三大指数集体收涨，沪指创年内新高！军工板块成反弹主力

Market Analysis - A-shares are experiencing a significant index trend, attracting short-term capital as investors do not want to "miss out" [2] - The external market is focused on two main issues: the conflicting signals regarding the Federal Reserve's interest rate cuts and the escalating trade tariffs, both of which are expected to influence the third quarter's market trends and fourth quarter policy changes [2] - The military industry is entering an upward cycle, with expectations for a turning point in orders by 2025, driven by new technologies and military trade opportunities [2][14] Sector Performance - The military sector continues to show strength, with companies like Guojijiangong and Changcheng Military Industry achieving consecutive gains and setting historical highs [3] - The baby and child concept stocks are gaining traction, supported by government policies promoting free preschool education starting in 2025 [3] - The PEEK materials sector remains active, with companies like Zhongxin Fluorine Materials and Xinhan New Materials seeing significant price increases [4] Investment Trends - International capital is increasingly allocating assets to Chinese stocks, with nearly 60% of sovereign wealth funds prioritizing China as an investment market [13] - The military trade sector is expected to see a strong demand-supply resonance due to global geopolitical changes, enhancing the overall valuation of the military industry [14] - The military industry is anticipated to enter a new growth cycle, with the "14th Five-Year Plan" entering a critical phase, supported by various factors including policy and technology [15]