Group 1 - The Hong Kong stock market is experiencing a surge, with innovative drugs taking over from the technology sector, indicating a potential rotation in sectors as the market becomes more similar to the A-share market [1] - Zhang Yidong, Chief Strategist at Xingzheng Securities, suggests that investors should focus on both offensive and defensive strategies, with technology and dividends being the two core assets in the Hong Kong market [1] - The Hong Kong Dividend ETF (513820) has recently reached new highs since its listing, with the underlying index approaching last October's peak, and has seen a significant inflow of funds, with a 140% increase in net inflow compared to the previous period [1] Group 2 - The Hong Kong Dividend ETF (513820) has announced a series of dividends, with the first scheduled for July 2024, distributing 0.05 yuan per 10 fund shares [2] - The ETF has consistently paid dividends for 11 consecutive months since July 2024, with a total distribution of 0.30 yuan per 10 shares [5][14] - The ETF's underlying index has a leading dividend yield of 8.91% as of April 30, 2025, making it attractive compared to other dividend indices [13] Group 3 - Recent approvals for insurance funds to participate in long-term investment trials indicate a significant increase in the total scale of long-term stock investment trials to 222 billion yuan [3] - Insurance funds are showing a clear preference for high-dividend stocks, with 68% of their heavy holdings in stocks yielding over 3% [4] - The insurance sector has made 15 significant stock purchases this year, primarily in high-dividend sectors such as banking and public utilities [4][6] Group 4 - National team funds have slightly reduced their allocation to A-shares, with a focus on high-dividend sectors, particularly in banking and non-banking financials [7][10] - Social security funds have also shown a slight decrease in their allocation to A-shares, maintaining a strong focus on high-dividend sectors [10]
创新药暴涨后，接下来买哪个？5月分红官宣，港股红利ETF基金(513820)净流入暴增140%！险资600亿“子弹”即将落地，长线资金箭在弦上
Sou Hu Cai Jing·2025-05-23 03:47