乘风商业航天涨停潮，军工ETF华宝涨超4%再创上市9年多新高！八部门发文，国产AI产业链闻风而动

Market Overview - The A-share market experienced narrow fluctuations with the Shanghai Composite Index slightly declining but recording 15 consecutive positive trading days. The total trading volume in the Shanghai and Shenzhen markets was 2.8 trillion yuan, a slight decrease from the previous trading day, but it has exceeded 2.5 trillion yuan for four consecutive days [1][22] - Over 3,700 stocks in the market rose, with 111 stocks hitting the daily limit [1][22] Sector Performance - The commercial aerospace sector saw a surge, with stocks like Aerospace Nanhu and Hailanxin hitting the 20% limit up. The military industry ETF, Huabao (512810), rose over 4%, marking its largest single-day increase in nearly six months and continuously reaching new highs since its listing in August 2016 [1][22][26] - The popular general aviation ETF, Huabao (159231), also increased by over 4%, setting a new high since its listing, with a net subscription of 14 million units in a single day [1][22] - The "AI + Manufacturing" policy was released by the Ministry of Industry and Information Technology and seven other departments, leading to gains in the domestic AI industry chain ETFs, including the Sci-Tech AI ETF Huabao (589520), which rose over 1% [1][22][30] ETF Performance - The military ETF Huabao (512810) recorded a trading volume of 883 million yuan, with a peak increase of 4.55% during the day [4][26] - The Sci-Tech AI ETF Huabao (589520) saw a price increase of 2.39% during the day, closing up 1.27%, with a total trading volume of 499.1 million yuan [11][33] - The general aviation ETF Huabao (159231) had a trading volume of 19.97 million yuan, with a price increase of 4.46% [24] Investment Insights - Dongguan Securities suggests that the market has potential for upward movement before the Spring Festival, and any short-term adjustments could be seen as opportunities for low-cost positioning. The main risk factors that previously constrained the market have eased, and market sentiment is expected to remain positive [22] - The military industry is expected to see a significant boom, with a focus on commercial aerospace and related sectors. The military ETF Huabao (512810) covers 24 commercial aerospace concept stocks, with several stocks hitting the daily limit [25][30] - The AI chip industry is anticipated to grow rapidly, driven by demand for AI computing power, with companies like Huawei and Cambrian accelerating domestic chip production [13][30]