ETF盘中资讯|大金融反攻，券商、银行携手发力，顶流券商ETF（512000）摸高2%，银行ETF（512800）吸金超4亿，人气回归？

Group 1 - The market showed mixed performance on January 26, with major indices fluctuating, while blue-chip stocks rebounded, particularly in the brokerage and banking sectors [1] - Notable stock movements included a surge in Citic Securities, which approached a daily limit, and significant gains in Ningbo Bank, Industrial Securities, and Hangzhou Bank, all exceeding 3% [1] - The top-performing ETFs included the leading brokerage ETF (512000), which saw a price increase of 2% at one point, and the largest banking ETF (512800), which rose over 1%, with a total inflow of 414 million yuan over the past four days [1] Group 2 - The brokerage sector experienced substantial growth in performance due to increased trading volume, with Guotai Junan Securities noting a 3.08 percentage point under-allocation in the non-bank sector [4] - Long-term capital inflows are expected to accelerate, particularly from retail investors, creating investment opportunities in wealth management-focused brokerages [4] - Citic Securities recommended increasing allocations to non-bank financials, suggesting that investors have ample time to adjust their positions without chasing prices during periods of ETF redemptions [4] Group 3 - The first batch of listed banks reported stable recovery in their performance, driven by favorable policies, low interest rates, and significant dividend distributions [4] - The banking sector continues to exhibit dividend characteristics, with long-term capital, particularly from insurance funds, increasing their holdings, thereby enhancing pricing efficiency and valuation reconstruction [4] - The banking ETF (512800) is highlighted as an efficient investment tool, tracking the performance of 42 listed banks, with a fund size exceeding 11.3 billion yuan and an average daily trading volume of over 800 million yuan [5]