恒生指数高开，港股红利低波ETF(520550)冲击三连阳
4月29日，港股三大指数集体高开，恒生指数涨0.46%，截至9时32分，港股红利低波ETF(520550)涨0.10%，冲击三连阳。
国泰海通表示：24年以来港股红利相较A股的折价和股息率优势略有收敛，不过即使考虑红利税后，港股股息率仍有优势。从整体来看，港股相较于A股的优势主要体现在现金分红比例、股息率和高股息资产占比等方面，如2023年全部港股现金分红比例为48.9%、高于A股的41.8%。具体到红利资产内部，A股和港股红利指数的相对走势与股息率之差、AH溢价有较强正相关性。当前A股和港股红利资产溢价率处在历史中位水平。股息率之差也处历史中低水平，不过考虑红利税后港股红利较A股股息率仍更高。
据了解，港股红利低波ETF(520550)以全市场最低费率（综合费率0.2%）降低持有成本，其月度分红机制和T+0交易特性进一步提升了资金效率；持仓结构上，金融、能源等成熟行业构筑安全垫，同时通过单一个股5%的权重上限实现风险分散，剔除阶段跌幅过大的股票规避“股息率陷阱”。
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