上两周持续“吸金”累计超10亿元，券商ETF（159842）盘初走高，券商板块估值修复机遇获看好

Core Viewpoint - The A-share market is experiencing a positive trend, particularly in the brokerage sector, which is seen as a "bull market flag bearer" with significant investor interest in its valuation [1] Group 1: Market Performance - On September 15, the three major A-share indices opened higher, with the CSI All Share Securities Companies Index rising by 0.44% [1] - Key stocks in the sector, such as Guosheng Financial Holdings, surged over 3%, while other firms like Guohai Securities, Huaxin Securities, and Dongfang Wealth also saw gains [1] Group 2: ETF Activity - The Broker ETF (159842) increased by 0.42% with a trading volume exceeding 21 million yuan and a premium rate of 0.02%, indicating active trading [1] - Over the past two weeks, the Broker ETF has experienced continuous net inflows, accumulating over 1 billion yuan [1] Group 3: Analyst Insights - Analysts believe that the brokerage sector's performance is likely to improve due to favorable market fundamentals and ample liquidity, suggesting a new phase of valuation recovery for the sector [1] - Guojin Securities highlighted a significant improvement in the brokerage sector's performance in the first half of the year, emphasizing the mismatch between high profitability and low valuations, which presents a compelling investment opportunity [1] - Recommendations include focusing on high-quality brokerages with valuations significantly below the average and exploring potential merger and acquisition opportunities within the sector [1]