银行股逆势走强,红利低波ETF华泰柏瑞半日成交5.49亿领跑同类

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【银行股逆势走强,红利低波ETF华泰柏瑞半日成交5.49亿领跑同类】10月12日,市场震荡调整,深成指、创指均跌超1%,沪指跌0.12%。在此背景下,受益于银行股逆势走强,红利低波ETF华泰柏瑞早盘上涨1.32%,报1.224元,换手率1.73%,半日成交额5.49亿元,居同类标的ETF首位。消息面上,今日中国人民银行以固定利率、数量招标方式开展了500亿元7天期逆回购操作,全额满足了一级交易商需求。此外,截至目前,已有21家A股银行披露2026年中期分红方案,合计拟派息超2600亿元,其中15家分红比例较去年提升。六大行现金分红比例从30%统一提至31%,合计拟派息超2200亿元,占比超八成。中金研报表示,综合来看,在总量增长弹性有限、结构性高景气与市场风险偏好波动加大并存的环境下,“科技+红利”的哑铃型结构有望成为兼顾盈利增长弹性、股东现金回报与组合稳定性的配置选择。申万宏源证券认为,短波段,市场短期性价比已明显改善,各维度悲观预期都已有所反映。配置方面,短期AI链仍偏逆风,但中期机会增加阶段,有效的AI链审美不变。非科技方向跑赢的时间拉长,高股息绝对收益时间拉长。高股息和科技赛道是“跷跷板效应”,据此关注银行和公用事业。在市场重回强势线索显现前,仍可以基于防御持有高股息。投资者可将红利低波ETF华泰柏瑞作为底仓配置,无股票账户的投资者也可通过其场外联接基金进行配置。

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