智通财经APP获悉，蓝筹新贵早盘逆市上扬，截至发稿，中通快递-W(02057)涨3.41%，报148.6港元；美的集团(00300)涨2.37%，报79.75港元。
消息面上，5月16日，恒生指数系列季度检讨结果出炉，所有变动将于2025年6月6日收市后实施并于2025年6月9日起生效。其中，美的集团、中通快递将被纳入恒生指数成份股。西南证券此前指，随着一系列促销费政策落地，消费市场呈现平稳增长趋势，快递件量持续增长，该行认为中通快递作为行业领先的快递公司，服务网络广泛且可靠，能够受益于快递行业的增长。
此外，麦格理近期发布研报称，在参加美的集团在深圳举办的投资者日活动后，对集团于内地潜在竞争环境中的竞争力更加充满信心。美的管理层对中国市场保持谨慎态度，尽管如此，通过效率提升和直面消费者(DTC)转型，美的有信心保持稳定的利润率。暂维持集团“跑赢大市”评级。
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