Group 1 - Goldman Sachs China noted that net buying in trading desks is dominant, with a focus on brokerage stocks [1] - Zhongtai Strategy Analysis believes the market is approaching a bottom range, suggesting it is a good time to position in the market, particularly in the non-bank sector [1] - Dongcai Strategy's daily review indicates that the non-bank financial sector has recently led the market [1] Group 2 - Guotai Haitong's non-bank team released a report predicting that the development of digital RMB will bring broad prospects, emphasizing attention on banking IT and financial technology sectors [1] - As of December 26, 2025, the Guozheng Securities Leading Index (399437) surged by 1.28%, with component stocks like Industrial Securities up by 4.18% and Dongfang Wealth up by 2.19% [1] - The Securities ETF Leader (159993) rose by 1.14%, marking a three-day consecutive increase, with the latest price at 1.33 yuan [1] Group 3 - Founder Securities in its annual industry strategy report pointed out that the securities sector has been "lagging" but is on an upward trend in ROE, suggesting that the sector's market performance, though delayed, is forthcoming [1] - CITIC Construction Investment Securities analyzed the recent merger of CICC with Dongxing and Xinda Securities, indicating that this merger is expected to reshape the industry competitive landscape and accelerate the establishment of a first-class investment bank [1]
证券ETF龙头(159993)涨超1.1%,获资金重点买入,多机构看好券商布局时机
Xin Lang Cai Jing·2025-12-26 02:47