Core Viewpoint - The market is almost certain that the Federal Reserve will cut interest rates in December with a 95% probability, but there are concerns that this cut may be a "hawkish cut," indicating that future rate cuts may not be as favorable [1] Group 1: Market Reactions - The potential "hawkish cut" may lead to a weaker-than-expected rebound in the Hong Kong stock market, with increased market volatility anticipated [1] - Investors are seeking a "safe haven" amid this uncertain environment, with the Hong Kong Central Enterprises Dividend ETF (513910) being viewed as such a refuge [1] Group 2: ETF Characteristics - The index tracked by the ETF has a high dividend yield of 6.65% over the past year, providing a "dividend safety cushion" that can offer some buffer against market fluctuations [1] - The ETF has achieved an average daily trading volume exceeding 300 million yuan from November 9 to December 8, ranking first among similar products that combine "Hong Kong stocks," "central enterprises," and "dividend" concepts [1] Group 3: Investment Logic - The combination of high liquidity and strong consensus around the ETF indicates that it is not a niche product but rather a mainstream "safe haven" asset [1] - Investors are positioning themselves to avoid external volatility while still aiming to earn stable "interest" through high dividends, which this ETF effectively addresses [1]
港股红利被资金疯狂追捧!港股央企红利ETF(513910)日均成交额3亿元,为何?
Mei Ri Jing Ji Xin Wen·2025-12-09 05:42