<p>美國的中期選舉還有六個月，但許多股票正在受到提振。選舉對政策倡議有影響，尤其是中期選舉更是如此。</p>
<p>S&amp;P 道瓊斯研究顯示，對於中小型公司，在僅有國會選舉的月份，跨行業影響的發生率平均高達 83%，而在總統選舉月份則為 67%。這表明，中期選舉實際上可能對行業關係造成更大的干擾，即使它們受到的關注較少。</p>
<p>原因顯而易見，並且隨着兩黨極端派的影響力加大而愈加明顯。具體到今年 11 月，如果在野黨控制了國會兩院，投資者應該預期政策優先事項會有很大不同。相反，如果現狀保持不變，過去兩年內的政策將會繼續。</p>
<p>獲取 <strong>Lockheed Martin</strong> 的提醒：</p>
<h2>政治因素不如宏觀故事重要</h2>
<p>但這並不一定反映在市場上。這提醒我們，股市並不等同於經濟，但經濟基本面對市場的影響往往大於選舉結果。隨着中期選舉的臨近，通貨膨脹、GDP 增長和地緣政治緊張等問題可能對投資者更為重要。</p>
<p>這就是為什麼始終要記住市場是前瞻性的。短期動量確實起到了一定作用。但在許多情況下，當投資者看到某隻股票或整個行業上漲或下跌時，他們應該拿出水晶球，因為這正是大資金所做的。在夏季活動之前，可能是考慮在這些證券中建立或增加頭寸的時機。</p>
<h2>LMT 和 RTX 不必是非此即彼的選擇</h2>
<p>即使與伊朗的衝突的動能部分已經結束，2026 年上半年也表明國防支出可能會增加。投資者通常將洛克希德·馬丁 NYSE: LMT 和 RTX NYSE: RTX 視為非此即彼的選擇。然而，在五角大樓加速向自主系統和人工智能驅動的戰爭轉型的時刻，持有兩者的理由值得考慮。</p>
<p>擬議的 2026 財年（FY2026）國防部預算單獨分配超過 130 億美元用於自主和人工智能項目。這表明支出爭奪戰不僅僅是關於傳統採購。兩家公司都在為這一轉型做好準備，但路徑不同。</p>
<p>洛克希德的論點集中在將傳統硬件升級為下一代能力。該公司正在將人工智能和自主能力嵌入其世界領先的平台，使其成為網絡戰場中的智能節點。它還在開發包括高超音速和定向能武器在內的先進技術。這種方法較慢，但風險較低，因為公司的現有技術深深嵌入現有的政府合同中。</p>
<p>RTX 在自主方面的進展更快。該公司與 Shield AI 合作，推出了首個由網絡協作自主技術驅動的作戰武器，將自主能力整合到滯空彈藥和傳感器中——完全由公司自身資助，而沒有政府投資。</p>
<p>這種私人資本的承諾表明對國防支出方向的真實信心。</p>
<p>在政治上，國防預算在中期權力轉移後不會大幅縮減。無論 11 月的結果如何，現有合同都將保持不變。</p>
<p>問題不在於哪家公司贏得下一代轉型，而在於它們能分得多少蛋糕。</p>
<h2>沒有人同意這個中期策略——這使得它值得關注</h2>
<p>醫療保健是美國政治的第三軌道，每兩年市場都必須考慮可能發生的變化。但正是這種緊張關係為在醫療保健精選 SPDR 基金 NYSEARCA: XLV 中提供廣泛的投資機會創造了條件。</p>
<p>在 1994 年至 2024 年的中期選舉年中，醫療保健的表現平均超過標準普爾 500 指數近 17%。然而，該行業目前表現滯後。XLV 年初至今下跌約 5%，受到藥品定價不確定性和管理醫療保健盈利壓力的影響。</p>
<p>儘管如此，人口結構的因素是明確的。老齡化人口意味着對醫療產品和服務的結構性需求增加，從藥品和管理醫療到醫療設備和生物技術。這種需求不會因選舉結果而改變。</p>
<p>但政治因素則較為複雜。醫療保健成本在特朗普第二任期的第一年中佔據重要位置，並且在 2026 年中期選舉前可能會發揮更大作用，税收立法將在十年內削減超過 1 萬億美元的健康保險支出——主要是醫療補助——以幫助資助更廣泛的減税。ACA 補貼恢復和藥品定價改革是兩黨都在關注的熱點問題。</p>
<p>歷史模式與當前表現之間的差距創造了機會。醫療保健成本對兩黨來説都是一個真正的預算問題。這意味着雙方都無法承受該行業的崩潰，只能對其進行重塑。對於一個有六個月投資視野並能容忍政策噪音的投資者來説，今天的入場點在 11 月可能看起來更好。</p>
<h2>對利率無所謂？並非如此。</h2>
<p>在現在到中期選舉之間，利率將成為焦點。CME FedWatch 工具現在將 10 月份加息的概率設定為約 21%。這推動了對金融精選行業 SPDR 基金 NYSEARCA: XLF 的興趣。</p>
<p>這符合傳統觀點：利率上升對銀行有利，而利率下降則壓縮利潤率。這個框架大體上是正確的。金融股並不完全無關緊要，但它們更關注利差而非絕對水平。隨着 10 年期國債收益率曲線的正常化，地區貸款機構的淨利差應該會改善，而數字資產整合和智能 AI 的採用為大型機構開闢了新的效率和收入渠道。</p>
<p>這也部分解釋了 XLF 在 2026 年的糟糕開局。該基金的交易價格比其 52 周高點低近 13%，而金融股是標準普爾 500 指數年初至今表現最差的行業。</p>
<p>也就是説，金融股對政策的敏感性可能比利率更為重要，尤其是在我們接近 11 月的時候。從特朗普第二任期開始，市場對進一步金融放鬆監管（即進一步拆解多德 - 弗蘭克法案條款和消費者金融保護局）的預期非常高。民主黨控制眾議院將使更嚴格的資本要求和恢復消費者保護重新回到議程上。</p>
<h2>你現在應該投資 1000 美元在洛克希德馬丁嗎？</h2>
<p>在你考慮洛克希德馬丁之前，你需要聽聽這個。</p>
<p>MarketBeat 每天跟蹤華爾街頂級評級和表現最佳的研究分析師及其向客户推薦的股票。MarketBeat 已經識別出五隻頂級分析師悄悄向客户推薦的股票，建議在更廣泛的市場注意到之前買入……而洛克希德馬丁並不在名單上。</p>
<p>雖然洛克希德馬丁目前在分析師中被評為持有評級，但頂級分析師認為這五隻股票更值得購買。</p>
<p>在這裏查看這五隻股票</p>

洛克希德馬丁

雷神技術公司

美國航天國防股指數 ETF - iShares

