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纳指100一年一度“大洗牌”即将开启!谁有望加入,谁会出局?

The annual "big shuffle" of the Nasdaq 100 is about to begin! Who is expected to join, and who will be eliminated?

Futu News ·  Dec 4, 2024 12:44

Next Friday, the annual adjustments to the nasdaq 100 index constituents will be announced.

根据 $NASDAQ 100 Index (.NDX.US)$ According to the schedule for the frequency of constituent adjustments, the announcement date for the adjustments is the second Friday of December (this year on December 13) after the market closes, with an effective date on the first trading day after the third Friday of December, and the reference date for the constituent adjustments is the last trading day of November (this year on November 29).

With the adjustment of the nasdaq 100 index approaching, which companies will join and which will exit have become the most concerning issues for investors.

The nasdaq 100 index broadly tracks the 100 largest non-financial companies listed on the nasdaq exchange. Every December, nasdaq adjusts the constituents of the nasdaq 100 index, and these changes are subsequently adopted by the Invesco fund.

According to Barron's. $Palantir (PLTR.US)$$MicroStrategy (MSTR.US)$$Equinix Inc (EQIX.US)$$CME Group (CME.US)$$Interactive Brokers (IBKR.US)$$Coinbase (COIN.US)$$Axon Enterprise (AXON.US)$$Nasdaq (NDAQ.US)$$DraftKings (DKNG.US)$$Arch Capital (ACGL.US)$ Is expected to be included in the nasdaq 100 index;

While the 10 companies with the lowest market cap among the nasdaq 100 components may be eliminated, including $Moderna (MRNA.US)$$Super Micro Computer (SMCI.US)$$Illumina (ILMN.US)$$Biogen (BIIB.US)$$CDW Corp (CDW.US)$$MongoDB (MDB.US)$$GlobalFoundries (GFS.US)$$Warner Bros Discovery (WBD.US)$$ON Semiconductor (ON.US)$$DexCom (DXCM.US)$

It is noteworthy that Palantir is one of the big winners this year, as the company announced it will transfer its stock listing from the New York Stock Exchange to nasdaq on November 26, and its common stock will continue to trade under the ticker "PLTR". Palantir is expected to qualify for inclusion in the nasdaq 100 index, a move that may enhance the company's visibility and attract new investors.

Additionally, MSTR currently meets all the criteria for inclusion in the nasdaq 100 index, and among eligible companies, MSTR ranks 66th in market cap, while the top 75 companies will be automatically included in the nasdaq 100 index.

However, some analysts have raised the question of whether the nasdaq committee would consider MSTR to be a non-financial company. Benchmark General Manager Mark Palmer stated:

"MSTR currently meets the inclusion criteria, however, its bitcoin acquisition strategy may complicate the nasdaq committee's analysis."

The AI server giant super micro computer has been embroiled in an accounting fraud scandal since joining the nasdaq 100 index in July, with its market cap plummeting at one point, but it has recently rebounded significantly from its lows due to successfully finding a new accounting firm and an internal control investigation that found no misconduct by management.

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Mooers,

Who do you think is likely to be included in the nasdaq 100?

Feel free to leave a message in the comment section~

Editor/Somer

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