《大行报告》中金：恒指改革後料新经济股占比升至逾52% 估科技、消费及医药成赢家
阿思达克 03-03 14:25
中金发表研究报告，指恒生指数公司公布了此前建议系统性优化恒生指数代表性的谘询结果，其中涉及到5项较大的变化，这些变化在短期会影响潜在被动资金流向，中长期对增强恒生指数作为香港市场旗舰基准指数的代表性、增强香港国际金融中心地位都具有积极意义。
该行指，新经济占比大幅提升，科技、消费、医药是最大赢家；吸引更多资金追踪，巩固香港作为投资中国新经济「桥头堡」的地位。同时新上市IPO也得以更快纳入指数，权重上限调整短期影响有限。
中金料新经济股在恒指占比将大幅提升，在80只成股假设下，整体指数权重分布
会进一步向新经济倾斜，从当前44.5%上升至52.4%，如信息科技股从26.9%升至 28.6%，大消费占比从10.4%升至14.2%；料医疗保健股占比从4.6%提升至7.4%。 相反金融股权重将从40.3%降至32.8%。这一变化更贴切地反映香港市场受益於近年来 越来越多的新经济公司不断回
该行又指出，多只未来可能纳入恒指的股份，包括恒大(03333.HK)、招商银行(03968.HK)、比亚迪(01211.HK)、华润啤酒(00291.HK)、碧桂园服务(06098.KH)、中芯国际(00981.HK)、渣打(02888.HK)、中燃(00384.HK)、融创中国(01918.HK)、信义光能(00968.HK)、太古地产(01972.HK)、新奥能源(02688.HK)、平安好医生(01833.HK)、信达生物(01801.HK)、联想集团(00992.HK)、颐海国际(01579.HK)、李宁(02331.HK)、邮储行(01958.HK)、中升(00881.HK)、太保(02601.HK)、比亚迪电子(00285.HK)、复星国际(00656.HK)、金蝶国际(00268.HK)、信义玻璃(00868.HK)、润燃(01193.HK)等。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
More Content
CS Hotline: +852 3018 4526
Trading days: 24 hours | Non-trading days: 9:00-18:00
