低利率时代的压舱石,为什么市场持续抱团红利股?

市值观察
15 Jul

2025年以来,中国红利资产依旧高歌猛进。尤其是银行,在2024年大涨近50%的基础上,短短7个多月再飙20%,已超越2007年牛市巅峰,创下历史新高。值得一提的是,重仓红利的港股央企红利ETF(513910)、红利低波ETF基金(159547)自2024年上市以来累计大涨近60%、30%,并持续刷新净值新高。那么,市场缘何持续追捧红利?01红利也疯狂2021年是中国资产风格大转变的分水岭。之后,...

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