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效应累积，增量资金流入正循环。我们基于上一轮公募发行高峰的产品构建历史规律，大概是上一轮发行高峰的公募产品净值上行至1.1-1.2之间，新一轮规模扩张启动，公募净值超过1.2规模扩张可能加速。而本周结构性行情演绎后，公募净值已站上1.3，赚钱效应累积已质变。即便考虑公募渠道的学习效应，后续的投资机会，也越来越容易演绎成增量资金正循环。体现为，行业ETF重回强动量，科技赛道主动产品率先规模扩张，打开

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