You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
中金預測京東健康、快手、海爾智家、康師傅、潤電及B站等或可「染藍」
中金發表報告表示,恆生指數公司將於本周五(18日)收市後公布恆生系列指數三季度審議結果,其中包括恆生、國企、恆生科技等港股主要旗艦指數,以及與港股通可投資範圍密切相關的恆生綜合指數局部調整。由於追蹤旗艦指數的被動資金規模大(綜合彭博和Wind的統計,追蹤恆指、國企和恆生科技指數的ETF規模分別約為236.9億美元、46.4億美元和97.6億美元),因此潛在成分股變動以及相應資金流向值得重點關注。 該行估算京東健康(06618.HK)、快手-W(01024.HK)、嗶哩嗶哩-W(09626.HK)、華潤電力(00836.HK)、康師傅(00322.HK)、海爾智家(06690.HK)、海豐國際(01308.HK)、金蝶國際(00268.HK)等排在恆生指數順位前列,有可能成為被納入的潛在候選者。該行的測算優先考慮市值順位,再結合各行業代表性等因素綜合得出。 中金表示,不過需要指出的是,歷史經驗表明實際結果可能與這一簡單基於順位的篩選存在較大出入,例如快手、京東健康等在過去幾次的預測中都排在前列,但最終都未能被納入,主要可能是一些作為指數諮詢委員決策依據的因素,如行業和上市地代表性等並無詳細說明或量化依據,也不排除有其他非量化因素的考量影響最終決策。此外值得注意的是,根據恆指公司在2021年3月發布的諮詢結果,恆指成分股將在2022年中前增加至80隻,最終固定在100隻。但目前恆指成分股數量為73隻,擴容速度整體慢於預期。 該行指,恆生綜指與港股通調整方面,料零跑汽車(09863.HK)預計有望納入「港股通」,料嗶哩嗶哩明年3月或納入港股通。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account