本报告为摩根大通全球市场策略团队发布的全球指数邮件，梳理2026年10月16日至19日收盘生效的全球主要指数成分股调整。欧洲方面，因Peel Holdings对Harworth Group的现金收购要约被宣布无条件且持股超75%，EnQuest将被纳入富时250指数，Harworth Group将同时从富时全股指数与富时250指数中剔除；预计指数化交易产生Harworth Group约430万股（占成交量52%）与161万股（占成交量19%）卖盘，以及EnQuest约2277万股（占成交量227%）买盘。美国方面，罗素2000指数将剔除被Prysmian以每股95美元现金收购的Atkore、被Dream Finders Homes以每股33.50美元现金收购的Beazer Homes USA。
This Global Index Mail from J.P. Morgan's Global Quantitative and Derivatives Strategy team details global index constituent changes effective at close of October 16-19, 2026. In EMEA, following Peel Holdings' unconditional cash offer for Harworth Group with a stake exceeding 75%, EnQuest will be added to the FTSE 250 while Harworth Group will be deleted from both the FTSE All Share and FTSE 250 indices; estimated indexer supply is -4.30m HWG LN shares (-52% of volume) for FTSE All Share and -1.61m (-19%) for FTSE 250, with demand of 22.77m ENQ LN shares (227% of volume). In the Americas, the Russell 2000 will remove Atkore Inc (acquired by Prysmian for $95.00/share cash) and Beazer Homes USA (acquired by Dream Finders Homes for $33.50/share cash). MSCI USA Small Cap will update NOS/float for Recursion Pharma and First Tracks Biothera following public offering and private placement, and delete Apollo Commercial Real Estate upon liquidation. The report also reviews MSCI and FTSE country