资金“高低切”持续,防御属性凸显配置价值!红利ETF广发(159589)盘中涨幅近2%,高股息ETF(159207)获资金连续9日布局
Xin Lang Cai Jing·2025-11-19 05:09

Group 1 - The market's risk appetite has declined due to external factors, performance vacuum, and adjustments in the overseas AI sector, leading to a slowdown in the strong momentum of technology stocks, while dividend funds have started to perform relatively strongly and become a major direction for year-end allocation [1] - Insurance companies typically launch attractive products from October to February, with their holdings primarily in high-dividend stable dividend assets, reflecting a core investment logic focused on absolute returns and risk control [1] - There is a noticeable trend of profit-taking as institutions aim to lock in gains, increasing the demand for high-dividend assets, which are expected to continue to outperform [1] Group 2 - The Dividend ETF in Hong Kong (520900) rose by 1.66%, with significant fund inflows, totaling 64.24 million yuan over the past five trading days, averaging 12.84 million yuan in net inflow per day [2] - The Dividend ETF Guangfa (159589) increased by 0.36%, reaching a new high of 91.59 million shares, while the Central Enterprise Dividend 50 ETF (560700) rose by 0.25%, showing increased trading activity [3] - The High Dividend ETF (159207) maintained strong performance with continuous fund inflows over the past nine days, achieving a new high in both scale and shares [3] Group 3 - The Dividend ETF in Hong Kong (520900) tracks the China Securities National New Hong Kong Stock Connect Central Enterprise Dividend Index, selecting stable dividend companies from the State-owned Assets Supervision and Administration Commission [4] - The Dividend ETF Guangfa (159589) tracks the China Securities Dividend Index, selecting 100 companies with high cash dividend yields and stable dividends from the Shanghai and Shenzhen markets [5] - The Central Enterprise Dividend 50 ETF (560700) tracks the China Securities National New Central Enterprise Shareholder Return Index, focusing on companies with high cash dividends or buybacks relative to their market value [5]