无惧大涨，坚定加仓！招商1000ETF增强(159680)、中证2000增强ETF(159552)盘中强势吸筹近3000万！

Core Viewpoint - The market is experiencing a strong rally, particularly in small-cap stocks, with significant inflows into the 中证2000增强ETF and 1000ETF增强, which have year-to-date gains of 37.68% and 21.14% respectively [1] Group 1: Market Performance - As of July 24, 中证2000增强ETF (159552) and 1000ETF增强 (159680) rose by 0.11% and 0.82% respectively, with a total inflow of nearly 30 million [1] - The effectiveness of the "dumbbell strategy" has decreased over the past month, indicating a shift in market focus towards mid-cap stocks [1] Group 2: Investment Trends - The combination of (沪深300 + 中证2000) - (中证500 + 中证1000) yielded a return of -0.52% from June 13 to July 11, contrasting with a 3.35% return from January 1 to June 13 [1] - Public funds are increasingly concentrating their holdings in 中证500 and 中证1000 as the earnings season approaches, reflecting a recovery in pricing power [1] Group 3: Future Outlook - The small-cap stocks are expected to continue performing well, with a stronger linear characteristic in the profit effect for small-cap stocks projected for the first half of 2025 compared to 2023 and the second half of 2024 [1] - The trend indicates a potential shift from micro-cap stocks to small-cap stocks, suggesting ongoing opportunities in the small-cap segment [1]