金吾财讯 | 兴业证券发布研报指，全球经济政治前景能见度较低，红利资产有望持续获得确定性溢价。在国内外不确定性扰动短期内难以消除的大背景下，对确定性的追求使得高胜率投资成为市场新共识。而盈利相对稳定、能够提供确定性分红回报的红利资产作为天然的高胜率资产，有望持续成为市场重点关注的底仓品种。该行续指，国内流动性环境宽松环境仍将持续，能够提供稳定高收益的优质资产相对稀缺。银行理财收益率持续下行，流动性宽松下国债长端利率短期也易下难上，而港股红利资产（以恒生高股息率指数为例）最新股息率超6.6%，仍处于历史较高水平，和十年期国债收益率利差超过 4pct，具备较高配置价值。
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