国之重器集中亮相！国防军工ETF资金面火热，连续7日吸金合计超3．4亿元！机构：短期波动不扰长期逻辑

Core Viewpoint - The defense and military industry sector is experiencing heightened attention and significant capital inflow, particularly highlighted by the recent performance of the defense military ETF (512810) which has seen substantial net subscriptions over the past week [1][3]. Group 1: Market Activity - On September 2, the defense military ETF (512810) recorded over 117 million yuan in net subscriptions, marking a total of over 340 million yuan in inflows over the past seven trading days [1]. - Following a significant event on September 3, the defense military sector experienced increased volatility, with the ETF dropping over 3% in early trading, and several component stocks, including drones and aviation companies, falling more than 7% [3]. Group 2: Future Outlook - Historical patterns suggest that major events in the defense sector often lead to short-term volatility characterized by "speculative trading followed by profit-taking" [3]. - Analysts from Shenwan Securities anticipate that the adjustment phase for capital is nearing its end, with a favorable industry outlook supported by upcoming quarterly reports expected to exceed expectations [3]. - The "14th Five-Year Plan" is expected to open up new opportunities for the defense and military sector, alongside increasing expectations for military trade, suggesting a potential upward trend in the market [3]. Group 3: Investment Tools - The defense military ETF (512810) encompasses a 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].