CSOP East-West Select(03441.HK) down 0.22%, Dimon sees $1tn AI capex

NewTimeSpace News: Hong Kong high-dividend stocks and US large caps moved in opposite directions. As of 11:10 on September 23, 2026, the CSOP FTSE East-West Equity Select ETF(03441.HK) fell 0.22% intraday, quoted at HK$13.590, with turnover of HK$11.548 million, volume of 852,400 units and a turnover rate of 0.62%.

NewTimeSpace understands that the ETF, managed by CSOP Asset Management, tracks the FTSE ETF Connect East-West Succession Equity Select Index and covers large-cap stocks listed in Hong Kong and the United States, with the Hong Kong portion comprising high-dividend stocks eligible for Southbound Shanghai-Hong Kong and Shenzhen-Hong Kong Stock Connect and the US portion comprising large caps screened by free cash flow yield. As of 11:10 HKT on September 23, 2026, it had assets of HK$1.995 billion, a net asset value of HK$13.570 per unit and a board lot of 100 units.

On the news front, China Fund News reported that JPMorgan Chase CEO Jamie Dimon said the AI spending boom shows no sign of slowing, with investment across the hyperscaler ecosystem possibly reaching US$1 trillion next year.

Industrial Securities said in a research note that Hong Kong dividend shares have outperformed the broader market, with policy support drawing in long-term funds alongside ETF expansion, and that the driver of the rally has shifted from valuation repair to dividend quality and earnings sustainability.

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