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The latest Form 13F Hold Positions report shows that Buffett and Duan Yongping are in "sync," while Blackrock's operations are completely opposite to those of Bridgewater.
Recently, major international investment institutions submitted Form 13F reports to the SEC, disclosing their Hold Positions as of December 31, 2024.
Nervousness or attention to HSBC HOLDINGS manufacturing PMI, etc.
This week's outlook from February 17 to February 21: SENSEX 30 may be nervous, focusing on HSBC HOLDINGS Manufacturing PMI etc. The February HSBC HOLDINGS Manufacturing Purchasing Managers' Index (PMI, preliminary) is scheduled to be released this week, and volatile price movements are anticipated. In terms of support and resistance, ongoing expectations for additional monetary easing continue to provide support. Additionally, the recent decline has increased value sensitivity, and there may be active movements to pick up lower prices. On the other hand, if foreign investors continue to Sell, there may be further declines.
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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.