Defence is the new tech when it comes to hot sectors. Or is it the other way round? That’s a question worth asking as defence stocks have rallied in recent weeks on everything from news of Donald Trump’s “Golden Dome” missile defence shield, to the new UK-EU security pact that would give UK defence companies access to Europe’s €150bn defence fund, to the broad understanding that US-China strategic competition is here to stay and Europe will be spending more on its own defence.
在熱門領域中，國防正成為新的科技熱點?；蛘哒f，科技才是新的國防？這是一個值得探討的問題。最近幾周，國防類股票因多重利好消息而上漲，包括唐納德?特朗普(Donald Trump)提出的“金色穹頂”導彈防御盾、英國與歐盟簽署的新安全協議，以及普遍認為美中戰略競爭將長期持續、歐洲也將加大自身國防投入的共識。
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