Group 1 - The A-share market indices continued to rise, with the aerospace and defense sector showing significant strength, as evidenced by the CN5082 index increasing by 3.12% and 48 out of 50 constituent stocks rising [1] - The Aerospace and Defense ETF (159227) saw a 3.04% increase, with a trading volume reaching 158 million yuan, marking a new high since its listing [1] - The ETF has experienced net inflows for 15 consecutive trading days, with a current scale of 603 million yuan, leading its category [1] Group 2 - The recent deployment of "robot dogs" and ground combat robots by the PLA's Western Theater Command signifies a new phase in the military's transition towards unmanned ground forces [1] - The CN5082 index has a higher concentration in aerospace equipment and space equipment, with aerospace equipment accounting for 66.5%, compared to 40% in the CSI Military Industry Index and 52% in the CSI Defense Index [1] - Shenyin Wanguo Securities suggests that the military industry is likely to benefit from both fundamental improvements and valuation increases, recommending continued focus on the sector [2]