Core Viewpoint - As the Federal Reserve's December meeting approaches, market volatility has increased, leading investors to shift their risk preferences from high growth to seeking certainty in returns [1] Group 1: Market Environment - The current investment logic is leaning towards "stability" due to uncertainties regarding the timing and extent of potential Fed rate cuts, which may exacerbate market fluctuations [1] - Domestic economic data shows signs of recovery, but the foundation still needs to be solidified [1] Group 2: Investment Opportunities - Defensive sectors are gaining attention, and related ETF products are becoming popular tools for investors looking to position themselves in this direction [1] - The Hong Kong Central Enterprise Dividend ETF (513910) combines "high dividend yield" with "stable fundamentals," making it an attractive option [1] - Companies within this ETF are primarily in core sectors such as finance, energy, telecommunications, and public utilities, which are essential for the economy, providing resilience and sustainability in operations [1] Group 3: Performance Metrics - The ETF has seen continuous net inflows over the past 10 trading days, with a net inflow rate exceeding 21% [2]
市场波动中寻“避风港”，港股央企红利ETF（513910）成稳健配置优选
Sou Hu Cai Jing·2025-12-01 06:38