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公募:军工板块将迎"戴维斯双击" _ 东方财富网

【公募:军工板块将迎“戴维斯双击”】24日军工板块集体回调,安达维尔、捷成股份等多只个股跌幅超过7%。公募基金普遍认为,军工是重资产、重技术、重设备类企业,不会出现大规模的压价行为。军工行业的成长性比较确定,未来几年产能会逐步释放,核心标的将在业绩兑现和估值修复中实现“戴维斯双击”。 ....

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