{"data":{"article_id": "","user_id": "","source_id": "","title":"下周潜在主线（5.10）","subtitle": "","image": "","cover":"https:\u002F\u002Fjiucaigongshe.oss-cn-beijing.aliyuncs.com\u002Fmerchant\u002F174678107210178805a221a988e79ef3f42d7c5bfd418.png","content":"\u003Cp style=\"margin-left: 0.5em;margin-right: 0.5em;line-height: 1.75em;text-align: center;font-size: 15px;\" data-mpa-action-id=\"m7ybe9yf12hd\" mpa-font-style=\"m7ybe9xw18r0\" data-pm-slice=\"2 3 \"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"background-color: rgb(255, 0, 0); color: rgb(255, 255, 255); font-weight: bold\"\u003E 温馨提示：篇幅较长，记得下翻查看完整 \u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em; margin-right: 0.5em; line-height: 1.75em; font-size: 14px;\" data-mpa-action-id=\"m7sngjqs1z62\" mpa-font-style=\"m7sngjozire\"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"color: rgb(255, 0, 0);\"\u003E1、军工\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"color: rgb(255, 0, 0);\"\u003E（表格在最下方）\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em; margin-right: 0.5em; line-height: 1.75em; font-size: 14px;\" data-mpa-action-id=\"m7sngjqs1z62\" mpa-font-style=\"m7sngjozire\"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"color: rgb(255, 0, 0);\"\u003E\u003Cbr\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Csection class=\"custom_select_card_wrp mp_profile_iframe_wrp\" nodeleaf=\"\" data-action-id=\"m88dknk82172\"\u003E\u003Cmp-common-profile class=\"custom_select_card mp_profile_iframe mp_common_widget\" data-pluginname=\"mpprofile\" data-nickname=\"橘子洲坤坤\" data-from=\"2\" data-headimg=\"http:\u002F\u002Fmmbiz.qpic.cn\u002Fmmbiz_png\u002FfQY86IdYA8ldEChMen5XSnSk5jE4Q1GaXP9kmkpdn9zc8NjjquHCUOPP31HWqzFtlY1khePZiasrYFq9cA0dvWA\u002F0?wx_fmt=png\" data-signature=\"梦想在上，孤独在下…\" data-id=\"MzU0ODA0NTg4Mg==\" data-service_type=\"1\"\u003E\u003C\u002Fmp-common-profile\u003E\u003C\u002Fsection\u003E\u003Csection\u003E\u003Cstrong style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; visibility: visible; overflow-wrap: break-word !important;\" data-pm-slice=\"0 0 \"\u003E\u003Cstrong data-mpa-action-id=\"m8duqpdm1jiw\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; visibility: visible; overflow-wrap: break-word !important;\"\u003E\u003Cp style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; text-align: left; visibility: visible; overflow-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; visibility: visible; overflow-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 15px; background-color: rgb(255, 0, 0); color: rgb(255, 255, 255)\"\u003E严正声明：\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; text-align: left; visibility: visible; overflow-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; visibility: visible; overflow-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 15px; background-color: rgb(255, 0, 0); color: rgb(255, 255, 255)\"\u003E▶ 所有内容均为个人观点，不构成投资建议；\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.75em; text-align: left; visibility: visible; overflow-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 15px; background-color: rgb(255, 0, 0); color: rgb(255, 255, 255)\"\u003E强调！强调！强调！文章内容仅代表个人观点，市场有风险，决策需谨慎。