5天吸金超3亿！当市场为科技狂欢时，资金却大幅抄入红利？

Group 1 - Semiconductor sector becomes market focus driven by Nvidia's $5 billion investment in Intel, leading to a broad increase in chip stocks [1] - Solid-state battery concept gains strength with Ganfeng Lithium hitting the daily limit [1] - Market shows signs of weakness and divergence, increasing demand for high-dividend assets as evidenced by the inflow into the CSI Dividend ETF (515080), which has seen a net inflow of 323 million yuan over five consecutive days [1] Group 2 - The 40-day relative return difference between the CSI Dividend and the Wind All A has dropped to -14.58% as of September 18, indicating that dividend assets have underperformed A-shares significantly, making current positioning attractive [2] - The CSI Dividend ETF (515080) tracks an index with a latest dividend yield of 4.86%, higher than other indices like the CSI Low Volatility and the CSI 100, making it suitable for cautious investment during market fluctuations [4][5] Group 3 - The dividend characteristics of dividend assets provide stronger resilience during market volatility, as evidenced by their smaller maximum drawdown compared to the broader market from 2021 to September 2024, achieving an excess return of 50.17% [5] - The CSI Dividend ETF (515080) serves as a "ballast" in investment portfolios, with a consistent dividend distribution mechanism, having distributed dividends 14 times since inception, totaling 3.65 yuan per ten shares [7]