Core Viewpoint - The market showed resilience with major indices rebounding after a dip, despite some leading brokerage firms experiencing significant sell orders towards the end of the trading session [1][2]. Group 1: Market Performance - On September 17, the market experienced a strong rebound, with the three major indices recovering from earlier lows [1]. - The brokerage sector saw fluctuations, with some leading firms facing large sell orders [1]. Group 2: ETF Insights - The brokerage ETF (159842) rose by 0.33% on the same day, with a trading volume exceeding 400 million yuan [1]. - Since August 27, the brokerage ETF has recorded a continuous inflow of capital for 16 trading days, totaling a net inflow of 2.194 billion yuan [1]. - The latest figures show the ETF's shares and total assets reaching historical highs of 5.383 billion shares and 6.472 billion yuan, respectively [1]. - Year-to-date, the share change rate of this ETF has reached 200.2%, leading among similar products [1]. Group 3: Analyst Perspectives - Analysts suggest that the unusual sell orders faced by leading brokerages do not indicate a lack of investment value in the sector [2]. - From a liquidity perspective, it is noted that household savings are beginning to enter the market, indicating potential for further performance in brokerage stocks [2]. - The focus is on undervalued, low allocation, high ROE leading brokerages and those with fundamental changes, which are seen as having better investment value [2]. - The brokerage ETF tracks the CSI All Share Securities Companies Index, which includes up to 50 brokerage stocks to reflect the overall performance of the sector [2].
“聪明资金”还在买!券商ETF(159842)最新规模突破64亿元,创历史新高
Mei Ri Jing Ji Xin Wen·2025-09-18 00:44