Group 1 - The market trading volume continues to rise, with mid-year earnings forecasts exceeding expectations, and stablecoins providing a catalyst for growth, indicating a favorable outlook for undervalued leading brokerage firms [1] - Proprietary trading and margin financing businesses are performing steadily, while wealth management transformation shows differentiation and long-term potential [1] - Based on the industry rotation model, the non-bank financial sector has been included in the August industry combination, highlighting its short-term allocation value [1] Group 2 - As the market approaches previous highs, attention should be paid to the trends in non-bank and financial technology sectors [1] - In the current environment of rising uncertainty, stable dividends (including non-bank financials) still hold allocation value [1] - The Securities ETF (512880) tracks the Securities Company Index (399975), which mainly consists of brokerage stocks in the A-share market, reflecting the overall performance of the securities industry [1]
关注证券ETF（512880）投资机会，市场交易量与中报预期下具备长期潜力
Mei Ri Jing Ji Xin Wen·2025-07-31 05:54