恒生与港股通三季度调整影响分析

华尔街见闻
Nov 25

恒生系列指数调整:恒指纳入信达生物;恒生国企纳入百胜中国、信达生物与中国宏桥,但剔除新奥能源、新东方-S与海底捞;恒生科技纳入零跑汽车,但剔除ASMPT。 资金流向测算:关注对信达生物、百胜中国、中国宏桥与零跑汽车等的正面影响;对ASMPT、新奥能源、新东方-S等的负面影响。 港股通标的调整:我们预计奇瑞汽车(9973.HK)、富卫集团(1828.HK)、奥克斯电气(2580.HK)与银诺医药-B...

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