炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 随着近期A股和港股市场相关板块的波动，富时罗素公布了全球股票指数系列2026年3月的半年度审议 初步结果，相关调整将于3月20日收盘后正式生效。 富时罗素公司是全球第二大指数编制机构，其指数产品覆盖全球70多个国家和地区市场，是投资者观察 市场的重要工具，对于制定投资策略和风险管理至关重要。本次指数调整中，有77只股票纳入了大盘股 名单，同时也有38只股票从大盘股名单中剔除。 资源股、科技股晋升大盘股阵营 本次调整中，资源股与科技股成为最大赢家，多只个股从中盘股、小盘股晋升至大盘股行列。 具体来看，资源股中的白银有色（维权）、盛屯矿业（维权）、云南铜业、中钨高新等多只股票，在股 价和市值不断攀升的情况下，晋升成为大盘股。 对于近年来资源股强势表现，中金公司认为，近年来，受世界经贸格局重塑及俄乌冲突等地缘事件冲 击，商品市场不确定性频繁加剧。随着金融化程度不断加深，商品期货与股票收益率之间的相关性及跨 市场风险传染机制也显著提升。此时，定价逻辑不再局限于供需基本面，地缘风险、供应链安全以及政 策等非基本面因素影响显著上升，导致商品价格在特 ...

Group 1 - The core viewpoint is that the inclusion of 129 A-shares, including 11 from the Sci-Tech Innovation Board, into the FTSE Global Equity Index Series signifies increasing international recognition and investment in the A-share market [1][2] - The addition of these A-shares is expected to enhance foreign capital allocation and bring in more incremental funds, particularly an estimated $100 million for the Sci-Tech Innovation Board [1][2] - The move reflects a growing demand from overseas investors for investment in the Sci-Tech Innovation Board, which is anticipated to boost trading volume and liquidity, thereby enhancing overall valuations [2][3] Group 2 - The trend of increasing foreign investment in the A-share market is supported by China's long-term economic confidence and ongoing capital market reforms [3] - Recent data indicates that foreign capital has been steadily increasing its allocation to the A-share market, with net purchases reaching 217.178 billion yuan over the past year [3] - The process of international indices gradually incorporating A-shares is evolving from a limited selection to a broader coverage, reflecting a deeper understanding of the Chinese capital market [3]