新高不止，“指增王”中证2000增强ETF(159552)盘中再迎超千万增仓！

Core Viewpoint - The small-cap stocks are showing significant performance, driven by liquidity and market conditions, with the 中证2000增强 ETF leading in inflows and returns this year [1] Group 1: ETF Performance - The 中证2000增强 ETF (159552) has increased by 1.71% as of 14:12 on July 8, with a 10-day gain of 5.89% and a 20-day gain of 7.47%, totaling a year-to-date increase of 32.54% [1] - The fund has seen a net inflow of over 10 million, marking seven consecutive days of inflows, totaling over 61 million, with a year-to-date growth in scale of 746.75% [1] Group 2: Market Conditions - Research from 华安证券 indicates that from 2010 to 2024, the median elasticity coefficient for small-cap stocks is 1.73, compared to 1.52 for mid-cap and 0.92 for large-cap stocks, suggesting that small-cap stocks outperform during market uptrends [1] - Recent months have seen significant gains in sectors like military and innovative pharmaceuticals, which have favored small-cap stocks [1] - The central bank's ongoing liquidity easing signals and decreasing market funding costs have made small-cap stocks more sensitive to liquidity changes, contributing to their rise [1] - Historical data shows that during periods of ample liquidity, small-cap stocks tend to achieve more pronounced excess returns [1] - Industry predictions suggest that the monetary policy package announced on May 7 is not the peak of easing, with continued policies expected in Q3 and Q4, indicating ongoing benefits for small-cap stocks [1]