Market Overview - The A-share market saw all three major indices rise in early trading, with the Shanghai Composite Index up 0.2%, the Shenzhen Component Index up 0.54%, and the ChiNext Index up 0.93% [1] - The total market turnover reached 932.6 billion yuan, a decrease of 81.1 billion yuan from the previous day, with over 3,500 stocks rising [1] ETF Performance - The gaming ETFs led the market with significant gains, including the gaming ETF (159869) rising by 6.52%, the gaming ETF (516010) increasing by 6.32%, and the Huatai-PB gaming ETF (516770) up by 5.99% [1][2] - Other notable ETFs included the Aerospace ETF Tianhong (159241) rising by 4.61% and the Aerospace ETF (159208) increasing by 4.55% [2] Defense Industry Outlook - The domestic defense industry is expected to experience a growth cycle, driven by the completion of previously delayed defense construction tasks and long-term goals such as the centenary of the military in 2027 and defense modernization by 2035 [3] - The military industry is anticipated to benefit from stable order support, leading to improved corporate performance [3] - The defense and military industry is transitioning from emotional catalysts to fundamental realization, with domestic demand entering a new prosperity cycle [4] Future Projections - The modernization of national defense equipment is expected to accelerate, with growth opportunities in shipbuilding, aerospace, commercial space, and low-altitude economy sectors [4] - The military industry is likely to develop a multi-faceted driving pattern combining internal and external growth, military and civilian products, and domestic and foreign trade [4]