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总结
美国白宫发布情况说明称，特朗普在国防承包与采购中将“优先战斗人员”，强调把军费更多用于提升战备与交付能力，并将加强对承包商行为的约束。据多家媒体报道，特朗普同时警告部分国防企业不得将合同收益用于分红或股票回购，并表示将推动国防开支显著增加。这些表态可能改变国防承包商的资金使用与合规要求，影响相关企业估值预期与军工供应链节奏。
正文
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