<p>隨着 2026 年中期選舉的臨近，預計國防、醫療保健和金融股票將因潛在的政策變化而表現優於其他行業。研究表明，中期選舉可能比總統選舉更能擾動行業關係。投資者被建議考慮在像洛克希德馬丁和雷神技術公司這樣的公司中建立頭寸，這些公司正在適應國防支出的增加。儘管醫療保健行業目前表現不佳，但預計將受益於人口趨勢，儘管政治不確定性依然存在</p>

<p>The midterm elections in the United States are still six months away, but there are many stocks that are getting a boost. Elections have consequences for policy initiatives, and that’s particularly true for midterm elections.</p>
<div class="lb-trans"><p>美國的中期選舉還有六個月，但許多股票正在受到提振。選舉對政策倡議有影響，尤其是中期選舉更是如此。</p>
</div><p>S&amp;P Dow Jones research shows that for mid- and small-cap companies, cross-sector effects in congressional election months were greater than average 83% of the time in months with only congressional elections, outpacing presidential election months at 67%. This suggests midterms may actually be more disruptive to sector relationships than presidential elections, even if they receive less attention.</p>
<div class="lb-trans"><p>S&amp;P 道瓊斯研究顯示，對於中小型公司，在僅有國會選舉的月份，跨行業影響的發生率平均高達 83%，而在總統選舉月份則為 67%。這表明，中期選舉實際上可能對行業關係造成更大的干擾，即使它們受到的關注較少。</p>
</div><p>The reason is obvious and becoming amplified as the extremes of both parties hold greater sway. Specific to this November, if the party out of power wins control of both houses of Congress, investors should expect a very different set of policy priorities. Conversely, if the status quo remains, there will be more of what’s been in place in the last two years.</p>
<div class="lb-trans"><p>原因顯而易見，並且隨着兩黨極端派的影響力加大而愈加明顯。具體到今年 11 月，如果在野黨控制了國會兩院，投資者應該預期政策優先事項會有很大不同。相反，如果現狀保持不變，過去兩年內的政策將會繼續。</p>
</div><p>Get <strong>Lockheed Martin</strong> alerts:</p>
<div class="lb-trans"><p>獲取 <strong>Lockheed Martin</strong> 的提醒：</p>
</div><h2>Politics Matters Less Than the Macro Story</h2>
<div class="lb-trans"><h2>政治因素不如宏觀故事重要</h2>
</div><p>But that’s not necessarily what the markets are showing. That’s a good reminder that the stock market is not the economy, but that economic fundamentals shape the market more than election outcomes do. With the midterm elections looming, issues like inflation, GDP growth, and geopolitical tensions may carry more weight for investors.</p>
<div class="lb-trans"><p>但這並不一定反映在市場上。這提醒我們，股市並不等同於經濟，但經濟基本面對市場的影響往往大於選舉結果。隨着中期選舉的臨近，通貨膨脹、GDP 增長和地緣政治緊張等問題可能對投資者更為重要。</p>
</div><p>This is why it’s always important to remember that markets are forward-looking. Short-term momentum plays a role for sure. But in many cases, when investors see a stock or an entire sector moving higher or lower, they should take out their crystal ball, because that’s what the big money is doing. Before stepping away for summer activities, it may be time to consider taking, or adding to, a position in these securities.</p>
<div class="lb-trans"><p>這就是為什麼始終要記住市場是前瞻性的。短期動量確實起到了一定作用。但在許多情況下，當投資者看到某隻股票或整個行業上漲或下跌時，他們應該拿出水晶球，因為這正是大資金所做的。在夏季活動之前，可能是考慮在這些證券中建立或增加頭寸的時機。</p>
