Top Institutions' Q4 holdings in US stocks are disclosed! The "seven giants" have experienced varying degrees of Shareholding reduction, while stocks like Applovin and Tempus AI have surfaced.
Berkshire did not further reduce its Shareholding in Apple in Q4. The attitudes of Bridgewater, ARK Invest, and other major players towards Technology giants have shown divergence. Additionally, Bridgewater and ARK Invest have increased their positions in application stocks Applovin and Tempus AI. What signals are hidden behind the actions of these capital giants?
Steve Jobs' Signature, New Apple Launch, And Ankle Watches: This Week In Appleverse
Express News | Beijing Advanced Digital Technology: The company is a multi-type partner of Alibaba Cloud and a supplier for Guizhou on the cloud.
Siri's "delayed release," Apple AI is struggling.
The new features of Siri were originally scheduled to be released in this year's iOS 18.4 in April, but the company is now considering postponing some or all of the revamp to the iOS 18.5 version, which will be released as early as May. Prior to the issues with Siri, some features of Apple Intelligence had already faced criticism due to malfunction problems.
Apple, Amazon Struggle With Next-gen AI Upgrades for Voice Assistants
Express News | Apple Aims to Boost Vision Pro With AI Features, Spatial Content App - Bloomberg News
Berkshire Hathaway Adjusts Portfolio, Keeps Apple Stake Unchanged, Offloads Stakes in BofA
DeepSeek Model Highlights Potential Pivot to Rise of On-device AI Chips
Beyond Science Fiction: What Investors Need to Know About Humanoid Robots
In the fourth quarter of last year, both Buffett and Li Lu did not sell Apple, while Duan Yongping was selling Apple while increasing his holdings in PDD Holdings.
Duan Yongping has reduced his Hold Positions in Apple and increased his investment in PDD Holdings (the Market Cap held at the end of last year already exceeded 0.7 billion dollars); like Buffett, he continues to buy Occidental Petroleum, buying more as it falls, but in the fourth quarter, Duan Yongping has increased his Shareholding significantly.
Steve Jobs-Signed Rare Apple Business Card Goes Up For Auction, Bids Touch $75,000
Billionaire Investor Dan Loeb Boosts Stake In Mark Zuckerberg's Meta, Elon Musk's Tesla, But Sold These Three Mag 7 Stocks In Q4
CITIC SEC: DeepSeek, currently an investment catalyst in the AI Industry Chain.
CITIC SEC: Bullish on the growth of domestic computing power demand, the continuous expansion of AI+ application scenarios, and the ongoing increase in the popularity of edge AI and other related investment opportunities.
Weekend reading | Cai Chongxin and Cook, a mutual journey.
The cross-national "union" between Apple and Alibaba has been finalized. On February 13, at the World Governments Summit 2025 held in Dubai, UAE, Alibaba co-founder and Chairman of the Board, Cai Chongxin, responded to rumors of cooperation between Alibaba and Apple.
Express News | Buffett further reduced his shareholding in Bank of America, while his stake in Apple remains unchanged.
Express News | Unilumin Group participated in the 2025 Saudi LEAP exhibition as a partner of Huawei.
Mark Zuckerberg Follows Elon Musk's Footsteps As Meta Reportedly Plans Major Investment Into AI-Powered Humanoid Robots
Meta is increasingly leaning to the right, and Zuckerberg is actually targeting Apple: if all fees charged by Apple were canceled, Meta's profits could double.
Media reports indicate that Meta CEO Mark Zuckerberg's overtures to attract USA President Trump have caused unease among employees. However, some analysts say that Zuckerberg's real goal in courting Trump is to use the White House to attack Apple. In a recent interview with podcast host Joe Rogan, Zuckerberg stated that if Apple stopped imposing those "random rules" to charge fees to Meta, the company's profits would double.
General increase in Hold Positions for Bitcoin! Barclays, Goldman Sachs, and others have recently disclosed their positions.
Recently, several large investment institutions submitted their holdings reports (Form 13F) to the Securities and Exchange Commission (SEC). From the changes in holdings, the differences among investment institutions regarding U.S. technology stocks are widening.
Duan Yongping's Hold Positions are exposed! In the fourth quarter, increased Shareholding in Alibaba, PDD Holdings, and Occidental Petroleum, decreased Shareholding in Apple, Google, and others.
Compared to the end of the third quarter, Duan Yongping managed H&H has reduced its shareholding in Apple, Berkshire B, Google C, and Disney; increased its shareholding in PDD Holdings, Occidental Petroleum, and Alibaba.