Group 1 - The core viewpoint is that with the improvement of domestic economic expectations and stable macro policies, market risk appetite is increasing, leading to a noticeable trend of funds shifting from bonds to equity assets [1] - The decline in risk-free interest rates and strong performance in the equity market are prompting some investors to adjust their asset allocation [1] - The current bond market is crowded and has a fragile microstructure, which, combined with fluctuations in funding prices, may provide temporary support for dividend-type assets [1] Group 2 - The dividend-focused ETF, Guotai Haitong State-Owned Enterprise Dividend ETF (510720), has consistently paid dividends every month since its launch, achieving 15 consecutive months of dividends, making it a rare monthly dividend-paying ETF in the market [1] - Investors without stock accounts can consider Guotai's linked funds, Guotai Shanghai Stock Exchange State-Owned Enterprise Dividend ETF Initiating Link A (021701) and Guotai Shanghai Stock Exchange State-Owned Enterprise Dividend ETF Initiating Link C (021702) [1]
连续分红15个月的红利国企ETF(510720)连续3日资金净流入,机构表示红利板块具备配置价值
Sou Hu Cai Jing·2025-07-30 06:31