ETF盘中资讯｜牛市确认？融资余额创逾10年新高！券商震荡蓄力，A股顶流券商ETF（512000）近3日吸金2.39亿元

Core Viewpoint - The A-share market is experiencing a bullish trend, with the Shanghai Composite Index surpassing 3600 points and the margin trading balance reaching 2 trillion yuan, the highest in over a decade, indicating a growing market sentiment [1] Group 1: Market Performance - The Shanghai Composite Index has reached a new closing high, surpassing 3600 points as of August 5 [1] - The margin trading balance has increased to 2 trillion yuan, with the financing balance also hitting a 10-year high of 1.99 trillion yuan [1] Group 2: Brokerages and ETFs - Brokerages are expected to benefit significantly from the current market cycle, with increased activity in the brokerage sector [3] - The A-share leading brokerage ETF (512000) has seen significant inflows, totaling 239 million yuan over three consecutive days [1][3] - The brokerage ETF tracks the CSI All Share Securities Companies Index, encompassing 49 listed brokerage stocks, with nearly 60% of its holdings concentrated in the top ten leading brokerages [3] Group 3: Investment Strategies - Analysts suggest that the brokerage sector is poised for increased capital allocation due to active trading and ongoing performance recovery [3] - The new "National Nine Articles" policy is expected to provide clear guidance for cultivating top-tier investment banks, maintaining a long-term positive outlook for the capital market [3] - The brokerage ETF serves as an efficient investment tool, balancing exposure to leading brokerages while also capturing the high growth potential of smaller firms [3]