5月15日，沪港深三市震荡调整。截至13点15分，港股通央企红利ETF南方(520660.SH)涨0.22%，中国联通涨1.29%。
太平洋证券指出，港股央企红利板块投资逻辑清晰：其一，央企经营稳健，盈利确定性高，在宏观经济波动中具备较强防御属性，高股息特征契合当前市场避险需求；其二，政策端持续推动国企改革，央企分红比例提升及估值重塑预期强化，叠加南向资金偏好低估值、高分红资产，红利策略配置价值凸显；其三，港股市场整体估值处于历史低位，央企板块股息率优势显著，在海外流动性边际改善及内地稳增长政策加码下，有望迎来估值修复与资金增配共振。建议关注港股通央企红利ETF南方(520660.SH)在红利资产稀缺性及港股修复周期中的配置机遇。
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