Jin Rong Jie·2026-01-09 00:33Core Insights - The Hang Seng Index will undergo a review on February 13, with adjustments taking effect on March 9, impacting the Hong Kong Stock Connect [1] - An estimated 38 stocks are expected to enter the Hong Kong Stock Connect, with significant weight in sectors such as information technology, healthcare, materials, and consumer discretionary [1] - A specific stock may be included in the Hong Kong Stock Connect before the official adjustment date due to the stability period of AH shares [1] Group 1 - The review results of the Hang Seng Index will be announced on February 13, with changes effective from March 9 [1] - The anticipated inclusion of 38 stocks in the Hong Kong Stock Connect highlights a focus on sectors with higher market capitalization [1] - Investors are advised to consider timing opportunities between the announcement date and the effective date of the Hong Kong Stock Connect [1] Group 2 - Some arbitrage funds may position themselves ahead of the effective date of the Hong Kong Stock Connect, potentially leading to increased trading volumes in less liquid stocks [1] - Passive funds are expected to adjust their holdings on the trading day prior to the effective date, which may also influence market dynamics [1]