Strategy(MSTR.O)盘前下跌4.3%，MSCI拟将该公司从全球指数中剔除。

1、巴菲特指数为230.42%，较前一交易日上升2.90个百分点，大周期看处于严重高估区间。 2、标普500指数股权风险溢价（ERP）为5.52%，较前一交易日下降0.04个百分点，股市性价比处于中性偏低水平。 综合两项指标来看，美股投资性价比相对美债较低。

China’s national industry‑finance cooperation platform has facilitated more than 1.8 trillion yuan of financing and hosted 460,000 companies as of October 2026, with manufacturing firms representing 60% of participants. The non‑profit public service, built on Ministry of Industry and Information Technology and partnering financial institutions’ data resources, shares multi‑agency data and uses enterprise tagging and data‑model algorithms to better match firms’ financing needs with financial products.