中文翻译
$NOC、$LMT 在冲突发生前就已经先跑了，因为市场大体上早就预期到伊朗这件事。Lockheed 年初至今涨了 23%，即使回落后也已经非常夸张。 油价也提前交易过了，但伊朗把一切都炸开的二阶、三阶影响远超预期。 所以这些标的还在继续走强，因为如果局势进一步升级，前面可能会有一场巨大的危机。
· 个股论点
认为 NOC、LMT 已提前计入冲突，油价也早已先跑，后续仍可能继续上涨。
英文原文
$NOC, $LMT already frontran ahead of conflict since Iran was largely expected. Lockheed up 23% YTD is enormous already, even after the drop. Oil was frontran as well, but the third order effects of Iran blowing everything up was way beyond expectations. So those kept going up, since there's a possibility of a massive crisis ahead if things escalate even more.