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港股五連陽,恒生中國央企指數年初來11.52%,大幅領先恒生指數和恒生科技指數
格隆匯 04-26 10:18
港股衝擊五連陽,港股歸來呼聲大升!港股中資券商股、港股“三桶油”集體走強,截止10:00,中信證券升超4.5%,中金公司升3.8%,中國海洋石油升超5%,中國石油股份升2.99%,中國石油化工股份升1.89%。以上成分股拉昇帶動恒生央企ETF(513170)上升,恒生央企ETF開盤上升1.18%。消息面上,國務院發佈關於金融企業國有資產管理情況專項報吿審議意見的研究處理情況和整改問責情況的報吿。報吿顯示,集中力量打造金融業“國家隊”,推動頭部證券公司做強做優,支持上海、深圳證券交易所建設世界一流交易所。中國海洋石油則是業績超預期,一季度營收1114.68億元,同比增加14.1%;淨利潤397.19億元,同比增加23.7%。恒生央企ETF(513170)獨家跟蹤恒生中國央企指數,該指數聚焦金融、能源和電訊行業龍頭公司,涵蓋“高股息、低估值、純正央企”這三大核心元素。該指數自年初來上升11.51%,同期恒生指數上升3.00%,恒生科技指數-2.79%,超額收益顯著。業內人士指出,在宏觀政策集中力量打造金融業“國家隊”風向標指引,微觀公司治理利好頻出的情況下,獨家跟蹤恒生中國央企指數、聚焦紅利、央國企的恒生央企ETF(513170)具備較高的配置價值。
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