红利港股ETF（159331）飘红，市场关注高股息板块企稳信号

Core Viewpoint - The Hong Kong dividend ETF (159331) has shown a rise of over 0.2%, indicating market attention towards the stabilization of high dividend sectors. Analysts predict that Hong Kong stocks will outperform A-shares in 2025, despite a weaker performance in the latter half of the year due to a stronger US dollar and slowing capital inflows [1] Group 1: Market Outlook - In 2025, Hong Kong stocks are expected to outperform A-shares, driven by three factors: a weaker US dollar encouraging international capital allocation, appreciation of the RMB attracting overseas Chinese capital, and a recovery in inflation alongside potential debt relief policies improving fundamentals [1] - The high dividend sector within Hong Kong stocks is anticipated to trend positively throughout 2025, primarily due to the tax exemption on dividends for insurance capital investing in Hong Kong stocks, which may lead to a further narrowing of the dividend AH premium [1] Group 2: ETF and Index Details - 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 dividend payments from the Stock Connect universe, using a dividend yield-weighted approach [1] - The ETF has shown robust investment characteristics, focusing on sectors such as finance and traditional industries, and has consistently paid dividends for 17 months, making it noteworthy for investors [1]