国防军工板块重挫，资金逢跌吸筹迹象明显

DoNews2025-08-01

8月1日午后，国防军工板块持续走低，地面兵装方向领跌，国防军工ETF（512810）跌幅扩大至2%，北方导航、建设工业跌逾6%。尽管板块走弱，但场内资金活跃，ETF成交额超9200万元，买盘强劲，资金逢低吸纳迹象明显。此前4个交易日，该ETF获净申购近1亿元，显示资金对板块配置价值的认可。市场分析指出，板块连续调整或受三大因素影响：市场系统性风险释放、前期获利了结以及短期情绪降温。中航证券认为，...

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