景顺长城中证国新港股通央企红利ETF(520990)投资价值分析：港股投资建议关注优质高分红央企

国泰君安证券股...06-05

多重因素叠加催化，港股央企或受资金青。当前国内经济短期处在稳健复苏趋势中，近期房地产重磅政策频发，港股相关板块盈利预期小幅改善，对港股市场形成正反馈。此外，在宽货币环境下，利率或将持续处于下行通道，红利资产作为典型的类债资产，具备价值回归、盈利回归和价值重估的多重优势，具备较高的配置价值，叠加重磅政策密集出台，央企红利或将成为重要投资方向。港股市场估值吸引力仍较高，资金明显流入。2021年以来港股...

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/2441921489?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-06-05 00:00","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2441921489","market":"sh","top_or_hot":-1,"title":"景顺长城中证国新港股通央企红利ETF(520990)投资价值分析：港股投资建议关注优质高分红央企","media":"国泰君安证券股...","content":"<div>\n<p>多重因素叠加催化，港股央企或受资金青。当前国内经济短期处在稳健复苏趋势中，近期房地产重磅政策频发，港股相关板块盈利预期小幅改善，对港股市场形成正反馈。此外，在宽货币环境下，利率或将持续处于下行通道，红利资产作为典型的类债资产，具备价值回归、盈利回归和价值重估的多重优势，具备较高的配置价值，叠加重磅政策密集出台，央企红利或将成为重要投资方向。港股市场估值吸引力仍较高，资金明显流入。2021年以来港股...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406051332459f1b836e&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>景顺长城中证国新港股通央企红利ETF(520990)投资价值分析：港股投资建议关注优质高分红央企</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景顺长城中证国新港股通央企红利ETF(520990)投资价值分析：港股投资建议关注优质高分红央企\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-05 00:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406051332459f1b836e&s=b><strong>国泰君安证券股...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>多重因素叠加催化，港股央企或受资金青。当前国内经济短期处在稳健复苏趋势中，近期房地产重磅政策频发，港股相关板块盈利预期小幅改善，对港股市场形成正反馈。此外，在宽货币环境下，利率或将持续处于下行通道，红利资产作为典型的类债资产，具备价值回归、盈利回归和价值重估的多重优势，具备较高的配置价值，叠加重磅政策密集出台，央企红利或将成为重要投资方向。港股市场估值吸引力仍较高，资金明显流入。2021年以来港股...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406051332459f1b836e&s=b\">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":"513920","symbol_name":"港股通央企红利ETF","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406051332459f1b836e&s=b","article_id":"2441921489","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406051332459f1b836e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2441921489","pubTimestamp":1717516800,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"多重因素叠加催化，港股央企或受资金青。港股市场估值吸引力仍较高，资金明显流入。国新港股通央企红利指数成分配置合理，业绩弹性相对突出。景顺长城中证国新港股通央企红利ETF是投资港股通央企红利板块的ETF产品。该ETF是市场首批上报获批的产品之一，为投资者一键布局港股央企红利板块提供全新的投资工具，拟任基金经理为张晓南和郑天行先生。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"513920":"港股通央企红利ETF","BK0028":"国家队","BK0044":"CDM项目","BK0183":"MSCI概念","BK0212":"黑色加工","000825":"太钢不锈","BK0188":"融资融券"},"translate_title":"Invesco Great Wall CSI Guoxin Hong Kong Stock Connect Central Enterprise Dividend ETF (520990) Investment Value Analysis: Hong Kong stock investment recommendations focus on high-quality and high-dividend central enterprises","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"513920":1,"000825":0.9},"content_text":"多重因素叠加催化，港股央企或受资金青。当前国内经济短期处在稳健复苏趋势中，近期房地产重磅政策频发，港股相关板块盈利预期小幅改善，对港股市场形成正反馈。此外，在宽货币环境下，利率或将持续处于下行通道，红利资产作为典型的类债资产，具备价值回归、盈利回归和价值重估的多重优势，具备较高的配置价值，叠加重磅政策密集出台，央企红利或将成为重要投资方向。港股市场估值吸引力仍较高，资金明显流入。2021年以来港股市场估值长期承压，虽然2024年初以来短期涨幅较大，但从估值的角度来看仍具备一定吸引力。资金推动是本轮港股上涨的明显驱动力，未来强劲的基本面或将成为长线资金的配置逻辑，因此港股优质央企资产或将成为长线资金增配的选择。国新港股通央企红利指数成分配置合理，业绩弹性相对突出。与其他可比指数不同的是，石油石化、通信、煤炭行业为该指数前三大权重行业，金融地产占比较少：从2020年以来表现来看，指数相对主要可比指数而言具备长期业绩优势：从收益性价比看，在港股红利样本空间中，指数具有“高收益-低波动特征”，夏普比显著优于其他港股红利类指数。景顺长城中证国新港股通央企红利ETF（520990）是投资港股通央企红利板块的ETF产品。该ETF是市场首批上报获批的产品之一，为投资者一键布局港股央企红利板块提供全新的投资工具，拟任基金经理为张晓南和郑天行先生。风险提示：本报告结论完全基于公开的历史数据进行计算，对基金产品和基金管理人的研究分析结论并不预示其未来表现，也不能保证未来的可持续性，亦不构成投资收益的保证或投资建议。本报告不涉及证券投资基金评价业务，不涉及对基金产品的推荐，亦不涉及对任何指数样本股的推荐。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"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":"4.25.1","shortVersion":"4.25.1","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/2441921489"}