Group 1 - The core viewpoint is that high dividend sectors in the Hong Kong stock market are attractive due to their stable free cash flow generation capabilities, which ensure dividend performance and shareholder returns in the context of ongoing inflation [1] - Companies with abundant free cash flow can maintain dividend performance while also converting capital expenditures into elevated return on equity (ROE), thus exhibiting both defensive and growth characteristics [1] - The valuation of Hong Kong stocks is lower compared to A-shares, and the higher foreign capital proportion makes them more appealing for international capital allocation, especially in a context of a weakening US dollar, which further enhances the attractiveness of high dividend assets [1]
红利港股ETF(159331)开盘拉升超1%!连续分红12个月,连续5日净流入!关注可月月评估分红的红利港股ETF(159331)
Mei Ri Jing Ji Xin Wen·2025-08-06 01:45