市场观察人士表示，美国中期选举是对快速增长的国防板块投资者情绪的一次考验。
The US midterm elections are a test of investor sentiment in the rapidly growing defense sector, market watchers said.
美国总统唐纳德·特朗普寻求将军费预算增加40%以上，达到约1.5万亿美元，但这能在多大程度上得以维持，很大程度上取决于共和党能否保持对国会的控制。
President Donald Trump is seeking a more than 40% increase in the military budget to roughly $1.5 trillion, but how likely that survives depends a lot on Republicans keeping control of Congress.
杰富瑞集团（Jefferies Financial Group Inc.）股票研究董事总经理希拉·卡扬奥格鲁（Sheila Kahyaoglu）周三在彭博电视上表示：“这是一个巨大的风险。”
“That is a big risk,” Sheila Kahyaoglu, a managing director in equity research at Jefferies Financial Group Inc., said on Bloomberg TV Wednesday.
看好该行业的乐观人士认为，随着欧洲和中东的战争耗尽了库存，传统国防承包商难以进行补充，机遇随之而来。
The opportunities are there, according to those bullish on the sector, as war in Europe and the Middle East depletes stockpiles and legacy defense contractors struggle to refill them.
总部位于芝加哥的私募股权公司McNally Capital的创始人兼管理合伙人沃德·麦克纳利（Ward McNally）表示：“本届政府一直支持公私合营，这对所有参与者来说都是一个优势，无论是初创科技公司还是成熟企业。”
“This administration has been supportive of public-private partnerships and that is an advantage for all players whether it is early-stage tech companies or more mature businesses,” said Ward McNally, founder and managing partner of McNally Capital, a Chicago-based private equity firm.
冲突地区使用的新技术（如无人机）以及国防部门的零部件和供应链，是投资者感兴趣的另一个领域。
The new technologies used in conflict zones, such as drones, are another area of interest for investors as is the parts and supply chain of the defense sector.
顾问和商业银行公司3Wire Partners的创始人兼管理合伙人安妮塔·安特努奇（Anita Antenucci）表示：“从原材料到金属部件，再到国防电子产品，都在名单的前列。”
“Everything from raw materials to metal components to defense electronics at the top of the list,” said Anita Antenucci, founder and managing partner of 3Wire Partners, an advisory and merchant banking firm.