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一週財經日曆 | 恆指、科指本週迎變動,海倫司週五上市

一、宏观方面

9月6日(周一)为美国劳动节,美股将于当日休市一天。宏观上,美股方面,本周仍然重点关注中美经济数据及政策,尤其是初请数据、PPI月率以及鲍威尔能否连任。

周四美国将公布至9月4日当周初请失业金人数,作为参考,上周公布的至8月28日当周初请失业金人数录得34万人,创2020年3月14日当周以来新低。至于另一个对美联储tapering会产生影响的指标,则是周五公布的8月PPI月率,美国7月PPI月率录得1%,创2021年1月以来新高;PPI年率增幅创下2010年以来新高,暗示大宗商品成本上升和供应瓶颈仍在加大企业的通胀压力。

同时,投资者需要密切注意有关鲍威尔能否连任的消息,此前传言称,拜登将于9月6日劳动节前后决定鲍威尔的去留,而如果鲍威尔离任,美联储理事布雷纳德是目前呼声较高的一位候选人,她当选主席可能会导致利率政策在短期内保持连续性。但她可能更快推动央行采用数字货币。

此外,9月9日(周四),美联储将公布经济状况褐皮书,美联储每年八次公布褐皮书报告,该报告可为美国经济的健康程度提供轶事证据,帮助美国联邦公开市场委员会评估经济状况。

港股方面,恒生指数系列第二季度检讨结果的变动将于2021年9月6日(星期一)起生效。

恒生指数

恒生指数成份股数目:由 58 只增加至 60 只

获纳入:李宁(02331.HK)、招商银行(03968.HK)、信义玻璃(00868.HK)

权重变动:腾讯控股(00700.HK)在恒指中的权重从6.13%上调至8%,因普通股票权重上限将由10%降低到8%,阿里巴巴(09988.HK)在恒指中的权重从9.31%下调至8%。

恒生中国企业指数

恒生中国企业指数成份股数目:维持 50 只

获纳入:李宁(02331.HK)、京东物流(02618.HK)

遭剔除:世茂集团(00813.HK)、海螺水泥(00914.HK)

恒生科技指数

恒生科技指数成份股数目:维持 30 只

获纳入:携程(09961.HK)

遭剔除:新东方在线(01797.HK)

恒生综合指数

恒生综合指数成份股数目:由 505 只减少至 500 只

获纳入:和黄医药(00013.HK)、奈雪的茶(02150.HK)、时代天使(06699.HK)、福莱特玻璃(06865.HK)、携程(09961.HK)等

遭剔除:白云山(00874.HK)、创梦天地(01119.HK)、招商局置地(00978.HK)等

二、财报方面

财报季尾声精彩不停歇。美股财报方面,游戏驿站将于9月8日(周三)美股盘后公布2021年Q2财报。游戏驿站这支股票今年已累涨超1000%。分析师预计该公司第二季度营收为11亿美元,每股亏损0.66美元。

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