贝壳(BEKE)今日夜盘股价大涨8.83%，引起了市场的广泛关注。
消息面上，恒生指数公司宣布将贝壳-W纳入恒生中国企业指数成份股，该变动将于2026年3月9日起生效。指数纳入通常能吸引追踪该指数的被动资金流入，对股价构成直接利好。
此外，招银国际发布研报表示看好贝壳，报告指出，尽管预计公司去年第四季收入受高基数影响有所下滑，但公司拥有强大的技术能力、优质的服务质量以及成熟的经纪人合作网络。机构预期，随着2026年集团对核心房产交易业务推行成本优化措施，加上新业务盈利改善，将推动盈利复苏，预计2026年全年非通用会计准则(non-GAAP)净利润将实现显著增长。
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