Profile - To The Moon

Fenhh

Posts · 31Posts · 31
Following · 0Following · 0
Followers · 0Followers · 0

- FenhhFenhh
  ·06-27
  1
  Both Pelosi and Ackerman are bullish on these 4 stocks: Four stocks overlap, and Uber becomes the latest intersection
  据佩洛西最新披露的国会交易记录，以及Pershing Square一季度13F文件，两人目前共同持有4只股票，其中包括3只“科技七巨头”（Magnificent 7）成员，分别为谷歌A、亚马逊和微软，另一只是网约车平台优步。
  Both Pelosi and Ackerman are bullish on these 4 stocks: Four stocks overlap, and Uber becomes the latest intersection
  255 Comment
  1
  Share
  Report
- FenhhFenhh
  ·06-26
  1
  Apple's price increase blames storage? Micron Executives Strike Back: That is to blame the previous low-priced purchase that caused storage manufacturers to no longer expand production
  苹果CEO库克称存储厂商大幅涨价迫使苹果提价，涨幅最高达300美元。美光首席商务官Sadana则暗指苹果此前激进压价策略压制了厂商盈利，导致资本投入不足，埋下供应短缺隐患。此番争论背景下，美光第三财季营收同比暴涨346%，毛利率近85%，股价次日飙升近16%。
  Apple's price increase blames storage? Micron Executives Strike Back: That is to blame the previous low-priced purchase that caused storage manufacturers to no longer expand production
  130 Comment
  1
  Share
  Report
- FenhhFenhh
  ·06-26
  111
  156 Comment
  1
  Share
  Report
No followers yet

Most Discussed

{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"3574212230016787","uuid":"3574212230016787","gmtCreate":1611119530887,"gmtModify":1778083756620,"name":"Fenhh","pinyin":"fenhh","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/616d586b372e77326c76b5b175abdf66","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":43,"tweetSize":31,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":55,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-4","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Tiger Star","description":"Join the tiger community for 2000 days","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.07.14","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.06.25","exceedPercentage":"93.95%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"44212b71d0be4ec88898348dbe882e03-2","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Executive Tiger","description":"The transaction amount of the securities account reaches $300,000","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.06.18","exceedPercentage":"80.64%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":12,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":579608004109600,"gmtCreate":1782535968848,"gmtModify":1782535971064,"author":{"id":"3574212230016787","authorId":"3574212230016787","name":"Fenhh","avatar":"https://community-static.tradeup.com/news/616d586b372e77326c76b5b175abdf66","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574212230016787","idStr":"3574212230016787"},"themes":[],"title":"","htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/579608004109600","repostId":"1171074618","repostType":2,"repost":{"id":"1171074618","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1782533763,"share":"https://ttm.financial/m/news/1171074618?lang=en_US&edition=fundamental","pubTime":"2026-06-27 12:16","market":"us","language":"zh","title":"Both Pelosi and Ackerman are bullish on these 4 stocks: Four stocks overlap, and Uber becomes the latest intersection","url":"https://stock-news.laohu8.com/highlight/detail?id=1171074618","media":"老虎资讯综合","summary":"据佩洛西最新披露的国会交易记录，以及Pershing Square一季度13F文件，两人目前共同持有4只股票，其中包括3只“科技七巨头”（Magnificent 7）成员，分别为谷歌A、 亚马逊和微软，另一只是网约车平台优步。","content":"<p><html><head></head><body><p style=\"text-align: left;\">The two most watched \"star investors\" on Wall Street, former US House Speaker Nancy Pelosi and Pershing Square founder Bill Ackman, have new overlaps in their latest positions.</p><p><p style=\"text-align: left;\">According to Pelosi's latest disclosure of congressional trading records and Pershing Square's first-quarter 13F filing, the two currently jointly own four stocks, including three members of the \"Magnificent 7\", namely<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>And<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The other is a car-hailing platform<a href=\"https://laohu8.com/S/UBER\">Uber</a>。</p><p><p style=\"text-align: left;\">Among them,<strong>Uber is the pair's latest joint holding.</strong></p><p><p style=\"text-align: left;\">Pelosi husband Paul Pelosi bought 200 Uber call options on May 29, 2026 with a $50 strike price and an expiration date of March 19, 2027. Ackman, meanwhile, held about 29.96 million shares of Uber as of the first quarter, representing about 16% of the Pershing Square portfolio, and while slightly reducing its position by about 1% during the quarter, it remains the fund's third-largest ownership.