重要调整！MSCI中国A股指数新纳入33只股票（附表格）

Group 1 - The U.S. stock market showed mixed results on February 10, with the Dow Jones reaching a new closing high, while technology stocks mostly declined, including Intel dropping over 6% and Micron Technology falling more than 2% [1][9] - Despite the Federal Reserve signaling stable policies and tech giants advancing AI applications, concerns over persistent inflation, a weakening labor market, and regulatory uncertainties have made investors cautious about high-valuation tech stocks [1][9] - The market is shifting towards sectors less impacted by AI trading, with materials and utilities performing well recently [1] Group 2 - MSCI announced its quarterly index adjustments on February 11, which will take effect after the market closes on February 27, 2026, adding 63 stocks to the global standard index and removing 61 [2][3] - The MSCI China A-share index will include 33 new stocks while excluding 9, with the inclusion of stocks in this index also meaning entry into the MSCI global standard index series, attracting significant passive fund tracking [3][6] - Notable new additions to the MSCI global stock index include AST SpaceMobile, Coherent Corp, and FTAI Aviation, while the emerging markets index will see additions like Hongqiao Group and Century Huatong [3]