Group 1 - The Hong Kong stock market's performance will heavily depend on the Federal Reserve's interest rate policy and changes in US-China relations, with a preference for high-dividend, low-valuation defensive sectors amid high uncertainty [1] - Despite short-term pressure on the technology sector, there may be rapid recovery opportunities if the external environment improves, highlighting the sector's high elasticity [1] - High-dividend sectors such as banking and coal are favored for their strong anti-drawdown characteristics, reflecting the market's preference for stable returns [1] Group 2 - The Dividend Hong Kong Stock ETF (159331) tracks the Hong Kong Stock Connect High Dividend Index (930914), which selects 30 securities with continuous dividends, good liquidity, and outstanding dividend yields from the Hong Kong Stock Connect range, focusing on traditional high-dividend industries like finance, energy, and industrials [1] - Since September 2024, the Dividend Hong Kong Stock ETF (159331) has distributed dividends for 13 consecutive months, indicating its consistent performance [2]
连续分红13个月的红利港股ETF(159331)盘中飘红,市场聚焦防御性板块配置价值
Mei Ri Jing Ji Xin Wen·2025-10-24 03:29