股息红利策略

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300红利低波ETF(515300)盘中交投活跃,机构:三季度红利等板块仍可作为底仓配置
Sou Hu Cai Jing· 2025-06-19 05:57
Core Viewpoint - The performance of the CSI 300 Dividend Low Volatility Index has shown a decline, with mixed results among constituent stocks, indicating a cautious market sentiment and potential investment opportunities in dividend-focused strategies [1][4]. Group 1: Index Performance - As of June 19, 2025, the CSI 300 Dividend Low Volatility Index decreased by 0.72% [1]. - The ETF associated with this index, the CSI 300 Dividend Low Volatility ETF (515300), has undergone adjustments [1]. - The ETF's recent trading volume was 1.22%, with a total transaction value of 66.48 million yuan [4]. Group 2: ETF Metrics - The CSI 300 Dividend Low Volatility ETF has a current scale of 5.462 billion yuan [4]. - Over the past five years, the ETF's net value has increased by 81.64%, ranking 35th out of 987 index equity funds, placing it in the top 3.55% [4]. - The ETF has recorded a maximum monthly return of 13.89% since its inception, with the longest streak of consecutive monthly gains being five months [4]. Group 3: Top Holdings - The top ten weighted stocks in the CSI 300 Dividend Low Volatility Index account for 36.97% of the index, with significant players including China Shenhua, Gree Electric, and China Petroleum [4][6]. - The individual weightings of these stocks range from 2.89% to 4.53%, with China Shenhua having the highest weight at 4.53% [6]. Group 4: Market Outlook - Long-term capital inflows into the market are expected to continue, with public funds and insurance capital projected to reach approximately 4.2 trillion yuan in 2025 [6]. - Insurance funds, which prioritize certainty in returns, are likely to favor high-dividend stocks, providing upward momentum for the dividend sector in the second half of the year [6]. - The market is anticipated to experience higher volatility in the third quarter, making dividend stocks a suitable core allocation strategy [6][7].
港股表现助力主题基金业绩 有产品年内净值增超70%
Zheng Quan Ri Bao· 2025-06-02 16:16
本报记者 方凌晨 今年以来,港股整体表现亮眼,港股资产也成为公募基金业绩提升的重要助力。截至6月2日,汇添富香港优势精选混合A 以70.95%的年内净值增长率登顶全市场公募基金业绩榜首,另有多只配置港股资产的基金净值增长率居前。 此外,另有多只配置港股资产的基金年内净值增长较多。例如,长城医药产业精选混合发起式A、广发成长领航一年持有 混合A分别以65.83%、62.93%的年内净值增长率跻身业绩排行榜前五名。这两只基金的重仓股中均出现了多只港股。长城医药 产业精选混合发起式专注创新药领域的投资,包括信达生物等在内的港股年内涨幅可观;广发成长领航一年持有混合则配置了 泡泡玛特、老铺黄金等港股。 在业内人士看来,资金的持续流入为港股市场提供了重要支撑,年内港股市场活跃度和吸引力显著提升。 在港股市场持续向好背景下,公募机构积极布局港股主题基金。在业内人士看来,资金有望持续涌入港股市场。 站在当前时点,港股还有哪些投资机会?在盛今看来,当前市场环境下,"科技+红利"双主线策略展现出较强的协同效 应。一方面,科技板块在AI产业链爆发的带动下表现活跃;另一方面,高股息红利策略在市场波动中具有一定吸引力。 截至6月2日 ...