A股重要突破！牛市还看券商，顶流券商ETF连涨6日！有色金属走强，159876猛涨超3%上探3年新高！

Market Overview - The A-share market experienced a strong upward trend, with all three major indices reaching new highs for the year, and the Shanghai Composite Index closing above 3600 points for the first time since January 2022 [1][2] - The total trading volume in the Shanghai and Shenzhen markets was 1.84 trillion yuan, with over 4300 stocks rising, indicating a bullish market sentiment [1] Sector Performance - The leading sectors included brokerage, healthcare, non-ferrous metals, fintech, defense, and chemicals, all showing significant gains [1] - The top-performing ETFs included: - Brokerage ETF (512000) rose by 2.88%, marking its sixth consecutive day of gains [2] - Non-ferrous metals ETF (159876) surged over 3%, reaching its highest point since July 2022 [1][10] - Healthcare ETF (512170) increased by 2.82% [1] Brokerage Sector Insights - The brokerage sector saw a median increase of 2.45% across 49 brokerage stocks, with notable gains from Jinlong Co. and Zhongyin Securities [4] - Major funds flowed into the brokerage sector, with a net inflow of 9.721 billion yuan, indicating strong investor interest [5] - The brokerage sector is highly correlated with market conditions, often leading market recoveries due to its high beta characteristics [6][9] Non-Ferrous Metals Sector Insights - The non-ferrous metals sector experienced a collective surge, driven by supply contraction expectations and strong performance from key stocks like Northern Rare Earth and Tianqi Lithium [10][12] - The sector attracted a net inflow of 16.680 billion yuan, the highest among 31 industry categories [12] - The low valuation of the non-ferrous metals sector, with a price-to-book ratio of 2.24, suggests potential for valuation recovery [15] Fintech Sector Insights - The fintech sector has shown significant activity, with the fintech ETF (159851) reaching its historical high, supported by a 60% increase in stock prices over the past month [18][19] - The sector is expected to benefit from increased trading volumes and technological advancements, particularly in AI and stablecoin innovations [22] - The fintech ETF has seen substantial inflows, with over 2 billion yuan in the last ten days, indicating strong market interest [20]