“牛市旗手”继续发力，国盛金控两连板！券商ETF续涨逾1%，基金经理：券商有补涨需求

Group 1 - The leading brokerage firms in the A-share market are experiencing significant gains, with Guosheng Financial Holdings hitting the daily limit and achieving a two-day consecutive rise [1] - Other brokerage stocks such as Xiangcai Securities and Xindai Securities also saw notable increases, with Xiangcai Securities rising over 7% and Xindai Securities up more than 3% [1][2] - The A-share brokerage ETF (512000) opened high and quickly surged by 1.33%, indicating strong trading enthusiasm with a transaction volume exceeding 200 million yuan within the first half hour [2][3] Group 2 - Recent favorable policies in the brokerage industry are expected to catalyze growth, focusing on financial openness and capital market reforms, which may provide new business growth points for brokerages [3] - The brokerage sector is currently undervalued, with institutional holdings at low levels, and macro measures to stabilize the stock market are expected to continue, supporting the outlook for brokerage firms [3][4] - The investment attractiveness of the brokerage sector is highlighted by its relatively low valuation and the potential for increased allocations from public funds, as the current allocation is only about 1% compared to a 10.6% weight in the CSI 300 index [4]