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14.21%，近一 个月回报为-2.81%。 来源：新浪基金∞工作室 1月7日，港股红利ETF博时（513690）涨0.00%，成交额2.03亿元。当日份额减少1650.00万份，最新份 额为50.44亿份，近20个交易日份额减少4.67亿份。最新资产净值计算值为55.27亿元。 ...

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14.69%，近一 个月回报为-2.80%。 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：新浪基金∞工作室 12月9日，港股红利ETF博时（513690）跌1.60%，成交额1.56亿元。当日份额减少150.00万份，最新份 额为55.09亿份，近20个交易日份额增加1650.00万份。最新资产净值计算值为61.26亿元。 ...

来源：新浪基金∞工作室 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。 12月3日，港股红利ETF博时（513690）跌0.62%，成交额1.80亿元。当日份额减少450.00万份，最新份 额为55.12亿份，近20个交易日份额增加1.84亿份。最新资产净值计算值为62.61亿元。 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17.16%，近一 个月回报为1.35%。 ...

Group 1 - The article discusses the potential impact of AI mobile assistants like Doubao on the application ecosystem and the competitive landscape for companies like Apple, which has struggled to innovate its AI assistant Siri [1][2] - The retirement of Apple's AI head, John Giannandrea, is highlighted as a significant change, indicating a shift in the company's AI strategy [1][3] - The article critiques Apple's decision not to enter the automotive industry, suggesting that the company is missing out on a major market opportunity despite having a loyal customer base that values integration with Apple products [2][3] Group 2 - The global market is experiencing volatility, with Japan's bond yields reaching historical highs, impacting risk assets worldwide [8][9] - A-share market saw a correction after a previous period of stability, with notable declines in stocks like Chip Original and ZTE, indicating a cooling off in previously hot sectors [14][16] - The article notes that the Hong Kong stock market is facing challenges in the automotive sector due to the impending withdrawal of government subsidies, which may lead to increased sales pressure for car manufacturers [18][19] Group 3 - The article discusses the recent performance of Hong Kong dividend stocks, which have shown resilience and are expected to remain a foundational asset for institutional investors [23][31] - A significant change in ETF naming conventions is mentioned, which could enhance brand recognition and marketing for fund managers, potentially impacting investment flows [26][28] - The article highlights a peculiar corporate governance issue where a chairman voted against his own compensation proposal, raising questions about board dynamics [35]

Core Viewpoint - The Hong Kong Dividend ETF Bosera (513690) experienced a decline of 1.01% on November 14, with a trading volume of 198 million yuan, indicating market fluctuations and investor sentiment [1] Group 1: Fund Performance - The latest net asset value of the Bosera Hong Kong Dividend ETF is 6.522 billion yuan [1] - Since its inception on May 11, 2021, the fund has achieved a return of 20.57% [1] - Over the past month, the fund has delivered a return of 9.18% [1] Group 2: Fund Activity - On the same day, the fund's shares increased by 24 million, bringing the total shares to 5.580 billion [1] - In the last 20 trading days, the fund's shares have increased by 461 million [1] Group 3: Management Information - The fund is managed by Bosera Asset Management Co., Ltd., with fund managers Wan Qiong and Wang Meng [1] - The performance benchmark for the fund is the Hang Seng Hong Kong Stock Connect High Dividend Yield Index, adjusted for valuation exchange rates [1]

Core Insights - The Hong Kong Dividend ETF by Bosera (513690) increased by 1.59% on November 6, with a trading volume of 204 million yuan [1] - The fund's shares increased by 18 million, bringing the total shares to 5.346 billion, with a total increase of 377 million shares over the last 20 trading days [1] - The latest net asset value is calculated at 6.088 billion yuan [1] Fund Performance - The performance benchmark for the Hong Kong Dividend ETF is the Hang Seng High Dividend Yield Index (adjusted for valuation exchange rates) [1] - Managed by Bosera Fund Management Co., the fund has a return of 17.47% since its inception on May 11, 2021, and a return of 6.64% over the past month [1]

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]