9月10日(ri)早盤(pan)，港股(gu)三(san)大(da)指(zhi)(zhi)(zhi)數(shu)多數(shu)高開(kai)(kai)，恒(heng)(heng)生(sheng)指(zhi)(zhi)(zhi)數(shu)漲(zhang)(zhang)(zhang)(zhang)0.05%，報17205.42點，恒(heng)(heng)生(sheng)科(ke)(ke)指(zhi)(zhi)(zhi)漲(zhang)(zhang)(zhang)(zhang)0.35%，國企指(zhi)(zhi)(zhi)數(shu)跌(die)0.01%。盤(pan)面上，科(ke)(ke)網(wang)股(gu)漲(zhang)(zhang)(zhang)(zhang)跌(die)不一，阿里巴巴正式(shi)納入港股(gu)通，開(kai)(kai)盤(pan)漲(zhang)(zhang)(zhang)(zhang)超(chao)2%，美團漲(zhang)(zhang)(zhang)(zhang)0.67%，網(wang)易跌(die)近1%，騰訊跌(die)超(chao)0.5%；汽車股(gu)集體(ti)高開(kai)(kai)，蔚來漲(zhang)(zhang)(zhang)(zhang)超(chao)10%；內房股(gu)普遍低(di)開(kai)(kai)，旭(xu)輝控股(gu)跌(die)超(chao)5%。國泰(tai)君安國際今日(ri)復牌漲(zhang)(zhang)(zhang)(zhang)8.2%。開(kai)(kai)盤(pan)后，恒(heng)(heng)生(sheng)科(ke)(ke)技指(zhi)(zhi)(zhi)數(shu)迅速轉跌(die)，恒(heng)(heng)生(sheng)科(ke)(ke)技指(zhi)(zhi)(zhi)數(shu)ETF（513180）跟(gen)隨(sui)指(zhi)(zhi)(zhi)數(shu)下挫，蔚來、ASMPT、阿里巴巴等(deng)持倉(cang)股(gu)漲(zhang)(zhang)(zhang)(zhang)幅居前(qian)。

阿(a)里(li)巴(ba)(ba)巴(ba)(ba)早(zao)盤漲幅擴大一度超4%，今(jin)日(ri)正式納入港(gang)股(gu)通(tong)(tong)(tong)。消息面上，9月(yue)9日(ri)，滬(hu)(hu)深(shen)交(jiao)易所發(fa)布通(tong)(tong)(tong)知稱(cheng)，因恒生(sheng)綜合(he)大型(xing)股(gu)指(zhi)數(shu)、中型(xing)股(gu)指(zhi)數(shu)、小(xiao)型(xing)股(gu)指(zhi)數(shu)實施成份(fen)股(gu)調(diao)整(zheng)，滬(hu)(hu)深(shen)港(gang)通(tong)(tong)(tong)下港(gang)股(gu)通(tong)(tong)(tong)（以下簡稱(cheng)港(gang)股(gu)通(tong)(tong)(tong)）標的名單發(fa)生(sheng)調(diao)整(zheng)，并自下一港(gang)股(gu)通(tong)(tong)(tong)交(jiao)易日(ri)起生(sheng)效。此次港(gang)股(gu)通(tong)(tong)(tong)標的名單調(diao)整(zheng)中，阿(a)里(li)巴(ba)(ba)巴(ba)(ba)、順豐同城和知行(xing)汽車科技等33只股(gu)票被調(diao)入。在(zai)調(diao)入港(gang)股(gu)通(tong)(tong)(tong)標的名單中，阿(a)里(li)巴(ba)(ba)巴(ba)(ba)最受關注。這意味(wei)著南向資金9月(yue)10日(ri)起，即可以通(tong)(tong)(tong)過港(gang)股(gu)通(tong)(tong)(tong)購(gou)買阿(a)里(li)巴(ba)(ba)巴(ba)(ba)股(gu)票。

高盛(sheng)在(zai)此前一份研報(bao)中提(ti)出關于(yu)滬港通(tong)(tong)可(ke)(ke)能帶來的影響：參(can)考中國互聯網巨頭在(zai)港股(gu)通(tong)(tong)中的持股(gu)比例占自由流通(tong)(tong)市值的10%-15%（以騰(teng)訊、美(mei)團、小米為(wei)例），我們(men)的中國策略團隊此前估計，由于(yu)港股(gu)通(tong)(tong)納(na)入(ru)阿里巴巴，可(ke)(ke)能會帶來150-160億(yi)(yi)美(mei)元的潛在(zai)凈買入(ru)額(e)(e)（基于(yu)最新市值/自由流通(tong)(tong)股(gu)的凈買入(ru)額(e)(e)為(wei)120-130億(yi)(yi)美(mei)元）

中(zhong)信證(zheng)券認(ren)為(wei)，阿里巴(ba)巴(ba)在(zai)引領(ling)中(zhong)概赴港二次上(shang)市(shi)時即展現了明(ming)顯示范效應(ying)。預(yu)計在(zai)阿里之后將有望出現更(geng)多已(yi)二次上(shang)市(shi)中(zhong)概股(gu)公(gong)司自愿轉為(wei)雙重上(shang)市(shi)。據悉，阿里巴(ba)巴(ba)當前為(wei)恒生科技指數ETF（513180）標的指數第(di)三(san)大權重股(gu)，當前權重超(chao)9%。該(gai)指數成(cheng)分(fen)股(gu)中(zhong)，仍有蔚來(lai)-SW、京東集團-SW、百度集團-SW等優質(zhi)中(zhong)概股(gu)是(shi)在(zai)港股(gu)“二次上(shang)市(shi)”而非“雙重上(shang)市(shi)”，未來(lai)入通可期。