摩根大通:Strategy被MSCI剔除的风险已被市场消化
Ge Long Hui·2025-12-04 13:48
Core Viewpoint - Morgan Stanley's decision to remove Strategy from the MSCI index has a limited negative impact on both Strategy and Bitcoin, as the effects of the index removal have already been fully absorbed [1] Group 1 - The removal of Strategy from the MSCI index is expected to have minimal negative consequences for Strategy and Bitcoin [1] - If MSCI's decision on January 15 is positive, both Strategy and Bitcoin prices are likely to rebound strongly to levels seen before October 10 [1]