\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fstrong\u003E\u003C\u002Fstrong\u003E\u003C\u002Fsection\u003E\u003Cp\u003E\u003Cstrong style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; visibility: visible; overflow-wrap: break-word !important;\" data-pm-slice=\"0 0 \"\u003E\u003Cstrong data-mpa-action-id=\"m8duqpdm1jiw\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; visibility: visible; overflow-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.75em; text-align: left; visibility: visible; overflow-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 15px; background-color: rgb(255, 0, 0); color: rgb(255, 255, 255)\"\u003E\u003Cbr\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fstrong\u003E\u003C\u002Fstrong\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em;margin-right: 0.5em;line-height: 1.75em;margin-bottom: 0px;\" data-mpa-action-id=\"m7x39bn1tww\" mpa-font-style=\"m7x39bmdxow\" data-pm-slice=\"2 3 \"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"letter-spacing: 2px; font-weight: bold\"\u003E-军工\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em;margin-right: 0.5em;line-height: 1.75em;margin-bottom: 0px;\" data-mpa-action-id=\"m7x39bn1tww\" mpa-font-style=\"m7x39bmdxow\"\u003E\u003Cspan leaf=\"\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em; margin-right: 0.5em; line-height: 2em; font-size: 15px; text-align: justify; margin-bottom: 8px;\" data-mpa-action-id=\"m7x39bn1tww\" mpa-font-style=\"m7x39bmdxow\"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 16px; letter-spacing: 1px; color: rgb(0, 0, 0)\"\u003E五月，A 股迎来新周期下的题材轮动，军工板块正从 “国内订单驱动” 转向 “出海需求爆发” 的全新赛道。一方面因为巴印冲突的实战验证，更与全球地缘格局重构、中国军工产业升级形成共振。\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em; margin-right: 0.5em; line-height: 1.75em; font-size: 15px; text-align: justify; margin-bottom: 8px;\" data-mpa-action-id=\"m7x39bn1tww\" mpa-font-style=\"m7x39bmdxow\"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em; margin-right: 0.5em; line-height: 1.75em; font-size: 15px; text-align: justify; margin-bottom: 8px;\" data-mpa-action-id=\"m7x39bn1tww\" mpa-font-style=\"m7x39bmdxow\"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 16px; letter-spacing: 1px; color: #f00\"\u003E军工板块板块梯队完整度与资金认可度均创年内新高，基本可以确立本月主线。\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em; margin-right: 0.5em; line-height: 1.75em; font-size: 15px; text-align: justify; margin-bottom: 8px;\" data-mpa-action-id=\"m7x39bn1tww\" mpa-font-style=\"m7x39bmdxow\"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 16px; letter-spacing: 1px; color: #f00\"\u003E\u003Cbr\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em; margin-right: 0.5em; line-height: 1.75em; font-size: 15px; text-align: justify; margin-bottom: 8px;\" data-mpa-action-id=\"m7x39bn1tww\" mpa-font-style=\"m7x39bmdxow\"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em; margin-right: 0.5em; line-height: 1.75em; font-size: 15px; text-align: justify; margin-bottom: 8px;\" data-mpa-action-id=\"m7x39bn1tww\" mpa-font-style=\"m7x39bmdxow\"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 16px; letter-spacing: 1px; color: rgb(0, 0, 0); font-weight: bold\"\u003E-过去军工行情一直受限于：\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 16px; letter-spacing: 1px; color: rgb(0, 0, 0); font-weight: bold\"\u003E “反腐结束”、“订单释放” \u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em; margin-right: 0.5em; line-height: 1.75em; font-size: 15px; text-align: justify; margin-bottom: 8px;\" data-mpa-action-id=\"m7x39bn1tww\" mpa-font-style=\"m7x39bmdxow\"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em; margin-right: 0.5em; line-height: 2em; font-size: 15px; text-align: justify; margin-bottom: 8px;\" data-mpa-action-id=\"m7x39bn1tww\" mpa-font-style=\"m7x39bmdxow\"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 16px; letter-spacing: 1px; color: rgb(0, 0, 0)\"\u003E以中航成飞为例，其国内军品毛利率长期维持在 15%-20% 区间，而海外订单毛利率可达 30% 以上。这种 “保供不谋利” 的模式导致企业难以实现暴利，市场想象力受限。