如何看待红利板块本轮调整？国企红利ETF（159515）午后小幅翻红

Group 1 - The core viewpoint of the articles highlights the contrasting performance of the state-owned dividend sector against the broader market trends, with the dividend ETF showing a slight increase while major indices decline [1] - The dividend index has been a "safe haven" in the market from early this year until mid-May, but has faced significant adjustments since July due to increased market volatility and a shift in investor preference towards growth sectors [1] - Market analysts suggest that the recent adjustments in the dividend sector are influenced by multiple factors, including policy catalysts, defensive demand in a weak market, rising resource prices, and increased allocation from insurance funds [1] Group 2 - Long-term perspectives from institutions remain optimistic about the dividend sector, with a focus on the current low point of PPI and the potential for industry profits to recover [2] - The state-owned dividend index combines themes of state-owned enterprises and dividend strategies, enhancing the effectiveness of investment strategies through a synergistic effect [2] - As state-owned enterprise reforms deepen, improvements in profitability and operational efficiency are expected, making the dividend ETF an attractive investment option for those seeking quality state-owned enterprises with strong earnings and low valuations [2]