a networked approach to streamline decision-making and execution [6] Group 3: Distribution and Mobility Integration - Modern airstrikes increasingly utilize stealth aircraft and unmanned systems in conjunction with electronic attack capabilities to target high-value objectives, necessitating a distributed and agile operational framework [7] - A comprehensive reconnaissance and early warning system should be established, utilizing various platforms to create a robust air and space defense network [7] - The operational forces must be agile and capable of rapid response, restructuring air defense systems to enhance functionality and effectiveness against threats [8] Group 4: Unified Command and Information Systems - Future air defense operations must address not only conventional aerial threats but also hypersonic and ballistic missiles, requiring a unified command structure that allows for rapid decision-making [11] - The integration of information systems across different military branches is essential for effective multi-domain operations, creating a shared data environment for real-time situational awareness [11] - Weapon platforms must be interconnected to enhance reconnaissance efficiency and firepower, focusing on the development of advanced technologies such as lasers and microwaves for improved defense capabilities [12]