Group 1 - The core viewpoint of the news highlights the performance and potential of the high-end equipment ETF, indicating a stable liquidity and significant market interest in the defense sector [2] - As of June 5, the high-end equipment ETF has a recent average daily trading volume of 62.60 million yuan, with a total trading volume of 24.83 million yuan on a specific day [2] - The latest scale of the high-end equipment ETF reached 1.25 billion yuan, with a balanced inflow and outflow of funds recently [2] - The top ten weighted stocks in the CSI High-end Equipment Sub-index account for 45.86% of the index, with key players including AVIC Shenyang Aircraft, AVIC Optical, and Aero Engine Corporation of China [2] - The release of the "Important Military Facility Protection Regulations" on May 26 emphasizes the protection of enterprises involved in national defense research and production, enhancing the institutional support for national defense modernization [2] Group 2 - The military industry sector is experiencing a re-evaluation of military trade logic due to regional conflicts, which is expected to break through domestic military product pricing bottlenecks and achieve sustainable long-term returns [2] - The defense and military industry sector is characterized by long-term growth certainty, with the current "14th Five-Year Plan" entering its final year and industry disturbances largely eliminated [2] - The recovery of downstream demand and optimization of production capacity structure contribute to a high safety margin for the sector [2] - Investors can consider the CSI High-end Equipment Sub-index 50 ETF linked fund (018028) to capitalize on industry rotation opportunities [3]