2026-01-08 15:25:02

U.S. stocks opened mixed today, with the overall market showing a divergence pattern. The Dow Jones Industrial Average fell by 0.3%, the S&P 500 index declined slightly by 0.05%, and the Nasdaq Composite dropped by 0.12%, with little to highlight.

However, the defense and military industry sector bucked the trend and became the focus today. Lockheed Martin's stock surged by 6.66%, Raytheon Technologies increased by 2.55%, and leading defense companies like these are gaining favor from investors. The driving force behind this comes from macro expectations—policy proposals to increase the defense budget to $1.5 trillion by 2027, a 50% increase from the current level, which indicates that the entire defense industry chain will see increased demand.

It is worth noting that the Nasdaq China Golden Dragon Index performed poorly, falling by 0.37%, highlighting the ongoing performance gap between tech stocks and Chinese concept stocks in the global market.

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TheShibaWhisperer

· 01-09 19:54

Defense stocks are on the rise again, it's the US military-industrial complex's business. The 1.5 trillion budget looks outrageous. The Chinese concept stocks have been beaten down again, so frustrating. Look at Lockheed Martin's surge, isn't it tempting? The market is so weak, it still relies on the defense industry to support the scene, truly impressive. This time, Chinese concept stocks are really suffering, being collectively booed here.

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DogeBachelor

· 01-08 15:54

Defense stocks are on the rise again, $1.5 trillion Bitcoin is really attractive It's another celebration in the defense sector, Chinese concept stocks are being sidelined, why is the gap so big Lockheed Martin rose 6.66%, this rhythm feels off, retail investors are probably going to be the ones to buy in again Nasdaq keeps falling, how can anyone dare to chase high defense stocks? I wouldn't dare Military industry leaders are eating the meat, tech stocks are drinking the soup, this is the current market situation China Golden Dragon Index is falling again, when will the bottom be? So exhausting Defense budget increased by 50%? Why are all the positive news already being hyped up? S&P slightly down, Nasdaq also down, only defense stocks are shining, a chopping rhythm for chives?

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WhaleInTraining

· 01-08 15:31

Defense stocks are about to take off, Lockheed Martin directly up 6.66%, really top-notch --- Chinese concept stocks are getting hammered again, when will we turn the corner? --- 15 trillion yuan military budget, leading defense companies are benefiting, retail investors can only sip the soup --- The market is steady, but the defense sector is celebrating wildly. This divergence is too crazy --- Confident in the future of the defense supply chain, policy support makes a big difference --- The decline in NASDAQ Chinese concept stocks feels like it's cooling off --- The defense industry is picking up, is anyone following?

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DAOdreamer

· 01-08 15:30

The military industry is indeed fierce this time, with a 1.5 trillion budget directly boosting the defense supply chain. The overall market underperformed, tech stocks were again suppressed, and our Chinese concept stocks are really struggling. Lockheed Martin's surge is incredible, jumping directly by 6 points. The NASDAQ fell, but the military industry reversed against the trend, the divergence is a bit outrageous. Basically, the US is stockpiling resources for potential conflicts, and the funds have already seen through it. Chinese concept stocks are truly being collectively neglected, it's tough. Is the expected value of the defense industry chain worth going all-in, or should we wait and see?

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LoneValidator

· 01-08 15:28

Defense stocks are rallying again. If the 1.5 trillion yuan was really going to be invested, it should have been all in already. Chinese concept stocks have fallen so much that we need to seriously reflect. Lockheed Martin's recent surge is a bit aggressive; it feels a little fake. The Nasdaq is back to this ghostly state. When will it be the turn for tech stocks? The logic behind the military industry really can't stand scrutiny; it all depends on who takes the final baton. Chinese concept stocks have truly fallen into despair, so heartbreaking. A 50% increase sounds great, but can it really be realized? Question mark. The entire defense supply chain is about to take off. It's not too late to enter now. The market is silent; it's all supported by military industry stocks. This situation is starting to be unsustainable. The China Golden Dragon Index continues to underperform; I’m increasingly unable to understand this market.

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