高股息资产配置仍有提升空间，港股高股息ETF(159302)表现稳健冲刺5连阳

Group 1 - The core viewpoint of the articles highlights the increasing involvement of insurance capital in equity investments, driven by regulatory changes and a focus on long-term investment strategies [1][2] - The Financial Regulatory Authority announced an expansion of the long-term investment pilot program for insurance funds, with an additional 60 billion yuan approved, indicating a strong push for insurance companies to invest in the stock market [1][2] - Insurance companies are expected to increase their equity investments, particularly in the CSI A500 index, which focuses on leading companies in technology and emerging industries, thereby reducing the impact of market volatility on profit statements [1][2] Group 2 - The reduction of the risk factor for stock investments by 10% is anticipated to release approximately 269.8 billion yuan for insurance companies to invest in the stock market, further encouraging their participation [2] - The expansion of the long-term investment pilot program is expected to introduce medium to long-term incremental funds into the capital market, enhancing market stability and guiding insurance capital towards sectors like technology and advanced manufacturing [2] - The focus on high-dividend assets, particularly in the banking sector, remains a significant strategy for insurance companies as they seek to improve their floating income in a low-interest-rate environment [2]