午评：白酒求温暖 军工又催化

Group 1 - The external market is weak, with European stocks down around 1% and US stocks down approximately 0.9%, while the Asia-Pacific market shows mixed results, with Japan up 0.6% and Hong Kong down 1.2% [1] - The decline in international markets is attributed to escalating tensions in the Middle East, with major countries like China preparing for potential evacuations, indicating a worsening situation [1] - International oil prices have returned to around $77, with potential threats of military actions affecting oil fields in Israel and possible Iranian blockades [1] Group 2 - Military stocks have become active again, with expectations of continued interest in the military sector, driven by recent geopolitical events and potential asset injections in military companies [2][6] - The upcoming first flight of the "Nine Sky" drone carrier is anticipated to generate news and interest in related stocks [2] - The military sector is seen as a promising investment direction, with ongoing developments such as the commissioning of the third aircraft carrier and the centenary of the military [6] Group 3 - The military sector is experiencing speculative trading, with expectations of mixed reforms and asset injections driving stock performance [6] - The PCB sector is also gaining attention, driven by AI server demand and related products showing strength [6] - The overall market sentiment is cautious, with a significant number of stocks declining, indicating a challenging trading environment [11] Group 4 - The liquor sector, particularly white wine, has shown some recovery despite previous declines due to extreme enforcement of drinking bans [7] - Changes in consumer habits are influencing market dynamics, with younger consumers driving trends in products like bubble tea and toys, while traditional sectors like yellow wine are experiencing volatility [9] - The agricultural chemicals sector is also facing a downturn, following previous price increases that have been fully priced in [9]