\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em; margin-right: 0.5em; line-height: 2em; font-size: 15px; text-align: justify; margin-bottom: 8px;\" data-mpa-action-id=\"m7x39bn1tww\" mpa-font-style=\"m7x39bmdxow\"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 16px; letter-spacing: 1px; color: rgb(0, 0, 0)\"\u003E\u003Cbr\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em; margin-right: 0.5em; line-height: 2em; font-size: 15px; text-align: justify; margin-bottom: 8px;\" data-mpa-action-id=\"m7x39bn1tww\" mpa-font-style=\"m7x39bmdxow\"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em; margin-right: 0.5em; line-height: 1.75em; font-size: 15px; text-align: justify; margin-bottom: 8px;\" data-mpa-action-id=\"m7x39bn1tww\" mpa-font-style=\"m7x39bmdxow\"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em; margin-right: 0.5em; line-height: 1.75em; font-size: 15px; text-align: justify; margin-bottom: 8px;\" data-mpa-action-id=\"m7x39bn1tww\" mpa-font-style=\"m7x39bmdxow\"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 16px; letter-spacing: 1px; color: rgb(0, 0, 0); font-weight: bold\"\u003E-巴印冲突打开军贸新空间\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em; margin-right: 0.5em; line-height: 1.75em; font-size: 15px; text-align: justify; margin-bottom: 8px;\" data-mpa-action-id=\"m7x39bn1tww\" mpa-font-style=\"m7x39bmdxow\"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em; margin-right: 0.5em; line-height: 2em; font-size: 15px; text-align: justify; margin-bottom: 8px;\" data-mpa-action-id=\"m7x39bn1tww\" mpa-font-style=\"m7x39bmdxow\"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 16px; letter-spacing: 1px; color: rgb(0, 0, 0)\"\u003E巴印空战重构军工板块逻辑。巴基斯坦空军凭借歼 - 10CE与霹雳 - 15E ，以 6:0 的战绩击落印度战机，直接验证了中国装备的实战效能。\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em; margin-right: 0.5em; line-height: 2em; font-size: 15px; text-align: justify; margin-bottom: 8px;\" data-mpa-action-id=\"m7x39bn1tww\" mpa-font-style=\"m7x39bmdxow\"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em; margin-right: 0.5em; line-height: 2em; font-size: 15px; text-align: justify; margin-bottom: 8px;\" data-mpa-action-id=\"m7x39bn1tww\" mpa-font-style=\"m7x39bmdxow\"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 16px; letter-spacing: 1px; color: #f00\"\u003E巴方已启动 50 亿元弹药紧急采购\u003C\u002Fspan\u003E\u003Cspan textstyle=\"\" style=\"font-size: 16px; letter-spacing: 1px; color: rgb(0, 0, 0)\"\u003E，并计划将歼 - 10CE 机队从 60 架扩编至 300 架，同时\u003C\u002Fspan\u003E\u003Cspan textstyle=\"\" style=\"font-size: 16px; letter-spacing: 1px; color: #f00\"\u003E与中航成飞签订 “技术转让 + 本土化生产” 协议。\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 16px; letter-spacing: 1px; color: rgb(255, 0, 0)\"\u003E中国军工正从单纯装备出口转向 “体系化输出”。\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em; margin-right: 0.5em; line-height: 2em; font-size: 15px; text-align: justify; margin-bottom: 8px;\" data-mpa-action-id=\"m7x39bn1tww\" mpa-font-style=\"m7x39bmdxow\"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 16px; letter-spacing: 1px; color: rgb(255, 0, 0)\"\u003E\u003Cbr\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em; margin-right: 0.5em; line-height: 2em; font-size: 15px; text-align: justify; margin-bottom: 8px;\" data-mpa-action-id=\"m7x39bn1tww\" mpa-font-style=\"m7x39bmdxow\"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em; margin-right: 0.5em; line-height: 1.75em; font-size: 15px; text-align: justify; margin-bottom: 8px;\" data-mpa-action-id=\"m7x39bn1tww\" mpa-font-style=\"m7x39bmdxow\"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em; margin-right: 0.5em; line-height: 1.75em; font-size: 15px; text-align: justify; margin-bottom: 8px;\" data-mpa-action-id=\"m7x39bn1tww\" mpa-font-style=\"m7x39bmdxow\"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 16px; letter-spacing: 1px; color: rgb(0, 