11月14日，港股红利ETF博时（513690）跌1.01%，成交额1.98亿元。当日份额增加2400.00万份，最新 份额为55.80亿份，近20个交易日份额增加4.61亿份。最新资产净值计算值为65.22亿元。港股红利ETF 博时（513690）业绩比较基准为恒生港股通高股息率指数收益率(经估值汇率调整后)，管理人为博时基 金管理有限公司，基金经理为万琼、王萌，成立（2021-05-11）以来回报为20.57%，近一个月回报为 9.18%。风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包 括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投 资建议。 来源：视频滚动新闻 ...

来源：新浪基金∞工作室 11月6日，港股红利ETF博时（513690）涨1.59%，成交额2.04亿元。当日份额增加1800.00万份，最新份 额为53.46亿份，近20个交易日份额增加3.77亿份。最新资产净值计算值为60.88亿元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 港股红利ETF博时（513690）业绩比较基准为恒生港股通高股息率指数收益率(经估值汇率调整后)，管 理人为博时基金管理有限公司，基金经理为万琼、王萌，成立（2021-05-11）以来回报为17.47%，近一 个月回报为6.64%。 ...

Core Insights - The Hong Kong Dividend ETF by Bosera (513690) has shown a recent increase of 0.45%, with a latest price of 1.12 CNY, and a weekly cumulative rise of 0.36% as of October 28, 2025 [3] - The overall coal supply and demand is improving, with stricter safety and production management expected in Q4, leading to a stable to strong coal price outlook [3] - The market is increasingly focused on dividend assets as domestic interest rates enter a downward cycle, with the Hong Kong market's overall valuation at a low point and a growing willingness among companies to distribute dividends [3] Market Performance - The latest scale of the Hong Kong Dividend ETF by Bosera is 5.869 billion CNY [4] - Recent fund flows have been balanced, with net inflows in 4 out of the last 5 trading days, totaling 26.7134 million CNY, averaging 5.3427 million CNY per day [4] - The ETF closely tracks the Hang Seng Hong Kong Stock Connect High Dividend Yield Index, which reflects the performance of high dividend securities listed in Hong Kong [4] Key Holdings - As of October 8, 2025, the top ten weighted stocks in the Hang Seng Hong Kong Stock Connect High Dividend Yield Index include Orient Overseas International, COSCO Shipping Holdings, Yancoal Australia, and others, accounting for 28.98% of the index [4]

Core Viewpoint - The Hang Seng High Dividend Yield Index has shown resilience, with a notable increase of 0.74% as of October 27, 2025, amidst a broader market decline, indicating a shift towards dividend-focused investments in a volatile environment [3][4]. Group 1: Market Performance - The Hang Seng High Dividend Yield Index increased by 0.74%, with notable gains from stocks such as China Hongqiao (+3.25%) and CITIC Limited (+3.10%) [3]. - The BoShi Hang Seng Dividend ETF rose by 0.72%, marking its third consecutive increase, with a recent price of 1.12 yuan [3]. - Over the week leading up to October 24, the BoShi Hang Seng Dividend ETF accumulated a total increase of 2.40% [3]. Group 2: Liquidity and Fund Flows - The BoShi Hang Seng Dividend ETF recorded a turnover rate of 1.78% and a trading volume of 105 million yuan [3]. - The ETF has seen a consistent inflow of funds over the past 11 days, with a peak single-day net inflow of 148 million yuan, totaling 336 million yuan in net inflows [4]. Group 3: Investment Strategy - Analysts suggest a "barbell strategy" for investors, combining defensive dividend assets with growth-oriented technology stocks to balance risk and return [4]. - The BoShi Hang Seng Dividend ETF has reached a new high in scale at 5.829 billion yuan and a new high in shares at 5.275 billion [4]. Group 4: Index Composition - As of October 8, 2025, the top ten weighted stocks in the Hang Seng High Dividend Yield Index accounted for 28.98% of the index, including companies like Orient Overseas International and China Shenhua [5].

