史诗级暴涨！这个国家，“沸腾了”

Core Viewpoint - Saudi stock market experienced a significant surge of approximately 5% on September 24, with a total market capitalization increase of $123 billion, driven by the announcement of easing foreign ownership restrictions [1][4]. Group 1: Market Reaction - The Saudi Capital Market Authority (CMA) announced plans to relax foreign ownership limits, potentially allowing foreign investors to hold more than 49% in listed companies, which is expected to attract billions in foreign investment [4][6]. - All sectors in the Saudi market saw gains, with banking stocks reaching record highs, particularly a 9% increase in Saudi bank shares [4]. Group 2: Investment Projections - JPMorgan estimates that if the CMA raises the foreign ownership limit to 100%, it could lead to an influx of $10.6 billion in foreign capital [6]. - Al Rajhi Bank's stock surged by 10%, with projections indicating it could attract $5 to $6 billion from foreign investors, making it one of the biggest beneficiaries of the potential policy change [6]. Group 3: Implications for Market Weighting - The easing of foreign ownership restrictions is expected to enhance the weight of Saudi stocks in the MSCI index, potentially increasing from approximately 3.3% to around 4% in the MSCI Emerging Markets Index [11]. - Companies with the highest foreign ownership in Saudi Arabia include Tawuniya, Rasan, and Etihad Etisalat (Mobily), with foreign ownership percentages ranging from 20% to 25% [11].