</p><p><p style=\"text-align: left;\">On Alphabet's side, the GOOGL call option Pelosi previously bought has completed exercise this year, converting into 5,000 shares of common stock. Ackerman, for his part, significantly reduced its holdings in Alphabet in the first quarter, reducing its GOOG and GOOGL holdings by about 95% each, and has now dropped to smaller positions in the portfolio.</p><p><p style=\"text-align: left;\">Amazon is the focus of Ackerman's continuous positions. As of the first quarter, Pershing Square held about 11.45 million shares of Amazon, accounting for about 17% of the portfolio, making it the second largest ownership, and the number of holdings increased by a further 19% in the first quarter. Pelosi currently holds 20 Amazon call options expiring in January 2027 with an exercise price of $120, in addition to the 5,000 shares she has exercised.</p><p><p style=\"text-align: left;\">Microsoft is the target of Ackman's new position in the first quarter of this year, buying about 5.65 million shares for the first time, with a market value of about 2.09 billion USD, accounting for about 15% of the fund's assets. Pelosi has exercised Microsoft options several times in recent years, and although she sold some of her holdings in 2024, it is widely believed that she still holds Microsoft shares for now.</p><p><p style=\"text-align: left;\">It is worth noting that the two do not have the same investment style.</p><p><p style=\"text-align: left;\">Pelosi's husband Paul Pelosi has a long-term preference for buying long-term, deeply real-valued large-cap tech call options and exercising them to convert to common shares near expiration; Ackerman, on the other hand, is known for value investing and activist investing, which tends to concentrate on holding industry leaders and promote enterprises to unlock shareholder value through long-term shareholding.</p><p><p style=\"text-align: left;\">With Uber entering Pelosi's portfolio, her current shared holdings with Ackerman have increased to four stocks, three of which are from the \"Big Seven of Technology,\" showing that two investors who have attracted much attention on Wall Street still maintain high consistency on large-cap tech stocks and industry leaders.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Both Pelosi and Ackerman are bullish on these 4 stocks: Four stocks overlap, and Uber becomes the latest intersection</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBoth Pelosi and Ackerman are bullish on these 4 stocks: Four stocks overlap, and Uber becomes the latest intersection\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2026-06-27 12:16</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><p style=\"text-align: left;\">The two most watched \"star investors\" on Wall Street, former US House Speaker Nancy Pelosi and Pershing Square founder Bill Ackman, have new overlaps in their latest positions.</p><p><p style=\"text-align: left;\">According to Pelosi's latest disclosure of congressional trading records and Pershing Square's first-quarter 13F filing, the two currently jointly own four stocks, including three members of the \"Magnificent 7\", namely<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>And<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The other is a car-hailing platform<a href=\"https://laohu8.com/S/UBER\">Uber</a>。</p><p><p style=\"text-align: left;\">Among them,<strong>Uber is the pair's latest joint holding.</strong></p><p><p style=\"text-align: left;\">Pelosi husband Paul Pelosi bought 200 Uber call options on May 29, 2026 with a $50 strike price and an expiration date of March 19, 2027. Ackman, meanwhile, held about 29.96 million shares of Uber as of the first quarter, representing about 16% of the Pershing Square portfolio, and while slightly reducing its position by about 1% during the quarter, it remains the fund's third-largest ownership.</p><p><p style=\"text-align: left;\">On Alphabet's side, the GOOGL call option Pelosi previously bought has completed exercise this year, converting into 5,000 shares of common stock. Ackerman, for his part, significantly reduced its holdings in Alphabet in the first quarter, reducing its GOOG and GOOGL holdings by about 95% each, and has now dropped to smaller positions in the portfolio.