Core Viewpoint - The article discusses the performance of dividend strategies in the market, highlighting the significant internal differentiation in returns among various sectors and stocks. Group 1: Overall Performance of Dividend Strategies - In the third quarter, the CSI Dividend Index increased by 2.5%, indicating a relatively average performance [4] - The banking ETF experienced a decline of 9.1%, with only state-owned banks, particularly Agricultural Bank of China (601288.SH), showing impressive performance [7] - The traditional heavy sectors of the dividend index, such as coal, performed well recently [10] Group 2: High Dividend Strategy Performance - The high dividend strategy by Fengyunjun saw a substantial increase of 16.74% in the third quarter, significantly outperforming the index [13] - Notable stocks that performed well include Kangputon (603798.SH), Meiyingsen (002303.SZ), Tiancheng Technology (688603.SH), Dongfang Yuhong (002271.SZ), Rong'an Real Estate (000517.SZ), and Jizhong Energy (000937.SZ), showcasing a diverse range of industries [13] Group 3: Market Sentiment and Future Outlook - The rebound in dividends suggests a shift in risk appetite among some investors, but reliance on a few sectors like coal and state-owned banks may not sustain a more prolonged upward trend [15]
风格切换,保守一波?| 高分红利策略第四期