10天疯狂吸金31亿元，顶流券商ETF（512000）最新规模超312亿元创新高

Core Viewpoint - The A-share brokerage sector is experiencing a market correction, but there is a notable increase in capital inflow into the brokerage ETF (512000), indicating optimistic expectations for the sector's future performance [1][2]. Group 1: Market Performance - On September 3, the brokerage ETF (512000) saw a decline of 3.39%, with a trading volume exceeding 1.4 billion yuan, reflecting active trading despite the market downturn [1]. - Over the past four days, the brokerage ETF has attracted a total of 1.084 billion yuan, and in the last ten days, the cumulative net inflow reached 3.103 billion yuan, showcasing strong investor interest [1]. Group 2: Support for Brokerage Sector - Three main factors are supporting the increased allocation value in the brokerage sector: 1. Policy support aimed at "activating the capital market," including the deepening of the registration system and the optimization of trading mechanisms, which expands the business scope for brokerages [1]. 2. Recovery in market confidence leading to increased trading activity and margin financing, along with anticipated inflows from pension funds and insurance, providing a solid foundation for brokerage performance [1]. 3. The brokerage industry is focusing on developing high-value-added services, particularly in wealth management and institutional business, which enhances revenue structure and profitability stability [1]. Group 3: ETF Composition - The brokerage ETF (512000) and its linked fund (006098) passively track the CSI All Share Securities Companies Index, encompassing 49 listed brokerage stocks, with nearly 60% of the portfolio concentrated in the top ten leading brokerages [2]. - The ETF serves as an efficient investment tool that balances exposure to leading brokerages while also capturing the high growth potential of smaller brokerages [2].