Express News | Goldman Sachs: In the future, attention needs to be paid to companies that are trying to generate additional revenue through AI technology.
Bank of America reveals Q3 hold positions: microsoft and nvidia are the top two heavyhold stocks, with a significant shareholding reduction in apple.
Bank of America submitted the third-quarter hold positions report (form 13f) as of September 30, 2024. Statistics show that the total market value of Bank of America's hold positions in the third quarter reached 1.2 trillion USD, up from 1.13 trillion USD in the previous quarter.
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UBS Group Q3 hold positions: Microsoft remains the top heavyweight stock, significantly increasing shareholding in s&p 500 index put options.
Ubs group (UBS) filed its third quarter hold positions report (form 13f) as of September 30, 2024.
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The total market value of hold positions at barclays in the third quarter reached 377 billion dollars, up from 327 billion dollars in the previous quarter, reflecting a quarter-on-quarter growth of 15%.
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Wells Fargo & Co reduced shareholding in Microsoft (MSFT.US) and Apple (AAPL.US) in Q3, while continuing to increase positions in the remaining 'five giants'.
According to the disclosure by the usa Securities and Exchange Commission (SEC), wells fargo & co (WFC.US) submitted the third quarter (Q3) hold positions report (form 13f) as of September 30, 2024.
Citigroup aggressively increased its shareholding in Tesla (TSLA.US), while also accumulating put options on the russel 2000 etf and reducing its shareholding in microsoft (MSFT.US).
Citigroup's total position value in the third quarter reached 173 billion US dollars, compared to 156 billion US dollars in the previous quarter, a 11% increase.
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Tencent (00700.HK) Tang Daosheng: Using the WeChat ecosystem to challenge amazon (AMZN.US) and microsoft (MSFT.US) cloud dominance.
Tencent Cloud and Smart Industry Group CEO Tang Daosheng stated that more and more customers are showing interest in creating their own super apps, which is one of the services Tencent Cloud can provide. This is achieved by sharing the technology and operational experience gained during the process of building the WeChat ecosystem, allowing Tencent (00700.HK) to stand out among global cloud computing service providers through the WeChat super app ecosystem. According to data from Synergy Research Group, as of the second quarter of this year, Microsoft's (MSFT.US) Azure, Amazon's (AMZN.US) ...
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Are good days coming? American technology companies are looking forward to Trump 2.0, which will be crucial in reducing regulations.
①With Trump winning the election, many American technology company executives feel excited because Trump's victory means that the United States' fiscal spending is expected to increase, trade regulations will be relaxed, which is crucial for technology enterprises; ②Although Trump's anti-monopoly agenda is still uncertain, people seem to be increasingly optimistic that compared to Biden, he will take a less interventionist approach towards giant monopolies.
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Duan Yongping and Buffett have a "soul resonance" in their third-quarter operations, and Li Lu re-enters an oil & gas stock.
For nvidia, Bridgewater, Jinglin, Baillie Gifford, and "Cathie Wood" are all reducing their shareholding, and everyone is quietly united in missing the opportunity of nvidia reaching the top of the market cap.
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