贝克微Index inclusion,strategic repositioning,

招银国际11-04

一、核心事件与市场影响BaTeLab(2149HK)被纳入新更名的恒生半导体行业主题指数，这一变动将于2025年11月7日生效。CMB International Global Markets认为，这一调整对BaTeLab而言具有结构性利好，可能通过被动基金流入提升市场流动性和投资者关注度，并有助于其估值与半导体行业整体更为一致。二、战略调整与长期价值BaTeLab在2025年上半年实施了分销网络...

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