聚焦伯恩斯坦_欧洲防务:战争还是和平——预算透露了什么。France’ s addressable market should grow at an +8% CAGR until 2030. Thales and Dassault Aviation should continue to capture a large share of the opportunity, given the focus on aircraft, space, ammunition and air defense.We expect TKMS to win a mega order in Canada but see the stock as fairly valued.
聚焦伯恩斯坦_欧洲防务:战争还是和平——预算透露了什么。France’ s addressable market should grow at an +8% CAGR until 2030. Thales and Dassault Aviation should continue to capture a large share of the opportunity, given the focus on aircraft, space, ammunition and air defense.We expect TKMS to win a mega order in Canada but see the stock as fairly valued.
聚焦伯恩斯坦_欧洲防务:战争还是和平——预算透露了什么。France’ s addressable market should grow at an +8% CAGR until 2030. Thales and Dassault Aviation should continue to capture a large share of the opportunity, given the focus on aircraft, space, ammunition and air defense.We expect TKMS to win a mega order in Canada but see the stock as fairly valued.
覆盖 2026 年,全文约 24。
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重点分析了伯恩斯坦_欧洲防务、战争还是和平、预算透露了什么等议题。