</div><h2>LMT and RTX Don't Have to Be an Either/Or Decision</h2>
<div class="lb-trans"><h2>LMT 和 RTX 不必是非此即彼的選擇</h2>
</div><p>Even if the kinetic part of the conflict with Iran is over, the first half of 2026 has illustrated the likelihood that more will be spent on defense. Investors often frame Lockheed Martin NYSE: LMT and RTX NYSE: RTX as an either/or choice. However, at a time when the Pentagon is accelerating toward autonomous systems and AI-powered warfare, the case for holding both is worth considering.</p>
<div class="lb-trans"><p>即使與伊朗的衝突的動能部分已經結束，2026 年上半年也表明國防支出可能會增加。投資者通常將洛克希德·馬丁 NYSE: LMT 和 RTX NYSE: RTX 視為非此即彼的選擇。然而，在五角大樓加速向自主系統和人工智能驅動的戰爭轉型的時刻，持有兩者的理由值得考慮。</p>
</div><p>The proposed fiscal 2026 (FY2026) Defense Department budget allocates over $13 billion to autonomy and AI initiatives alone. This is a signal that the spending battle isn't just about legacy procurement. Both companies are positioning for this transition, but through different paths.</p>
<div class="lb-trans"><p>擬議的 2026 財年（FY2026）國防部預算單獨分配超過 130 億美元用於自主和人工智能項目。這表明支出爭奪戰不僅僅是關於傳統採購。兩家公司都在為這一轉型做好準備，但路徑不同。</p>
</div><p>Lockheed's argument centers on upgrading legacy hardware into next-generation capability. The company is embedding AI and autonomous capabilities into its world-leading platforms, making them intelligent nodes in a networked battlefield. It is also developing advanced technologies, including hypersonics and directed energy weapons. The approach is slower but carries lower risk because the company’s existing technology is deeply embedded in existing government contracts.</p>
<div class="lb-trans"><p>洛克希德的論點集中在將傳統硬件升級為下一代能力。該公司正在將人工智能和自主能力嵌入其世界領先的平台，使其成為網絡戰場中的智能節點。它還在開發包括高超音速和定向能武器在內的先進技術。這種方法較慢，但風險較低，因為公司的現有技術深深嵌入現有的政府合同中。</p>
</div><p>RTX is moving faster on autonomy. The company partnered with Shield AI to field the first operational weapon powered by Networked Collaborative Autonomy, integrating autonomous capabilities into loitering munitions and sensors—fully funded by the companies themselves, without government investment.</p>
<div class="lb-trans"><p>RTX 在自主方面的進展更快。該公司與 Shield AI 合作，推出了首個由網絡協作自主技術驅動的作戰武器，將自主能力整合到滯空彈藥和傳感器中——完全由公司自身資助，而沒有政府投資。</p>
</div><p>That private-capital commitment signals real conviction in where defense spending is heading.</p>
<div class="lb-trans"><p>這種私人資本的承諾表明對國防支出方向的真實信心。</p>
</div><p>Politically, defense budgets don't contract dramatically after midterm power shifts. Either outcome in November keeps the contracts already on the books intact.</p>
<div class="lb-trans"><p>在政治上，國防預算在中期權力轉移後不會大幅縮減。無論 11 月的結果如何，現有合同都將保持不變。</p>
