大金融异动拉升，券商ETF飙涨逾4%，银行ETF再探新高！机构：顺周期有望积极修复

Group 1 - The financial sector experienced a broad rally on May 14, with banks like Everbright Bank, Chengdu Bank, and Bank of Communications hitting new highs, while brokerage firms also saw significant gains, with Hongta Securities approaching the daily limit and other firms like Jinlong Co., Huatai Securities, and CITIC Securities leading in percentage increases [1] - The A-share leading brokerage ETF (512000) surged by 4.63%, while the bank ETF (512800) rose over 1%, indicating active trading in these sectors [1] - Analysts suggest that the central bank's monetary policy measures, including reserve requirement ratio cuts and interest rate reductions, are expected to boost market confidence and catalyze a rebound in cyclical sectors [3] Group 2 - The bank ETF (512800) has shown a steady six-day increase, reaching a new high since its listing in 2017, marking the fourth consecutive day of historical highs [4] - The bank ETF passively tracks the CSI Bank Index, which includes 42 listed banks in A-shares, with nearly 30% of its holdings in major state-owned banks like ICBC and ABC, capturing high dividend opportunities, while about 70% focuses on high-growth joint-stock banks and city commercial banks [3][5] - The brokerage ETF (512000) tracks the CSI All Share Securities Company Index, encompassing 50 listed brokerage stocks, with nearly 60% of its holdings concentrated in the top ten leading brokerages, while the remaining 40% includes smaller brokerages with high performance potential [5]