《大行報告》花旗料恆生科技指數可成「東方納指」 料港股日均成交預測有上行空間
花旗發表報告指,恆指公司將於下周一(27日)推出包含30隻成份股的恆生科技指數,指數內權重最高的四隻股份分別為阿里巴巴(09988.HK)(佔8.53%)、騰訊(00700.HK)(佔8.52%)、美團(03690.HK)(佔8.33%)及小米(01810.HK)(佔8.11%)。
該行預期,恆生科技指數可成「東方納指」,估計新的恆生科技指數將會與恆指及國指一樣成為旗艦指數之一,並會有更廣泛的市場推廣。花旗提到,港股雖然目前有恆生資訊科技行業指數,但並沒有基於該行業指數的交易所買賣基金(ETF),預料基於恆生科技指數建立的新ETF,有助提高市場交易速度。
花旗又稱,市場對港交所(00388.HK)的預期亦受潛在的大型IPO推動,例如有傳媒報道滴滴出行或今年內在港上市,目標估值800億美元。由於未來新股上市的排程強勁,該行認為對港股今年日均成交1,110億元的預測有上行空間。
花旗維持港交所「買入」評級,目標價420元。
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