年内份额增长率居同标的第一，券商ETF（159842）午后拉升涨超3%，机构：证券行业将持续处于本轮上升周期中

Group 1 - The financial sector experienced a significant rally, with the brokerage sector leading the gains, as evidenced by the brokerage ETF (159842) rising by 3.08% and achieving a trading volume exceeding 360 million yuan [1] - The brokerage ETF (159842) has seen a substantial increase in shares, with a growth of 5.389 billion shares year-to-date, representing a year-on-year growth rate of 300.52%, the highest among similar products [1] - Zhongyuan Securities forecasts that the equity market is expected to maintain a relatively strong performance through 2026, with the brokerage sector continuing to be in an upward cycle, and leading brokerages likely to play a pivotal role during the sector's resurgence [1] Group 2 - Donghai Securities noted recent adjustments in the composition of the CSI series indices, where top brokerages are recognized for their scale and trading activity, while internet brokerages are better aligned with the leading index due to technological empowerment [2] - The adjustments in the indices are believed to enhance the industry representation and market adaptability, which may guide passive funds to reallocate, maintaining a relatively optimistic outlook on future allocation demand and intensity for the sector [2]