Why the U.S.-EU trade agreement is unlikely to derail Europe’s defense boom
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最新报道：EU and US trade negotiators reached a preliminary agreement on reducing tariffs for industrial goods, but analysts say this won't slow Europe's growing defense sector. The deal excludes sensitive military technologies, allowing European defense firms to continue benefiting from increased government spending. Major contractors like Airbus and Rheinmetall have seen shares rise over 20% this year amid heightened geopolitical tensions. "The defense boom is driven by strategic needs, not trade policies," noted Bernstein analyst Douglas Harned. European Commission data shows defense R&D budgets increased 35% year-over-year in Q2 2025.
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