红利资产仍具备较强吸引力 业内认为其可作为底仓配置

Group 1 - The core viewpoint is that dividend assets remain attractive for investors in the current market environment, particularly those with high dividend levels, stable ROE capabilities, and shock-absorbing properties [1] - Historical experience indicates that A-shares typically enter a dividend peak period from May to July, making high-dividend sectors the focus of capital allocation [1] - The A-share dividend index and low-volatility index hit year-to-date lows on April 7, 2023, but have since rebounded significantly, with increases of 8.27% and 12.18% respectively from April 8 to July 7 [1] Group 2 - From April 8, 2023, several A-share dividend-related stocks have seen significant gains, with some stocks like Gongchuang Lawn and Limin Co. rising over 110% [2] - In the Hong Kong market, high-dividend stocks have also performed well, with many stocks rising over 50% from April 10 to July 7, including Hai Feng International and China Hongqiao [2] - Analysts suggest that the previous broad logic of dividend investment needs to be reassessed, recommending a focus on "pro-cyclical" sectors that benefit from the current economic recovery, particularly in the consumer sector [2]