Core Viewpoint - The report indicates that high dividend strategies remain sustainable, with institutional funds continuously increasing their positions in dividend assets, suggesting that dividend strategies will not be absent in the upcoming bull market [1] Group 1: Economic Context - The "anti-involution" policy is expected to alleviate the "increased revenue without increased profit" dilemma in certain industries, which will help align the profit growth rate of large-scale industrial enterprises with the growth rate of industrial added value [1] Group 2: Investment Opportunities - High dividend assets are highlighted for their robust cash flow and dividend advantages, making them particularly attractive in the context of a weak economic recovery [1] - Investors are encouraged to pay attention to the Cash Flow ETF (159399), which has outperformed the CSI Dividend Index and the CSI 300 Index for nine consecutive years from 2016 to 2024 [1] - The underlying index of the Cash Flow ETF (159399) focuses on large and mid-cap stocks, with a higher proportion of central state-owned enterprises compared to similar cash flow indices, and dividends can be assessed monthly [1]
现金流ETF（159399）盘中净流入近9000万份，资金抢筹布局，红利现金流策略有望向好
Mei Ri Jing Ji Xin Wen·2026-01-30 06:16