{"id":8715,"date":"2025-02-25T09:26:00","date_gmt":"2025-02-25T14:26:00","guid":{"rendered":"https:\/\/diaomao.cc\/?p=8715"},"modified":"2025-02-25T09:26:04","modified_gmt":"2025-02-25T14:26:04","slug":"%e7%be%8e%e5%9b%bd%e5%9b%bd%e9%98%b2%e8%82%a1-%e4%b8%8b%e8%b7%8c%ef%bc%8c%e6%ac%a7%e6%b4%b2-%e6%84%8f%e5%a4%96%e5%b4%9b%e8%b5%b7","status":"publish","type":"post","link":"https:\/\/diaomao.cc\/?p=8715","title":{"rendered":"\u7f8e\u56fd\u56fd\u9632\u80a1: \u4e0b\u8dcc\uff0c\u6b27\u6d32: \u610f\u5916\u5d1b\u8d77"},"content":{"rendered":"\n<ol class=\"wp-block-list\">\n<li>\u7f8e\u603b\u7edf\u5c31\u804c\u540e\uff0c\u9632\u52a1\u80a1\u8fde\u7eed\u7b2c\u56db\u5468\u4e0b\u8dcc<\/li>\n\n\n\n<li>\u6b27\u6d32\u519b\u706b\u5236\u9020\u5546\u5f55\u5f97\u81ea2023\u5e7410\u6708\u4ee5\u6765\u7684\u6700\u4f73\u4e00\u5468<\/li>\n<\/ol>\n\n\n\n<p>\u7f8e\u56fd\u9632\u52a1\u627f\u5305\u5546\u4ec5\u5728\u65b0\u653f\u5e9c\u4e0a\u4efb\u4e00\u4e2a\u6708\u540e\u5c31\u5904\u4e8e\u4e0d\u7a33\u5b9a\u7684\u5883\u5730\u2014\u2014\u76f8\u8f83\u4e8e&nbsp;<strong>European<\/strong>&nbsp;\u540c\u884c\uff0c\u4ed6\u4eec\u88ab\u7f6e\u4e8e\u6b21\u8981\u4f4d\u7f6e\u2014\u2014\u56e0\u4e3a\u5bf9\u4e00\u7cfb\u5217\u653f\u7b56\u7684\u62c5\u5fe7\u4e0d\u65ad\u589e\u52a0\uff0c\u5305\u62ec\u6536\u7d27\u7684\u519b\u4e8b\u5f00\u652f\uff0c\u8fd9\u5728\u653f\u5e9c\u654f\u611f\u7684\u96c6\u56e2\u4e2d\u5f15\u53d1\u4e86\u9707\u8361\u3002<\/p>\n\n\n\n<p>\u6807\u666e500&nbsp;<strong>Aerospace and Defense Index<\/strong>&nbsp;\u6b63\u5728\u8fde\u7eed\u7b2c\u56db\u5468\u4e0b\u8dcc\uff0c\u8fd9\u662f\u8d85\u8fc7\u4e00\u5e74\u6765\u6700\u957f\u7684\u4e0b\u8dcc\u5468\u671f\u3002\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u5386\u53f2\u4e0a\u8868\u73b0\u4e00\u76f4\u4e0d\u4f73\u7684&nbsp;<strong>European arms makers<\/strong>&nbsp;\u572816\u4e2a\u6708\u6765\u8fce\u6765\u4e86\u4ed6\u4eec\u7684\u6700\u4f73\u4e00\u5468\u3002<\/p>\n\n\n\n<p>\u8fd9\u79cd\u8868\u73b0\u4e0a\u7684\u5206\u5316\u53d1\u751f\u5728\u7f8e\u56fd\u653f\u6cbb\u4e0d\u7a33\u5b9a\u6301\u7eed\u5b58\u5728\u7684\u60c5\u51b5\u4e0b\uff0c\u800c\u6b27\u6d32\u5219\u5728\u4fc4\u7f57\u65af\u548c\u4e4c\u514b\u5170\u51b2\u7a81\u540e\u52a0\u5927\u6295\u8d44\uff0c\u73b0\u4ee3\u5316\u5176\u4e4b\u524d\u88ab\u5ffd\u89c6\u7684\u9632\u5fa1\u80fd\u529b\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"f5f5f5\" data-has-transparency=\"false\" style=\"--dominant-color: #f5f5f5;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"552\" src=\"https:\/\/diaomao.cc\/wp-content\/uploads\/2025\/02\/image-134-1024x552.webp\" alt=\"\" class=\"wp-image-8727 not-transparent\" srcset=\"https:\/\/diaomao.cc\/wp-content\/uploads\/2025\/02\/image-134-1024x552.webp 