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总结
多家媒体报道，国防采购委员会（DAC）已批准总额约7.9万亿卢比的国防采购方案，涉及精确打击能力、反无人机防护等领域，并同意以约16亿卢比租赁两架“捕食者”无人机。相关决定将在印度国防装备采购与升级中形成新增订单储备，带动防务产业链订单管线预期；同时，券商莫迪拉尔·奥斯瓦尔在此背景下推荐多只国防概念股“买入”，称部分标的存在最高约35%的上行空间。
正文
Four defence stocks that Motilal Oswal recommends to 'buy' for up to 35% upside CNBC TV18 Defence Acquisition Committee gives its nod for defence purchases worth ₹79,000 crore The Hindu DAC approvs Rs 1,600-cr lease of 2 more 'Predator' drones Times of India Precision Strikes, Drone Shields: Centre Clears Rs 79,000 Crore Defence Cart NDTV ₹79,000-cr defence approval to boost order pipeline: Who gains now and who waits: Harshit Kapadia The Economic Times
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