Strategy正与MSCI洽谈潜在的指数剔除事宜

格隆汇
Dec 03, 2025

据路透,全球最大的比特币企业持有者Strategy正在与指数提供商MSCI洽谈,讨论可能被从MSCI USA和MSCI World指数中剔除的决定。MSCI预计将在2026年1月15日作出决定,若剔除生效,可能引发高达88亿美元的资金外流,尤其是通过被动投资工具(如ETF)持有的资金。Strategy执行主席Michael Saylor表示,公司正在参与相关流程,但对摩根大通预测的资金外流规模表示不确定。他还提到,近期比特币价格从10月创下的12万美元历史高点大幅回落,加上AI泡沫和经济不确定性,导致风险资产承压。

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