国信证券表示，自去年9月24日以来，在重磅政策的推动下，A股市场迎来强势反弹，A股核心宽基指数 均录得20%以上的涨幅，而作为覆盖小微盘企业的中证2000指数，其标的普遍具备市值低、弹性高的特 点，在流动性宽松与政策红利共振下，中证2000上涨超过64%，成为本轮行情的核心引擎，展现出了较 大的收益弹性，屡创新高。流动性宽松、专精特新政策持续推动、资金持续关注下，中证2000持续走 高，而专注于小盘淘金的增强类指数则表现更为耀眼。 风险提示：文中提及的指数成份股仅作展示，个股描述不作为任何形式的投资建议。任何在本文出现的 信息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，投资 人须对任何自主决定的投资行为负责。基金投资有风险，基金的过往业绩并不代表其未来表现，基金管 理人管理的其他基金的业绩并不构成基金业绩表现的保证，基金投资须谨慎。 8月4日，市场全天低开后震荡反弹，小盘再度领涨。规模最大的中证2000增强ETF(159552)收涨 2.30%，今年以来累计涨43.51%；盘中交投火爆，换手率达25.96%，成交额约1.2亿，环比前日放量 88.79%创近一年新高。 资金 ...

Group 1 - The article highlights a weak opening for the stock market on August 4, with a subsequent upward trend, particularly noting the resurgence of small-cap stocks [1] - The largest ETF, the CSI 2000 Enhanced ETF (159552), experienced a 0.22% increase, having previously dropped by 0.93%, with a year-to-date gain of 40.60% [1] - According to Guosen Securities, since September 24 of the previous year, the A-share market has rebounded strongly due to significant policy support, with core broad-based indices recording over 20% gains [1] Group 2 - The CSI 2000 index, which covers small and micro-cap enterprises, has shown a remarkable increase of over 64%, becoming a core driver of the current market rally [1] - The index's constituent stocks generally possess low market capitalization and high elasticity, benefiting from liquidity easing and policy incentives [1] - The enhanced indices focusing on small-cap investments have outperformed, reflecting strong investor interest and ongoing policy support [1]