小盘股春天来了！连续七天跑赢标普500 创七年最长纪录

Group 1 - The Russell 2000 small-cap index has achieved its longest winning streak against the S&P 500 in seven years, closing at a historical high [1] - The last time the Russell 2000 index had a longer leading period was in January 2019, following a significant market downturn [1] - Small-cap stocks have outperformed large-cap stocks significantly in the new year, with the Russell 2000 index rising over 6% this month [3] Group 2 - Analysts attribute the strong performance of small-cap stocks to the "January effect," where these stocks typically perform well at the beginning of the year [3] - The Russell 2000 and S&P 600 small-cap indices have lagged behind large-cap indices for several years, with expectations for a reversal in 2026 due to lower interest rates and economic resilience [3] - The current valuation of small-cap stocks is more favorable compared to blue-chip stocks, with the S&P 600 small-cap index trading at a price-to-earnings ratio of approximately 15.6 times, which is 31% lower than the S&P 500's 22.6 times [3] Group 3 - Small companies are expected to see profit growth slightly outpacing that of the S&P 500, with projected earnings growth of 15.4% for the S&P 600 compared to 14.8% for the S&P 500 [4] - Investment firms are beginning to increase their allocations to small-cap stocks, particularly value stocks, as the market breadth is expanding [4] - Analysts are optimistic about the performance of non-tech small-cap stocks, particularly in the industrial and healthcare sectors [4] Group 4 - M&A activity is seen as a potential boon for small-cap stocks, with companies like Casella Waste Systems being potential acquisition targets [5] - Regional banks, such as Glacier Bancorp, are also viewed as potential acquisition candidates in the current favorable interest rate environment [5] - The combination of a stable U.S. economy and a favorable interest rate environment may benefit small-cap stocks, suggesting a shift in investor focus back to these companies [5]