Morning Trend | CC SECURITIES (1375.HK) capital inflow, can the brokerage sector's short-term activity continue?

Zhongzhou Securities (1375.HK) exhibited prominent characteristics in yesterday's trading session, with funds beginning to flow back into the sector. The securities sector has recently become active due to financial policy stimulation. As a representative of second-tier brokerages, Zhongzhou Securities saw orderly entry of main funds during the trading session, with trading volume moderately increasing and clear signals of net fund inflow. Technically, Zhongzhou Securities has continuously broken through multiple short-term moving averages, and the MACD daily chart has formed a clear golden cross, igniting bullish signals at the bottom and fueling fund enthusiasm for buying. Main funds have persistently lifted the stock price, gradually moving out of the bottom range and boosting sector sentiment. As discussions on "new business" and innovative reforms in the capital market heat up in the brokerage industry, market institutions remain optimistic about the medium to long-term performance of brokerages, with warming sentiment driving localized market trends. On the news front, there have been no significant negative developments in the past week, and several institutions have released research reports optimistic about brokerage earnings outlook for the second half of the year, indicating an upward short-term trend that may further strengthen the main upward pattern. The market style rotation is accelerating, with the securities sector benefiting from policy and market liquidity recovery as a pro-cyclical theme, potentially offering further short-term opportunities. However, attention should be paid to the sustainability of trading volume and the continuation of hot spots. Currently, the main board is experiencing significant volatility; if chasing high prices leads to a sudden increase in funds, it may trigger a pullback. Investors are advised to dynamically adjust their positions based on intraday trends to avoid passive exposure to sharp declines. During the style-switching period, the brokerage sector exhibits stronger elasticity, and active right-side trading requires closer attention to market conditions. Excessive chasing of highs or counter-trend accumulation is inadvisable, and risk control must remain a priority