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一週財經日曆 | 恆指迎鉅變,海倫司本週五上市

一、宏觀方面

9月6日(週一)爲美國勞動節,美股將於當日休市一天。宏觀上,美股方面,本週仍然重點關注中美經濟數據及政策,尤其是初請數據、PPI月率以及鮑威爾能否連任。

週四美國將公佈至9月4日當週初請失業金人數,作爲參考,上週公佈的至8月28日當週初請失業金人數錄得34萬人,創2020年3月14日當週以來新低。至於另一個對美聯儲tapering會產生影響的指標,則是週五公佈的8月PPI月率,美國7月PPI月率錄得1%,創2021年1月以來新高;PPI年率增幅創下2010年以來新高,暗示大宗商品成本上升和供應瓶頸仍在加大企業的通脹壓力。

同時,投資者需要密切注意有關鮑威爾能否連任的消息,此前傳言稱,拜登將於9月6日勞動節前後決定鮑威爾的去留,而如果鮑威爾離任,美聯儲理事佈雷納德是目前呼聲較高的一位候選人,她當選主席可能會導致利率政策在短期內保持連續性。但她可能更快推動央行採用數字貨幣。

此外,9月9日(週四),美聯儲將公佈經濟狀況褐皮書,美聯儲每年八次公佈褐皮書報告,該報告可爲美國經濟的健康程度提供軼事證據,幫助美國聯邦公開市場委員會評估經濟狀況。

港股方面,恆生指數系列第二季度檢討結果的變動將於2021年9月6日(星期一)起生效。

恆生指數

恆生指數成份股數目:由 58 只增加至 60 只

獲納入:李寧(02331.HK)、招商銀行(03968.HK)、信義玻璃(00868.HK)

權重變動:騰訊控股(00700.HK)在恆指中的權重從6.13%上調至8%,因普通股票權重上限將由10%降低到8%,阿裏巴巴(09988.HK)在恆指中的權重從9.31%下調至8%。

恆生中國企業指數

恆生中國企業指數成份股數目:維持 50 只

獲納入:李寧(02331.HK)、京東物流(02618.HK)

遭剔除:世茂集團(00813.HK)、海螺水泥(00914.HK)

恆生科技指數

恆生科技指數成份股數目:維持 30 只

獲納入:攜程(09961.HK)

遭剔除:新東方在線(01797.HK)

恆生綜合指數

恆生綜合指數成份股數目:由 505 只減少至 500 只

獲納入:和黃醫藥(00013.HK)、奈雪的茶(02150.HK)、時代天使(06699.HK)、福萊特玻璃(06865.HK)、攜程(09961.HK)等

遭剔除:白雲山(00874.HK)、創夢天地(01119.HK)、招商局置地(00978.HK)等

二、財報方面

財報季尾聲精彩不停歇。美股財報方面,遊戲驛站將於9月8日(週三)美股盤後公佈2021年Q2財報。遊戲驛站這支股票今年已累漲超1000%。分析師預計該公司第二季度營收爲11億美元,每股虧損0.66美元。

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