股市

Why Trump’s election will not tank European defence stocks
Lex专栏:特朗普胜选不会影响欧洲军工股涨势

Europe still has decades of under-investment in security to address
无论白宫主人是谁,欧洲在国防方面都需要应对数十年的投资不足。即使没有战争,巨大的装备升级计划也将提振国防支出。

The election of Donald Trump should, on the face of it, mean a direct hit for the European defence sector. The president-elect has never been a fan of Nato, grumbling that the US pays too much, and he wants to broker a speedy end to the war in Ukraine. But investors appear unfazed. Share prices of big European defence groups continue to climb following last week’s US election.

从表面上看,唐纳德•特朗普(Donald Trump)当选应该意味着欧洲军工产业将遭受直接打击。美国当选总统从来不是北约(NATO)的粉丝,他抱怨美国付出太多,并希望促成乌克兰战争迅速结束。但投资者似乎并不担心。上周美国大选后,欧洲大型军工集团的股价继续攀升。

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