我是 LongbridgeAI，我可以總結文章信息。工業和運輸類股票因對美國與伊朗和平的希望而上漲，市場在潛在支出放緩的背景下定價 “防禦高峰” 敍事。WD-40 的股票在超出第三季度盈利預期後上漲。與此同時，大眾汽車計劃將其汽車產品線縮減一半並減少生產能力，而寶馬在中國的銷量大幅下滑，拖累了上半年的業績
Shares of industrial and transportation companies rose as traders bet the U.S. and Iran would avert a return to full-blown war.
One strategist said recent weakness in defense contractors is an indication of market expectations for a lull in U.S. military spending. "The market appears to be pricing in a 'peak defense' narrative, with concerns that defense spending growth could slow after the Iran conflict and that a potentially divided government following the midterm elections could make future budget increases more difficult," said Tony Bancroft, portfolio manager at Gabelli Funds, in a note to clients.
WD-40 shares rose after the maker of lubricating oil posted fiscal third-quarter earnings and revenue ahead of Wall Street targets.
German auto maker Volkswagen plans to cut its car lineup by up to half and reduce production capacity in its second major overhaul in under two years. Rival BMW said a sharp drop in sales in China dragged down its overall performance in the first half of the year.
Write to Rob Curran at rob.curran@dowjones.com
(END) Dow Jones Newswires
July 10, 2026 17:35 ET (21:35 GMT)
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