[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciod93e8988":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciod93e8988","MSCI新规首次“大考”来袭-Strategy(MSTR)或面临基准指数除名","\u002Fdoc\u002Fdciod93e8988","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，Strategy(MSTR)于周三迎来指数供应商MSCI的11月指数评审，这是“非经营性公司”新规下的首次评审，数字资产持仓偏重的公司可能因此失去基准指数资格。MSCI将于美东时间周三17:00过后不久公布调整名单，变动于11月30日收盘后生效。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>根据MSCI于8月发布的最新咨询报告，一项使用2026年5月数据的模拟显示，Strategy将成为MSCI ACWI IMI指数中被剔除的三家公司之一，另外两家分别是日本比特币财库公司Metaplanet与铀投资公司Yellow Cake。以太坊财库公司SharpLink(SBET)等则被列入公开观察名单。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>规则交锋MSCI推进“非经营性”审查\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>双方的交锋由来已久。去年10月，MSCI冻结数字资产占总资产50%及以上公司的指数权重上调，Strategy执行主席Michael Saylor当时回应“指数分类并不能定义我们。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>但MSCI今年1月并未直接剔除相关公司，仅保留权重冻结，并转而审查范围更广的“非经营性公司”。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Strategy随后致信其股票指数委员会，称新规“歧视性、随意且被误导”。公司认为，经营性与非经营性资产的划分在标准会计规则下并无定义，这项号称行业中立的筛选，实际对数字资产财库公司冲击最大。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Strategy要求MSCI撤回规则，或以清晰定义与客观标准修订，并公布其咨询记录、解释阈值的设定方式。Strategy表示，此次变更对其自身业务影响甚微，但可能损害MSCI作为中立指数提供商的声誉。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>规则落地设缓冲期与权重解冻\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>MSCI上个月确认了这些规则，称其是对8月份提案的“微小修改”。从规则设计看，公司先接受经营性资产筛查，未过关者再根据五项财务比率进行检查，任何在四项或以上指标上被判定为不合格的公司都将被取消纳入资格。但为限制指数换手，现任成分股须连续两个年度申报期不过关才会被移除，MSCI还将在11月份的评审中解除对数字资产密集型公司的权重冻结。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>市场情绪机构长线看好，散户极度看跌\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>不过并非所有投资者都感到担忧。SkyBridge Capital创始人兼管理合伙人Anthony Scaramucci上月表示，短线投资者会失望，“但如果能持有这只证券四五年……你将获得难以置信的回报”。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>但在StockTwits平台上，散户对Strategy的情绪由“看跌”进一步降至“极度看跌”，讨论热度则维持在低位。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>截至发稿，Strategy盘前涨1.9%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]