Brokerages "real money" increase holdings to show confidence, Securities ETF ChinaAMC (515010) rises 1.65%, institutions: performance catalyst elasticity is expected

On March 17th, the Securities ETF Huaxia (515010) narrowed its increase to 1.65%. Brokerages' confidence in increasing holdings has strengthened, with an expected average daily trading volume of stock funds reaching 1.7 trillion yuan in 2025, an increase of 61.9% compared to 2024. Several listed brokerages announced increases in holdings or repurchases, indicating market confidence. Analysts believe that the brokerage sector is entering a resonance window of fundamentals and valuations. Although external risks have amplified short-term fluctuations, the trend of incremental funds entering the market still exists, and a slow bull trend can be expected under the construction of a stable market mechanism