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《大行報告》花旗料恆生科技指數可成旗艦指數 對科技股及港交所(00388.HK)影響正面
阿思達克 07-21 10:24
就恆生指數服務公司昨宣布將在下周一(27日)推出恆生科技指數,此新指數將追縱在香港上市的30家最大科技公司,該行認為,恆生科技指數令市場對相關科技股的投資興趣提升,並料港交所(00388.HK)成交額會因此增加,同時有更多相關的指數掛鉤產品可以發行,對港交所及本港上市的科技股影響均正面。

該行料恆生科技指數未來可吸引更多高質量的中國科技公司來本港掛牌上市。花旗指,在內地互聯網和醫療等高科技相關領域的推薦股份包括阿里巴巴(09988.HK),中國生物製藥(01177.HK)和阿里健康(00241.HK)。

該行指,恆生科技指數範圍涵蓋了在香港上市的業務佔高科技板塊企業,包括互聯網,金融科技、雲、電子商務和數字活動;其中許多被內地政府定義的「新基建」行業。該行根據過往數據,估算恆生科技指數在2019年和今年上半年分別實現36.2%和35.3%回報率。

花旗認為,恆生科技指數可在滿足投資日益增長的興趣,亦有助於未來推出與指數掛鉤的產品,包括基金和衍生產品,料恆生科技指數可加入恆指和國企指數成為香港旗艦指數。相關指數中每隻股票的最大權重為8%。

該行指,科技股在香港股市的重要性日益提高,在港交所主板上市的公司從2017年底的137家,至今年上半年增至163家。期內,相關科技股在港股市值的市佔率(以市值和交易價值計),分別從14.6%增至33.2%,和16.3%增至27.6%。在十大股票中按2020年6月的交易價值計算,其中5家是科技公司。(wl/a)

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