高股息连续调整或是机会，中证红利ETF成立以来超额收益显著

新浪基金01-23

本周大盘依旧表现出较强的防御属性，而开年以来超额收益较高的部分高股息行业本周也出现了不同程度的调整。当前疲弱市场情况下，中银证券认为资金博弈行为或加剧短期行业及板块间的轮动。该机构认为，宽货币向宽信用的传导疏通之前，市场风格难以发生实质性切换，短期红利策略或仍有效。　　方正证券则表示，股债息差是推动红利板块走强的重要因素，高股息公司本身具有较强的长债属性，当股息率大幅高于债券收益率时对于长期配置...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2405430101?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-01-23 18:12","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2405430101","market":"hk","top_or_hot":-1,"title":"高股息连续调整或是机会，中证红利ETF成立以来超额收益显著","media":"新浪基金","content":"<div>\n<p>本周大盘依旧表现出较强的防御属性，而开年以来超额收益较高的部分高股息行业本周也出现了不同程度的调整。当前疲弱市场情况下，中银证券认为资金博弈行为或加剧短期行业及板块间的轮动。该机构认为，宽货币向宽信用的传导疏通之前，市场风格难以发生实质性切换，短期红利策略或仍有效。\n　　方正证券则表示，股债息差是推动红利板块走强的重要因素，高股息公司本身具有较强的长债属性，当股息率大幅高于债券收益率时对于长期配置...</p>\n\n<a href=\"https://finance.sina.com.cn/money/fund/etf/2024-01-23/doc-inaephhi7404086.shtml\">网页链接</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高股息连续调整或是机会，中证红利ETF成立以来超额收益显著</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高股息连续调整或是机会，中证红利ETF成立以来超额收益显著\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-23 18:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/money/fund/etf/2024-01-23/doc-inaephhi7404086.shtml><strong>新浪基金</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本周大盘依旧表现出较强的防御属性，而开年以来超额收益较高的部分高股息行业本周也出现了不同程度的调整。当前疲弱市场情况下，中银证券认为资金博弈行为或加剧短期行业及板块间的轮动。该机构认为，宽货币向宽信用的传导疏通之前，市场风格难以发生实质性切换，短期红利策略或仍有效。\n　　方正证券则表示，股债息差是推动红利板块走强的重要因素，高股息公司本身具有较强的长债属性，当股息率大幅高于债券收益率时对于长期配置...</p>\n\n<a href=\"https://finance.sina.com.cn/money/fund/etf/2024-01-23/doc-inaephhi7404086.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"515080","symbol_name":"中证红利ETF","start_time":0,"source_url":"https://finance.sina.com.cn/money/fund/etf/2024-01-23/doc-inaephhi7404086.shtml","article_id":"2405430101","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/money/fund/etf/2024-01-23/doc-inaephhi7404086.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2405430101","pubTimestamp":1706004720,"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"本周大盘依旧表现出较强的防御属性，而开年以来超额收益较高的部分高股息行业本周也出现了不同程度的调整。当前疲弱市场情况下，中银证券认为资金博弈行为或加剧短期行业及板块间的轮动。该机构认为，宽货币向宽信用的传导疏通之前，市场风格难以发生实质性切换，短期红利策略或仍有效。四季报显示，自基金合同生效至今，中证红利ETF区间份额净值增长率达66.14%，超越同期业绩比较基准收益率47.95%。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"515080":"中证红利ETF"},"translate_title":"High Dividend is continuously adjusted or an opportunity. Since the establishment of CSI Dividend ETF, the excess returns have been significant","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"515080":1},"content_text":"本周大盘依旧表现出较强的防御属性，而开年以来超额收益较高的部分高股息行业本周也出现了不同程度的调整。当前疲弱市场情况下，中银证券认为资金博弈行为或加剧短期行业及板块间的轮动。该机构认为，宽货币向宽信用的传导疏通之前，市场风格难以发生实质性切换，短期红利策略或仍有效。\n　　方正证券则表示，股债息差是推动红利板块走强的重要因素，高股息公司本身具有较强的长债属性，当股息率大幅高于债券收益率时对于长期配置资金具有较强的吸引力。截至2024年1月12日，红利板块股债收益差为2.62%，处于历史高位，虽然红利板块已经表现不俗，但或仍有较高的投资性价比。\n　　ETF方面，近期随着四季报披露，基金净值表现情况露出水面。四季报显示，自基金合同生效至今，中证红利ETF（515080）区间份额净值增长率达66.14%，超越同期业绩比较基准收益率47.95%。\n\n\n股市回暖，抄底炒股先开户！智能定投、条件单、个股雷达……送给你>>\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王旭","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2405430101"}