銀河-聯昌:阿里巴巴和美團點評或在8月納入恒生指數,阿里權重料逾3%
彭博新聞社報導,銀河-聯昌表示,根據新規,阿里巴巴和美團點評可能會在8月份的指數季度調整時納入恒生指數;美團的納入權重可能會在4.98%,阿里在3.41%。
分析師Chi Man Wong在報告中表示,小米集團不大可能在8月份納入,因為恒生指數公司很少會一次調整兩個以上的股票。
小米納入只是時間問題, 其市值很容易就排進前15名。
納入恒指將為美團帶來約72億港元的ETF資金流入,阿里會獲得49.5億港元。
把主動型基金考慮在內的話,實際的資金流入會更高。
週二港股,受恒生指數公司改革利好提振,阿里巴巴-SW、美團點評-W、小米集團-W集體高開,截至北京時間10時37分,阿里巴巴-SW升2.46%、 美團點評-W升1.23%、 小米集團-W升2.16%。
事件回顧:
週一市後,恒生指數公司宣佈納入同股不同權公司及第二上市公司至恒生指數及恒生中國企業指數選股範疇,個別同股不同權成份股在恒指及國指中的權重設有5%的比重上限。
詳情閱讀: 《恒生指數及國企指數納入同股不同權和二次上市公司》
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