Core Viewpoint - Dividend assets are attractive to risk-averse investors due to their stable high dividends and low valuation in a low-interest-rate environment, especially amidst a generally stable economic backdrop [1] Group 1: Economic Indicators - The manufacturing PMI slightly rebounded to 49.2% in November, indicating improvements in both production and demand, with a notable recovery in small and micro enterprises [1] - High-tech manufacturing continues to expand, reflecting positive trends in the sector [1] Group 2: Policy and Market Environment - Policy focus is on new urbanization and urban-rural integration, aimed at unleashing domestic demand potential [1] - Deepening capital market reforms are attracting long-term funds, enhancing the investment landscape [1] Group 3: Investment Opportunities - Dividend assets possess allocation value in a low-interest-rate environment, appealing to funds seeking stable returns [1] - The Dividend State-Owned Enterprise ETF (510720) tracks the State-Owned Dividend Index (000151), which selects high-dividend capable and stable dividend record companies across sectors like banking, coal, and transportation [1] - The index employs a rigorous assessment of constituent stocks' dividend yield and sustainability, utilizing a cross-industry diversification strategy to effectively control investment risks and reflect the overall market performance of high-dividend companies [1]
关注红利国企ETF(510720)投资机会,市场关注“红利+”配置策略
Sou Hu Cai Jing·2025-12-11 10:04