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从国防到股息：表现最佳的海指成份股正乘着全球大势的东风

在当前这个以主题和增长为导向的市场环境中，押注落后者将迅速追上领先者可能是一个错误

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Ben Paul

Ben Paul

Published Mon, Sep 15, 2025 · 07:00 AM
    • 新加坡金融管理局副主席徐芳达 (Chee Hong Tat) 上周呼吁公司董事会采取更多措施来实现股东价值，并与投资者进行更好的沟通
    • 新加坡金融管理局副主席徐芳达 (Chee Hong Tat) 上周呼吁公司董事会采取更多措施来实现股东价值，并与投资者进行更好的沟通 照片：商业时报资料

    本文由AI辅助翻译

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    [新加坡] 上周，地缘政治方面不乏令人担忧的新闻头条——从波兰击落俄罗斯无人机，到以色列在卡塔尔袭击哈马斯。

    然而，全球金融市场却鲜有恐惧或悲观的迹象。事实上，欧洲可能爆发更大范围军事冲突的可能性，似乎反而激发了市场对热门国防股的热情。

    BAE Systems、Rheinmetall 和 Rolls-Royce 上周分别上涨了 11.3%、8.7% 和 5.4%。斯托克欧洲600指数 (Stoxx Europe 600) 上周收盘上涨超过 1%。

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