红利翻红，它奖励了逆风配置200亿的人

7月的A股，画风突变。一边是科创50大跌23.30%，创业板指重挫23.39%，前期追涨科技的投资者集体“吃面”；另一边，中证红利指数悄无声息地涨了8.27%，港股红利更猛，恒生港股通中国内地企业高股息率指数直接拉升11.41%。吃到红利这次大反弹的，到底是哪些人？配置红利还有必要吗？

Episode metadata supplied by the publisher feed · Published Aug 3, 2026

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红利翻红，它奖励了逆风配置200亿的人

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