</div><p>The question isn't which company wins the next-gen transition, but how much of the pie they get.</p>
<div class="lb-trans"><p>問題不在於哪家公司贏得下一代轉型，而在於它們能分得多少蛋糕。</p>
</div><h2>Nobody Agrees on This Midterm Play—Which Makes It Worth Watching</h2>
<div class="lb-trans"><h2>沒有人同意這個中期策略——這使得它值得關注</h2>
</div><p>Healthcare is the third rail of American politics, and every two years the market has to price in what might actually change. But it’s that tension that creates an opportunity for broad exposure in the Health Care Select SPDR Fund NYSEARCA: XLV.</p>
<div class="lb-trans"><p>醫療保健是美國政治的第三軌道，每兩年市場都必須考慮可能發生的變化。但正是這種緊張關係為在醫療保健精選 SPDR 基金 NYSEARCA: XLV 中提供廣泛的投資機會創造了條件。</p>
</div><p>In midterm election years from 1994 to 2024, healthcare outperformed the S&amp;P 500 by an average of nearly 17%. And yet the sector is currently lagging. The XLV is down about 5% year-to-date, weighed down by drug-pricing uncertainty and managed-care earnings pressure.</p>
<div class="lb-trans"><p>在 1994 年至 2024 年的中期選舉年中，醫療保健的表現平均超過標準普爾 500 指數近 17%。然而，該行業目前表現滯後。XLV 年初至今下跌約 5%，受到藥品定價不確定性和管理醫療保健盈利壓力的影響。</p>
</div><p>That said, the demographic case is unambiguous. An aging population means structural increases in demand for healthcare products and services, ranging from pharmaceuticals and managed care to medical devices and biotech. That demand doesn't change based on election outcomes.</p>
<div class="lb-trans"><p>儘管如此，人口結構的因素是明確的。老齡化人口意味着對醫療產品和服務的結構性需求增加，從藥品和管理醫療到醫療設備和生物技術。這種需求不會因選舉結果而改變。</p>
</div><p>But the political case is messy. Healthcare costs figured prominently in the first year of Trump's second term and will likely play an even bigger role heading into the 2026 midterms, with tax legislation cutting more than $1 trillion from health insurance spending over a decade—mostly Medicaid—to help fund broader tax cuts. ACA subsidy reinstatement and drug pricing reform are live issues on both sides of the aisle.</p>
<div class="lb-trans"><p>但政治因素則較為複雜。醫療保健成本在特朗普第二任期的第一年中佔據重要位置，並且在 2026 年中期選舉前可能會發揮更大作用，税收立法將在十年內削減超過 1 萬億美元的健康保險支出——主要是醫療補助——以幫助資助更廣泛的減税。ACA 補貼恢復和藥品定價改革是兩黨都在關注的熱點問題。</p>
</div><p>That gap between historical patterns and current performance sets up the opportunity. Healthcare costs are a genuine budget problem for both parties. That means neither side can afford to crater the sector, only reshape it. For an investor with a six-month horizon and tolerance for policy noise, the entry point today may look a lot better come November.</p>
<div class="lb-trans"><p>歷史模式與當前表現之間的差距創造了機會。醫療保健成本對兩黨來説都是一個真正的預算問題。這意味着雙方都無法承受該行業的崩潰，只能對其進行重塑。對於一個有六個月投資視野並能容忍政策噪音的投資者來説，今天的入場點在 11 月可能看起來更好。</p>
</div><h2>Agnostic to Interest Rates? Not Quite.</h2>
