美军突袭委内瑞拉引爆全球！A股5大板块将巨震，龙头已异动？

Core Viewpoint - The U.S. military's surprise operation in Venezuela has heightened global geopolitical tensions, impacting various sectors in the A-share market, particularly those related to defense, oil, lithium resources, gold, and supply chain security [1][3]. Group 1: Military Operation Details - The U.S. military operation, named "Absolute Resolve," involved over 150 aircraft and was executed within three hours, successfully capturing President Maduro and his wife [3]. - The operation was meticulously planned over several months, with significant military assets deployed, including F-22 and F-35 fighter jets, and B-1 bombers [3]. Group 2: Impact on A-share Market - The conflict is expected to cause significant movements in five key sectors: defense and military, oil services and transportation, lithium resources, gold, and supply chain security [4]. - Historical trends indicate that military conflicts typically lead to increased orders and positive sentiment in the defense sector, with China's military budget growing at around 7% annually [4]. Group 3: Sector-Specific Insights - Defense and Military: Likely to benefit from increased orders due to heightened geopolitical tensions [4]. - Oil Services and Transportation: Venezuela's oil infrastructure may be damaged, leading to higher global oil prices and increased demand for oil services and transportation [4]. - Lithium Resources: The conflict may halt lithium mining operations in Venezuela, exacerbating supply shortages as global demand for electric vehicles rises [4]. - Gold: Traditionally viewed as a safe-haven asset, gold prices are expected to rise amid increased global uncertainty [4]. - Supply Chain Security: Disruptions in Venezuela's mining operations could accelerate domestic production in China for critical materials [4]. Group 4: Market Movements and Stock Performance - Leading stocks in relevant sectors have already shown signs of movement, with increased trading volumes and price changes noted prior to the conflict [5]. - Key players include military contractors like AVIC Shenyang Aircraft Corporation and lithium producers such as Ganfeng Lithium, which have demonstrated strong business fundamentals [5].