Hang Seng Index Quarterly Review Countdown: Experts Favor AI and Robotics for Stock Connect Picks
SingTao · 1 SOURCESabout 1 hour ago2 MIN
Summary
Hang Seng Index Company will release its quarterly review results after market close on August 21 (next Friday), with some stocks added to the Hang Seng Composite Index expected to simultaneously become eligible for Stock Connect. Goldman Sachs has predicted 49 stocks may be added and 14 may be removed in this round. Leung Kit-man, investment manager at Grand City Securities, told Sing Tao Headline that northern capital investors favor scarce concepts not available in A-shares, with AI and robotics sectors as top picks. He advised retail investors not to rush positioning before the official list is confirmed, as northern capital flows tend to be gradual rather than concentrated.
Key Points
- The entry threshold for Stock Connect inclusion has risen to approximately 10.156 billion HKD, up from 9 billion HKD in the previous round
- Removal threshold has increased to approximately 6.669 billion HKD, reflecting market recovery
- Leung Kit-man favors Xizhi Technology (1879) and Fourier (3625) in the AI sector, as mainland investors prefer companies with AI themes not listed in A-shares
- Robotics stocks are considered "half AI stocks" benefiting from AI development and mainland investment enthusiasm for emerging industries
- Fourteen healthcare stocks appear on the potential entry list, including Danuo Pharmaceuticals (6872), Maike Pharmaceuticals (2335), Ruibo Bio (6938), and Inpare Pharma (7630)
- China International Capital Corporation (CICC) expects Hainan Ocean Park (2255), JS Global Lifestyle (1691), Yidu Tech (2158), and other stocks may be removed from Stock Connect
Why It Matters
The Stock Connect eligibility can unlock direct access to mainland capital for Hong Kong-listed companies, creating a sustained inflow channel. Northern capital typically takes weeks or months to accumulate positions gradually rather than making single-day purchases, meaning investors who miss the announcement day still have opportunities to benefit from the structural buying interest .
The Stock Connect eligibility can unlock direct access to mainland capital for Hong Kong-listed companies, creating a sustained inflow channel. Northern capital typically takes weeks or months to accumulate positions gradually rather than making single-day purchases, meaning investors who miss the announcement day still have opportunities to benefit from the structural buying interest .