Group 1 - The core viewpoint is that the high dividend strategy in the Hong Kong stock market experiences its strongest calendar effect from December to mid-January, with insurance funds likely to rapidly build positions in high dividend assets to match liability costs, creating a rigid buying pressure [1] - The probability of achieving absolute or excess returns is higher during this period, as public funds seeking relative returns may rebalance their assets at year-end, potentially selling high-valuation, volatile growth stocks in favor of high dividend, high safety margin stocks in the Hong Kong dividend sector [1] - The Hong Kong Dividend ETF (159331) tracks the Hong Kong Stock Connect High Dividend Index (930914), which selects 30 high dividend yield securities with good liquidity and consistent dividends from the Stock Connect range, using a dividend yield-weighted approach [1] Group 2 - The constituent stocks cover multiple industry sectors, with a particular focus on the financial and traditional industry sectors, aiming to reflect the overall performance of quality securities under the high dividend strategy in the Hong Kong Stock Connect [1] - The Hong Kong Dividend ETF (159331) has consistently paid dividends for 16 months, making it noteworthy for investors [1]
关注红利港股ETF(159331)投资机会,连续分红16个月,港股高股息策略迎日历效应
Mei Ri Jing Ji Xin Wen·2025-12-09 06:32