0, 0); font-weight: bold\"\u003E-5 月以来的市场表现印证了军工板块的逻辑重构\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em; margin-right: 0.5em; line-height: 1.75em; font-size: 15px; text-align: justify; margin-bottom: 8px;\" data-mpa-action-id=\"m7x39bn1tww\" mpa-font-style=\"m7x39bmdxow\"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em; margin-right: 0.5em; line-height: 1.75em; font-size: 15px; text-align: justify; margin-bottom: 8px;\" data-mpa-action-id=\"m7x39bn1tww\" mpa-font-style=\"m7x39bmdxow\"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 16px; letter-spacing: 2px; color: rgb(0, 0, 0)\"\u003E5 月 7 日收盘数据，军工板块个股全天成交总额808.5亿元，创2024年11月12日以来近半年新高，且板块梯队完整。\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em; margin-right: 0.5em; line-height: 1.75em; font-size: 15px; text-align: justify; margin-bottom: 8px;\" data-mpa-action-id=\"m7x39bn1tww\" mpa-font-style=\"m7x39bmdxow\"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 16px; letter-spacing: 2px; color: rgb(0, 0, 0)\"\u003E\u003Cbr\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em; margin-right: 0.5em; line-height: 2em; font-size: 15px; text-align: justify; margin-bottom: 8px;\" data-mpa-action-id=\"m7x39bn1tww\" mpa-font-style=\"m7x39bmdxow\" data-pm-slice=\"3 3 \"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 17px; letter-spacing: 1px; color: #f00; font-weight: bold\"\u003E以上，\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 17px; letter-spacing: 1px; color: rgb(255, 0, 0); font-weight: bold\"\u003E五月军工板块的崛起，本质是 “军贸替代” 逻辑对 “国内订单” 逻辑的彻底颠覆。巴印冲突的实战验证、全球军费扩张、中国军工技术突破，共同构成了这一底层逻辑的三重支撑。\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em; margin-right: 0.5em; line-height: 1.75em; font-size: 15px; text-align: justify; margin-bottom: 8px;\" data-mpa-action-id=\"m7x39bn1tww\" mpa-font-style=\"m7x39bmdxow\"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 17px; letter-spacing: 1px; color: rgb(255, 0, 0); font-weight: bold\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em; margin-right: 0.5em; line-height: 2em; font-size: 15px; text-align: justify; margin-bottom: 8px;\" data-mpa-action-id=\"m7x39bn1tww\" mpa-font-style=\"m7x39bmdxow\"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 17px; letter-spacing: 1px; color: rgb(255, 0, 0); font-weight: bold\"\u003E随着军贸订单从 “预期” 走向 “兑现”，军工板块有望复制 2016 年新能源、2020 年半导体的超额收益行情。\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em; margin-right: 0.5em; line-height: 2em; font-size: 15px; text-align: justify; margin-bottom: 8px;\" data-mpa-action-id=\"m7x39bn1tww\" mpa-font-style=\"m7x39bmdxow\"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 17px; letter-spacing: 1px; color: rgb(255, 0, 0); font-weight: bold\"\u003E\u003Cbr\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em; margin-right: 0.5em; line-height: 1.75em; font-size: 15px; text-align: justify; margin-bottom: 8px;\" data-mpa-action-id=\"m7x39bn1tww\" mpa-font-style=\"m7x39bmdxow\"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-left: 0.5em;margin-right: 0.5em;line-height: 1.75em;font-size: 15px;text-align: justify;margin-bottom: 8px;\" data-mpa-action-id=\"m7x39bn1tww\" mpa-font-style=\"m7x39bmdxow\"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\" data-pm-slice=\"1 1 ["para",{"tagName":"p","attributes":{"style":"margin-left: 0.5em; margin-right: 0.5em; line-height: 1.75em; font-size: 15px; text-align: justify; margin-bottom: 8px;","data-mpa-action-id":"m7x39bn1tww","mpa-font-style":"m7x39bmdxow"},"namespaceURI":"http:\u002F\u002Fwww.w3.org\u002F1999\u002Fxhtml"},"node",{"tagName":"span","attributes":{"data-pm-slice":"0 0 ","style":null},"namespaceURI":"http:\u002F\u002Fwww.w3.org\u002F1999\u002Fxhtml"}]}}