A股指数“大换血”!你的自选股,还在名单里吗?
Sou Hu Cai Jing·2025-12-15 04:14

Group 1 - The A-share market is undergoing a significant "silent reshuffle" with core indices like the Shenzhen Component Index and the ChiNext Index officially adjusting their sample stocks [1] - The Shenzhen Component Index will replace 17 sample stocks, the ChiNext Index will replace 8, the Shenzhen 100 will replace 7, and the ChiNext 50 will replace 5 [4] - This adjustment indicates a shift in capital flow, where hundreds of billions to over a trillion in passive funds will need to sell old constituent stocks and buy new ones [4] Group 2 - A strong signal has emerged with Kweichow Moutai showing a strong intraday surge, suggesting a potential style switch where funds may flow back to solid "core assets" like Moutai from high-valuation thematic stocks [4] - The index adjustment is likely to catalyze this trend, reinforcing the movement towards companies with solid performance [4] - Investors are advised to focus on newly included "new stars" in the indices, particularly those aligned with industry trends and good growth potential, as they may experience sustained passive fund inflows [5]

A股指数“大换血”!你的自选股,还在名单里吗? - Reportify