<div class="lb-trans"><h2>對利率無所謂？並非如此。</h2>
</div><p>Interest rates will be on the front burner between now and the midterm elections. The CME FedWatch Tool now puts the odds of an October interest rate hike at around 21%. That’s driving interest in funds such as the Financial Select Sector SPDR Fund NYSEARCA: XLF.</p>
<div class="lb-trans"><p>在現在到中期選舉之間，利率將成為焦點。CME FedWatch 工具現在將 10 月份加息的概率設定為約 21%。這推動了對金融精選行業 SPDR 基金 NYSEARCA: XLF 的興趣。</p>
</div><p>That follows conventional wisdom: rising rates are good for banks, while falling rates compress margins. That framework is mostly right. Financial stocks aren't truly agnostic, but they're less about the absolute level and more about the spread. As the 10-year Treasury yield curve normalizes, net interest margins should improve for regional lenders, while digital asset integration and agentic AI adoption are opening new avenues for efficiency and revenue for larger institutions.</p>
<div class="lb-trans"><p>這符合傳統觀點：利率上升對銀行有利，而利率下降則壓縮利潤率。這個框架大體上是正確的。金融股並不完全無關緊要，但它們更關注利差而非絕對水平。隨着 10 年期國債收益率曲線的正常化，地區貸款機構的淨利差應該會改善，而數字資產整合和智能 AI 的採用為大型機構開闢了新的效率和收入渠道。</p>
</div><p>It also partly explains XLF's rough start in 2026. The fund is trading nearly 13% below its 52-week high, and financials have been the S&amp;P 500's worst-performing sector year to date.</p>
<div class="lb-trans"><p>這也部分解釋了 XLF 在 2026 年的糟糕開局。該基金的交易價格比其 52 周高點低近 13%，而金融股是標準普爾 500 指數年初至今表現最差的行業。</p>
</div><p>That said, financials' sensitivity to policy may matter more than rates as we approach November. From the onset of Trump's second term, expectations ran high for additional financial deregulation (i.e., a further dismantling of Dodd-Frank provisions and the CFPB). A Democratic House takeover puts tighter capital requirements and reinstated consumer protections back on the table.</p>
<div class="lb-trans"><p>也就是説，金融股對政策的敏感性可能比利率更為重要，尤其是在我們接近 11 月的時候。從特朗普第二任期開始，市場對進一步金融放鬆監管（即進一步拆解多德 - 弗蘭克法案條款和消費者金融保護局）的預期非常高。民主黨控制眾議院將使更嚴格的資本要求和恢復消費者保護重新回到議程上。</p>
</div><h2>Should You Invest $1,000 in Lockheed Martin Right Now?</h2>
<div class="lb-trans"><h2>你現在應該投資 1000 美元在洛克希德馬丁嗎？</h2>
</div><p>Before you consider Lockheed Martin, you'll want to hear this.</p>
<div class="lb-trans"><p>在你考慮洛克希德馬丁之前，你需要聽聽這個。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Lockheed Martin wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟蹤華爾街頂級評級和表現最佳的研究分析師及其向客户推薦的股票。MarketBeat 已經識別出五隻頂級分析師悄悄向客户推薦的股票，建議在更廣泛的市場注意到之前買入……而洛克希德馬丁並不在名單上。</p>
</div><p>While Lockheed Martin currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>雖然洛克希德馬丁目前在分析師中被評為持有評級，但頂級分析師認為這五隻股票更值得購買。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在這裏查看這五隻股票</p>
</div>

這些股票可能會成為 2026 年中期選舉中的最大贏家