央行拟切换隔夜逆回购!红利低波ETF华泰柏瑞成交4.58亿元领跑同类

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【央行拟切换隔夜逆回购!红利低波ETF华泰柏瑞成交4.58亿元领跑同类】10月22日,创业板指半日跌超2%,沪指跌0.89%。在此背景下,红利低波ETF华泰柏瑞跌0.99%,报1.201元,换手率1.49%,半日成交额4.58亿元,居同类标的ETF首位。消息面上,央行公告,根据公开市场业务一级交易商的需求,2026年10月22日7天期逆回购操作量为零。同时,开展了1730亿元隔夜逆回购操作。另外,央行行长在2026年金融街论坛年会上提出,将研究择机把公开市场主要操作品种切换为隔夜逆回购,隔夜逆回购利率将成为主要政策利率。中金公司指出,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。科技端关注产业趋势明确、具备长期竞争优势及盈利兑现能力的企业;红利端关注盈利与现金流稳健、分红可持续且估值合理的优质公司。中信建投证券认为,配置层面,短期配置宜以确定性股息锁定底仓、以轻筹码结构等待风格再平衡、以实物资产对冲通胀与地缘双向风险。行业上,可重点关注银行、非银、公用事业、煤炭、石油、油运、基础化工、生猪养殖、AI产业链等。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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