Core Viewpoint - The A-share market has shown strong performance, with the Shanghai Composite Index reaching a ten-year high of 4100 points as of January 9, 2026, indicating a potential "spring market" phase for investors [4][9]. Group 1: Dividend ETFs Performance - The latest dividend yield for the S&P A-share Dividend ETF is 4.76% [1]. - The S&P A-share Dividend ETF has shown a one-year return of 20.6% and a year-to-date return of 10.77% [1]. - The Hong Kong Stock Connect Low Volatility Dividend ETF has a one-year return of 11.76% and a recent return of 25.3% over the last month [2][7]. Group 2: Investment Strategies - Investors are advised to adopt a "barbell strategy," combining high-dividend and quality cash flow assets to stabilize during market corrections while also investing in high-growth assets aligned with industry trends and policy directions [4][9]. - The A500 Low Volatility Dividend ETF has shown a one-year return of 5.05% and a recent return of 0.21% over the last week [2][7]. Group 3: Cash Flow ETFs - The 300 Cash Flow ETF, which excludes financials and real estate, has a one-year return of 14.29% [3][8]. - The performance of the 300 Cash Flow ETF indicates a strong position in large-cap blue-chip stocks, reflecting its strategy of tracking the CSI 300 Free Cash Flow Index [3][8].
红利风向标 | 沪指屡刷十年高点，“红利+高景气”杠铃策略或更攻守兼备
Xin Lang Cai Jing·2026-01-12 01:19