Group 1 - The core viewpoint of the news is the significant display of the military's new structural layout during the upcoming military parade, showcasing a large proportion of new domestic weaponry and equipment [1][2] - The air formation will feature aircraft models that are making their public debut for the first time [3] - The defense and military industry sector reacted positively in the secondary market, with stocks like Bolite rising by 8% and AVIC Chengfei increasing by 6%, indicating strong investor interest [3] Group 2 - The "August 1" defense and military ETF (512810) saw a rapid increase, reflecting high trading activity and strong buying interest, with over 52 million yuan invested in advance [3][5] - Historical data from previous military parades (2015-2019) shows that the defense and military sector typically experiences a surge in stock prices around such events [5] - Analysts suggest that current market conditions, including improved risk appetite, geopolitical tensions, and increased capital operations, will support further growth in the defense and military sector [5]