</p><p><p style=\"text-align: left;\">Amazon is the focus of Ackerman's continuous positions. As of the first quarter, Pershing Square held about 11.45 million shares of Amazon, accounting for about 17% of the portfolio, making it the second largest ownership, and the number of holdings increased by a further 19% in the first quarter. Pelosi currently holds 20 Amazon call options expiring in January 2027 with an exercise price of $120, in addition to the 5,000 shares she has exercised.</p><p><p style=\"text-align: left;\">Microsoft is the target of Ackman's new position in the first quarter of this year, buying about 5.65 million shares for the first time, with a market value of about 2.09 billion USD, accounting for about 15% of the fund's assets. Pelosi has exercised Microsoft options several times in recent years, and although she sold some of her holdings in 2024, it is widely believed that she still holds Microsoft shares for now.</p><p><p style=\"text-align: left;\">It is worth noting that the two do not have the same investment style.</p><p><p style=\"text-align: left;\">Pelosi's husband Paul Pelosi has a long-term preference for buying long-term, deeply real-valued large-cap tech call options and exercising them to convert to common shares near expiration; Ackerman, on the other hand, is known for value investing and activist investing, which tends to concentrate on holding industry leaders and promote enterprises to unlock shareholder value through long-term shareholding.</p><p><p style=\"text-align: left;\">With Uber entering Pelosi's portfolio, her current shared holdings with Ackerman have increased to four stocks, three of which are from the \"Big Seven of Technology,\" showing that two investors who have attracted much attention on Wall Street still maintain high consistency on large-cap tech stocks and industry leaders.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3fd9b4b7cbec67c68f3fbf44b021799e","relate_stocks":{"AMZW":"Roundhill AMZN WeeklyPay™ ETF","MSFX":"2倍做多MSFT ETF-T-Rex","GOOW":"Roundhill GOOGL WeeklyPay ETF","AZYY":"GraniteShares YieldBOOST AMZN ETF","AMZY":"AMZN期权收益策略ETF-YieldMax","GOOGL":"谷歌A","MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","GOOX":"2倍做多GOOG ETF-T-REX","AMZZ":"2倍做多AMZN ETF-GraniteShares","GOOY":"GOOGL期权收益策略ETF-YieldMax","UBEW":"Roundhill UBER WeeklyPay ETF","GOU":"GraniteShares 2x Long GOOGL Daily ETF","GGLL":"2倍做多GOOGL-Direxion","UBER":"优步","AMZD":"1倍做空AMZN ETF-Direxion","GGLS":"1倍做空GOOGL ETF-Direxion","MSFD":"1倍做空MSFT ETF-Direxion","MSFT":"微软","MSFL":"2倍做多MSFT ETF-GraniteShares","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","AMZN":"亚马逊","MSFO":"MSFT期权收益策略ETF-YieldMax","AMZP":"KURV YIELD PREMIUM STRATEGY AMAZON (AMZN) ETF","MSFU":"2倍做多MSFT ETF-Direxion","AMZU":"2倍做多AMZN ETF-Direxion","MSFW":"Roundhill MSFT WeeklyPay ETF","UBRL":"2倍做多UBER ETF-GraniteShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171074618","content_text":"华尔街最受关注的两位“明星投资人”——美国前众议院议长南希·佩洛西（Nancy Pelosi）及Pershing Square创始人比尔·阿克曼（Bill Ackman），最新持仓出现新的重合。根据佩洛西最新披露的国会交易记录，以及Pershing Square一季度13F文件，两人目前共同持有4只股票，其中包括3只“科技七巨头”（Magnificent 7）成员，分别为 谷歌A、 亚马逊和 微软，另一只是网约车平台 优步。其中，Uber是两人最新的共同持仓。佩洛西丈夫保罗·佩洛西于2026年5月29日买入200张Uber看涨期权，行权价50美元，到期日为2027年3月19日。与此同时，阿克曼截至一季度持有约2996万股Uber，占Pershing Square投资组合约16%，虽然季度内小幅减仓约1%，但仍是基金第三大重仓股。在Alphabet方面，佩洛西此前买入的GOOGL看涨期权已于今年完成行权，转换为5000股普通股。阿克曼则在一季度大幅减持Alphabet，GOOG和GOOGL持仓分别减少约95%，目前已降至组合中的较小仓位。亚马逊则是阿克曼持续加仓的重点。截至一季度，Pershing Square持有约1145万股亚马逊，占组合约17%，为第二大重仓股，一季度持股数量进一步增加19%。佩洛西除了已行权取得5000股外，目前仍持有2027年1月到期、行权价120美元的20张亚马逊看涨期权。微软则是阿克曼今年一季度新建仓标的，首次买入约565万股，市值约20.9亿美元，占基金资产约15%。佩洛西近年来多次行权微软期权，虽然2024年出售过部分持股，但市场普遍认为其目前仍持有微软股票。值得注意的是，两人的投资风格并不相同。佩洛西丈夫保罗·佩洛西长期偏好买入期限较长、深度实值的大型科技股看涨期权，并在临近到期时行权转为普通股；而阿克曼则以价值投资和激进投资闻名，倾向于集中持有行业龙头，并通过长期持股推动企业释放股东价值。随着Uber进入佩洛西的投资组合，目前她与阿克曼共同持有的股票增至4只，其中3只来自“科技七巨头”，显示两位备受华尔街关注的投资者，仍在大型科技股和行业龙头上保持较高的一致性。","news_type":1,"symbols_score_info":{"GOOGL":2,"MSFD":0.6,"GOOW":0.6,"MSFW":0.6,"MSFU":0.6,"AMZZ":0.6,"GOU":0.6,"GOOP":0.6,"MSFT":2.1,"MSFX":0.6,"MSFY":0.6,"GGLL":0.6,"UBRL":0.6,"UBEW":0.6,"AMZD":0.6,"GOOX":0.6,"AMZN":2.1,"AMZW":0.6,"MSFO":0.6,"AMZP":0.6,"AMZU":0.6,"UBER":2.1,"MSFL":0.6,"AZYY":0.6,"AMZY":0.6,"GGLS":0.6,"GOOY":0.6}},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":579412463874352,"gmtCreate":1782488302185,"gmtModify":1782488304149,"author":{"id":"3574212230016787","authorId":"3574212230016787","name":"Fenhh","avatar":"https://community-static.tradeup.com/news/616d586b372e77326c76b5b175abdf66","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574212230016787","idStr":"3574212230016787"},"themes":[],"title":"","htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/579412463874352","repostId":"2646338265","repostType":2,"repost":{"id":"2646338265","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1782448231,"share":"https://ttm.financial/m/news/2646338265?lang=en_US&edition=fundamental","pubTime":"2026-06-26 