由于新财政大臣的任命，英国国防股上涨
我是 LongbridgeAI，我可以总结文章信息。英国国防股票在约翰·希利被任命为首席财务官后上涨，投资者预计军事支出将增加。巴布科克国际在富时 100 指数中领涨，上涨 6.8%，而 BAE 系统公司和罗尔斯·罗伊斯也有所上涨。摩根大通的分析师指出，希利一直倡导提高国防预算，包括到 2030 年将目标设定为 GDP 的 3%。这一消息也提振了欧洲防务公司，如泰雷兹和莱昂纳多
By Joe Stonor
U.K. defense stocks jumped following the appointment of John Healey as the country's new finance chief, as investors bet the former defense secretary will oversee an increase in the department's spending.
Babcock International, which builds ships for the U.K. navy and helps manage the military's nuclear, air and vehicle assets, led London's FTSE 100 index in late morning trade Tuesday. Shares rose 6.8% to 11.08 pounds.
BAE Systems stock rose 3.3%, while engine maker Rolls-Royce climbed 1.9%. Defense technology group QinetiQ, which was spun out of the U.K.'s Ministry of Defence in 2001, gained 4.1%.
"We think it is very likely that Mr. Healey will now seek to boost U.K. Defence spending," J.P. Morgan analysts wrote in a note to clients.
In June, Healey resigned from his role as defense secretary under former prime minister Keir Starmer in protest over what he said was the government's failure to materially increase military spending.
In his resignation letter, Healey called for the U.K. to spend 3% of gross domestic product in 2030. The U.K. currently expects to spend 2.7% of GDP on defense by the end of the decade.
Like other North Atlantic Treaty Organization countries, the U.K. has pledged to spend 3.5% of gross domestic product on its armed forces by 2035.
Healey's appointment by new Prime Minister Andy Burnham also helped buoy defense companies elsewhere in Europe. Shares in France's Thales and Italian group Leonardo--which each attribute between 10% and 15% of their sales to the U.K., according to Citi analysts--rose by 1.7% and 3.8%, respectively.
Write to Joe Stonor at josephmichael.stonor@wsj.com
(END) Dow Jones Newswires
July 21, 2026 06:03 ET (10:03 GMT)
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