Q2证券板块基金持仓环比边际提升，券商ETF（159842）盘中溢价，中银证券涨超4%

Group 1 - The three major indices opened mixed on July 29, with the brokerage ETF (159842) down 0.60% and a trading volume exceeding 10 million yuan, indicating active trading despite a slight decline [1] - The brokerage ETF tracks the CSI All Share Securities Companies Index, which consists of up to 50 securities companies to reflect the overall performance of the industry [1] - As of July 28, the Shanghai Composite Index has risen by 7.34% year-to-date, with an average daily trading volume of 1.42 trillion yuan, a year-on-year increase of 70.78% [1] Group 2 - The brokerage index has shown a steady increase in July, approaching the rebound high from the fourth quarter of the previous year, indicating a strengthening overall pattern [2] - If the capital market remains stable and becomes more active in the second half of the year, the brokerage sector is expected to outperform the market benchmark index [2] - Many listed brokerages have reported better-than-expected interim performance forecasts, suggesting a positive outlook for the sector [2]