军工ETF（512660）收涨超过2.4%，大国博弈下行业前景引关注

Group 1 - The core viewpoint is that the intensification of great power competition is a long-term trend, leading to a positive outlook for the military industry [1] - By 2027, there is a goal to ensure the achievement of the centenary military objectives, with expectations for accelerated shortfall compensation during the 14th Five-Year Plan period [1] - Increased global cross-regional joint military exercises, heightened regional sovereignty frictions, prolonged local conflicts, and accelerated defense equipment deployment by multiple countries highlight the critical role of military equipment's intelligence, unmanned capabilities, and regional defense technologies [1] Group 2 - It is recommended to focus on cutting-edge hotspots in national defense information technology, regional air defense, and missile defense equipment construction [1] - The military ETF (512660) tracks the CSI Military Industry Index (399967), which selects listed companies in the defense industry from the Chinese A-share market, reflecting the overall performance of military-related listed companies [1] - The index components mainly cover aerospace and national defense sectors, including machinery manufacturing and related supporting services, calculated using a cap-weighted method with a weight limit for individual samples [1]