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中东局势紧张,航空航天ETF、航空航天ETF天弘获得资金净流入
Ge Long Hui· 2025-06-20 02:47
Group 1 - The Middle East situation is tense, with Iran warning against third-party intervention in the Israel-Iran conflict, and the U.S. considering military action against Iran [2] - The Israeli military has conducted airstrikes against Iran, while Iran has initiated missile attacks as part of its "Real Commitment-3" operation [2] - The U.S. continues to communicate with Iran, with President Trump indicating a significant chance for negotiations [2] Group 2 - The A-share military industry sector is gaining attention, with the Guozheng Aerospace Index seeing active trading and net inflows into aerospace ETFs, amounting to 38.69 million yuan and 10.2 million yuan respectively [3] - The Guozheng Aerospace Index has over 99% weight in the military industry, making it the highest military content index in the market [3] - Long-term growth certainty exists in the military industry, with demand recovering and structural optimization expected, especially as the 14th Five-Year Plan approaches its final year [3] Group 3 - International conflicts, such as the Israel-Palestine and Russia-Ukraine situations, highlight the demand for new weaponry characterized by intelligence, systematization, and informatization [4] - Global military spending is projected to increase by 9.4% in 2024, reaching $2.718 trillion, marking the highest growth since the Cold War and providing a material basis for the military industry [4] - Modern warfare is reshaping perceptions of conflict, with key areas like unmanned systems and electronic warfare gaining prominence, leading to new demands in the military industry [4] Group 4 - In China, the development of unmanned systems and electronic countermeasures is in its early stages but shows strong application certainty, potentially driving long-term growth in the military sector [5] - Military intelligence and smart technologies are becoming critical for battlefield dominance, impacting various operational aspects [5] - China's military trade is expected to grow, transitioning from recovery to high-speed growth by the end of the 14th Five-Year Plan, with a focus on high-precision weaponry [5]
未知机构:【狙击龙虎榜】市场攻守转换频繁注意节奏军贸预期未改关注-板块分歧承接强度-20250512
未知机构· 2025-05-12 04:00
发现至今最高涨幅 + 雷迪克 4月28日21:32《狙击 点,提及雷迪克计划通 增资的方式,获得誊展 关于我们 网站声明 联系方式 用户反馈 网站地图 帮助 cls 请输入要搜索 首页 电报 话题 盯盘 FM 投研 下载 【狙击龙虎榜】市场攻守转换频繁注意节奏 军贸预期未改 关注板块分歧承接强度 狙击龙虎榜 小林|财联社 2025.05.11 21:36 星期日 栏目:狙击龙虎榜 大,午后市场情绪与指 面上,市场热点快速轮 集体大涨,大消费股再 影视等方向领涨,受近 腾讯等企业相继宣布支 激,AI产业链全线走高 历过普涨和结构性板块 进入到个股行情。 相关股票: 主板 2只 创业板 1只 栏目:狙击龙虎榜 【狙击龙虎榜】盘 快速修复 明日若 或将迎来节点时刻 今日指数低开低走市场 情绪同步走弱,午后部 补跌。从板块来看,资 循环消费、涨价、国产 农业股逆势大涨,养鸡 高。盘后A50期指有所 仍将承压,关注高开回 会,或是一个重要节点 相关股票: 主板 3只 栏目:狙击龙虎榜 【盘面回顾与展望】 周五指数震荡回落,市场情绪同步走弱,中毅达延长重点监控时间一字跌停导致市场追涨氛围低迷,连板高标润贝航科和中超控 股 ...
0511狙击龙虎榜
2025-05-12 01:48
周五指数震荡回落,市场情绪同步走弱,中毅达延长重点监控时间一字跌停导致市场追涨氛围低迷,连板高标润贝航科和中超控 股均炸板大跌。从周三竞价大高开的高点算起,情绪端已经连续3个交易日有所回踩,明天理应出现回暖,是参与高标和反核的 节点。板块方面,周五资金防守为主,银行为首的高股息再度走强,代表进攻的科技股全线回落,机器人、泛A等跌幅居前,因 为攻守的反复反复拉扯,需要注意节奏。新方向军贸概念同样迎来分化,明天早盘大概率会有承压,目前预期比较模糊,那么大 概率就还能炒,关注人气股是否有反核的机会。此外周末官媒刊文表示如快解放和发展新质战斗力,留意军工信息化、军工A等 方向是否会走出趋势。其余方向整体看点不是太大,盘面轮动为主。 万向钱潮 国泰海通上海海阳西路 买入18633.98万 奥普光电 国泰海通上海海阳西路 买入5329.09万 章闊主 航天长峰 国泰海通上海海阳西路 买入2922.00万 国泰海通上海海阳西路 卖出10726.63万 华胜天成 南方精工 国泰海通直昌沿江大道 买入5326.68万 消闲派 05 中毅达 银河证券沈阳大北关街 买入2216.80万 陈小群 09 日 活 武汉凡谷 中泰证券湖北 ...