MSCI中国指数调整今日生效，4只硬科技港股集体走强，17万亿美元资产追踪下被动资金加速涌入

Group 1 - The core viewpoint of the news is that four new stocks, including Changfei Fiber Optics (06869.HK), Pony.ai-W (02026.HK), SenseTime-W (00020.HK), and Hesai Technology-W (02525.HK), have seen significant gains in the Hong Kong stock market due to their inclusion in the MSCI China Index, effective after the market close on February 27 [1][2] - The MSCI China Index added a total of 37 stocks in this quarterly review, increasing the number of constituent stocks from 560 to 581, while removing 16 stocks [1][2] - The total assets tracking the MSCI Index are over $17 trillion as of July 2025, indicating the importance of this index for passive fund flows [1] Group 2 - The four newly included stocks are focused on the hard technology sector, with Changfei Fiber Optics being a global leader in optical communication, benefiting from the demand for high-fiber-count cables driven by AI data center construction [2] - SenseTime-W specializes in artificial intelligence large models and computer vision, while Pony.ai-W and Hesai Technology-W are involved in autonomous driving and intelligent driving lidar sectors, respectively [2] - Historical data suggests that newly added A-shares to the MSCI China Index typically achieve stable excess returns during the period between the announcement and the effective date of the index adjustments [2]