Group 1 - The core viewpoint of the articles indicates that the small-cap stocks are showing strong performance, with the CSI 2000 Enhanced ETF rising by 2.12% and achieving a cumulative increase of 33.08% year-to-date, leading its peers [1] - The trading activity remains high, with a turnover rate of 21.44% and a trading volume of approximately 29 million, indicating sustained investor interest [1] - The net inflow during the trading session was around 13 million, with a significant increase of over 400% compared to the previous period, marking seven consecutive days of net inflow [1] Group 2 - From a macroeconomic perspective, the current environment is still favorable for small-cap stocks, supported by ongoing trends in industries like AI and government policies aimed at fostering innovation and development [1] - The valuation and trading density of small-cap stocks have not yet reached extreme levels, with the turnover rate for small-cap indices at 2.1%, placing it in the 77th percentile since 2015 [2] - The small-cap index to large-cap index PE ratio is currently at 2.2, which is in the 72.5th percentile since 2015, suggesting that there is still room for small-cap stocks to perform well [2] Group 3 - There is a potential for a style switch between small-cap and large-cap stocks as the fundamentals gradually stabilize and improve, which could lead to a shift in investor sentiment towards larger stocks [2]
招商中证2000增强ETF(159552)收涨超2%再刷新高,盘中净流入约1300万环比放量超400%
Sou Hu Cai Jing·2025-07-08 07:26