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中东冲突加剧，ST Engineering及亚洲国防股上涨，但战争不被视为开支催化剂

分析师称，欧洲重新武装等长期增长驱动因素是更重要的因素

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Renald Yeo

Renald Yeo

Published Mon, Mar 23, 2026 · 07:58 PM
    • 自2月28日美国和以色列袭击伊朗目标以来，随着德黑兰方面进行报复，一些人原以为的短暂冲突已扩大至整个海湾地区。
    • 自2月28日美国和以色列袭击伊朗目标以来，随着德黑兰方面进行报复，一些人原以为的短暂冲突已扩大至整个海湾地区。 图：BLOOMBERG

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    【新加坡】随着中东冲突进入第四周，亚洲国防股大幅上涨。分析师预计，在2025年取得强劲增长后，股价还有进一步的上涨空间。

    然而，他们表示，国防开支的长期走向仍然取决于全球结构性驱动因素——包括美国的“美国优先”立场和欧洲的重新武装行动——而非任何单一冲突。

    Morningstar亚洲股票研究总监Lorraine Tan说：“对伊朗的战争不应改变国防开支的基本前景，因为那些尚未建立或升级其国防力量的国家，早已在着手将这笔费用纳入预算。”

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