深市同标的规模最大的证券ETF（159841）回调跌0.74%，中信证券称中国权益资产正迎来年度级别的牛市，机构：低估值券商攻守兼备

Group 1 - The A-share market experienced a decline on May 30, with the brokerage sector undergoing a correction, while the Securities ETF (159841) saw a trading volume exceeding 620 million yuan and a drop of 0.74% [1] - Despite the market downturn, there has been a notable inflow of funds into the Securities ETF, accumulating over 140 million yuan in net inflows over the past nine trading days, with the latest fund size reaching 6.091 billion yuan, making it the largest in its category in the Shenzhen market [1] - The Securities ETF closely tracks the CSI All Share Securities Company Index, which includes major securities firms and financial technology leaders, and also allocates to off-market securities ETF linked funds [1] Group 2 - Analysts from CITIC Securities predict a bull market for Chinese equity assets in the coming year, with expectations of synchronized economic and policy cycles among China, the US, and Europe, potentially leading to significant market gains [2] - Historical data indicates that during synchronized economic cycles, the Shanghai Composite Index and the S&P 500 have averaged returns of 32.3% and 43.5% respectively, suggesting strong potential for upward movement in the indices [2] - The brokerage sector is typically a leading indicator for market peaks and troughs, with expectations that as retail investors enter the market, funds may shift from leading brokerage stocks to more speculative investments [2] Group 3 - Zhongyuan Securities recommends maintaining a focus on the brokerage sector, noting that the recent decline in valuation levels presents a good opportunity for reallocation [3] - Leading brokerage firms are expected to play a significant role in market recovery, particularly those with strong wealth management capabilities that can quickly leverage market activity for performance gains [3] - Selecting undervalued brokerages is seen as a viable strategy to capture structural opportunities in the sector, balancing both offensive and defensive positions for long-term investment [3]