红利港股ETF（159331）盘中飘红，政策导向对港股高股息板块形成支撑

Group 1 - The core viewpoint of the article emphasizes the shift in policy focus from supply-side optimization to improving supply-demand dynamics, which is expected to enhance the competitive environment in various industries and positively impact employment, wages, and prices [1] - The central political bureau meeting proposed a dual approach of expanding domestic demand and implementing industrial policies to stimulate effective demand through consumption and investment, aiming to help the economy emerge from a deflationary cycle [1] - Fiscal policy is focused on the implementation of existing measures, while monetary policy aims to lower financing costs to prevent idle capital and effectively inject liquidity into the real economy [1] Group 2 - The capital market's clear positioning is expected to enhance its attractiveness and inclusiveness, supporting a stable recovery and improving asset prices, which will further expand domestic demand [1] - The policies are expected to support the high dividend sector in the Hong Kong stock market, as improvements in the economic fundamentals and increased market risk appetite will lead to a better overall market environment [1] - The Hong Kong Stock Connect High Dividend Index (930914) tracks securities with high dividend yields and stable payout records, primarily covering traditional high-dividend sectors such as finance and real estate [1]