EASTMONEY(SZ:300059) Xin Lang Ji Jin·2025-08-15 05:45Group 1 - The A-share market is experiencing a significant rally, with the leading brokerage ETF (512000) surging by 5.5% and continuously reaching new highs for the year, with trading volume exceeding 2 billion yuan [1] - All 40 constituent stocks of the ETF saw gains, with notable performances from Changcheng Securities, Tianfeng Securities, and Dongfang Caifu, which rose nearly 11% with trading volume surpassing 31 billion yuan [1] - The increase in non-bank deposits in July, amounting to 2.14 trillion yuan, reflects a trend of residents shifting their savings towards financial products, likely influenced by the ongoing "slow bull" market [2][3] Group 2 - The chief economist of Zheshang Securities indicated that the recovery of the capital market and declining interest rates are driving the shift of resident deposits, creating a "seesaw effect" between resident and non-bank deposits [3] - Analysts from Zhongjin Company suggest that the current market trend is not over, recommending attention to brokerage and insurance sectors that benefit from increased resident capital inflow [3] - The top brokerage ETF (512000) and its linked fund (007531) track the CSI All Share Securities Company Index, with nearly 60% of its holdings concentrated in the top ten leading brokerages, and the fund size exceeding 26.2 billion yuan [3]