港股红利配置

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红利港股ETF(159331)收红,南向资金流入或支撑估值修复
Mei Ri Jing Ji Xin Wen· 2025-08-21 07:30
Group 1 - The core viewpoint is that the Hong Kong stock market is expected to benefit from the continuous inflow of southbound funds, with clear signs of valuation recovery [1] - In a low interest rate environment, the attractiveness of high dividend sectors in the Hong Kong stock market has increased, particularly in the upstream resource industry, which has performed well overall [1] - Recent market sentiment has been improving, with rising expectations for a Federal Reserve interest rate cut further boosting risk appetite for Hong Kong stocks [1] Group 2 - In the medium to long term, the valuation advantages of the Hong Kong stock market and the trend of industrial transformation and upgrading remain promising, with the technology and consumer sectors likely to continue rising under dual support from policies and funds [1] - The current market maintains a "Hong Kong dividend" allocation, with certain upstream resource sectors benefiting from "anti-involution" sentiment and capital inflows, showing notable performance [1] - The Hong Kong Dividend ETF (159331) tracks the Hong Kong Stock Connect High Dividend Index (930914), which selects high dividend companies that meet continuous dividend criteria from the Stock Connect range, covering multiple industries such as finance, energy, and industrials [1]