恒指扩容，哪些股会扭转命运？

Core Insights - The Hang Seng Index Company announced the quarterly review results for the Hang Seng Index series, which will see changes in constituent stocks, leading to stock price fluctuations on May 19, 2025 [1] Group 1: Index Adjustments - The Hang Seng Index (HSI.US) will increase its constituents from 83 to 85, adding Meituan (00300.HK) and ZTO Express (02057.HK) [3] - Following the announcement, ZTO Express's H-shares opened up 2.85% and reached a high of 150 HKD, closing at 149.40 HKD, a 3.97% increase [3] - Meituan opened up 2.12% and is currently up 1.73%, trading at 79.25 HKD, reflecting a 44.62% increase from its IPO price of 54.80 HKD [3] Group 2: Sector Weightings - The financial sector remains the highest weighted industry in the index at 32.42%, with major constituents including HSBC (00005.HK) and Alibaba (09988.HK) [5] - Non-essential and essential consumer sectors account for 29.76%, with Alibaba and BYD (01211.HK) as significant constituents [5] - The information technology sector holds a weight of 17.77%, with Tencent (00700.HK) being a top constituent [5] Group 3: Technology Index Changes - The Hang Seng Tech Index (HSTECH.HK) will include BYD (01211.HK) while excluding Tencent's subsidiary, Reading Group (00772.HK) [6] - Despite being added to the index, BYD's stock fell 0.92% to 430.20 HKD on May 19, 2025 [6] - Reading Group's stock dropped 8.33% after being removed from the index, reflecting a year-to-date decline of 3.97% [6] Group 4: Other Index Movements - The Hang Seng China Enterprises Index will maintain its 50 constituents without changes [8] - The Hang Seng Biotechnology Index will also keep its 50 constituents, with some changes in the stocks included [8] - Newly added stocks to the Hang Seng Composite Index include Brook (00325.HK), Gu Ming (01364.HK), and Mixue Group (02097.HK), which saw price increases following the announcement [9]