欧洲军工股?

据说欧洲最近很不满意美国的所作所为。欧洲准备丢弃美国自己拿出 和新冠时期的救济差不多的钱(AKA euro700B)来支持乌克兰

In interviews in the margins of the Munich Security Conference, Annalena Baerbock, the German foreign minister, spoke of a €700bn package being released after the German elections.

“We will launch a large package that has never been seen in this dimension before,” she told Bloomberg TV. “Similar to the euro or the corona crisis, there is now a financial package for security in Europe. That will come in the near future.”

据说欧洲的军工股涨疯了,美国的军工股开跌
British Prime Minister Keir Starmer said on Monday it was crucial for all of Europe to spend more on defence, while Brussels could make it easier for countries to increase their defence budgets, even those that are heavily indebted.

German arms maker Rheinmetall RHMG.DE gained as much as 11% to a record high, while Sweden’s Saab AB SAABb.ST and Britain’s BAE Systems BAES.L advanced 11% and 6% respectively.

Italy’s Leonardo LDOF.MI and France’s Thales TCFP.PA both rose more than 5%, while Thyssenkrupp TKAG.DE ,which is looking to spin off its warship division TKMS, rose nearly 20% to its highest in more than a year.

3 个赞

这个新闻已经出来很久,大概率priced in得差不多了

我今儿也在看保护主义大环境下投啥股 :joy:

1 个赞

7000亿欧元如果当真确认,这点涨幅根本不够。。

SAABY, RNMBY, BAESY, FINMY, THLLY可以观察一下。可惜没有ETF,只能关注个股 :thinking:

3 个赞

不如直接走IB去投欧洲本体,这些OTC的票在美国完全没量的

5 个赞

可怜的LMT啊~~

結果發現烏克蘭是個無底洞 反而有去無回

其实我想问的是,欧洲哪里来的钱呢,新冠发的债基本都是他们自己买的,才刚开始还债呢 :yaoming:

UK的国债之前几乎进入毁灭性螺旋,法国之前的政府倒台也触发国债利率暴涨,德国的经济这几年什么样大家都知道 :yaoming:

如果欧洲国家要真的甩开美国自己玩欧洲联合防御部队这种东西,他们要把防务预算拉到GDP 6-8%,持续10年。你信欧洲作为这个集体,有这个意志力嘛?不砍福利,这个级别的防务开支怎么维持下去?砍福利的话,参见法国黄杉军的暴乱抗议和马克龙党最近选举的衰样 :yaoming:

Wait until this weekend for the result of German federal election first.

1 个赞

我只记得北伏的闹剧,觉得砸钱就能干成事,最后一地鸡毛

早起飞啦。阿顶没看那几个韩国的?



2 个赞

我就知道第一个012450 :yaoming:

还有卖导弹的,自走炮的,装甲车的,很多。

20 天 欧洲军工股涨的太好:grinning: 不知道有人听了没?:rofl:

请客吗?

如果你能搞到免排队去巴黎的Chez Raspoutine 或者 Silencio 的 techno club的票的话:laughing:

加拿大要重新审视F-35的购买
考虑买啥呢?
Sweden’s Saab 的 Gripen fighter 。也可能是法国的Dassault Rafale 和空客为主的eurofighter typhoon

还在飞呢。没人跟进?
DUAVF 潜力巨大

我就挂着SHLD没管了,主要那些小ADR没流动性的,除非你IB直接去买欧洲本体

这个踩空了 :cry:

今天真是气到吐血

IB里买了15天,慢慢磨平了兴致,昨天卖了,今天竟然给我这个!