MSCI指数调整

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MSCI宣布,指数调整!纳入这些股票
Zhong Guo Zheng Quan Bao· 2025-08-08 02:49
Core Points - MSCI announced the results of its quarterly index review for August 2025, including the addition and removal of various stocks from the MSCI China Index and other indices [1][4] - The MSCI China Index added 14 stocks, including Horizon Robotics-W, Lao Pu Gold, NetEase Cloud Music, and CITIC Bank, while removing 17 stocks such as Yingjia Gongjiu and Dongfang Yuhong [1][5] - The adjustments will take effect after the market closes on August 26, 2025, with expectations of increased passive investment inflows into newly added stocks [4] MSCI China Index Adjustments - The MSCI China Index added notable stocks such as Sanofi Pharmaceutical, CITIC Financial Assets, and Horizon Robotics-W, among others [2] - The index also removed 17 stocks, including Yingjia Gongjiu, Dongfang Yuhong, and Supor, impacting both A-shares and H-shares [5][6] - The inclusion in the MSCI China Index signifies entry into the MSCI Global Standard Index series, attracting significant passive fund tracking [1] Market Impact - The recent strong performance of sectors like technology, innovative pharmaceuticals, and new consumption in the Hong Kong market is expected to lead to more incremental capital for related companies [2] - The stocks added to the MSCI China Index are anticipated to experience buying pressure from overseas passive index funds on the effective date of the adjustments [4]
MSCI中国指数新增美图、三生制药、巨人网络等14只股份
Ge Long Hui A P P· 2025-08-08 02:47
格隆汇8月8日|MSCI公布指数成份股季度检讨结果,MSCI中国指数成份股,新增14只股份,剔出17只 股份。 新加入的股份包括老铺黄金(6181.HK)、药明合联(2268.HK)、美图(1357.HK)、网易云音乐(9899.HK)、 三生制药(1530.HK)、中信金融资产(2799.HK)、科伦博泰生物(6990.HK)、地平线机器人(9660.HK)等。 其余纳入指数A股包括指南针(300803.SZ)、中信银行A股(601998.SH)、巨人网络(002558.SZ)、艾力斯 (688578.SH)及景旺电子(603228.SH)。 剔出股份包括海信家电(0921.HK)、中升控股(0881.HK)、吉祥航空(603885.SH)、养元饮品(603156.SH) 等。 MSCI指,老铺黄金和中信银行是新兴市场指数的最大3只新增成分股的其中2只。 香港小型股指数加入耀才证券(1428.HK)和德林国际(1126.HK)2只股份,没有股份被剔除。 所有变动于8月26日收市后生效。 ...
MSCI宣布指数调整!纳入这些股票(附名单)
Zhong Guo Zheng Quan Bao· 2025-08-08 02:19
北京时间8月8日早晨,全球知名指数公司MSCI宣布了2025年8月份的指数季度审议结果。 在本次调整中,MSCI中国指数新纳入地平线机器人-W、老铺黄金、网易云音乐、三生制药、指南针、中信银行等 14只股票,剔除迎驾贡酒、东方雨虹、苏泊尔等17只股票。调整将于8月26日收盘后生效。 在本次调整中,MSCI全球标准指数新纳入42只股票,剔除56只股票。在MSCI发达市场指数新增公司中,市值最大 三家公司将是火箭实验室(美国)、SoFi科技(美国)、Affirm控股(美国);在MSCI新兴市场指数新增成分股 中,市值位于前三的公司分别是中信银行(A股)、Dian Swastatika Sentosa、老铺黄金(H股)。 在MSCI的系列指数中,涉及A股的包括MSCI中国指数、MSCI中国A股在岸指数以及MSCI中国全股票指数。其中, 最值得关注的是MSCI中国指数。由于该指数被嵌套进MSCI新兴市场指数,因此股票进入MSCI中国指数,便意味着 进入了MSCI全球标准指数系列,从而获得大量被动资金跟踪。 纳入老铺黄金等14只中国股票 近期,港股科技、创新药、新消费等板块强势上涨,相关上市公司有望迎来更多增量资金。 ...
