证券ETF（512880）昨日资金净流入超6.6亿元，规模同类第一，非银金融行业配置价值逐步凸显

Group 1 - The core viewpoint of the article highlights the increasing value and resilience of the non-bank financial sector, particularly the securities and insurance segments, as they benefit from a recovering capital market and supportive policies for mergers and acquisitions [1] - The Securities ETF (512880) experienced a net inflow of over 660 million yuan, ranking first in its category, indicating strong investor interest in the sector [1] - The non-bank financial sector is currently at a historical low in terms of underweight positioning, suggesting significant potential for valuation recovery, especially in the securities sector, which has strong beta characteristics in a bull market [1] Group 2 - The insurance sector is showing signs of a fundamental bottom reversal, with increased equity allocation in insurance funds and a recovering equity market contributing to profit growth [1] - The PB (Price-to-Book) and ROE (Return on Equity) metrics for the securities sector have shown slight recoveries, indicating potential for further performance improvement if policy catalysts emerge [1] - The Securities ETF tracks the securities company index, which includes listed companies involved in brokerage, underwriting, and proprietary trading, reflecting the overall performance of the securities industry [1]