1024w, https:\/\/diaomao.cc\/wp-content\/uploads\/2025\/02\/image-134-300x162.webp 300w, https:\/\/diaomao.cc\/wp-content\/uploads\/2025\/02\/image-134-768x414.webp 768w, https:\/\/diaomao.cc\/wp-content\/uploads\/2025\/02\/image-134-png.webp 1206w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>\u4ece\u00a0<strong>President Donald Trump<\/strong>\u00a0\u8c08\u8bba\u5c06\u7f8e\u56fd\u9632\u52a1\u9884\u7b97\u524a\u51cf\u4e00\u534a\uff0c<strong>Defense Secretary Pete Hegseth<\/strong>\u00a0\u8ba1\u5212\u5728\u672a\u6765\u4e94\u5e74\u5185\u5c06\u7f8e\u56fd\u519b\u4e8b\u5f00\u652f\u9884\u8ba1\u51cf\u5c118%\uff0c\u4ee5\u53ca\u00a0<strong>Elon Musk<\/strong>\u00a0\u5728\u00a0<strong>X<\/strong>\u00a0\u4e0a\u6279\u8bc4 F-35 \u6218\u6597\u673a\uff0c\u7f8e\u56fd\u6295\u8d44\u8005\u5bf9\u4e8e\u8868\u73b0\u51fa\u5bf9\u8be5\u96c6\u56e2\u7684\u4efb\u4f55\u771f\u5b9e\u4fe1\u5fc3\u6301\u72b9\u8c6b\u6001\u5ea6\uff0c\u636e\u00a0<strong>Intelligence<\/strong>\u00a0\u5206\u6790\u5e08\u00a0<strong>Will Lee<\/strong>\u00a0\u6240\u8ff0\u3002<\/p>\n\n\n\n<p>\u7f8e\u56fd\u9632\u52a1\u4e3b\u529b\u516c\u53f8\u5982\u00a0<strong>Lockheed Martin Corp.<\/strong>\u00a0\u548c\u00a0<strong>General Dynamics Corp.<\/strong>\u00a0\u5728\u8fc7\u53bb\u4e09\u4e2a\u6708\u4e2d\u5206\u522b\u4e0b\u8dcc\u4e86\u7ea619%\u548c13%\uff0c\u800c\u00a0<strong>Northrop Grumman Corp.<\/strong>\u00a0\u7684\u80a1\u4ef7\u6709\u671b\u7ecf\u5386\u4e24\u5e74\u6765\u6700\u7cdf\u7cd5\u7684\u4e00\u4e2a\u6708\u3002<\/p>\n\n\n\n<p>\u75b2\u5f31\u7684\u76c8\u5229\u524d\u666f\uff0c\u52a0\u4e0a\u65b0\u653f\u5e9c\u8ba1\u5212\u4e0d\u660e\u786e\uff0c\u5305\u62ec\u00a0<strong>Department of Government Efficiency<\/strong>\u00a0\u5373\u5c06\u516c\u5e03\u7684\u4f18\u5148\u4e8b\u9879\uff0c\u5f15\u53d1\u4e86\u6574\u4e2a\u884c\u4e1a\u7684\u6ce2\u52a8\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"ebebeb\" data-has-transparency=\"false\" style=\"--dominant-color: #ebebeb;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"549\" src=\"https:\/\/diaomao.cc\/wp-content\/uploads\/2025\/02\/image-135-1024x549.webp\" alt=\"\" class=\"wp-image-8728 not-transparent\" srcset=\"https:\/\/diaomao.cc\/wp-content\/uploads\/2025\/02\/image-135-1024x549.webp 1024w, https:\/\/diaomao.cc\/wp-content\/uploads\/2025\/02\/image-135-300x161.webp 300w, https:\/\/diaomao.cc\/wp-content\/uploads\/2025\/02\/image-135-768x412.webp 768w, https:\/\/diaomao.cc\/wp-content\/uploads\/2025\/02\/image-135-png.webp 1209w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>\u5305\u62ec&nbsp;<strong>Morgan Stanley<\/strong>&nbsp;\u7684&nbsp;<strong>Kristine Liwag<\/strong>&nbsp;\u548c&nbsp;<strong>RBC Capital Markets<\/strong>&nbsp;\u7684&nbsp;<strong>Ken