SemiVoice

seekingalpha

03/16/2025, 11:30 AM UTC

捍卫股息：为什么美国国防股是终极价值投资Defending Dividends: Why American Defense Stocks Are The Ultimate Value Play

1、欧洲国防股飙升但估值过高；2、美国国防巨头提供强劲的股息和创纪录的订单积压；3、尽管存在监管噪音和预算担忧，美国国防承包商拥有稳健的基本面和超越市场的历史表现。

1. European defense stocks are soaring but valuations are stretched; 2. U.S. defense giants offer strong dividends and record backlogs; 3. Despite regulatory noise and budget fears, American defense contractors have solid fundamentals and a history of outperformance.

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