“牛市旗手”盘中爆发，助力沪指突破3600点！深市同类规模最大的证券ETF（159841）涨超2%创年内新高

Group 1: Securities Sector - The market showed a slight upward trend with major indices rising, driven by a strong performance in brokerage stocks, helping the Shanghai Composite Index surpass 3600 points [1] - The largest securities ETF in the Shenzhen market (159841) increased by 2.14%, reaching a new high for the year, with a net inflow of over 230 million yuan since July 16, adding 22.2 million shares [1] - The core drivers for the rise in the brokerage sector include sustained high trading volumes expected in 2025, recovery in the equity market fundamentals, and new developments in mergers and acquisitions [1] - Institutions predict that by Q2 2025, listed brokerage firms' operating income may grow by 10% year-on-year, and net profit attributable to shareholders may increase by 20% [1] - The improvement in performance, ongoing mergers and acquisitions, and steady refinancing are expected to enhance the net asset scale of brokerages, with a continued upward trend in ROE [1] Group 2: Banking Sector - The banking sector, which had been adjusting recently, experienced a rebound with the Tianhong Bank ETF (515290) rising by 1.22% [2] - In a low interest rate and asset scarcity environment, dividend-paying assets with stable ROE are seen as resilient and attractive, likely becoming important long-term investment options amid market volatility [2] - Following interest rate cuts, the space for risk-free rates to decline has opened, and the push from the National Financial Regulatory Administration for insurance funds to enter the market highlights the value of state-owned banks [2] - Investors can also consider securities ETF linked funds and Tianhong Bank ETF linked funds to capitalize on the upward opportunities in the financial sector [2]