大国重器，九三亮剑！八一军工，蓄势待发！关注代码有“八一”的国防军工ETF（512810）

Group 1 - The defense and military industry is expected to outperform the market, especially around significant military parades, as historical data shows that the defense military ETF (512810) typically outperforms the CSI 300 index before and after major parades [5] - The upcoming 2025 military parade will showcase domestically produced main battle equipment, including new-generation weaponry and strategic assets, which is anticipated to attract high market attention [6] - China's military equipment has demonstrated superior performance in conflicts, with prices being 40%-60% lower than those of Western counterparts, potentially driving a surge in military trade orders, with exports expected to exceed $45 billion in 2025, marking a 30% year-on-year increase [7] Group 2 - AI technology is evolving from a supportive tool to a core component of combat systems, with applications in unmanned operations, command decision-making, and predictive maintenance, which could lead to the emergence of disruptive military technology giants [8][10]