异动解读 | MINIMAX-WP纳入恒生科技指数但港股通纳入延迟,盘中大跌8.13%

异动解读
May 26

MINIMAX-WP(00100)今日盘中股价大跌8.13%,引起市场关注。

消息面上,恒生指数公司上周宣布将MINIMAX纳入恒生科技指数,成分股变动将于6月8日生效。然而,根据中金公司研报,由于MINIMAX-W属于同股不同权公司,需额外满足上市满6个月及20个交易日的条件,因此不会在本次6月的指数调整中进入港股通,预计于8月才被纳入。市场此前可能对更早获得港股通资金流入有所期待,此次明确的时间表延迟或引发了投资者的失望情绪和抛售。

被纳入恒生科技指数通常被视为对公司行业地位和流动性的认可,但短期内资金流向的预期变化更能直接影响股价走势。

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