12:30","market":"us","language":"zh","title":"Apple's price increase blames storage? Micron Executives Strike Back: That is to blame the previous low-priced purchase that caused storage manufacturers to no longer expand production","url":"https://stock-news.laohu8.com/highlight/detail?id=2646338265","media":"华尔街见闻","summary":"苹果CEO库克称存储厂商大幅涨价迫使苹果提价，涨幅最高达300美元。美光首席商务官Sadana则暗指苹果此前激进压价策略压制了厂商盈利，导致资本投入不足，埋下供应短缺隐患。此番争论背景下，美光第三财季营收同比暴涨346%，毛利率近85%，股价次日飙升近16%。","content":"<p><html><head></head><body><p style=\"text-align: left;\">Attribution of responsibility around the price of memory chips,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>He and Micron are engaged in an open air confrontation.</p><p><p style=\"text-align: left;\">Apple on Thursday announced global price hikes for Macs, iPads and several hardware products, up to $300, the company's largest global price adjustment in recent years.</p><p><p style=\"text-align: left;\">Earlier, Apple CEO Cook told the media that the current tight memory supply and sharp price increases by storage manufacturers are forcing Apple to raise the price of products.</p><p><p style=\"text-align: left;\">However, as one of Apple's suppliers,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>Chief Commercial Officer Sumit Sadana responded, alluding to Apple's previous aggressive price-reducing procurement strategy, which is one of the important causes of the current storage supply shortage.</p><p><p style=\"text-align: left;\">The war of words comes against the backdrop of Micron handing over a bright quarterly report. Micron's revenue in the third fiscal quarter rose by 346% year-on-year, and its gross profit margin approached 85%. The revenue guidance in the fourth quarter also exceeded market expectations, soaring by nearly 16% the next day.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81dea50c8cd2aecde4d8eefacc29ff50\" data-align=\"center\" tg-width=\"905\" tg-height=\"597\"/><span></span></p><p><h2 style=\"text-align: left;\">Cook's shouting: storers raise prices fiercely and consumers are under pressure</h2><p style=\"text-align: left;\">In an interview with the Wall Street Journal, Cook pointed the finger at storage vendors. He said:</p><p><p style=\"text-align: left;\">At a time when consumer demand for devices is strong, supply is dwindling, and storage vendors are passing on huge price hikes. We do need memory prices and supply back to reasonable levels, and that's the key.</p><p><p style=\"text-align: left;\">This statement positions Apple as the passive bearer of the price increase wave, and at the same time sends a signal to the outside world: this round of consumer-oriented product price increase is rooted in the cost pressure of the upstream supply chain, not Apple's own initiative.</p><p><p style=\"text-align: left;\">In response, Sadana gave a very different narrative in an interview with the Wall Street Journal after Micron's earnings release.<strong>He did not name his name, but the words were straightforward</strong>：</p><p><p style=\"text-align: left;\">We told a few clients who were extremely aggressive at the time that it was unconstructive.</p><p><p style=\"text-align: left;\">He further stated that:</p><p><p style=\"text-align: left;\"><strong>A lot of investment across the industry in 2023 was halted because of extremely low pricing and extremely poor profit margins.</strong></p><p><p style=\"text-align: left;\">Apple is known for its tough negotiations with suppliers, and its long-term purchase agreements have been repeatedly cited by industry insiders. It is these agreements that give Apple more buffer space than its competitors in the upward cycle of memory prices, which can delay the pressure of price increases.</p><p><p style=\"text-align: left;\">However, Sadana's statement reveals the other side of this coin. In the last downward cycle of the storage market, Micron's gross profit margin once turned negative, and some customers took this opportunity to lower the purchase price to the bottom level.