Core Insights - The Hang Seng High Dividend Yield Index has increased by 0.97% as of October 20, 2025, with notable gains in stocks such as China Petroleum (up 3.96%) and Xinyi Glass (up 2.86%) [3] - The BoShi Hang Seng High Dividend ETF has seen a price increase of 1.29%, reaching 1.1 yuan, and has accumulated a 0.65% rise over the past week [3] - The A-share market has shown significant structural differentiation, with low valuation high dividend sectors gaining traction amid a volatile environment [3] Market Trends - High dividend blue-chip stocks, particularly in the banking sector, have performed well, with the banking index rising for seven consecutive days [4] - Agricultural Bank has notably achieved 11 consecutive days of positive daily closes, reaching a historical high [4] - Analysts suggest that after a tech growth phase, dividend assets may become more attractive as they have returned to relatively low levels [4] Investment Strategies - The banking sector's dividend yield has improved post-correction, making it a compelling option for medium to long-term investment [4] - The "dumbbell strategy" combining high dividend assets with high valuation tech growth stocks is expected to remain effective in the fourth quarter [4] - The BoShi Hang Seng High Dividend ETF has seen a significant inflow of funds, totaling 163 million yuan over six days, with a peak single-day inflow of 49.21 million yuan [4][5] Fund Performance - The BoShi Hang Seng High Dividend ETF closely tracks the Hang Seng High Dividend Yield Index, which reflects the performance of high dividend securities available through the Hong Kong Stock Connect [5] - As of October 8, 2025, the top ten weighted stocks in the index accounted for 28.98% of the total index weight [5] - The latest fund size of the BoShi Hang Seng High Dividend ETF is 5.536 billion yuan, with a record high of 5.119 billion shares [4][5]

Group 1 - The Hang Seng High Dividend Yield Index decreased by 1.14% as of October 13, 2025, with mixed performance among constituent stocks [3] - The top-performing stock was Uni-President China, which rose by 1.32%, while Xinyi Glass led the decline with a drop of 5.38% [3] - The Bosera Hang Seng High Dividend ETF (513690) fell by 1.02%, with a latest price of 1.07 CNY, but saw a cumulative increase of 0.84% over the past two weeks [3] Group 2 - The Shanghai real estate market showed a clear divergence between new and second-hand homes during the National Day and Mid-Autumn Festival period, with new home transactions rising by 78.9% year-on-year to 909 units, while second-hand home transactions fell by 63.7% to 780 units [3] - Recent policies in the consumer sector have created a favorable environment, particularly for traditional consumption and maternity-related sectors, with significant support from local government initiatives [4] - The Bosera Hang Seng High Dividend ETF has reached a scale of 5.355 billion CNY and a record high of 4.989 billion shares [4] Group 3 - The top ten weighted stocks in the Hang Seng High Dividend Yield Index account for 28.98% of the index, with notable companies including Orient Overseas International and China Shenhua Energy [5]

Group 1: ETF Performance - On September 25, cloud computing and big data-related ETFs surged, with the Cloud 50 ETF (560660) rising over 4% [1][3] - Other notable ETFs included the Big Data Industry ETF (516700) and Cloud Computing ETF (159890), both increasing by over 3% [3][4] - The Short-term Bond ETF (511360) had the highest trading volume on September 25, reaching a transaction amount of 22.18 billion [5][7] Group 2: New Listings and Fund Inflows - On September 24, the second batch of 14 Sci-Tech Innovation Bond ETFs was launched, attracting a total net inflow of 63.894 billion on the first trading day [2][8] - Five of these ETFs surpassed 10 billion in scale within just one trading day, indicating strong market interest [8][9] - The top inflow ETFs included the Industrial Bank Sci-Tech Bond ETF (551560) with a net inflow of 9.985 billion, and the ICBC Sci-Tech Bond ETF (159116) with 8.544 billion [9] Group 3: Market Outlook - The technology sector remains a focal point for market investors, with expectations for continued interest in AI-related hardware and applications, as well as emerging fields like semiconductor and solid-state batteries [10] - Despite high risk appetite, the market is currently in a volatile state, with no significant downward pressure anticipated in the long term [10]

