· 个股论点
涉及标的： $SIVE
$SIVE 是这个周末全新事件的最大受益者： 1. Sivers 新纳入 NASDAQ 指数（OMX Stockholm）： Vanguard 和 BlackRock 都是新的被动资金流入。 加上下一周的 MSCI，对现有流通盘将有约6000万美元以上纯买入压力。 2. 美国政府和瑞典签署联合技术合作协议。 $SIVE 是少数 CHIPS Act 受益者之一，尤其是在瑞典。 如果你不记得，它们上周还获得了另一笔660万美元 CHIPS Act 奖励。 这让 $SIVE 得到美国政府大力支持，并对其至关重要。 简而言之：来自 BlackRock/Vanguard 这类最大美国机构的新被动资金流入，叠加美国政府支持。 这对基本面（来自五角大楼供应链的收入/TAM）和 BlackRock/Vanguard/MSCI/NASDAQ 流入都利好。 极度看多。
$SIVE is the largest beneficiary of brand new events this weekend: 1. Sivers new NASDAQ index inclusion (OMX Stockholm): Both Vanguard and Blackrock are new passive inflows. With ~$60M+ pure buying pressure inflow, into existing float, together with MSCI next week. 2. US Gov and Sweden sign agreement for joint tech collaboration. $SIVE is one of the few CHIPS act recipients, and especially in Sweden. And if you don’t remember, they received another $6.6M CHIPS act award last week. Making $SIVE heavily supported + critical to the US government. - TLDR: New passive institutional inflow from your largest US institutions like Blackrock/Vanguard. Compounded with US government backing into $SIVE. Over the weekend. Beneficial for fundamentals (revenue/TAM from Pentagon supply chains) and inflow from Blackrock/Vanguard/MSCI/NASDAQ. Extremely bullish.