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这一举措使市场距离将加密业务添加到现有金融基准指数又近了一步。
Bitcoin-focused company MicroStrategy (NASDAQ:MSTR) will be joining the Nasdaq-100, an index of the 100 largest non-financial companies listed on the Nasdaq stock exchange. The index heavily features technology stocks, including Apple (NASDAQ:AAPL), Microsoft (NASDAQ:MSFT), Nvidia (NASDAQ:NVDA), Amazon (NASDAQ:AMZN), Meta (NASDAQ:META), and Tesla (NASDAQ:TSLA).
专注于比特币的公司 MicroStrategy(纳斯达克股票代码:MSTR)将加入纳斯达克 100 指数,这是纳斯达克证券交易所上市的 100 家最大非金融公司的指数。该指数以科技股为主,包括苹果(纳斯达克股票代码:AAPL)、微软(纳斯达克股票代码:MSFT)、英伟达(纳斯达克股票代码:NVDA)、亚马逊(纳斯达克股票代码:AMZN)、Meta(纳斯达克股票代码:META)和特斯拉(纳斯达克股票代码:TSLA) 。
This move brings the market one step closer to adding crypto businesses to its widely followed financial benchmark indexes.
此举使市场距离将加密业务纳入其广泛关注的金融基准指数又近了一步。
What MicroStrategy's Inclusion Means For Bitcoin Investors
MicroStrategy 的加入对比特币投资者意味着什么
The addition of MicroStrategy to the Nasdaq-100 raises the index's Bitcoin exposure, as the company holds nearly $42 billion in the apex crypto. The Invesco QQQ Trust (QQQ), an ETF that tracks the Nasdaq-100 and has over $300 billion in assets under management, will gain indirect exposure to Bitcoin through MicroStrategy.
MicroStrategy 被纳入纳斯达克 100 指数提高了该指数的比特币风险敞口,因为该公司持有近 420 亿美元的顶级加密货币。 Invesco QQQ Trust (QQQ) 是一款追踪纳斯达克 100 指数的 ETF,管理着超过 3000 亿美元的资产,将通过 MicroStrategy 间接获得比特币敞口。
Its market capitalization was last valued at $92 billion on November 29, the annual Nasdaq market tally date on which it was rebalanced. This places the company in the 40th position and has an estimated pre-rebalance weight of 0.47%. In comparison, the largest constituent, Apple, had a pre-rebalance weight of nearly 9%.
其市值最后一次估值为 920 亿美元,时间为 11 月 29 日,即年度纳斯达克市场盘点日,该公司进行了重新平衡。这使得该公司排名第 40 位,重新平衡前的权重估计为 0.47%。相比之下,最大的成分股苹果公司在重新调整前的权重接近 9%。
As tech workers join the company, they could be boosting MicroStrategy stock in a big way, noted Eric Balchunas, senior ETF analyst at Bloomberg Intelligence. “The addition of MicroStrategy changes the model, as these funds are always buying, regardless of the price,” he said.
Bloomberg Intelligence 高级 ETF 分析师 Eric Balchunas 指出,随着科技人员加入公司,他们可能会大幅提振 MicroStrategy 股票。 “MicroStrategy 的加入改变了模式,因为无论价格如何,这些基金总是在买入,”他说。
Highlighting the Opportunities and Risks in Bitcoin-Centric Investments
强调以比特币为中心的投资的机遇和风险
Being included in the Nasdaq-100 will help MicroStrategy pull in billions of dollars in passive money for its Bitcoin holdings, increasing the demand for the crypto and boosting its presence among mainstream investors. However, some analysts noted that the company's long-term membership in the index may be in jeopardy.
被纳入纳斯达克 100 指数将有助于 MicroStrategy 为其持有的比特币吸引数十亿美元的被动资金,从而增加对加密货币的需求并提高其在主流投资者中的影响力。然而,一些分析师指出,该公司在该指数中的长期成员资格可能面临危险。
Bloomberg Intelligence senior ETF analyst Eric Balchunas expressed concerns that MicroStrategy might be reclassified as a financial firm, which could lead to its removal from the Nasdaq-100. This reclassification is occurring because it uses its Bitcoin holdings to fund its operations rather than using its operations to fund its holdings. Coming out in support of this notion, Michael Saylor hinted that the company might be adopting the Bitcoin bank model, which will further solidify its financial credentials and move the company even further away from a tech industry classification.
Bloomberg Intelligence 高级 ETF 分析师 Eric Balchunas 对 MicroStrategy 可能被重新归类为金融公司表示担忧,这可能导致其从纳斯达克 100 指数中除名。发生这种重新分类是因为它使用其持有的比特币为其运营提供资金,而不是使用其运营为其持有的比特币提供资金。迈克尔·塞勒(Michael Saylor)站出来支持这一观点,暗示该公司可能会采用比特币银行模式,这将进一步巩固其财务资质,并使该公司进一步远离科技行业分类。
Despite this risk, the implications of this move are largely positive for MicroStrategy and Bitcoin, especially if the company manages to pull off any profitable trades based on its massive Bitcoin holdings. A large number of investors who hold ETFs like QQQs will be indirectly investing in MSTR, further pumping the cryptocurrency into mainstream financial markets.
尽管存在这种风险,这一举措对 MicroStrategy 和比特币的影响在很大程度上是积极的,特别是如果该公司能够基于其大量比特币持有量成功实现任何有利可图的交易。大量持有QQQ等ETF的投资者将间接投资MSTR,进一步将加密货币推向主流金融市场。
Broader Market Implications
更广泛的市场影响
The inclusion of MicroStrategy in the Nasdaq-100 may also prompt NASDAQ to make changes to other major benchmark indexes. According to experts, the largest ETF in the world, the SPDR S&P 500 Trust (SPY), which has around $650 billion in AUM, might feel the heat of joining the inclusion of MicroStrategy. Doing so would increase its holdings in line with competitors and expand the penetration of Bitcoin into financial products even more.
MicroStrategy 被纳入 Nasdaq-100 也可能促使纳斯达克对其他主要基准指数进行调整。据专家称,全球最大的 ETF SPDR S&P 500 Trust (SPY) 的资产管理规模约为 6500 亿美元,可能会感受到加入 MicroStrategy 的热度。这样做将增加其持有量,与竞争对手保持一致,并进一步扩大比特币在金融产品中的渗透率。
The new constituents list and adjustments to a range of Nasdaq-100 sub-products will become effective on 23rd December following the rebalance event. In reaction to the announcement, the BTC level increased to $102,000, revealing a stock's expected value when more investors are willing to invest and optimistic about the development.
新的成分股名单以及对一系列纳斯达克 100 子产品的调整将于 12 月 23 日重新平衡事件后生效。消息公布后,比特币价格上涨至 102,000 美元,揭示了当更多投资者愿意投资并对发展持乐观态度时股票的预期价值。
MicroStrategy's inclusion marks an overlap between the financial industry and the crypto market. Hence, as institutional investors and passive funds embrace such changes, it could act as a tipping point in embracing the crypto asset as the remaining aristocratic layouts gradually surrender to mainstream adoptions.
MicroStrategy 的加入标志着金融行业和加密货币市场之间的重叠。因此,随着机构投资者和被动基金接受这种变化,随着剩余的贵族布局逐渐屈服于主流采用,它可能成为拥抱加密资产的转折点。
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