降息在望！资金大笔加码中小盘

Group 1 - The 1000ETF Enhanced (159680) reached a new high since its establishment, with a cumulative return of 25.32% and an excess return of 8.77% [1] - The fund experienced significant trading activity with a turnover rate of 11.36% and a transaction volume exceeding 70 million, averaging over 24 million daily [1] - The fund saw a net inflow of over 42 million, marking the highest inflow this year, with a total net inflow of over 369 million since the beginning of the year [1] Group 2 - The U.S. July CPI data showed a year-on-year increase of 2.7% and a month-on-month increase of 0.2%, which is below market expectations [1] - The core CPI, excluding volatile food and energy prices, rose by 3.1% year-on-year, slightly above the expected 3.0% [1] - The market anticipates a 95% probability of a Federal Reserve rate cut in September, with some institutions predicting a cut of up to 50 basis points [1] Group 3 - Domestic margin trading balance has surpassed 2 trillion, returning to a 10-year high, with significant financing flowing into growth sectors such as pharmaceuticals, electronics, and computers [1][3] - Economic and profit recovery trends are supported by ongoing growth policies, with high investment and consumption growth rates [3] - The implementation of policies against "involution" may lead to a rebound in PPI growth, further boosting industrial profits and A-share earnings [3] Group 4 - The 1000ETF Enhanced has consistently outperformed its benchmark since inception, with a cumulative excess return of 33.10% as of June 30 [4] - The fund serves as a cost-effective tool for retail investors to participate in small-cap opportunities, offering flexible trading and lower entry barriers [3]