US Mag 7 vs European Defense Stocks

華爾街見聞
2025.03.22 01:51

隨着 “美國例外論” 的終結和 “歐洲重新武裝” 的啓動，美股科技巨頭代表 Mag 7 在過去 8 周裏有 7 周下跌，而歐洲軍工股連續走高。 從未來 12 個月的動態 PEG（市盈率/盈利增速）角度看，兩者的差距正在迅速縮小。

隨着 “美國例外論” 的終結和 “歐洲重新武裝” 的啓動，美股科技巨頭代表 Mag 7 在過去 8 周裏有 7 周下跌，而歐洲軍工股連續走高。

從未來 12 個月的動態 PEG（市盈率/盈利增速）角度看，兩者的差距正在迅速縮小。

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