Group 1 - The non-bank financial sector, particularly the securities segment, is experiencing improved market conditions and high trading activity, benefiting from both valuation and performance attributes [1] - Long-term prospects for brokerages are positive due to the initiation of a new round of capital market reforms, indicating significant growth potential [1] - The insurance industry is expected to maintain a stable and resilient development trend by 2025, with current valuations and holdings at a low point, suggesting potential for valuation recovery [1] Group 2 - The joint issuance of the "Guiding Opinions on Financial Support for New Industrialization" by the central bank and seven departments emphasizes the synergy between financial and industrial policies, enhancing the financial sector's ability to serve the real economy [1] - The Securities ETF (512880) tracks the securities company index (399975), which reflects the overall performance of listed companies in the securities industry, focusing on firms with strong capital and market share [1] - Investors without stock accounts can consider the Guotai CSI All-Share Securities Company ETF Link C (012363) and Link A (012362) for exposure to the securities sector [1]
关注证券ETF(512880)投资机会,市场交投活跃促进估值修复
Sou Hu Cai Jing·2025-08-14 09:07