军工股燃爆6月！龙头股9天7板，三季度看军工和AI？

Group 1 - Military stocks continue to rise, with significant gains in sectors such as ground equipment, military electronics, and aerospace [1][2] - As of the end of June, stocks like Boya Precision, Hengyu Xintong, and others have hit the daily limit up [1] - Longcheng Military has seen a total market value of 21.039 billion, with a cumulative increase of over 115% since June 17 [3] Group 2 - There has been a substantial inflow of capital into the defense and military sector, with net purchases exceeding 9.2 billion [5] - The defense and military sector index has risen by 4.04% [6] - The ground equipment concept has seen a cumulative increase of over 45% since the beginning of the month [12] Group 3 - Internal and external factors are driving the military stock surge, including the upcoming "9.3 Military Parade" and the conclusion of the 14th Five-Year Plan [7] - The military parade will showcase domestically produced main battle equipment and new combat forces, enhancing market confidence [7] - Analysts expect AI and military sectors to be key areas for structural opportunities in the third quarter, driven by geopolitical changes and increased global military trade demand [13][14] Group 4 - The military industry has faced challenges in 2023 due to personnel adjustments and delayed orders, but these factors are now stabilizing [15][16] - The 14th Five-Year Plan is entering its final year, with downstream demand showing signs of recovery [16] - Long-term goals for military modernization by 2035 and building a world-class military by 2050 provide clear guidance for industry development [17][18]