Under the background of external uncertainties, high dividend directions have attracted capital attention. Last week (March 23 - March 27), the sector with the highest capital inflow among industry and thematic ETFs was the high dividend sector, with an inflow of 2.644 billion yuan. The dividend quality ETF from China Merchants (159209) has seen a net inflow of 760 million yuan for 21 consecutive trading days.
China Aviation Securities believes that the duration of high oil prices may still be the main line of market phase trading in the next month or two. However, this round of market has not yet ended, and if there is another adjustment in the second quarter, it should be moderately positive. The correlation between stock prices and performance in April is at the highest level of the year, and the market is gradually entering a period of intensive earnings releases, focusing on directions supported by fundamental performance. Structurally, attention can be paid to dividends and new energy sectors in the second quarter.
The CSI Dividend Quality Index (932315) is an innovative index that combines dividend factors and quality factors, covering 50 stocks with stable dividends, relatively high dividend yields, and strong earnings sustainability. As of March 27, the CSI Dividend Quality Total Return Index has increased by 605.44% since the base date of December 31, 2013, significantly outperforming the CSI Dividend Total Return (324.47%) and the Low Volatility Dividend Total Return (324.25%).
<img src="https://imageproxy.pbkrs.com/https://inews.gtimg.com/om_bt/Om2xM_UD7rxS39oa22wR8OgX9LnmDywHyOpzJqsSoey0IAA/641?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://inews.gtimg.com/om_bt/Om2xM_UD7rxS39oa22wR8OgX9LnmDywHyOpzJqsSoey0IAA/641"/>

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Against the backdrop of external uncertainties, high dividend sectors have attracted capital attention, with an inflow of 2.644 billion yuan last week. China Aviation Securities believes that high oil prices will be the market's main theme in the next month or two, and adjustments in the second quarter should be moderately proactive. The current market is entering a period of intensive earnings reports, and it is recommended to focus on dividend and new energy sectors supported by fundamentals. The CSI Dividend Quality Index has accumulated a growth of 605.44% since 2013, significantly outperforming other related indices

腾讯新闻 - 财经

Bosera CSI Oil & Gas Resources Index ETF

ChinaAMC CSI Hong Kong Connect China Central-SOEs High Dividend Yield ETF

ISHRS S&P Glb Engy

ChinaAMC CSI Dividend Quality ETF

China Universal CSI Oil & Gas Resources ETF

iShares US Oil Equip & Svcs

Guotai CSI Oil & Gas Industry ETF

BP p.l.c.

China Merchants CSI All Share Dividend Quality ETF

SPDR Energy Select

iShares S&P Global Clean Energy

Pro Ultr Bloomberg Crude Oil

Us Brent Oil

SPDR O&G Ex & Prd

ChinaAMC CSI Petrochemical Industry ETF

Penghua SSE STAR New Energy ETF

iShares US Oil & Gas Expl & Prod

VanEck Oil Services ETF

VG Energy

Huatai-PB SSE Dividend ETF

SPDR O&G Equip

HSPC

United States Oil Fund LP

China Merchants CSI Dividend ETF

VanEck Oil Refiners ETF

Occidental Petroleum

High oil prices may still be a temporary main line, institutions: focus on dividends and new energy in the second quarter