美国国防_混乱之地_有答案，但疑问更多；兼第四季度前瞻-US Defense_ Land of Confusion_ Answers - but, more questions; And Q4 preview

26 January 2026 Global Aerospace & Defense US Defense: Land of Confusion? Answers - but, more questions; And Q4 preview Douglas S. Harned, Ph.D. +1 917 344 8430 douglas.harned@bernsteinsg.com Adrien Rabier +44 20 7676 6820 adrien.rabier@bernsteinsg.com Jennifer Ma +1 917 344 8408 jennifer.ma@bernsteinsg.com Specialist Sales Steve Song +1 917 344 8401 steve.song@bernsteinsg.com US defense stocks outperformed during the first three weeks of 2026, as geopolitical tensions rose and President Trump reiterated hi ...