Herbert<\/strong>&nbsp;\u5728\u5185\u7684\u5206\u6790\u5e08\u7ee7\u7eed\u5728\u65e9\u671f DOGE \u65f6\u4ee3\u770b\u5230\u9632\u52a1\u4e3b\u529b\u516c\u53f8\u7684\u98ce\u9669\u3002<strong>Herbert<\/strong>&nbsp;\u9884\u8ba1\u9632\u52a1\u9884\u7b97\u7684\u663e\u8457\u90e8\u5206\u5c06\u5f97\u5230\u4fdd\u62a4\uff0c\u4f46\u8868\u793a\uff0c\u589e\u91cf\u7684\u4e0d\u786e\u5b9a\u6027\u5c06\u7ee7\u7eed\u5bf9\u9632\u52a1\u80a1\u7968\u6784\u6210\u538b\u529b\uff0c\u5bfc\u81f4\u6295\u8d44\u8005\u5728\u957f\u671f\u80fd\u89c1\u5ea6\u6539\u5584\u4e4b\u524d\u4fdd\u6301\u89c2\u671b\u3002<\/p>\n\n\n\n<p><strong>\u5c3d\u7ba1\u5982\u6b64\uff0cHerbert\u00a0\u5f3a\u8c03\uff0c\u73b0\u5728\u53ef\u80fd\u662f\u9022\u4f4e\u4e70\u5165\u80a1\u7968\u7684\u5b8c\u7f8e\u65f6\u673a\uff0c\u56e0\u4e3a\u9632\u52a1\u60c5\u7eea\u5df2\u7ecf\u89c1\u5e95\uff0c\u4e3b\u529b\u516c\u53f8\u6b63\u4ee5\u5386\u53f2\u4e0a\u6240\u8c13\u7684\u201c\u4e70\u5165\u673a\u4f1a\u201d\u8fdb\u884c\u4ea4\u6613\uff0c\u6839\u636e\u5468\u4e09\u7ed9\u5ba2\u6237\u7684\u62a5\u544a\u3002<\/strong><\/p>\n\n\n\n<p><strong>Intelligence<\/strong>\u00a0\u7684\u00a0<strong>Lee<\/strong>\u00a0\u6307\u51fa\uff0c\u201c<strong>US defense primes<\/strong>\u00a0\u5c06\u4f1a\u627e\u5230\u5982\u4f55\u5c06\u5176\u6295\u8d44\u7ec4\u5408\u4e0e\u00a0<strong>Trump administration<\/strong>\u00a0\u4f18\u5148\u4e8b\u9879\u5bf9\u9f50\u7684\u65b9\u5f0f\uff0c\u5982\u679c\u4ed6\u4eec\u8fd8\u6ca1\u6709\u505a\u5230\u7684\u8bdd\u3002\u201d<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"%E5%85%B3%E9%94%AE%E8%AF%8D\"><strong>\u5173\u952e\u8bcd<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/diaomao.cc\/?tag=%E7%BE%8E%E5%9B%BD%E9%98%B2%E5%8A%A1%E6%89%BF%E5%8C%85%E5%95%86\">\u7f8e\u56fd\u9632\u52a1\u627f\u5305\u5546<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/diaomao.cc\/?tag=%E6%AC%A7%E6%B4%B2%E6%AD%A6%E5%99%A8%E5%88%B6%E9%80%A0%E5%95%86\">\u6b27\u6d32\u6b66\u5668\u5236\u9020\u5546<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/diaomao.cc\/?tag=%E6%A0%87%E6%99%AE500-%E8%88%AA%E7%A9%BA%E9%98%B2%E5%8A%A1%E6%8C%87%E6%95%B0\">\u6807\u666e500-\u822a\u7a7a\u9632\u52a1\u6307\u6570<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/diaomao.cc\/?tag=Lockheed-Martin\">Lockheed-Martin<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/diaomao.cc\/?tag=Bloomberg-Intelligence\">Bloomberg-Intelligence<\/a><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"%E9%A2%84%E6%B5%8B\"><strong>\u9884\u6d4b<\/strong><\/h4>\n\n\n\n<p>\u5c3d\u7ba1\u5f53\u524d\u7f8e\u56fd\u9632\u52a1\u627f\u5305\u5546\u9762\u4e34\u80a1\u4ef7\u4e0b\u8dcc\u548c\u653f\u7b56\u4e0d\u786e\u5b9a\u6027\uff0c\u5206\u6790\u5e08\u8ba4\u4e3a\u9632\u52a1\u60c5\u7eea\u5df2\u89c1\u5e95\uff0c\u672a\u6765\u53ef\u80fd\u51fa\u73b0\u9022\u4f4e\u4e70\u5165\u7684\u6295\u8d44\u673a\u4f1a\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"%E6%95%B0%E6%8D%AE%E6%91%98%E8%A6%81\"><strong>\u6570\u636e\u6458\u8981<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6807\u666e500\u00a0<strong>Aerospace