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LongPort - 彼得.林奇的交易员Jeff
彼得.林奇的交易员Jeff

【深度】备战?美中军工 ETF 分析与未来展望

大炮一响、黄金万两。1、摘要在全球地缘政治格局重塑、新一轮科技革命加速的时代背景下,国防工业正成为全球资本市场瞩目的焦点。本文旨在对全球最大的两个经济体——美国和中国的军工主题交易型开放式指数基金(ETF)进行对比分析,分别剖析两国军工行业的核心驱动力,梳理代表性 ETF 的基本情况与市场表现,并结合宏观政策、技术趋势与量化模型,对未来 3-5 年的发展潜力与投资回报进行前瞻性预测...

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