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高盛:料美團、阿里、比亞迪染藍分別有望吸引9億、5億和3億美元的資金流入
格隆匯 05-24 14:41

恆生指數新增3只成份股,包括信義光能(0968.HK)、比亞迪(1211.HK)及碧桂園服務(6098.HK)。

高盛發表報吿指,在恆指季檢結果生效前的一個月,新晉“藍籌股”通常表現良好,估計美團(3690.HK)、阿里巴巴(9998.HK)和比亞迪分別有望吸引9億美元、5億美元和3億美元的資金流入,而權重被下調的友邦保險及騰訊料分別錄得4億美元的資金流出。本次調整後,中資股和新經濟股佔比提升,預計改革將提升二次上市公司納入互聯互通的可能性,因其在恆指中的權重持續上升。

中金亦表示,此次恆指調整成分股由55只小幅度增加至58只,可能是避免一次性衝擊過大,但擴充趨勢已經顯現,關注對碧桂園服務、比亞迪、美團、阿里巴巴及大物業等股份的正面影響,並料對友邦保險及粵海投資影響負面。而是次調整後,生和國企指數的新經濟板塊佔比均有所提升。

中金又指,根據恆生綜合指數最新的調整情況,並結合港股通納入的額外要求,醫渡科技、心通醫療和諾輝健康或符合被納入港股通投資範圍的條件;而汽車之家由於是二次上市公司,尚不符合滬港通納入標準。

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