The military sector opened higher today, as of early trading**, CSI Military rose 1%, *, $China Shipbuilding$+185%, AVIC Shenfei $ +078%, Hangfa Power $+127%, AVIC Optoelectronics $ $ AVIC Optoelectronics $ +126%, so what is the reason for the military sector?Can it really stabilize?
For the military sector, I think the main reasons are as follows:
First, the military sector is a relatively weak sector this year, especially during the period from July to the end of October, there was a large drawdown, and it is currently at a relatively low point in the year, one of the reasons may be the reason for the slowdown in performance growth, and with the performance of the negative landing, the military sector has the demand to make up for the rise;
Second, geopolitical factors have made the military sector maintain a high level of attention, the latest news over the weekend is that the Palestinian-Israeli ceasefire has ended, Israel continues to carry out air strikes on the low point of Gaza, in addition, the waters around us are not very peaceful, and the troops in the theater are always on high alert;
Third, on Friday, Guoxin increased its holdings in the central enterprise science and technology leading index, and then announced that it would continue to increase its holdings in the future, and many military companies are central enterprises, and the increase in the holdings of the national team is obviously a good thing for the military sector;
Based on the above points, it is not surprising that the military sector is the most important, so from a technical point of view, the trend of the CSI military industry in the past month is not bad, after the end of October, it has risen for four weeks, and gradually formed a trend, after the first two weeks, it was supported on Thursday and Friday on the 30th, and it is still in the trend since the end of October.
Below are some real-time estimates (updated to 11:30) for reference only.
Commonly used industry indices: $CSI Liquor$, Hang Seng Technology Index$, Semiconductor$, New Energy Vehicles$$, Game Animation$$Biomedicine$