Group 1 - The defense and military sector experienced a significant surge, with the "August 1" defense military ETF (512810) rising by 2% in the afternoon, reaching a new three-and-a-half-year high [1] - Several key stocks in the sector rebounded sharply, with Great Wall Military rising over 8% and a trading volume exceeding 1.1 billion yuan, surpassing the previous day's total [1][2] - The upcoming military parade scheduled for August 20, 2025, is expected to catalyze further interest and investment in the defense sector, as historical data shows a pattern of price increases around similar events from 2015 to 2019 [1][2] Group 2 - Recent reports from CITIC Securities suggest that the market's positive sentiment is likely to continue, with a focus on sectors such as defense and military, innovative pharmaceuticals, resources, communications, and gaming [3] - The "August 1" defense military ETF (512810) is highlighted as an efficient investment tool that covers various trending themes, including commercial aerospace, low-altitude economy, large aircraft, deep-sea technology, military AI, and controllable nuclear fusion [3]
ETF盘中资讯|长城军工再现巨振,逆转狂飙8%!国防军工ETF冲击2%再刷阶段新高