看多 (0)
该周期暂无看多观点。
美元 · 头像标出博主观点:绿圈看多、红圈看空、黄圈多空皆有
非交易日观点标记在下一个交易日。
2026-10-04 – 2026-10-10
该周期暂无看多观点。
该周期暂无看空观点。
while I like all five of these on that boom in missile production, I compared them on growth, profitability and valuation to rank the best buys right now.
I think these are great long-term quality companies, but slow movers, not the most exciting in the space. I don't think they're going to move the needle much; they probably will underperform the S&P.
RCAT(无人机增长)、MP(稀土+DoD背书)、USAR(重稀土补充)、OSK/LHX(成熟防务)、BAESY(航空航天)。