资金越跌越买，航空航天ETF（159227）近一个月规模增长超154%，全市场军工含量最高

Core Viewpoint - The A-share market experienced a rebound on July 8, with the Wind All A index closing at 5388 points, up 1.08%, and trading volume increasing to 1.47 trillion yuan, indicating a positive market sentiment [1] Group 1: Market Performance - The majority of stocks closed higher, with a rise-to-fall ratio of 4282:979, indicating broad market strength [1] - Key sectors that performed well included telecommunications, power equipment, electronics, and building materials, while public utilities and banks saw the largest declines [1] Group 2: Aerospace and Defense Sector - The Aerospace and Defense sector showed signs of stabilization, with the Aerospace ETF (159227) rising by 0.64% and achieving a trading volume of 70.52 million yuan, reaching a total size of 448 million yuan, making it the largest in its category [1] - The Aerospace ETF has seen net inflows for eight consecutive trading days, reflecting a "buy the dip" trend, with a month-on-month growth rate of 154% [1] Group 3: Industry Insights - The increasing importance of air power in modern warfare has made aerospace equipment a focal point for military development, characterized by high technical barriers and significant value within the military industrial chain [1] - Ongoing geopolitical conflicts and rising global military expenditures highlight the technological advantages of Chinese military enterprises in areas such as drones, fighter jets, and missiles, positioning the aerospace sector as a key beneficiary [1] - According to Shenwan Hongyuan, the growing attention on the military industry, coupled with the advancement of the 14th Five-Year Plan and the military equipment replacement cycle, suggests a potential dual boost in fundamentals and industry valuations for the military sector [1]