见证历史，就在明天！多头尾盘猛攻，国防军工ETF溢价飙升！机构：多重预期叠加，行情或将再次上行

Core Viewpoint - The defense and military industry ETF (512810) experienced a decline, with a drop of 2.25% and a trading volume of 225 million yuan, indicating a potential buying opportunity as large funds may be entering the market during dips [1][3]. Group 1: Market Performance - The defense and military ETF (512810) opened lower and fell nearly 4% during the day, eventually closing down 2.25% with a trading volume of 225 million yuan [1]. - High-profile stocks in the defense sector, such as Huafeng Technology and Aerospace Science and Technology, saw significant declines, with Huafeng down 12.38% and Aerospace Science and Technology down over 4% [5]. Group 2: Investment Sentiment - Analysts from Shenwan Securities expect that the adjustment phase for funds is nearing its end, with favorable industry fundamentals supporting a potential upward trend in the market [3]. - Open Source Securities believes that the current market rally in the defense sector is driven by a recovery in fundamentals rather than just event-driven catalysts, with military orders expected to continue to materialize through late 2025 [3]. Group 3: ETF Characteristics - The ETF (512810) covers a wide range of themes, including commercial aerospace, low-altitude economy, large aircraft, deep-sea technology, military AI, and controllable nuclear fusion, making it an efficient tool for investing in core assets of the defense sector [3].