“小盘双子星"盘中联袂吸金，1000ETF增强(159680)、中证2000增强ETF(159552)盘中合计净申购近1.4亿

Core Insights - The article discusses the recent performance and investment potential of small-cap stocks, particularly focusing on the 中证2000增强ETF (159552) and 招商中证1000增强策略ETF (159680), which have shown significant returns this year [1] Group 1: Market Performance - On August 5 and August 12, small-cap stocks experienced adjustments, but there was a clear intention from investors to buy on dips, with both ETFs seeing a combined net inflow of nearly 140 million [1] - The 中证2000增强ETF and 招商中证1000增强策略ETF have outperformed mainstream broad-based ETFs, with year-to-date returns exceeding 20% and 40% respectively [1] Group 2: Investment Rationale - The article highlights several reasons supporting the investment value of small-cap stocks: 1. The current market risk appetite is rising, making growth-oriented small-cap stocks a focal point [1] 2. Overall valuations of small-cap stocks have not reached historical highs, indicating potential for relative value and growth premium [1] 3. Quantitative enhancement strategies have effectively managed volatility and consistently generated excess returns, as evidenced by the performance of the mentioned ETFs since their inception [1] 4. Continuous net inflows into these ETFs indicate strong demand, with leading scale and ample liquidity [1] Group 3: External Factors - The article notes that while the potential for growth exists, external uncertainties remain high, and small-cap stocks are currently at elevated levels, suggesting caution regarding potential pullbacks [1]