中金：料恒指季检最利阿里健康、海底捞等股
恒指公司上周五公布季度指数检讨结果。中金公司发表报告表示，是次调整将引发ETF等被动资金流入最大的股票将包括：阿里健康(0241.HK)、龙湖(0960.HK)及海底捞(6862.HK)、阿里巴巴(9988.HK)和蓝月亮(6993.HK)等30家公司有望入选港股通标的。
报告说，国企指数中，被动资金流入最大的包括：农夫山泉(9633.HK)、碧桂园(2007.HK)；海螺创业(0586.HK)和华润燃气(1193.HK)所需交易资金流出时间最长。而恒生科技指数中，被动资金流入最大的股票包括：海尔智家(6690.HK)、京东(9618.HK)和万国数据(9698.HK)，被动资金流出最大的股票为心动集团。
报告指，此次季度调整后，上海和深圳证券交易所也将在3月15日以恒生综指为依据相应调整沪深港通的可投资标的范围，有望新纳入标的或将受益于资金的流入和流动性的改善，此次有30家公司可能符合港股通投资范围的条件，包括：蓝月亮、泡泡玛特、恒大物业、华润万象生活、ESR、VESYNC、融创服务、荣昌生物等。万国数据和宝尊电商为二次上市公司，暂不符合港股通纳入标准，渤海银行、卡森国际、IMAX CHINA等9家公司或被剔除出港股通。
报告又指，今日将公布恒生指数谘询结果，或将是恒指历史上非常重要的一次改革，有望引更多投资者作为基准或被动资金追踪，也可进一步强化香港市场作为国际金融中心特别是投资中国新经济“桥头堡”地位的长期吸引力，可能牺牲个别大市值公司，但可使行业覆盖度更为均衡，预计有望使指数内“尾部”公司的权重增加，同时同股不同权和第二上市公司的占比也有望大幅抬升。
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