Bridgewater's big move: reducing shareholding in nvidia, heavy positions in SMCI and AMD
The world's largest hedge fund, Bridgewater Fund, caused quite a stir with its investment operations in Q3: it chose to reduce its holdings amidst the surge in nvidia's stock price.
Looking back at 2024: Why did the rising trend of US stocks shock Wall Street?
①The US stock market has shown strong performance this year, with the s&p 500 index rising by about 27% year-to-date, expected to achieve the best performance in many years, far exceeding Wall Street's expectations at the beginning of the year. ②So, what are the factors that the US stock market relies on to achieve such a strong increase?
Breaking news! Four major industry associations collectively state: exercise caution when purchasing usa chips.
① The china semiconductors industry association, china automotive industry association, china internet plus-related association, and china communication enterprises association have all issued statements urging domestic companies to carefully select and procure usa chips. ② The new round of export restrictions from the usa involves over 140 chinese enterprises, affecting semiconductors manufacturing equipment, electronic design automation tools, etc., undermining the principles of fair competition in the global semiconductors industry.
Express News | China Communications Enterprise Association: To ensure the security and stability of the information communication industry chain and supply chain, caution should be exercised in purchasing American chips.
Billionaire Philippe Laffont Is Dumping Shares of Artificial Intelligence (AI) Leaders Nvidia and AMD in Favor of a Tasty Stock-Split Stock
Express News | The China Semiconductor Industry Association: USA chip products are no longer safe and reliable; relevant industries in China will have to be cautious in procuring American chips.