金融产品跟踪周报：A股行情左侧见底，等待右侧，建议增配小盘成长类ETF

Investment Rating - The report maintains an "Overweight" rating for small-cap growth ETFs [1] Core Viewpoints - The A-share market is showing signs of a bottoming out, with a recommendation to increase allocation to small-cap growth style ETFs [1][19] - The report indicates a shift from large-cap value to small-cap growth style in the upcoming market trends [19] Summary by Sections A-share Market Overview (2025.1.13-2025.1.17) - The A-share market experienced a broad increase, with all major indices showing positive returns [10] - The top three broad indices were: North China 50 (9.63%), Wind Micro-Cap Daily Equal Weight Index (6.85%), and Sci-Tech 100 (6.73%) [13] - The top three style indices were: Small-Cap Growth (5.55%), Mid-Cap Growth (4.81%), and Giant Tide Small-Cap (4.73%) [14] - The top three Shenwan first-level industry indices were: Social Services (6.39%), Media (6.16%), and Computer (6.14%) [17] Market Outlook (2025.1.20-2025.1.24) - The report suggests that the market is at a left-side bottom, awaiting right-side confirmation [19] - High-frequency macro models are converging from negative signals towards zero, indicating potential market stabilization [19] - The report anticipates a possible high opening for the market on the following Monday, with expectations of positive returns for the week [19] Fund Allocation Recommendations - The report advises reducing allocation to dividend ETFs and increasing allocation to technology and small-cap direction ETFs [19]