摩根大通的分析师表示标普500指数委员会上周决定拒绝将Strategy(前身为MicroStrategy)纳入指数尽管该

智通财经
Sep 11, 2025
摩根大通的分析师表示标普500指数委员会上周决定拒绝将Strategy(前身为MicroStrategy)纳入指数尽管该公司在技术上符合资格标准这对“加密货币财库”来说是一个打击。 由董事总经理Nikolaos Panigirtzoglou领导的摩根大通分析师在报告中表示这一拒绝不仅对最大的公开加密货币财库公司Strategy来说是一个挫折对最近几个月大量涌现的类似公司潮来说也是如此。分析师称指数委员会在选择过程中有自由裁量权这一决定表明在增加那些将资产负债表变成大量比特币持有量的公司时委员会持谨慎态度。分析师写道标普500指数的排除表明这种进入机构和散户投资组合的间接渠道“可能正在达到极限”。 他们补充说更大的风险是其他已经纳入了Strategy或其他加密货币财库公司的指数提供商可能会重新考虑他们的做法。

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