昨日“吸金”近4900万元，券商ETF（159842）盘中再获净申购，机构：券商板块景气度上行

Group 1 - The brokerage sector experienced fluctuations in early trading on July 30, with the brokerage ETF (159842) down 0.09% and a trading volume exceeding 34 million yuan [1] - The ETF saw a net inflow of 48.92 million yuan yesterday, indicating positive investor sentiment [2] - Major brokerage firms are expected to report better-than-expected mid-year performance, contributing to a marginal increase in holdings in the sector [2] Group 2 - The brokerage ETF tracks the CSI All Share Securities Company Index, which includes up to 50 securities companies to reflect the overall performance of the industry [2] - Analysts from Huachuang Securities noted that the sector is benefiting from improved market sentiment and policies related to virtual assets, with a recommendation to focus on performance forecasts and stablecoin themes [2] - Shenwan Hongyuan emphasized the rising prosperity of the brokerage sector and reiterated the value of allocation, recommending three investment lines: strong head institutions benefiting from improved competition, brokerages with significant performance elasticity, and firms with strong international business competitiveness [2]