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阿里被排除港股通之外?機構:本次或不納入,9月或納入
格隆匯 02-11 16:16
格隆匯2月11日丨有市場消息指出,阿里巴巴據稱將被排除在港股通之外。受此消息影響,阿里巴巴(9988.HK)一度跳水跌超2%,此後迅速反彈,截止收盤微跌0.19%。 

針對“阿里或被排除港股通之外”一事,格隆匯曾第一時間聯繫阿里巴巴,對方迴應稱不評論市場傳言。據知情人士透露,去年11月底阿里巴巴(9988.HK)在香港二次上市之前,曾與香港交易所達成了一項協議,二次上市及同股不同權的股票將被排除在港股通之外,因為上交所、深交所和港交所都未同意為阿里巴巴更改港股通的條款,但是未來(規則)可能會改變。
此前港交所行政總裁李小加也表示未來將開通阿里巴巴港股通渠道進一步拓展市場流動性。 
中信證券發表研報表示,阿里巴巴預計本次不會進入“港股通”標的池。根據目前最新的《滬港通業務實施辦法》與《深港通業務實施辦法》規定,阿里巴巴雖已入選恆生綜合大型股指數,但作為同股不同架構下的二次上市公司,阿里仍需滿足上市滿6個月加20個港股交易日的要求才能納入港股通標的討論。恆生指數公司會每隔半年進行一次系統檢討,單次審查花費時長約8周,若不啟動特殊審查,則阿里巴巴最快於今年6月審查被納入討論,到8月底公佈結果,至9月正式納入港股通。
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