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https://www.voanews.com/a/billion-rearmament-plan-fuels-european-defense-stocks/8002455.html
欧洲防务公司似乎将从欧盟对军备的大规模投资中获利，欧盟对特朗普总统领导下的美国脱离欧洲安全做出了反应。
然而，8600 亿美元的“重新武装欧洲计划”遭到匈牙利的反对，匈牙利认为继续武装乌克兰以对抗俄罗斯侵略者的努力可能会使欧盟破产。
最近几周，几只欧洲防务股票录得巨额涨幅，抵消了全球市场对美国关税引发的潜在贸易战的普遍紧张情绪。
德国莱茵金属公司生产广泛使用的豹式坦克，其股价自今年年初以来上涨了近 90%。 英国军火制造商 BAE Systems 的股价上涨了三分之一以上，而意大利的 Leonardo 和法国的 Thales 公司也大幅上涨。
德国沃尔夫冈施托宾银行高级交易员蒂姆·奥克斯纳解释道，在华盛顿表示欧洲安全不再是优先事项后，欧洲正努力加强自身的防御。
奥克斯纳告诉路透社，“股市也意识到欧洲更加孤立，必须自行保卫自身安全——而美国作为可靠合作伙伴的地位已经下降。在这方面，军备和国防开支预计将增加，市值也相应提高。”
European defense firms appear set to profit from a massive EU investment in armaments, as the bloc reacts to a U.S. pivot away from Europe’s security under President Donald Trump.
The $860 billion “ReArm Europe Plan” faces opposition, however, from Hungary, which argues the effort to continue arming Ukraine in its war against Russian invaders could bankrupt the EU.
Several European defense stocks have recorded huge gains in recent weeks, bucking the general nervousness in global markets over a potential trade war triggered by U.S. tariffs.
Germany’s Rheinmetall, which makes the widely used Leopard tank, has seen its stock jump almost 90 percent since the start of the year. Shares in British arms maker BAE Systems are up over a third, while Italy’s Leonardo and the French firm Thales have also risen sharply.
Europe is pushing to bolster its own defenses after Washington indicated that European security would no longer be a priority, explained Tim Oechsner, a senior trader at Germany’s Wolfgang Steubing AG bank.
“The stock market has also realized that Europe is more on its own and has to defend itself accordingly — and that the USA has taken a back seat as a reliable partner. In this respect, armaments and defense spending are forecast to be higher and the values are set correspondingly higher,” Oechsner told Reuters.
