The tax ceasefire has rekindled the stock market's headlines. The Sino-Tong Fight has not affected the market upward trend. In the past month, overseas ETFs have risen more than 10%, with a total of six files with the leading group rising by more than 10%. Among them, the best performance is that the No. 1 Gold SpaceSatellite has risen more than 15%, and its five ETFs with a monthly increase of more than 10% are semiconductors and technology-based, including Megawatt International Semiconductors, CITIC Japan Semiconductors, and China National Phoenix Semiconductors.
The legal person analyzed that this wave of space satellite and semiconductors has been rising, on the one hand, benefiting from the overall recovery of the stock price at the beginning of the year, and on the other hand, the industrial material support is strengthened. Space satellites benefited from the demand for satellite launches and national defense monitoring in various countries, and the semiconductors are AI, data center expansion, etc. In the second half of the year, there are still global tax partners and US tax reduction debt doubts in the financial market, but space satellite stocks have been affected by minor impacts, and are even beneficiaries of ground conflict, playing the role of the leading market leader in the second half of the year.
The First Gold SpaceSatellite has surged 15.42% in the past month. The Solactive SpaceSatellite Index has recently broken through the high point at the beginning of the year. Among them, the performance of multiple components has been strongly driven. Most of the strong stocks have benefited from the political tensions of the ground, military defense and space technology competition, which has inspired space satellite-related stocks to see a new wave of upward trends.
The manager of First Gold Space Space Satellite has been striving to observe that military competitions from various countries have strengthened ground detection capabilities and conducted ground detection through satellites. In recent conflicts between Iran and Israel, it has relied heavily on unmanned combat and defense, etc.; in addition to benefiting from commercial communications, satellite manufacturers have also strengthened security in various countries, and have continued to have positive outlook on profits, acquisitions and orders this year.
In the past month, many strong stocks have been strongly related to satellite monitoring and national security projects. For example, Blacksky Technology, which rose 80% in June, mainly engaged in satellite image monitoring. Recently, it has cooperated with the National Geographic Information Agency (NGA) to plan AI driver detection and monitoring; in June, 60% of satellite image company Planet Labs has obtained a cooperation in Beijing to provide satellite image monitoring.
In June this year, Redwire, a satellite equipment manufacturer, took advantage of the most unmanned machine dispute in the Central East conflict. Edge Autonomy, which was purchased for US$925 billion at the beginning of this year, strengthened the developing low-satellite unmanned machine connection mechanism, provided North Korea, the U.S. military, unmanned machine equipment, and performed detection, maritime monitoring, information collection, sensing and interference, which have had an important impact on the Russian-UK war and the Israeli-Iran conflict.
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