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新战争形态驱动行业升级,军工板块结构性轮动清晰,航空航天ETF(159227)延续上涨态势
Mei Ri Jing Ji Xin Wen· 2025-09-24 07:09
Group 1 - The three major indices continued to rise, with semiconductor and gaming sectors leading the gains, while the military industry maintained an upward trend [1] - The largest aerospace ETF (159227) showed a steady increase, up 0.36% with a trading volume of 71.16 million yuan, maintaining its position as the top in its category [1] - The military industry is expected to experience structural rotation internally, with clear rotation characteristics in sectors such as low-altitude economy, commercial aerospace, deep-sea technology, large aircraft, and military trade [1] Group 2 - The aerospace ETF (159227) tracks the National Aerospace Index, which has a strong military attribute, with 97.96% of the index comprising military-related sectors [2] - The weight of aerospace equipment in this ETF is as high as 65.4%, significantly exceeding that of other military indices [2] - This ETF provides investors with an efficient way to capture core military aerospace opportunities [2]