年内最强增强基金是哪只？

Core Viewpoint - The China Galaxy Securities report highlights the outstanding performance of the CSI 2000 Enhanced ETF (159552), which achieved a net value growth rate of 29.18% in the first half of 2023, making it the top performer among similar broad-based ETFs. Since its inception, it has recorded a cumulative growth rate of 68.21% [1]. Performance Summary - As of July 9, 2023, the CSI 2000 Enhanced ETF (159552) has further increased its year-to-date growth to 33.20%, with a total growth of 74.30% since its launch in June 2022, significantly outperforming its peers [1][2]. Fund Flow Analysis - There has been a notable increase in the fund's scale, with only two trading days since June showing a decrease. The CSI 2000 Enhanced ETF (159552) has seen continuous growth for 13 trading days, indicating strong capital inflow [2]. Market Dynamics - The maturity of quantitative technology has made "enhanced" strategies more feasible. However, achieving the level of the CSI 2000 Enhanced ETF (159552) still requires significant skill from fund managers, indicating that its enhancement strategy is more effective than its peers [3]. Market Environment - The current market environment has favored small-cap stocks, which have been performing well since the beginning of the year. This has created a fertile ground for enhanced strategies to capture excess returns, particularly as small-cap indices align better with enhancement strategies compared to large-cap indices [3]. Pricing Inefficiencies - The CSI 2000 index is likened to a less monitored market, where many companies receive little attention, leading to frequent pricing errors. This environment allows enhanced strategies to identify undervalued stocks, buy them, and profit when the market corrects these mispricings [4]. Strategy Effectiveness - Small-cap stocks exhibit higher volatility, making it easier for enhancement strategies to capture short-term trends. The flexibility of these strategies allows for quick adjustments, providing a competitive advantage in a market filled with pricing errors [5]. Future Outlook - The CSI 2000 Enhanced ETF (159552) is showing potential for further gains, with the possibility of reaching new historical highs if liquidity remains ample in July 2023 [7].