红利港股ETF（159331）涨超0.5%，机构表示看好红利类资产

Group 1 - The core viewpoint indicates that institutional investors are optimistic about dividend assets, particularly in the context of the Hong Kong stock market [1] - Domestic macroeconomic growth momentum is showing signs, but the foundation still needs to be solidified, with external demand under pressure and resilient internal demand [1] - Key economic indicators in March showed a general year-on-year recovery, with notable performance in consumption, production, infrastructure, and manufacturing investment, although industrial product prices remain under pressure and real estate investment is still weak [1] Group 2 - The manufacturing PMI saw a significant month-on-month decline in April, indicating external demand shocks [1] - The Politburo meeting emphasized responding to external uncertainties with high-quality development and proposed new structural monetary policy tools to support stable foreign trade and expand consumption, suggesting targeted policy measures to mitigate risks [1] - In this context of stability, the capital market's tone is expected to align, making the search for defensive assets an important allocation strategy [1] Group 3 - The Hong Kong Dividend ETF (159331) tracks the Hong Kong Stock Connect High Dividend Index (code: 930914), which selects listed companies with high dividend yields available for trading through the Stock Connect [1] - The index primarily covers sectors such as transportation, resources, and consumer industries, reflecting the overall performance of high-dividend Hong Kong stocks [1] - Investors without stock accounts can consider related funds such as the Cathay CSI Hong Kong Stock Connect High Dividend Investment ETF Initiated Link A (022274) and Link C (022275) [1]