逆市加仓！卫星产业ETF(159218)盘中放量净流入！航天电子韧性红盘

Group 1 - The satellite sector experienced significant adjustments, with the first satellite industry ETF (159218) dropping by 2.31% as of 9:41 AM, while major stocks like Aerospace Electronics rose by 1.83% and China Satellite fell by 6.01% [1] - Despite the decline in some stocks, there was a net inflow of nearly 8 million in the market, indicating sustained investor interest [1] Group 2 - According to a report from Zhongtai Securities, the communication index significantly outperformed the market, with a year-on-year increase of 64.67% as of November 27, 2025, ranking second among 31 sub-sectors in the Shenwan industry classification [3] - The main driving factor for this growth is the commercialization of AI by overseas companies, which has led to notable increases in the prices of key weighted stocks such as optical modules [3] - The communication industry's PE-TTM (excluding negative values) stands at 24.6x, ranking 16th overall, indicating that it remains undervalued within the TMT sector [3] - Looking ahead to 2026, the communication sector is expected to present "overweight" opportunities driven by accelerated shipments of 1.6T and the performance release of IDC, liquid cooling, and IoT modules [3]