Group 1 - The core viewpoint indicates that the A/H brokerage sector has experienced a significant adjustment, primarily due to large sell-offs in financial stocks like CITIC Securities, leading to a downward shift in the valuation center of the brokerage sector [2] - The brokerage industry is expected to have short-term rebound potential and medium to long-term upward space, with a focus on structural investment opportunities as the overall capital market trends upward [2] - The top brokerage firms are likely to benefit from the development of the capital market and industry reform dividends, with a notable emphasis on professionalization, integration, and internationalization trends within the securities industry [2] Group 2 - As of December 31, 2025, the top ten weighted stocks in the Guozheng Securities Leading Index account for 79.13% of the index, including companies like Dongfang Caifu, CITIC Securities, and Huatai Securities [3] - The latest price for the Securities ETF Leader is 1.33 yuan, with a net subscription of 114 million shares during the trading session [1] - The brokerage sector's fundamentals are expected to remain strong, with a projected double-digit growth in earnings for 2026, indicating profitability and growth certainty [2]
短期交易行为，不改中长期配置价值，证券ETF龙头(159993)盘中净申购1.14亿份
Xin Lang Cai Jing·2026-01-08 07:18