导弹补库存：国防工业供应链的重估
Citrini Research认为全球国防开支仍远低于和平时期的正常水平，俄乌和伊朗冲突凸显了两个趋势：低成本无人机与巡飞弹正在改变传统昂贵军事资产的优势格局，而持续作战需要和平时期向战时工业生产的供应链转型。2月27日伊朗冲突爆发后，许多美国国防股见顶回落，基本面信号反而开始走强。
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