《大行报告》中金：恒指新经济比重大增 料阿里「染蓝」 有逾76亿元资金流入
中金发表报告表示，就恒生指数公司上周五(14日)公布了其定期指数的调整结果，涵盖主要的旗舰指数如恒生和国企指数，由於此次调整涉及互联网龙头公司、且调整范围较大，因此将会带来较为明显的影响，阿里巴巴(09988.HK)、小米集团(01810.HK)、美团点评(03690.HK)等分获纳入对恒生和国企指数；新经济比重大幅增加，提升港股长期吸引力。
该行指，就成分股和权重调整，恒生指数此次纳入阿里巴巴、小米和药明生物(02269.HK)，纳入权重分别为5%、2.6%和1.8%；同时剔除神华(01088.HK)、中国旺旺(00151.HK)和信和置业(000083.HK)；而国企指数此次纳入阿里巴巴、美团及小米，权重分别为5%、5%和3.7%，同时剔除国药控股(01099.HK)、中信证券(00267.HK)和比亚迪(01211.HK)。
【恒指季检公布 阿里小米「染蓝」】
根据统计，追踪恒生指数的ETF资金规模约为198亿美元(约1,535亿港元)，追踪国企指数的ETF资金规模约为48亿美元(约372亿港元)。就结合成分股的权重变化，该测算潜在的被动资金流向表述如下。
首先就恒生指数：被动资金流入最大的阿里巴巴、小米和药明生物预计将出现9.9亿美元(约76.7亿港元)、5.1亿美元(约39.53亿港元)、3.5亿美元(约327.13亿港元)的资金流入；被动资金流出最大的腾讯(00700.HK)、汇控(00005.HK)、建行(00939.HK)和神华预计将出现2.9亿美元(约22.5亿港元)、1.4亿美元(约10.85亿港元)、1.2亿美元(约9.3亿港元)和1亿美元(约7.75亿港元)左右的资金流出。
国企指数被动资金流入最大的阿里巴巴、美团和小米预计将出现2.4亿美元(约18.6亿港元)、2.4亿美元(约18.6亿港元)、1.8亿美元(约13.95亿港元)的资金流入；被动资金流出最大的腾讯、中国平安(02318.HK)、中移动(00941.HK)预计将出现8,020万美元(约6.22亿港元)、6,430万美元(约4.98亿港元)、4,560万美元(约35.34亿港元)左右的资金流出。
【科网巨头入选 新经济比重增】
此次调整使得新经济板块占比大幅提升。具体看恒生指数：金融板块权重将从调整前的49%降至45%，房地产从10.4%降至9.1%；而信息技术将从1.7%跳升至4.2%，可选消费从4.8%升至9.5%。就国企指数：金融板块从41%降至37%，房地产从8%降至7%；可选消费从5.8%大幅升至14.3%，信息技术从1.8%升至3.5%。次调整将会明显增加指数中新经济板块的占比，使得指数构成更为均衡、进而提升对投资者的吸引力。
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