全市場獨家場內產品·香港銀行LOF(501025)上漲1.89%,年內漲幅已達11.4%!
今日,港股銀行板塊震盪走強,中國銀行、工商銀行、建設銀行均漲超1%,帶動香港銀行LOF(501025)上漲1.89%,年內漲幅達到11.4%。近期強勢的科技股行情背後是震盪回調的紅利指數,中證紅利、港股的港股通紅利低波、港股通高息精選年內均錄得跌幅:-4.94%、-2.32和-1.45%,但香港銀行LOF(501025)跟蹤的中證香港銀行投資指數同期漲幅高達9.4%。中證香港銀行投資指數持續上漲的背後與險資的鉅額配置需求有關,由於春節後長期國債收益率震盪回升,以銀行爲代表的高股息方向成了險資最合理的配置方向。2月24日消息顯示,平安資管受託平安人壽資金2月17日達到農業銀行H股股本的5%,觸發舉牌,中國平安今年第三次舉牌銀行H股。險資更青睞銀行H股是相比A股股息率更高,中證香港銀行、中證紅利、港股通紅利低波的近一年股息率分別是8.42%、7.99%、6.45%,中證香港銀行指數具備顯著優勢。另外,中證香港銀行指數性價比更高,前十大成分股匯豐、建設、工商的PB均小於1,相比之下,中證銀行的第一大權重股招行PB高於1。作爲全市場獨家跟蹤中證香港銀行的香港銀行LOF(501025),兼具場內和場外交易的特點,場內可T+0 交易。同時,AC份額合計規模實現快速飆漲,從2024年Q3的1.69億元到Q4飆增27倍至40.82億元。交銀國際認爲,AI科技主線交易擁擠度已相對較高,AI交易熱情短期內蓋過海外風險計價,需注意調整壓力。投資者在把握科技成長主線的基礎上,可適度均衡配置紅利資產。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.