Core Viewpoint - The Securities ETF (159841) has seen significant capital inflow and is experiencing a strong performance, with a notable increase in its scale and investor interest [1][2]. Group 1: ETF Performance - The Securities ETF (159841) opened lower but rebounded, currently down 0.17% with a trading volume exceeding 47 million yuan and a premium/discount rate of 0.03% [1]. - The ETF has received a net subscription of 3.6 million units, indicating strong investor interest [1]. - Over the past 20 trading days, the ETF has recorded net inflows on 18 days, accumulating over 2 billion yuan in total inflows [2]. Group 2: Component Stocks - Among the component stocks, Zhongjin Company and Xinda Securities have risen over 1%, with Huayin Securities and Dongfang Securities also showing gains [2]. Group 3: Market Context - The ETF closely tracks the CSI All Share Securities Company Index, which includes major securities firms and financial technology leaders in the A-share market [2]. - The recent performance of listed brokerages has been positive, with Dongwu Securities being the first to announce a profit increase for the third quarter, exceeding last year's total net profit [2]. - Analysts expect the brokerage sector to maintain a high level of prosperity due to increased trading activity, expanded margin financing, and a surge in new account openings [2][3]. Group 4: Investment Outlook - According to Fangzheng Securities, the recovery trend in the brokerage sector's fundamentals is clear, with a divergence between performance growth and valuation, highlighting the importance of sector allocation opportunities [3].
规模破百亿元的证券ETF(159841)盘中获净申购360万份,东吴证券三季报率先预喜