</p><p><p style=\"text-align: left;\"><strong>This locking of extremely low prices, although protecting the short-term interests of buyers, simultaneously suppresses the profitability of storage manufacturers, resulting in their inability to invest capital in new production capacity, laying hidden dangers for the subsequent supply shortage.</strong></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple's price increase blames storage? Micron Executives Strike Back: That is to blame the previous low-priced purchase that caused storage manufacturers to no longer expand production</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple's price increase blames storage? Micron Executives Strike Back: That is to blame the previous low-priced purchase that caused storage manufacturers to no longer expand production\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2026-06-26 12:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><p style=\"text-align: left;\">Attribution of responsibility around the price of memory chips,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>He and Micron are engaged in an open air confrontation.</p><p><p style=\"text-align: left;\">Apple on Thursday announced global price hikes for Macs, iPads and several hardware products, up to $300, the company's largest global price adjustment in recent years.</p><p><p style=\"text-align: left;\">Earlier, Apple CEO Cook told the media that the current tight memory supply and sharp price increases by storage manufacturers are forcing Apple to raise the price of products.</p><p><p style=\"text-align: left;\">However, as one of Apple's suppliers,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>Chief Commercial Officer Sumit Sadana responded, alluding to Apple's previous aggressive price-reducing procurement strategy, which is one of the important causes of the current storage supply shortage.</p><p><p style=\"text-align: left;\">The war of words comes against the backdrop of Micron handing over a bright quarterly report. Micron's revenue in the third fiscal quarter rose by 346% year-on-year, and its gross profit margin approached 85%. The revenue guidance in the fourth quarter also exceeded market expectations, soaring by nearly 16% the next day.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81dea50c8cd2aecde4d8eefacc29ff50\" data-align=\"center\" tg-width=\"905\" tg-height=\"597\"/><span></span></p><p><h2 style=\"text-align: left;\">Cook's shouting: storers raise prices fiercely and consumers are under pressure</h2><p style=\"text-align: left;\">In an interview with the Wall Street Journal, Cook pointed the finger at storage vendors. He said:</p><p><p style=\"text-align: left;\">At a time when consumer demand for devices is strong, supply is dwindling, and storage vendors are passing on huge price hikes. We do need memory prices and supply back to reasonable levels, and that's the key.</p><p><p style=\"text-align: left;\">This statement positions Apple as the passive bearer of the price increase wave, and at the same time sends a signal to the outside world: this round of consumer-oriented product price increase is rooted in the cost pressure of the upstream supply chain, not Apple's own initiative.</p><p><p style=\"text-align: left;\">In response, Sadana gave a very different narrative in an interview with the Wall Street Journal after Micron's earnings release.<strong>He did not name his name, but the words were straightforward</strong>：</p><p><p style=\"text-align: left;\">We told a few clients who were extremely aggressive at the time that it was unconstructive.</p><p><p style=\"text-align: left;\">He further stated that:</p><p><p style=\"text-align: left;\"><strong>A lot of investment across the industry in 2023 was halted because of extremely low pricing and extremely poor profit margins.</strong></p><p><p style=\"text-align: left;\">Apple is known for its tough negotiations with suppliers, and its long-term purchase agreements have been repeatedly cited by industry insiders. It is these agreements that give Apple more buffer space than its competitors in the upward cycle of memory prices, which can delay the pressure of price increases.</p><p><p style=\"text-align: left;\">However, Sadana's statement reveals the other side of this coin. In the last downward cycle of the storage market, Micron's gross profit margin once turned negative, and some customers took this opportunity to lower the purchase price to the bottom level.