October 09, 2020

恒生指數公司於 7 月 27 日發布恒生科技指數,同時公布 30 隻成份股名單,當中包括阿里巴 巴、騰訊、美團、小米等科技巨企。
隨着中美關係日趨 緊張,甚至有傳美國或將考慮禁止中國企業到美集資,愈來愈多在美國上市的中概股透露有意回歸並於香港上市,阿里巴巴、京東和網易就是例子。預計二次上市的 S 股數目將會增 加,而中概股不乏新經濟板塊龍頭,如拼多多、百度、好未來等。
目前多數中國股票基金對非香港交易所上市的股票(如 A 股和中概股)設有投資限制,投資比例普遍不高於 30%,使基金未能全面投資不同領域的中國相關股票,亦解釋近年跑輸給 MSCI 中國指數的基金數目上升,尤其是一些行業的龍頭公司。不過,中概股回歸港股將會增加這些基金的潛在投資選擇,有助改善基金整體表現。

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