Buffett, Soros, Gates, let's see what the big shots have bought.

From Buffett's "Hold cash and not buy" strategy, to Soros's "Sell Small Cap and buy Large Cap", and then to Bridgewater's Gold allocation, all show that top investors are enhancing the defensiveness of their portfolios, while the keen Ackman even cleared out of Nike ahead of the tariffs.

wallstreetcn17minutes ago

Futu Daily News | Powell warns that future inflation volatility may remain high; Buffett made significant Sell of bank stocks in Q1 while maintaining Hold Positions in Apple.

In the first quarter, Hillhouse's HHLR increased its shareholding in China Assets, newly added and increased several Chinese concept stocks; CoreWeave received a 7% shareholding from NVIDIA and provided $40 billion in Cloud Computing capacity to OpenAI; the Soros Fund made heavyweight investments in NVIDIA and its SpaceX competitor, while selling Super Micro Computer.

Futu News08:00

Hillhouse HHLR Q1 Hold Positions: Chinese concept stocks dominate absolutely, with total market value increasing nearly 23%!

① HHLR Advisors, a subsidiary of Hillhouse, announced its Q1 2025 US stock Hold Positions, with a total market value increasing to 3.539 billion USD, an increase of nearly 23%, continuing to increase its allocation to China Assets; ② The top ten Hold Positions in the first quarter accounted for 88.46%, with nine being Chinese concept stocks, including PDD Holdings and Alibaba.

cls.cn07:24

U.S. stocks closed | Data strengthens rate cut expectations, S&P rises for four consecutive days; Chinese concept stocks showed mixed trends, Alibaba dropped over 7% after earnings, while NetEase soared over 14%.

Meta fell over 2%, marking its first drop this week along with NVIDIA and Tesla; Cisco rose nearly 5%, leading the Dow's rebound; UnitedHealth dropped nearly 11%.

wallstreetcn07:15

Appaloosa Trims AMZN, MSFT, QCOM, and Adds to NRG, GLW, and UNH, Among Other Q1 Moves

Seeking Alpha06:43

U.S. stocks closed: The seven giants collectively cooled down, and the Nasdaq ended its six-day rise, while the S&P rose for the fourth consecutive day.

① The Nasdaq China Golden Dragon Index closed down 2.37%; ② NetEase rose 14.61%, with the closing price nearing its previous high; ③ Meta is reportedly delaying the release of the AI model "Behemoth"; ④ Buffett made large sales of bank stocks in Q1 while maintaining his Hold Positions in Apple.

cls.cn06:15