4月或指向港股红利

Group 1 - The report indicates that April may open a configuration window for dividend assets, benefiting from the approaching US tariff policy and concerns over earnings disclosures, leading to increased market volatility in March [2][3][8] - The report anticipates an influx of approximately 116 billion yuan in new insurance premiums, which will gradually convert into actual investments in dividend assets [3][8] - The AH dual-market rotation strategy aims to construct a more favorable dividend+ portfolio, with a focus on enhancing overall returns through the analysis of driving factors for A-shares and H-shares [9][10] Group 2 - The AH dividend rotation strategy for April emphasizes a significant preference for Hong Kong dividend assets, with a proposed allocation of 5% to A-share dividends and 95% to Hong Kong share dividends [9][10] - The report identifies five major driving factors, including the US disturbance index and seasonal effects in H-shares, which significantly influence the AH dividend rotation indicators [9][10]