· 供应链分析

伊朗战争或消除以色列及关联股的生存折价,需进一步研究。

涉及标的:

中文翻译

我也没料到这一点。也许伊朗战争的后果消除了相关股票如 $NBIS 以及以色列股票如 $ETOR 至 $VLN 的“生存折价因子”(existential discount factor)? 或者情况是多方面的,因为国防在以色列股市中占很大权重。 鉴于这对我来说是新领域,仍在做更多研究。

英文原文

I was not expecting this as well. Maybe the implications of the Iran war removes Israel’s existential discount factor on correlated stocks like $NBIS and Israeli ones like $ETOR to $VLN? Or its multifaceted since defense makes up a large weighting of the Israel stock exchange. Still doing more research since this is new to me.

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