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中金:展望恆指季檢 快手等或有望被納入恆指成分股
格隆匯4月19日丨恆生指數公司將於5月20日公佈恆生系列指數一季度審議結果。中金預計,關注部分新經濟龍頭,指數擴容有可能加快,基於現有數據及指數調整方法,以及通過此前調整結果對系統性優化後的編制方法的理解和驗證,該行估算百度(9888.HK)、快手(1024.HK)、京東健康(6618.HK)、百濟神州(6160.HK)、中芯國際(0981.HK)、翰森製藥(3692.HK)、嗶哩嗶哩(9626.HK)及中國燃氣(0384.HK)排在恆生指數順位前列,有可能成爲被納入的潛在候選者。此外,匯豐控股(0005.HK)和友邦保險(1299.HK)的權重可能會從當前的8.32%和8.19%被動小幅下調至8%,進而帶來潛在被動資金流出。
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