最新变化！多只A股、港股被纳入

Core Viewpoint - MSCI announced the results of its index review for November 2025, with adjustments set to take effect after the market close on November 24, 2025 [1] Group 1: MSCI Global Index Adjustments - 69 new stocks will be added to the MSCI Global Standard Index, while 64 stocks will be removed [1] - The three largest securities added to the MSCI Global Index by total market capitalization are CoreWeave, Nebius Group, and Insmed [1] - The three largest securities added to the MSCI Emerging Markets Index are Barito Renewables Energy, Zijin Mining International, and GF Securities H-shares [1] Group 2: MSCI China Index Adjustments - The MSCI China Index will see the addition of 26 Chinese stocks and the removal of 20 stocks [2] - Newly added stocks include resource companies such as China Gold International and Zijin Mining International, as well as tech firms like Ganfeng Lithium and Huahong Semiconductor [2] - Stocks removed from the MSCI China Index include Haige Communications, Dong'e Ejiao, and Yihua Life [2][4] Group 3: MSCI China A-Shares Index Adjustments - The MSCI China A-Shares Index will add 17 stocks and remove 16 stocks [7] - Newly added companies include Qianli Technology, Dongyangguang, and Huahong Semiconductor [7] - The MSCI China A-Shares Onshore Index will add 18 stocks while removing 24 stocks, with notable additions like Baiwei Storage and Shengtun Mining [8] Group 4: Implications of Index Adjustments - The adjustments will lead to changes in related index funds, resulting in increased capital allocation to newly added companies and forced selling of removed companies [10] - Historical data suggests that passive funds tend to adjust their holdings on the last trading day to minimize tracking error, often leading to significant trading volume in affected stocks [10] Group 5: Market Sentiment and Foreign Investment - Several foreign institutions have expressed positive views on the Chinese market, with Fidelity Fund favoring emerging markets over developed ones [11] - Despite concerns over geopolitical risks and economic slowdown, some investors see significant growth potential in the Chinese equity market [11]