---
title: "在 EUAD 采取下一步行动之前，请关注这三个合约信号"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/284979536.md"
description: "快速阅读 EUAD 的 2026 年展望依赖于欧洲国防预算的执行情况以及主要承包商的订单与发货比率超过 1.5 倍。该基金集中投资于五家主要公司：空中客车、BAE 系统、莱茵金属、莱昂纳多和罗尔斯·罗伊斯，且多样化程度较低"
datetime: "2026-05-03T01:21:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/284979536.md)
  - [en](https://longbridge.com/en/news/284979536.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/284979536.md)
---

# 在 EUAD 采取下一步行动之前，请关注这三个合约信号

Quick Read EUAD’s 2026 outlook hinges on European defense budget execution and book-to-bill ratios above 1.5x at major contractors. The fund concentrates in five major primes: Airbus, BAE Systems, Rheinmetall, Leonardo, and Rolls-Royce with minimal diversification. ...

### 相关股票

- [BA.UK](https://longbridge.com/zh-CN/quote/BA.UK.md)
- [BAESY.US](https://longbridge.com/zh-CN/quote/BAESY.US.md)
- [RR.UK](https://longbridge.com/zh-CN/quote/RR.UK.md)
- [EADSY.US](https://longbridge.com/zh-CN/quote/EADSY.US.md)
- [RYCEY.US](https://longbridge.com/zh-CN/quote/RYCEY.US.md)
- [RNMBY.US](https://longbridge.com/zh-CN/quote/RNMBY.US.md)
- [AIR.DE](https://longbridge.com/zh-CN/quote/AIR.DE.md)
- [XAR.US](https://longbridge.com/zh-CN/quote/XAR.US.md)
- [ITA.US](https://longbridge.com/zh-CN/quote/ITA.US.md)
- [ARKX.US](https://longbridge.com/zh-CN/quote/ARKX.US.md)
- [EUAD.US](https://longbridge.com/zh-CN/quote/EUAD.US.md)
- [PPA.US](https://longbridge.com/zh-CN/quote/PPA.US.md)
- [RHM.DE](https://longbridge.com/zh-CN/quote/RHM.DE.md)

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