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友邦、匯控下跌,恆指季檢下週生效,ETF被動資金沽盤或開始湧現
格隆匯9月2日丨友邦保險(1299.HK)一度跌超2%至73.5港元,股價創今年5月以來新高;匯豐控股(0005.HK)一度跌超1%至47.6港元,股價創逾1個月新低。恆生指數系列季檢下週一(9月5日)生效,友邦保險和匯豐控股在指數中的比重削減最多。分析人士稱相信部份反映ETF被動資金沽盤開始湧現。不過有分析人士提醒,匯豐、友邦均不是對加息反映最負面的高估值科技股,匯豐直接受惠加息令淨利息收入增加,友邦的保單新業務價值也會因加息而提升。若因指數換馬沽盤的技術因素下跌,兩者都具撈底價值。

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