港股“高股息”概念股升幅進一步擴大,中國平安升超6%
港股通紅利税將減免的消息刺激港股市場“高股息”概念股集體走強,其中包括屬於高股息範疇的保險股。截至目前,中國太保升超8%,中國人壽、中國平安升超6%,新華保險、中國太平、中國財險、中國再保險升超5%。消息面上,彭博引述知情人士表示,中國考慮減免內地個人投資者通過港股通投資港股,在取得股息紅利時所需繳納的20%所得税,以避免兩地重複徵税的情況。中金認為,若港股通紅利税減免得以落實,有望進一步提振內地投資者對於港股,尤其是高分紅相關板塊的投資熱情,短期提振情緒,長期也有助於改善港股市場流動性。

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