兴业证券：恒指调整，成长性有望增强

智通财经2021-07-16

兴业证券表示，截至2021年7月14日，恒生指数2021年预测EPS同比增速为9.4%，细致拆分2021年预测EPS走势，可以发现在3月15日、6月7日附近，预测EPS均发生了断崖式下跌。预测EPS增速看似下降，实则源自恒指成分股调整后的技术性处理。直观的理解，当新的公司加入指数时，指数公司会进行技术性处理使得指数保持平滑，而如果新加入的公司PE更高，那么计算出的EPS就会变低。2021年以来，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

KendrickTan
2021-07-17
KendrickTan
好的，期待啦！[得意]
Choolin
2021-07-16
Choolin
好啊

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2151750952?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","is_english":false,"pubTime":"2021-07-16 18:40","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2151750952","market":"hk","top_or_hot":-1,"title":"兴业证券：恒指调整，成长性有望增强","media":"智通财经","content":"<div>\n<p>兴业证券表示，截至2021年7月14日，恒生指数2021年预测EPS同比增速为9.4%，细致拆分2021年预测EPS走势，可以发现在3月15日、6月7日附近，预测EPS均发生了断崖式下跌。预测EPS增速看似下降，实则源自恒指成分股调整后的技术性处理。\n直观的理解，当新的公司加入指数时，指数公司会进行技术性处理使得指数保持平滑，而如果新加入的公司PE更高，那么计算出的EPS就会变低。2021年以来，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/515917.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>兴业证券：恒指调整，成长性有望增强</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n兴业证券：恒指调整，成长性有望增强\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 18:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/515917.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>兴业证券表示，截至2021年7月14日，恒生指数2021年预测EPS同比增速为9.4%，细致拆分2021年预测EPS走势，可以发现在3月15日、6月7日附近，预测EPS均发生了断崖式下跌。预测EPS增速看似下降，实则源自恒指成分股调整后的技术性处理。\n直观的理解，当新的公司加入指数时，指数公司会进行技术性处理使得指数保持平滑，而如果新加入的公司PE更高，那么计算出的EPS就会变低。2021年以来，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/515917.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"HSI","symbol_name":"恒生指数","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/515917.html","article_id":"2151750952","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2151750952","pubTimestamp":1626432024,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"兴业证券表示，截至2021年7月14日，恒生指数2021年预测EPS同比增速为9.4%，细致拆分2021年预测EPS走势，可以发现在3月15日、6月7日附近，预测EPS均发生了断崖式下跌。预测EPS增","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"HSI":"恒生指数"},"translate_title":"Industrial Securities: The Hang Seng Index is adjusted and its growth is expected to increase","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/15719ceff62d191cd7daccd8b25c51f7","symbols_score_info":{"HSI":0.9},"content_text":"兴业证券表示，截至2021年7月14日，恒生指数2021年预测EPS同比增速为9.4%，细致拆分2021年预测EPS走势，可以发现在3月15日、6月7日附近，预测EPS均发生了断崖式下跌。预测EPS增速看似下降，实则源自恒指成分股调整后的技术性处理。\n直观的理解，当新的公司加入指数时，指数公司会进行技术性处理使得指数保持平滑，而如果新加入的公司PE更高，那么计算出的EPS就会变低。2021年以来，恒生指数成分股分别于3月15日、6月7日进行了两次调整，这也是导致恒指预测EPS突然大幅下滑的直接原因。\n恒指真实的成长性方面：2022年中前继续大换血，新经济占比提升，恒指成长性有望越来越强。2021年3月1日，为确保恒生指数持续成为香港市场最具代表性和最重要的市场基准，恒生指数公司公布有关恒生指数的优化细节。\n恒指后续还会进行大的调整，在2022年中前股份数目增加至80只。高成长性的新经济公司权重持续提升，恒指成长性有望越来越强。6月7日，指数调整之后，恒指中资讯科技、消费和医疗保健合计占比达到了42.2%，较此次调整前提升了3.63个百分点。与恒指80分行业权重相比较，当前科技、消费和医疗保健权重合计仍有8.99个百分点的提升空间。未来具有高成长性的行业占比将进一步提升，恒指成长性有望越来越强。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":179988956,"gmtCreate":1626481789575,"gmtModify":1633926433233,"author":{"id":"4089031783443690","authorId":"4089031783443690","name":"KendrickTan","avatar":"https://static.tigerbbs.com/9c1225605c8b512953e90d76989c1ec6","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4089031783443690","authorIdStr":"4089031783443690"},"htmlText":"好的，期待啦！[得意]&nbsp;","listText":"好的，期待啦！[得意]&nbsp;","text":"好的，期待啦！[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/179988956","repostId":2151750952,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":170231216,"gmtCreate":1626434068235,"gmtModify":1633926798570,"author":{"id":"3583444018167875","authorId":"3583444018167875","name":"Choolin","avatar":"https://static.tigerbbs.com/0e8a39fdbe17cf78f06f07b6ae8d4094","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3583444018167875","authorIdStr":"3583444018167875"},"htmlText":"好啊","listText":"好啊","text":"好啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170231216","repostId":2151750952,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":10,"commentSize":2,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.4","shortVersion":"4.29.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2151750952"}