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跨市场“哑铃”精选:红利压舱,小盘冲锋
Sou Hu Cai Jing· 2025-08-05 02:42
Core Viewpoint - The article emphasizes the importance of a balanced and diversified investment strategy in light of recent economic data, suggesting a "dumbbell" allocation approach that combines growth and dividend investments across A-shares and H-shares [1][10]. Group 1: Dividend Investments - The performance of the Hang Seng High Dividend Low Volatility Index has been outstanding, with a return of 23.88% over the last five years and 101.45% over the past five years [2]. - The Hong Kong Dividend Low Volatility ETF (520550), which tracks this index, has seen a 22.23% increase since its launch in mid-January, with a fund size exceeding 1.1 billion and nearly 23 consecutive weeks of net inflows, indicating its recognition as a "ballast" asset [4]. Group 2: Growth Investments - The CSI 2000 index has outperformed the Hang Seng Technology index with a year-to-date increase of 22.88%, significantly surpassing the CSI 1000, ChiNext, and STAR 50 indices [6]. - The CSI 2000 Enhanced ETF (159552) has achieved a remarkable year-to-date return of 43.51%, with a substantial net inflow of 66.21 million in a single day, and has attracted over 330 million in the last 20 trading days, indicating strong demand and a growth rate nearing 300% for its fund size [8]. Group 3: Investment Strategy - The recommended "dumbbell" strategy involves combining the Hong Kong Dividend Low Volatility ETF (520550) and the CSI 2000 Enhanced ETF (159552) to balance defensive and offensive assets, allowing for dynamic adjustments based on market conditions [10]. - Initial allocation is suggested at a 5:5 ratio, with monthly reviews of market signals and adjustments based on dividend yields and growth potential, aiming to create a protective cross-market investment strategy [10].