《大行報告》中金料恆指季調「染藍」及其他部份股份權重變動下被動資金流入預測(表)
中金髮表報告表示,恆生指數公司上週五(18日)公佈了其定期的三季度指數調整結果,此次調整範圍涵蓋港股主要旗艦指數如恆生、國企指數和恆生科技指數;此外直接決定港股通可投資範圍的恆生綜合指數也有局部調整。該行指,恆指擴容至76只;海爾智家(06690.HK)、康師傅(00322.HK)和華潤萬像生活(01209.HK)獲納入恆指成分股。變動將於2022年12月5日(星期一)起生效。
中金列出恆生指數季度調整獲「染藍」及其他部份股份權重變動下被動資金流入預測
將「染藍」股份│權重│潛在被動資金變動預測
海爾智家(06690.HK)│0.53%│流入1.1億美元
華潤萬像生活(01209.HK)│0.2%│流入4,140萬美元
康師傅(00322.HK)│0.2%│流入4,140萬美元
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其他部份股份│權重(變化)│潛在被動資金變動預測
阿裏巴巴-SW(09988.HK)│6.96%->7.57%(+0.61百分點)│流入1.26億美元
京東-SW(09618.HK)│3.17%->3.33%(+0.16百分點)│流入3,310萬美元
匯控(00005.HK)│7.89%->7.95%(+0.06百分點)│流入1,240萬美元
---------------------------------------------------------
友邦(01299.HK)│8.27%->8%(-0.27百分點)│流出5,590萬美元
建行(00939.HK)│4.51%->4.39%(-0.12百分點)│流出2,490萬美元
中芯(00981.HK)│0.71%->0.65%(-0.06%百分點)│流出1,240萬美元
工行(01398.HK)│2.49%->2.43%(-0.06百分點)│流出1,240萬美元
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