恒生央企ETF(513170)升超1.2%,成分股中芯國際復甦速度超出預期,中國移動中期分紅再創新高
港股走高,截至12:00,恒生央企ETF(513170)成分股中芯國際大升6.33%,華潤置地張超4%,中國海外發展升3.9%;恒生央企ETF(513170)升幅達1.24%,近3個交易日恒生央企ETF升3.20%。消息面上,中芯國際昨晚公佈業績顯示,第二季度營收19.01億美元,環比增長8.6%,同比增長21.8%,預估18.4億美元;公司預計第三季度營收環比增長13%至15%;中芯國際Q2營收淨利潤以及Q3指引均超預期。此外,恒生央企ETF成分股中國移動中期分紅再創新高。中國移動公吿,公司決定2024年中期派息每股2.60港元,同比增長7.0%。業內人士看好恒生央企ETF的配置價值,其邏輯基於:1.當前製造業PMI低位震盪,以行業景氣為錨博取超額收益的難度提升,這個時候,市場往往傾向於投資紅利低波資產以追求確定性。2.疊加美國“大選年”地緣風險溢價明顯抬升,美債收益率仍保持較高水平,這使得盈利穩定並具備抵禦市場波動能力的紅利低波資產成為“市場阻力最小的方向”。3.長期看,中國已步入高質量發展階段,低利率環境可能維持較長時間,銀行理財產品的預期收益率持續下行,能夠穩定提供較高收益的優質資產越來越稀缺,社會對於穩健資產的配置需求卻還在增加,而港股高分紅板塊的股息率高達6-7%,仍處於歷史較高水平。在當前低利率環境中,恒生央企ETF(513170)配置價值較高。
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