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恆指公司推科技指數 冀成繼恆指、國指另一旗艦產品
阿思達克 07-20 17:43
恆指公司宣布將於下周一(27日)推出恆生科技指數,新指數將會追蹤經篩選後最大30間於香港上市的科技企業,當中包括阿里(09988.HK)、騰訊(00700.HK)美團(03690.HK)、小米(01810.HK)、舜宇光學科技(02382.HK)、及中芯國際(00981.HK)等。

恆指公司董事兼研究及分析主管黃偉雄在網上發布會上指出,選擇在現時推出科技指數是因為編制指數要視乎主題是否成熟,亦要看市場是否有足夠公司可供挑選,在相關議題上恆指公司亦研究了一段時間。

他指出科技板塊日趨重要,而其市場佔有率亦有2017年時的14.6%升至33.2%,以成交計亦由16.3%升至27.6%,意味科技板塊在港股市場市值及成交增幅亦快速,而近期十大成交股份中亦常有科技股的身影,相信市場對這類型產品有需求。

他期望有一個具代表性的科技指數可予市場參考,亦希望可覆蓋回歸港股市場的中國企業或計劃來港上市的「獨角獸」,並冀科技指數可成為繼恆指、國指後恆指公司另一旗艦產品。而在快速納入機制下,如新上市科技公司其上市日的收市市值在成份股中排名前十,該成份股就可以在上市後的第10個交易日收市後獲納入。

他指出,指數的個別成份股比重上限設在8%,但現時部分股份如阿里、騰訊、美團及小米等均逾8%,主要是因為指數每季會選股一次,每次選完後會重新平衡,現時部分股份比重逾8%主要是因為重新平衡後股價變動所致。

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