根据彭博的消息，中东_老虎社区_美港股上老虎 - 老虎社区

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价值投资为王
03-24

根据彭博的消息，中东国家正在排队购买韩国的防空导弹，因美国的爱国者导弹过于昂贵，高达400万美元，而韩国的天弓导弹在准确率上媲美爱国者，但成本只有其四分之一！天弓导弹由韩企LIG Nex1负责制造，韩华航空负责提供雷达系统和发射装置，这两家企业都是上市公司。 ETF中， $PLUS Korea Defense Industry Index ETF(KDEF)$ 持有韩华航空18%仓位，持有LIG Nex16.3%的仓位。俄乌战争爆发后，欧洲国家抢购过一波韩国武器，美伊战争，韩国又赚嗨了！目前，韩华航空涨超7.7%，LIG Nex1涨超3%。后战争时代，我感觉 $PLUS Korea Defense Industry Index ETF(KDEF)$ 的潜力大于 $韩国ETF-iShares MSCI(EWY)$

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大妮儿
·03-25
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这利好才一个多点涨幅，没啥弹性吧，战争如果提前结束或者缓和，还得来个补跌。现在这个位置还不如大跌时超低KORU，一天十多个点，快进快出，中长期也没什么风险
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- 价值投资为王:
  $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ 短线博反弹没问题，军工的逻辑不只是战争，后面中东这些国家，包括美国，都得补库存，更长的逻辑是各国都在提升国防开支 $PLUS Korea Defense Industry Index ETF(KDEF)$
  03-25
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Inmoretion
·03-24
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看来只有实战才能检验性价比[开心][开心]
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- 价值投资为王:
  哈哈哈哈
  03-24
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HilaryWilde
·03-24
军工股飞起，KDEF潜力无限！
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ALLinOne
·03-24
KDEF潜力爆发，军工股暴涨期！
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