Core Viewpoint - The stock market experienced a pullback in the morning, while the brokerage sector saw an increase, indicating a potential investment opportunity in this area [1] Market Performance - As of 10:45, the Hong Kong Securities Index rose by 0.9%, and the CSI All Share Securities Companies Index increased by 1.3% [1] - The Hong Kong Securities ETF (513090) recorded a trading volume exceeding 15 billion yuan, leading the entire market in ETF transactions [1] Capital Market Data - The latest trading day saw the A-share margin financing and securities lending balance reach 2.44 trillion yuan, setting a new historical high [1] - The average daily trading volume for A-shares in the third quarter was 21.3 trillion yuan, reflecting year-on-year and quarter-on-quarter increases of 210% and 67%, respectively [1] - The average daily trading volume for Hong Kong stocks in the third quarter was 222.2 billion yuan, with year-on-year and quarter-on-quarter growth of 172% and 29%, respectively [1] Brokerage Sector Outlook - Huatai Securities noted that the continuous increase in margin financing balance and rising market activity could benefit the securities sector, with leading brokerages currently offering high valuation attractiveness [1] - The Hong Kong Securities Index includes securities investment-themed listed companies selected from the Hong Kong Stock Connect, while the CSI All Share Securities Companies Index comprises all listed companies in the securities industry from the CSI All Share [1] - The Hong Kong Securities ETF (513090) and the E Fund Securities ETF (512570) track the aforementioned indices, providing investors with convenient access to brokerage sector investment opportunities [1]
券商板块逆势上涨,关注香港证券ETF(513090)、证券ETF易方达(512570)等投资价值