Core Viewpoint - The small-cap stocks are performing exceptionally well, with the CSI 2000 Enhanced ETF (159552) rising by 86% over the past year, significantly outperforming the CSI 2000 index, which has increased by less than 60% [1] Market Activity - The A-share market recently saw two significant indicators reaching the "1.9 trillion" mark: the total trading volume and the financing balance, both returning to this level after several months [1] - A net financing purchase of 15.4 billion yuan was recorded in a single day, marking the highest level since March of this year, indicating a strong bullish sentiment in the market [1] Investment Strategy - Despite the strong performance of the CSI 2000 Enhanced ETF, there are warnings about accumulated valuation risks and potential liquidity changes that could lead to a market pullback [3] - Investors are advised to embrace the trend but avoid reckless chasing of high prices; instead, a strategy of gradual accumulation during dips is recommended [3][4] - The CSI 2000 Enhanced ETF serves as an effective tool to manage the high volatility of small-cap stocks, providing a more controlled risk compared to betting on individual stocks [4]
两个1.9万亿，小盘行情彻底点燃？
Sou Hu Cai Jing·2025-07-23 04:41