杠铃策略占优，电子板块优选增强组合跑出超额

Core Insights - The report highlights that the A-share market experienced fluctuations, with the micro盘 leading gains and the 科创综指 undergoing a pullback. The 中证红利指数 performed well, indicating a preference for defensive strategies in the current market environment [1][6][15] - The report emphasizes the strong performance of the semiconductor distribution sector within the electronic segment, which saw a weekly increase of over 14%, significantly outperforming other sub-sectors [6][27][32] - The 红利增强组合 underperformed compared to the 中证红利全收益, while the electronic sector's 优选增强组合 achieved positive excess returns of approximately 0.46% [6][32][24] Strategy Tracking Dividend Series - The A-share market showed a mixed performance, with the 万得微盘 leading with a weekly return of approximately 3.16%, while the 中证红利指数 recorded a weekly return of about 2.23%. The 红利价值 and 红利低波 segments outperformed, with average weekly increases of approximately 2.77% and 2.55% respectively [6][15][21] - The report notes that both the 央国企高分红 30组合 and 攻守兼备红利 50组合 failed to outperform the 中证红利全收益 this week [6][24][15] Electronic Series - The report indicates that the electronic sector's performance was diverse, with energy, public utilities, and industrial sectors recovering, achieving relative excess returns of over 1.6%. In contrast, the medical sector showed weakness with notable pullbacks [6][27][28] - The electronic sector's 优选增强组合 achieved a weekly excess return of approximately 0.46%, positioning it within the top 38% of active technology-themed fund products year-to-date [32][24][27]