Workflow
深市同标的规模最大的证券ETF(159841)涨近1%,近10日累计“吸金”超1.2亿元,机构:券商有希望成为下一阶段“破局者”
2 1 Shi Ji Jing Ji Bao Dao·2025-06-04 03:16

Group 1 - A-shares opened higher with all three major indices rising, driven by active performance in the brokerage sector, with Everbright Securities up over 5% [1] - The Securities ETF (159841) saw a 0.84% increase, with a trading volume of nearly 70 million yuan, indicating active trading [2] - Recent data shows a significant inflow of funds into the Securities ETF, with a net inflow of over 120 million yuan in the past 10 days and a net inflow rate of 2.1% [2] Group 2 - Zhongyuan Securities noted that the significant drop in brokerage sector valuations since Q2 2025 presents a good opportunity for reallocation into the sector [3] - Leading brokerages are expected to play a pivotal role in the sector's recovery, particularly those with strong wealth management capabilities [3] - A strategy of selecting undervalued brokerages is suggested to capture structural opportunities in the sector, balancing both offensive and defensive positions for medium to long-term investments [3]