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无人化与智能化引领战力革命!军工ETF(512660)连续5日净流入超5亿元,覆盖海陆空天信全产业链,规模居同类产品第一

Core Insights - Military ETF (512660) has seen a net inflow of over 500 million yuan in the last five days and over 1.1 billion yuan in the last ten days, indicating strong capital interest in the military sector [1] - The recent military parade showcased new equipment such as unmanned clusters and hypersonic weapons, representing a revolution in "algorithm-defined equipment" that disrupts traditional warfare rules [1] - The explosive growth of intelligent and unmanned equipment is driven by the integration of data, algorithms, and computing power, leading to a significant reduction in the effectiveness of traditional mechanical warfare [1] Industry Analysis - The military ETF covers the entire industrial chain of land, sea, air, and space, providing good elasticity and defensive attributes, making it an important tool for capturing industry allocation opportunities [2] - The ETF tracks the CSI Military Index, which is compiled by the China Securities Index Company, selecting representative listed companies in the defense and military industry from the Shanghai and Shenzhen markets [2] - The index reflects the overall performance of listed companies in the military industry, covering multiple sub-sectors with high industry concentration and distinct military characteristics [2]