and Defense Index<\/strong>\u00a0\u8fde\u7eed\u7b2c\u56db\u5468\u4e0b\u8dcc\uff0c\u4e3a\u4e00\u5e74\u591a\u6765\u7684\u6700\u957f\u4e0b\u8dcc\u5468\u671f\u3002<\/li>\n\n\n\n<li><strong>Lockheed Martin Corp.<\/strong>\u00a0\u8fc7\u53bb\u4e09\u4e2a\u6708\u80a1\u4ef7\u4e0b\u8dcc\u7ea619%\uff0c<strong>General Dynamics Corp.<\/strong>\u00a0\u4e0b\u8dcc\u7ea613%\uff0c<strong>Northrop Grumman Corp.<\/strong>\u00a0\u80a1\u4ef7\u53ef\u80fd\u7ecf\u5386\u4e24\u5e74\u6765\u6700\u7cdf\u7cd5\u7684\u4e00\u4e2a\u6708\u3002<\/li>\n\n\n\n<li><strong>European arms makers<\/strong>\u00a0\u5728\u8fc7\u53bb16\u4e2a\u6708\u4e2d\u8fce\u6765\u4e86\u6700\u4f73\u4e00\u5468\u3002<\/li>\n\n\n\n<li><strong>Defense Secretary Pete Hegseth<\/strong>\u00a0\u8ba1\u5212\u672a\u6765\u4e94\u5e74\u5c06\u7f8e\u56fd\u519b\u4e8b\u5f00\u652f\u51cf\u5c118%\u3002<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"%E6%8A%95%E8%B5%84%E6%9C%BA%E4%BC%9A%E4%B8%8E%E9%A3%8E%E9%99%A9\"><strong>\u6295\u8d44\u673a\u4f1a\u4e0e\u98ce\u9669<\/strong><\/h4>\n\n\n\n<p>\u5f53\u524d\u7f8e\u56fd\u9632\u52a1\u627f\u5305\u5546\u80a1\u4ef7\u4e0b\u8dcc\u548c\u653f\u7b56\u4e0d\u786e\u5b9a\u6027\u4f7f\u5f97\u6295\u8d44\u8005\u6301\u89c2\u671b\u6001\u5ea6\u3002\u7136\u800c\uff0c\u5206\u6790\u5e08\u8ba4\u4e3a\u9632\u52a1\u60c5\u7eea\u5df2\u89c1\u5e95\uff0c\u4e3b\u529b\u516c\u53f8\u80a1\u7968\u5904\u4e8e\u201c\u4e70\u5165\u673a\u4f1a\u201d\u72b6\u6001\uff0c\u9002\u5408\u957f\u671f\u6295\u8d44\u8005\u9022\u4f4e\u4e70\u5165\u3002\u4f46\u9700\u6ce8\u610f\u9632\u52a1\u9884\u7b97\u7684\u4e0d\u786e\u5b9a\u6027\u53ef\u80fd\u7ee7\u7eed\u5bf9\u80a1\u4ef7\u6784\u6210\u538b\u529b\uff0c\u77ed\u671f\u5185\u53ef\u80fd\u5b58\u5728\u6ce2\u52a8\u98ce\u9669\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"%E7%9B%B8%E5%85%B3etf%E5%9F%BA%E9%87%91\"><strong>\u76f8\u5173ETF\u57fa\u91d1<\/strong><\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li><a href=\"https:\/\/diaomao.cc\/?tag=iShares-U.S.-Aerospace-&amp;-Defense-ETF\">iShares U.S. Aerospace &amp; Defense ETF<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/diaomao.cc\/?tag=SPDR-S&amp;P-Aerospace-&amp;-Defense-ETF\">SPDR S&amp;P Aerospace &amp; Defense ETF<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/diaomao.cc\/?tag=Invesco-Aerospace-&amp;-Defense-ETF\">Invesco Aerospace &amp; Defense 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