CMB Securities: Expansion of the Hang Seng Technology Index, Changes in Industry Trends Benefit Cloud Manufacturers
2026-08-21 08:23:42
According to CoinMeta, China Merchants Securities pointed out in a strategy report that there has been a series of positive changes in the Hong Kong stock market recently. Firstly, the compilation rules of the Hang Seng Tech Index have been improved, with the expansion of constituent stocks and the inclusion of revenue growth rates as screening criteria, addressing market concerns about the index's insufficient tech content. Secondly, looking at the latest industry trends, the profits of the AI industry are shifting from AI hardware and large models to cloud providers, which is beneficial for the Hong Kong stock market. China Merchants Securities stated that they remain optimistic about investment opportunities in the Hong Kong stock market in the future.
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Source:Jin10 Data
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