“红利+科技”双管齐下！港股央企红利ETF“越涨越吸金”，10月超30亿元抄底恒生科技指数ETF

Group 1 - The market is experiencing increased uncertainty due to external tariff disturbances, leading to a shift in capital preference towards defensive sectors such as banks and high-dividend assets, with the Hong Kong Central Enterprise Dividend ETF rising over 4% this month and a net inflow of 310 million yuan [1] - The stability of state-owned enterprises' performance and their high dividend characteristics are attracting risk-averse capital, especially following Hubei Province's proposed reforms in state asset management [1] - Despite trade frictions impacting the narrative around AI in the Hong Kong stock market, there is still significant inflow into related technology sectors, with the largest constituent of the Hang Seng Technology Index ETF seeing a net inflow of 3.149 billion yuan in October [1] Group 2 - The Hang Seng Technology Index ETF includes core Chinese technology assets such as SMIC (chip manufacturer), Alibaba, Tencent, Baidu (internet giants), and smart hardware companies like Xiaomi and Lenovo [2] - Goldman Sachs believes that the Chinese stock market is entering a more sustained upward phase, predicting a 30% increase in key indices by the end of 2027, driven by AI reshaping profit structures and capital expenditures boosting profits [1]