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MicroStrategy, Palantir, Axon Added To Nasdaq 100: Super Micro Computer, Moderna, Illumina Exit The Index

MicroStrategy, Palantir, Axon Added To Nasdaq 100: Super Micro Computer, Moderna, Illumina Exit The Index

MicroStrategy、Palantir、Axon 被纳入 Nasdaq 100:超微电脑、Moderna、Illumina 退出该指数
Benzinga ·  15:17

The much-awaited reconstitution of the Nasdaq 100 index has taken place, resulting in the addition of Bitcoin (CRYPTO: BTC) proxy MicroStrategy Inc. (NASDAQ:MSTR), Palantir Technologies Inc. (NASDAQ:PLTR), and Axon Enterprise Inc. (NASDAQ:AXON).

备受期待的纳斯达克100指数重组成已发生,新增了比特币(加密货币:BTC)代理的MicroStrategy Inc.(纳斯达克:MSTR)、Palantir Technologies Inc.(纳斯达克:PLTR)和Axon Enterprise Inc.(纳斯达克:AXON)。

This change will take effect before the market opens on Dec. 23, 2024.

这一变化将于2024年12月23日市场开盘前生效。

What Happened: Nasdaq announced on Saturday the results of its annual reconstitution of the Nasdaq-100 Index.

发生了什么:纳斯达克在周六宣布了纳斯达克100指数年度重组成的结果。

The Nasdaq-100 Index, a benchmark for non-financial companies on the Nasdaq, was launched in January 1985. It serves as a basis for financial products like options, futures, and funds.

纳斯达克100指数是纳斯达克非金融公司的一项基准,成立于1985年1月。它作为期权、期货和基金等金融产品的基础。

The annual reconstitution aligns with the quadruple witch expiration Friday of the quarter, a strategic timing for the index.

年度重组与季度的四重女巫到期星期五相一致,这是该指数的战略时机。

As a result of this reconstitution, three companies will be removed from the index: Illumina, Inc. (NASDAQ:ILMN), Super Micro Computer, Inc. (NASDAQ:SMCI), and Moderna, Inc. (NASDAQ:MRNA).

由于这次重组,三家公司将从指数中移除:Illumina, Inc.(纳斯达克:ILMN)、超微电脑公司(纳斯达克:SMCI)和Moderna, Inc.(纳斯达克:MRNA)。

The Nasdaq-100 Index is integral to the Invesco QQQ Trust (NASDAQ:QQQ), which seeks to mirror the index's performance. Options, futures, and structured products based on the Nasdaq-100 Index and the Invesco QQQ Trust are traded on various exchanges.

纳斯达克100指数对于纳指100ETF-Invesco QQQ Trust(纳斯达克:QQQ)至关重要,该基金旨在复制指数的表现。基于纳斯达克100指数和纳指100ETF-Invesco QQQ Trust的期权、期货和结构化产品在各种交易所交易。

Why It Matters: The inclusion of MicroStrategy in the Nasdaq-100 could significantly boost its visibility and attract fresh inflows from major ETFs like QQQ.

为何重要:MicroStrategy被纳入纳斯达克100可能显著提高其可见度,并吸引来自主要ETF如QQQ的新资金流入。

Analysts at Bernstein have suggested that this move, combined with MicroStrategy's aggressive Bitcoin acquisition strategy, could lead to a 59% upside for the company, with a target price of $600.

Bernstein的分析师们建议,这一举动结合MicroStrategy积极的比特币收购策略,可能会为公司带来59%的上涨空间,目标价为600美元。

Meanwhile, Palantir is positioned to become "the next Oracle" in 2025, according to Wedbush Securities' Dan Ives. The company's AI platform is seen as a transformative force in enterprise operations, with significant results already demonstrated through its Warp Speed manufacturing operating system.

与此同时,Wedbush证券的Dan Ives表示,Palantir有望在2025年成为"下一个甲骨文"。该公司的人工智能平台被视为企业运营中的变革力量,已经通过其Warp Speed制造业操作系统展示了显著成果。

This development could further enhance Palantir's standing in both government and commercial sectors, as highlighted in Ives' annual sector outlook.

这一发展可能进一步提升Palantir在政府和商业领域的地位,正如Ives在其年度板块展望中所强调的。

On the other hand, Super Micro Computer finds itself removed from the index, despite benefiting from the surging demand for AI infrastructure. The company faced challenges due to a recent auditing scandal, which significantly impacted its market capitalization.

另一方面,尽管受益于对人工智能基础设施的激增需求,超微电脑却被剔除了这一指数。该公司因为最近的审计丑闻面临挑战,这对其市值产生了重大影响。

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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

免责声明:本内容部分使用人工智能工具生成,并经Benzinga编辑审核发布。

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