Group 1 - The core viewpoint is that the Hong Kong Stock Connect high dividend sector has significant allocation value during a weak US dollar cycle, benefiting from liquidity premium and enhanced EPS expectations for Chinese companies [1] - The depreciation of the US dollar reduces foreign exchange risks for foreign investors holding Hong Kong stocks, further elevating risk appetite [1] - In the current market environment, stable dividends remain a core selection, with traditional industry leaders expected to deliver improved dividend yields and ROE due to enhanced competition and weakened capital expenditure [1] Group 2 - The Hong Kong Stock Connect high dividend index, compiled by China Securities Index Co., selects 30 high dividend stocks from eligible Hong Kong-listed companies, focusing on those with good liquidity and consistent dividend payouts [1] - The index primarily covers traditional advantageous industries such as real estate and energy, reflecting the overall performance of high dividend securities in the Hong Kong market [1] - Investors without stock accounts can consider the Cathay China Securities Hong Kong Stock Connect High Dividend Investment ETF linked A (022274) and linked C (022275) [1]