日均成交额剑指3亿元,同类领先!港股央企红利ETF(513910)为何成“香饽饽”?
Mei Ri Jing Ji Xin Wen·2025-12-08 06:52

Group 1 - The average daily trading volume of the Hong Kong Central State-Owned Enterprises Dividend ETF has exceeded 306 million yuan in the past month, indicating a growing preference for high-dividend assets among large funds [1] - The decline in domestic interest rates, with the 10-year government bond yield in China dropping below 2%, has made traditional fixed-income investments less attractive, prompting a shift towards high-dividend stocks [1] - High-quality assets with a dividend yield of over 5%, such as certain central enterprises in Hong Kong, are becoming increasingly appealing to institutional investors facing lower bond yields [1] Group 2 - The strategy of investing in high-dividend stocks in a low-interest-rate environment mirrors successful practices seen in international markets, such as Berkshire Hathaway's investment in Japanese companies with high dividends [1] - The ongoing disparity in interest rates between China and other countries, along with the persistently low domestic rates, suggests that the demand for stable cash dividend assets will remain strong in the foreseeable future [1] - This trend is characterized as a long-term asset allocation adjustment by large funds in response to the new macroeconomic environment, rather than a temporary market phenomenon [1]

日均成交额剑指3亿元,同类领先!港股央企红利ETF(513910)为何成“香饽饽”? - Reportify