ETF复盘资讯｜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 - A-shares experienced narrow fluctuations with the Shanghai Composite Index slightly declining but recording 15 consecutive days of gains [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.8 trillion yuan, a slight decrease from the previous trading day, but has remained above 2.5 trillion yuan for four consecutive days [1] - Over 3,700 stocks in the market rose, with 111 stocks hitting the daily limit [1] Sector Performance - The commercial aerospace sector saw a surge, with stocks like Aerospace Nanhai and Hailanxin hitting the 20% limit up [1] - The military industry ETF, Huabao (512810), rose over 4%, marking its largest single-day increase in nearly six months and reaching a new high since its listing in August 2016 [1][6] - The popular general aviation ETF, Huabao (159231), also increased by over 4%, setting a new record since its listing, with a net subscription of 14 million units in a single day [1] Policy Impact - The Ministry of Industry and Information Technology and seven other departments issued the "Implementation Opinions on the Special Action of 'Artificial Intelligence + Manufacturing'," focusing on the domestic AI industry chain [1] - Following this policy announcement, the AI-related ETFs, including the Huabao Science and Technology AI ETF (589520) and the Big Data ETF (516700), saw increases of over 1% [1][12] Stock Highlights - The military ETF Huabao (512810) recorded a trading volume of 883 million yuan, with a notable increase in net inflow of funds into defense and military stocks, totaling 18.932 billion yuan [6][8] - Key stocks within the military ETF include Aerospace Nanhai, Hailanxin, and Aerospace Electronics, which have seen significant trading volumes and price increases [5][10] Future Outlook - Dongguan Securities anticipates that the market will maintain upward momentum before the Spring Festival, suggesting that any short-term adjustments could present buying opportunities [2] - The overall market sentiment is expected to remain positive, with a focus on sectors such as dividends, TMT (Technology, Media, and Telecommunications), and consumer goods [2]