Description
面对复杂动荡的国际局势，投资者寻求能够穿越周期、对冲风险的资产。作为国家安全核心支柱的国防军工行业，正受到越来越多投资者关注。 国防股的价值，并非建立在“靠战争发财”的逻辑上，而是源于全球安全格局变化及科技进步带来的结构性机遇。 这一期的联合早报播客《理财万事通》，主持人王德明邀请《联合早报》财经新闻记者萧梓卉上节目，分享投资国防股的选股逻辑、ETF与个股的选择策略，以及投资国防股的利与弊。See omnystudio.com/listener for privacy information.
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