港股概念追踪|沪指创近十年新高 成交量急速放大提振券商业绩（附概念股）

Group 1 - The Shanghai Composite Index broke through the February 2021 high, reaching its highest level since August 2015, with the ChiNext Index rising nearly 3% [1] - The market saw a total transaction volume of 2.7 trillion yuan, an increase of over 500 billion yuan compared to the previous trading day, with more than 4,000 stocks rising [1] - Non-bank financial institutions saw a significant increase in deposits by 2.14 trillion yuan in July, reflecting a structural change in fund flows as residents shift funds to financial markets [1] Group 2 - The brokerage account openings have shown positive changes, with most brokerages reporting an increase in new accounts, some reaching the highest daily openings since August [1] - The growth in new clients is generally in the range of 30% to 50% year-on-year, indicating a steady recovery in market trading enthusiasm [1] - The M1 growth rate continued to rise in July, while the M2-M1 differential narrowed, indicating a clear trend of deposits flowing from enterprises and residents to non-bank sectors [1] Group 3 - The trend of residents' deposits moving towards capital markets is driven by the continuous decline in deposit rates and improving stock market profitability [2] - The brokerage sector is expected to see relative return opportunities, with a focus on leading brokerages and financial technology leaders benefiting from active market trading [2] Group 4 - Related Chinese brokerage stocks in the Hong Kong market include Zhongzhou Securities, Guolian Minsheng, CITIC Securities, China International Capital Corporation, GF Securities, Dongfang Securities, Everbright Securities, and Shenwan Hongyuan [3]