Group 1 - The core viewpoint is that high-dividend strategies are currently a balanced choice in the Hong Kong stock market, with a shift from foreign capital dominance to a more domestic-centric investment logic [1] - The trend of wealth reallocation in China and the increasing influence of southbound capital are driving this transition, making high-dividend assets, particularly quality state-owned enterprises, attractive for their stable earnings and substantial dividends [1] - High-dividend stocks are seen as a "shield" and "ballast" that support the steady rise of market valuation, providing stable cash flow returns and demonstrating strong defensive attributes during market volatility [1] Group 2 - The Hong Kong Dividend ETF (159331) tracks the Hong Kong Stock Connect High Dividend Index (930914), which selects 30 securities with continuous dividends, good liquidity, and high dividend yields from the Stock Connect range [1] - This index focuses on traditional high-dividend sectors such as finance, energy, and industrials, reflecting the overall performance characteristics of the high-dividend, low-valuation segment of the Hong Kong market [1] - Since September 2024, the Hong Kong Dividend ETF (159331) has distributed dividends for 13 consecutive months, highlighting its consistent performance [2]
连续分红13个月的红利港股ETF(159331)盘中上涨2%,高息策略获市场关注
Mei Ri Jing Ji Xin Wen·2025-10-14 03:41