防务盈利揭示更复杂的再武装繁荣：传统装备还是无人机？
Tanks or drones? Defense earnings reveal a more complicated rearmament boom
1. 核心事实剥离
- 事件本质：全球大型防务企业发现，传统军事装备需求依然强劲，同时无人机与人工智能正在重塑战争形态；可交易变量不是“无人机取代传统装备”，而是传统装备需求韧性叠加新技术资本开支扩张。〔SRC:"The world's biggest defense firms are finding that demand for traditional military equipment remains strong even as drones and AI reshape how wars are fought."]
- 交易价值判定：trade；防务需求并未被无人
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