《大行》中金：被动资金流向计算指数调整对极兔、新东方及ASMPT等影响正面

阿斯达克财经08-20

中金发表恒指及港股通调整影响分析报告，关注对极兔速递－W(01519.HK) 、新东方－S(09901.HK) 以及ASMPT(00522.HK) 等的正面影响；对京东物流(02618.HK) 、商汤－W(00020.HK) 以及平安好医生(01833.HK) 等的负面影响。基于Bloomberg汇总，追踪恒生指数的ETF资金规模约为258.9亿美元，追踪国企和恒生科技指数的ETF规模分别约为...

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href=http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1373177/latest-news/AAFN><strong>阿斯达克财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中金发表恒指及港股通调整影响分析报告，关注对极兔速递－W(01519.HK) 、新东方－S(09901.HK) 以及ASMPT(00522.HK) 等的正面影响；对京东物流(02618.HK) 、商汤－W(00020.HK) 以及平安好医生(01833.HK) 等的负面影响。基于Bloomberg汇总，追踪恒生指数的ETF资金规模约为258.9亿美元，追踪国企和恒生科技指数的ETF规模分别约为...</p>\n\n<a 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ASMPT","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09901":1,"00522":1},"content_text":"中金发表恒指及港股通调整影响分析报告，关注对极兔速递－W(01519.HK) 、新东方－S(09901.HK) 以及ASMPT(00522.HK) 等的正面影响；对京东物流(02618.HK) 、商汤－W(00020.HK) 以及平安好医生(01833.HK) 等的负面影响。基于Bloomberg汇总，追踪恒生指数的ETF资金规模约为258.9亿美元，追踪国企和恒生科技指数的ETF规模分别约为48.7亿美元和147.1亿美元。结合上述成分和股权重变化，测算潜在被动资金流向。进一步结合个股过去三个月日均成交额，测算被动资金变化可能带来的影响。恒生指数方面，虽然本次成分股并未发生调整，但部分标的权重发生重置，被动资金流入所需时间最多的是新世界发展(00017.HK) (权重提升0.01个百分点)与海底捞(06862.HK) (权重提升0.03个百分点)，预计将分别带来259万与777万美元的流入，流入时间分别约为0.4天与0.3天。资金流出中，中生制药(01177.HK) 权重小幅降低0.02个百分点，预计将带来约518万美元的被动资金流出，流出时间约合0.3天。恒生国企方面，被动资金流入所需时间最多的是本次被纳入的极兔速递以及新东方，预计将分别带来3,163万以及2,530万美元流入，流入时间约为2.2天与0.8天。资金流出中，京东物流与商汤现有0.3%与0.35%的权重将分别带来约1,460万与1,703万美元的被动资金流出，流出时间约合1.9天与0.2天。恒生科技方面，被动资金流入所需时间最多的是本次被纳入的ASMPT，预计将带来约2.38亿美元的资金流入，流入时间约为9.3天。资金流出中，本次被剔除的平安好医生现有0.43%的权重将带来约6,326万美元被动资金流出，流出时间约合10天。相关内容《业绩》中国生物制药(01177.HK)半年纯利30.2亿元人币升1.4倍  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《大行》中金：被动资金流向计算 指数调整对极兔、新东方及ASMPT等影响正面

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《大行》中金：被动资金流向计算指数调整对极兔、新东方及ASMPT等影响正面