红利+科技”哑铃策略！港股央企红利ETF10月跑赢大盘，资金逆势抢筹港股通科技ETF基金，机构：短期波动带来更好入场时机

Group 1 - The market continues to show a trend of dividend gains while technology stocks are experiencing a contraction, with the Hang Seng Technology Index down over 11% since October 3 [1] - The Hong Kong Central Enterprise Dividend Index has increased by over 4% during the same period, outperforming the broader market [1] - The current volatile market conditions may persist ahead of significant events such as the 15th Five-Year Plan meeting, the Federal Reserve's interest rate decision, and the deadline for "reciprocal tariffs" on November 11 [1] Group 2 - A "barbell strategy" combining dividend and technology investments is suggested as a suitable allocation choice for the near future, reflecting recent capital flows [1] - The Hong Kong Central Enterprise Dividend ETF has seen a net inflow of 310 million yuan this month, with a gain of over 4% [1] - The Hang Seng Technology Index's recent pullback enhances its allocation value, with over 300 million yuan flowing into the Hong Kong Technology ETF in October, totaling over 700 million yuan in net inflows over the last 20 trading days [1] Group 3 - Institutional consensus indicates that under a low interest rate environment, high dividends, and sustained long-term capital inflows, dividend equity assets remain attractive [1] - For Hong Kong technology stocks, increased AI capital expenditure by major players and the potential for Federal Reserve rate cuts are expected to support resilience in the medium to long term [1] - The macro liquidity and fundamental logic are anticipated to play a significant role in the fourth quarter [1] Group 4 - The barbell strategy products include the Hong Kong Central Enterprise Dividend ETF (513910), which has a slight decline of 0.06% and includes major stocks like COSCO Shipping, Orient Overseas International, and China National Offshore Oil [1] - The Hong Kong Technology ETF (159101) has a decline of 0.87% and includes over 60% of the seven major technology giants such as Alibaba and Tencent, with a special focus on innovative pharmaceuticals [2]