注：市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参考，不构成任 何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险等级相匹配的 产品。基金有风险，投资需谨慎。 （文章来源：每日经济新闻） 券商板块具备较强β属性，主营业务表现与资本市场表现息息相关，随着全球流动性叙事共振，资本市 场成交火热，市场风险偏好提升，证券业景气度同步回暖，建议继续关注规模突破400亿、规模流动性 同类持续领先的证券ETF（512880）把握投资机遇。 没有股票账户的投资者可以通过证券ETF的联接基金（012363）把握证券板块投资机会。 今日，大盘继续强势，A股成交3.18万亿元。牛市旗手——证券ETF（512880）涨1%，连续5日净流入 额近40亿元，当前规模超417亿元位居同类第一。 中信建投非银团队认为，基于良好的半年度业绩预告，叠加资本市场改革深化、流动性宽松及市场指数 中枢上移预期，券商板块下半年投资机遇凸显。从业务层面看，上半年尤其是二季度资本市场交投活 跃，券商经纪、两融、投行、自营投资等多项业务充分受益，推动净利润实现高增。 国泰海通非银研究团队指出，预计券商行 ...

Group 1 - The core viewpoint of the article highlights the recent bullish trend in the Chinese stock market, with the Shanghai Composite Index approaching 3600 points, marking a new high for the year [1] - The Securities ETF (512880) has seen a significant increase of over 1%, with net inflows exceeding 1.5 billion yuan over the past five days, bringing its current scale to nearly 34 billion yuan, making it the largest in its category [1] - Huatai Securities indicates that domestic policies are becoming increasingly favorable, with themes such as anti-involution and investment in Yajiang hydropower generating active market opportunities [1] Group 2 - The article notes that the current market environment is characterized by a technical upward trend in the domestic stock market, while the bond market is slightly under pressure [1] - Investors are advised to pay attention to upcoming important meetings in July, the FOMC, and the implementation of tariffs in August, as these could impact market dynamics [1] - For investors without stock accounts, the article suggests considering the Securities ETF's connecting fund (012363) to capture investment opportunities in the securities sector [1]

Group 1 - The securities sector has experienced a strong surge, with the securities ETF (512880) rising nearly 4% and current trading volume exceeding 30.4 billion, making it the largest in its category with superior liquidity [1] - On June 24, Guotai Junan International Holdings Limited, a subsidiary of Guotai Haitong Group, received approval from the Hong Kong Securities and Futures Commission to upgrade its existing securities trading license to provide virtual asset trading services [1] - Following this license upgrade, clients will be able to trade cryptocurrencies (such as Bitcoin and Ethereum) and stablecoins (like Tether) directly on the Guotai Junan International platform, making it the first Chinese broker to offer comprehensive virtual asset trading services [1] Group 2 - CITIC Securities noted that Hong Kong has a clear strategic determination to develop virtual assets, leveraging its mature financial infrastructure and international regulatory framework, leading to rapid growth in the virtual asset industry [1] - Traditional financial institutions are continuously strengthening their licensing and business layouts in response to this trend [1] - Investors interested in the current market can focus on the largest securities ETF (512880), and those without stock accounts can access investment opportunities through the linked fund (012363) [1]