Huatai Securities pointed out that the market risk appetite continued to decline in January, and the overall performance of high-dividend sectors was better than in December of last year. Among them, cyclical high-dividend performance such as petroleum and petrochemicals, coal, and steel was superior. Looking ahead to February, Huatai Securities believes that as market volatility begins to increase, long-term interest rates on overseas US bonds and the US dollar index rebounded, and the allocation value of the high-dividend sector rebounded marginally from last month. In terms of allocation, it is recommended to focus on stable high dividends with defensive properties and some high-potential dividend varieties.

Huatai Securities pointed out that the market risk appetite continued to decline in January, and the overall performance of high-dividend sectors was better than in December of last year. Among them, cyclical high-dividend performance such as petroleum and petrochemicals, coal, and steel was superior. Looking ahead to February, Huatai Securities believes that as market volatility begins to increase, long-term interest rates on overseas US bonds and the US dollar index rebounded, and the allocation value of the high-dividend sector rebounded marginally from last month. In terms of allocation, it is recommended to focus on stable high dividends with defensive properties and some high-potential dividend varieties.