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红利板块延续涨势,红利ETF易方达(515180)、恒生红利低波ETF(159545)等助力布局高股息资产
Sou Hu Cai Jing·2025-11-04 09:58

Group 1 - The core viewpoint of the news highlights the continued performance of the dividend sector, with the CSI Dividend Low Volatility Index rising by 1.1% and the CSI Dividend Value Index increasing by 0.7% as of market close [1] - The Hang Seng Dividend Low Volatility Index and the CSI Dividend Index both saw an increase of 0.4%, indicating a strong interest in high-dividend stocks [1] - Long-term analysis from Changjiang Securities suggests that the dividend sector holds greater allocation value during low interest rate periods, with excess returns negatively correlated with government bond yields [1] Group 2 - The ten-year government bond yield has reached its lowest point since 2002, which is expected to open up price space for dividend assets, enhancing their investment value [1] - The index mentioned consists of 50 stocks characterized by high dividend yields and value features, with a rolling price-to-earnings ratio of 7.9 times and a dividend yield of 4.2% [4] - The banking, coal, and transportation sectors collectively account for over 75% of the index, reflecting the concentration of high-dividend stocks in these industries [4]