聚焦空天国防的航空航天ETF天弘（159241）盘中获净申购超2000万份，权益基金二季度加仓国防军工等方向

Group 1 - The aerospace and defense sector is experiencing a correction, with the Aerospace ETF Tianhong (159241) down 1.55% despite active trading, indicating market volatility [1] - The Aerospace ETF Tianhong closely tracks the National Defense and Aerospace Index, which has over 98% weight in the defense and military industry, making it the highest military content index in the market [1] - The National Defense and Aerospace Index has a high "aerospace content," with the core sectors of aerospace and aviation equipment accounting for 66% of its weight, focusing on key areas such as large aircraft development and commercial aerospace [1] Group 2 - Public funds have seen record highs in management scale, with over 34 trillion yuan and 20 trillion yuan in non-monetary fund management scale by the end of Q2, reflecting increased attractiveness [2] - The most increased allocations in active equity funds during Q2 were in the communication, banking, and defense sectors, while the largest reductions were in food and beverage, automotive, and electrical equipment [2] - The defense sector is expected to see performance recovery, driven by geopolitical conflicts and other factors, making it a focal point for market attention with potential structural opportunities [2]