凌晨,一批A股有变化
Sou Hu Cai Jing· 2025-08-08 01:01
北京时间8月8日凌晨,MSCI公布了8月份指数审议结果。公告显示,MSCI全球标准(ACWI)指数新纳入42只股票,剔除 56只股票;中信银行和老铺黄金被纳入MSCI新兴市场指数; A股方面,MSCI中国A股指数新纳入5只个股,剔除14只标 的。 当地时间四,美国三大股指高开低走,收盘涨跌不一。大型科技股多数上涨,在前一个交易日大涨5%的基础上,苹果继续 大涨超3%。此外,英伟达涨0.75%,报180.77美元,刷新了本周一创下的收盘纪录。 美股市场另一大重磅消息是美国总统特朗普签署行政命令,允许私募股权、房地产、加密货币等另类资产进入401K退休储 蓄计划,为这些行业打开约12.5万亿美元退休账户资金的大门。 中信银行和老铺黄金纳入MSCI新兴市场指数 北京时间8月8日凌晨,MSCI公布了8月份指数审议结果。公告显示,MSCI全球标准(ACWI)新纳入42只股票,剔除56只 股票。 | Nb of | Nb of | Securities | Securities | | --- | --- | --- | --- | | Index | Added | Deleted | | | | | | | MSCI ...
MSCI中国指数季度调整结果公布 新增8只A股标的
Chang Sha Wan Bao· 2025-06-03 03:17
Group 1 - MSCI announced its quarterly index adjustment results for May 2024, with 10 new constituents added to the MSCI China Index, including 2 Hong Kong stocks and 8 A-shares [1] - The number of constituents in the MSCI China Index decreased from 703 to 657, with A-shares accounting for 486 stocks and a weight of 15.4% [1] - A total of 56 stocks were removed from the index, comprising 15 Hong Kong stocks and 41 A-shares [1] Group 2 - Inclusion in the MSCI index is expected to lead to increased passive fund inflows for A-share companies, enhancing their market liquidity and international visibility [2] - New A-share constituents in the MSCI index are likely to attract more international investors, boosting their recognition and influence [2] - This adjustment is anticipated to promote the internationalization of the A-share market, improving its openness and competitiveness [2]
MSCI全球标准指数调整 这些科创板公司“入编”
Xin Lang Cai Jing· 2025-05-14 09:58
Group 1: MSCI Index Adjustments - MSCI announced the quarterly index adjustments for May 2025, adding 30 stocks and removing 61 stocks from the global equity index (ACWI) [1] - The MSCI China Index included six new stocks, such as Chipone Technology and Baillie Gifford, while removing 17 stocks, including Hisense Home Appliances and Shanghai Pharmaceuticals [1] - The adjustments will take effect after the market closes on May 30 [3] Group 2: Company Performance and Reactions - Baillie Gifford reported a significant decline in Q1 2025 revenue, down 98.77% year-on-year to 67.44 million yuan, with a net loss of 531 million yuan, a 110.62% decrease [1] - The decline in Baillie Gifford's performance was attributed to the absence of large intellectual property licensing income that was recognized in the same period last year [1] - Haikang's representatives stated that their inclusion in the MSCI China Index is more of a market behavior and does not directly correlate with company operations [2] Group 3: Market Sentiment and Future Outlook - Analysts suggest that stocks newly included in the MSCI China Index may experience increased buying from passive index funds, which could positively impact stock price valuation and liquidity [3] - External investors are optimistic about A-share investment opportunities, with over 80% of participants in a recent Morgan Stanley conference indicating a likelihood of increasing exposure to Chinese stocks [5] - The MSCI indices are adjusted quarterly based on objective quantitative metrics such as market capitalization and liquidity [3]