Core Insights - The market experienced fluctuations on August 14, with the CSI 2000 Enhanced ETF (159552) showing a significant intraday drop of 2.70% before recovering to a decline of 1.43% by 1:36 PM, while still leading the broad index ETFs with a year-to-date increase of 48.27% [1] - The fund saw a net inflow of over 12 million during the trading session, marking its ninth consecutive day of net inflows, and its total assets have surged by 6828.12% this year, reaching a historic high of over 1.1 billion [1] - Huachuang Securities suggests that if liquidity remains ample, the "water buffalo logic" may strengthen, leading to increased investments in small-cap growth stocks through ETFs and margin trading [1] Market Dynamics - The current market environment is characterized by strong investor interest, as indicated by the substantial net inflows into the CSI 2000 Enhanced ETF [1] - The potential for further growth in small-cap stocks is supported by the anticipated interest rate cuts by the Federal Reserve in the third quarter, which may favor growth styles [1] - However, industry experts caution that despite the positive outlook, the uncertainties in the external environment and the already high short-term gains in small-cap stocks warrant vigilance against potential pullbacks [1]