u/ian_coke77 ·
Reddit — r/stocks
· 2026년 3월 31일, 12:07
· ⬆ 22 포인트
· 💬 32 개 댓글
| Reddit에서 보기 ↗
분석 결과가 없습니다.
점수22
댓글32
추천 %87%
▶ 전체 게시글 텍스트
Why are US military defence stocks down so much? ITA (iShares US Aerospace & Defense Etf) is down 16% over the past month, along with companies like Raytheon and Lockheed Martin.
I am aware of production bottlenecks and rising energy costs which cuts into their margins. But also there's ground troop buildup and a huge consumption of missiles and armaments that will take years to replenish unless the government steps up to assist manufacturers to expand capacity.
Is the market just assuming that peace will come soon and there won't be changes to the defence budget/contracts?