5月8日，港股红利板块午后回暖。截至14时，港股红利低波ETF(520550)涨0.09%，盘中冲击三连阳；交投活跃，换手率达6.14%，成交额约1700万环比放量明显。
招商证券表示，红利资产近期受到市场关注，主要由于关税冲突叠加市场仍处于业绩披露期，市场风险偏好下降，以银行和公用事业为代表的红利资产防御属性较强。近期港币再度触及强方兑换保证，反映资金对港股或者人民币资产的投资热情，港股通高股息资产因其稳定的业绩和防御特性成为资金配置方向之一，红利资产在不确定性环境下具备配置价值。
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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