Group 1 - On September 25, cloud computing and big data-related ETFs experienced significant growth, with the Cloud 50 ETF (560660) rising over 4% [1][2] - Other ETFs in the sector, such as the Big Data Industry ETF (516700), Cloud Computing ETF (159890), and Cloud Computing 50 ETF (516630), also saw increases of over 3% [2][3] - The Short-term Bond ETF (511360) had the highest trading volume in the market on September 25, with a transaction amount of 22.18 billion [5][6] Group 2 - On September 24, the second batch of 14 sci-tech bond ETFs was launched, attracting a total net inflow of 63.894 billion on the first trading day [7][8] - Five of these sci-tech bond ETFs surpassed 10 billion in scale within just one trading day, indicating strong market interest [7][8] - The active trading of newly launched sci-tech bond ETFs, such as the Guotai ETF (551800) and Huatai ETF (551520), continued on September 25, with transaction amounts of 10.375 billion and 9.505 billion respectively [5][6] Group 3 - The market remains focused on technology sectors, with expectations for strong performance in AI-related hardware and applications, as well as semiconductor and energy storage industries [9] - Despite high risk appetite, the market is currently in a volatile state, with no significant downward pressure anticipated in the long term [9]

Group 1 - The ETF market showed mixed performance on September 25, with the Cloud 50 ETF (560660) increasing by 4.02%, and the Big Data Industry ETF (516700) and Cloud Computing ETF (159890) both rising by 3.60% [1] - Conversely, the Hong Kong Dividend ETF (513690) declined by 1.77%, the Hong Kong Stock Connect Dividend Low Volatility ETF (520890) fell by 1.64%, and the Engineering Machinery ETF (159542) decreased by 1.56% [1]

Market Overview - On September 25, A-shares experienced a volatile upward trend, with the ChiNext Index rising over 2% at one point, reaching a three-year high [1] - The Shanghai Composite Index closed at 3853.30 points, down 0.01%; the Shenzhen Component Index closed at 13445.90 points, up 0.67%; and the ChiNext Index closed at 3235.76 points, up 1.58% [1] - The total trading volume in the Shanghai and Shenzhen markets was 239.18 billion yuan, an increase of 44.6 billion yuan compared to the previous trading day [1] International Indices - The Nikkei 225 Index closed up 0.27% at 45754.93 points, while the Korean Composite Index fell 0.03% to 3471.11 points on the same day [2] - Domestic commodity futures saw most main contracts rise, particularly in copper [2] Bond Market - On September 25, the performance of government bond futures was mixed, with the 30-year bond futures (TL2512) closing at 114.110 yuan, up 0.120 yuan (0.11% increase) [2] - The 10-year bond futures (T2512) closed at 107.610 yuan, down 0.010 yuan (0.01% decrease) [2] - The 5-year bond futures (TF2512) closed at 105.525 yuan, down 0.015 yuan (0.01% decrease) [2] - The 2-year bond futures (TS2512) closed at 102.314 yuan, down 0.010 yuan (0.01% decrease) [2] ETF Performance - On September 25, various ETFs showed mixed results, with the Cloud 50 ETF (560660) rising 4.02%, and the Big Data Industry ETF (516700) increasing by 3.60% [3] - Conversely, the Hong Kong Dividend ETF (513690) fell by 1.77%, and the Hong Kong Dividend Low Volatility ETF (520890) decreased by 1.64% [3] Institutional Insights - Guohai Securities' strategy team released a report indicating that A-shares are expected to advance further in Q4 2025, driven by policy and liquidity, with a more balanced style [4] - Barclays' research team noted that the Federal Reserve's loose monetary policy, global economic slowdown, and reduced market volatility create favorable conditions for emerging market assets [4] - UBS Wealth Management's CIO office suggested that gold prices may have further upside potential due to expected declines in U.S. real interest rates amid continued high inflation [4] - Luo Zhiheng, Chief Economist at Yuekai Securities, stated that the current A-share rally is based on a more solid foundation, with sustainability likely to exceed most historical trends [4]