</p><p><p style=\"text-align: left;\"><strong>This locking of extremely low prices, although protecting the short-term interests of buyers, simultaneously suppresses the profitability of storage manufacturers, resulting in their inability to invest capital in new production capacity, laying hidden dangers for the subsequent supply shortage.</strong></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4097c480a3805034884e4b139ceb4bac","relate_stocks":{"LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","AAPB":"2倍做多AAPL ETF-GraniteShares","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","AAPD":"1倍做空AAPL ETF-Direxion","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","AAPU":"2倍做多AAPL ETF-Direxion","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","AAPW":"AAPL周配息ETF-Roundhill","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","AAPX":"2倍做多Apple ETF-T-Rex","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","AAPY":"AAPL收益溢价策略ETF-Kurv","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","SG9999014559.SGD":"United Income Focus Trust Dis SGD","MU":"美光科技","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU1291159041.SGD":"CPR Invest - Global Silver Age A2 Acc SGD-H","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","SG9999002232.USD":"Allianz Global High Payout USD","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","SG9999002224.SGD":"Allianz Global High Payout SGD","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU0079474960.USD":"联博美国增长基金A","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0072462426.USD":"贝莱德全球配置 A2","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","BK4571":"数字音乐概念","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4576":"AR","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4575":"芯片概念","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","BK4579":"人工智能","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0861579265.USD":"联博低波幅策略股票基金A","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK4574":"无人驾驶","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","BK4573":"虚拟现实","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","BK4581":"高盛持仓","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1917777945.USD":"安联专题基金Cl AT Acc","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4507":"流媒体概念","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK4501":"段永平概念","LU0557290698.USD":"施罗德环球可持续增长基金","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","BK4566":"资本集团","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2637965513.SGD":"BGF GLOBAL ALLOCATION \"A10\" (SGDHDG) INC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","BK4505":"高瓴资本持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","AAPL":"苹果","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","IE000Q6AESB8.SGD":"PIMCO BALANCED INCOME AND GROWTH \"A\" (SGDHDG) INC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","BK4543":"AI","BK4512":"苹果概念","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","IE000F7OJYX1.SGD":"RQI GLOBAL \"I\" (SGDHDG) INC","IE0000B7K699.USD":"RQI GLOBAL \"I\" (USD) INC","LU1548497426.USD":"安联环球人工智能AT Acc","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","IE000BZT7R73.USD":"RQI GLOBAL \"I\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","SG9999014906.USD":"大华全球优质成长基金Acc USD","IE000MB6IJN5.SGD":"RQI GLOBAL \"I\" (SGD) ACC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","BK4592":"伊斯兰概念","BK4515":"5G概念","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","BK4585":"ETF&股票定投概念","IE000WAW04H5.SGD":"RQI GLOBAL \"I\" (SGD) INC A","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","IE000SO60NU8.SGD":"RQI GLOBAL \"I\" (SGDHDG) ACC A","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","MUD":"1倍做空MU ETF-Direxion","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU1206713676.USD":"Aviva Investors - Multi-Strategy Target Return Ah USD","BK4559":"巴菲特持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","MULL":"2倍做多MU ETF-GraniteShares","BK4170":"电脑硬件、储存设备及电脑周边","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1206712785.SGD":"Aviva Investors - Multi-Strategy Target Return Ah SGD","BK4598":"佩洛西持仓","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","APLY":"AAPL期权收益策略ETF-YieldMax","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","HK0000819398.USD":"BLACKROCK PREMIER SYSTEMATIC GLOBAL EQUITY HIGH INCOME FUND A10 (USD)INC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4605":"半导体精选","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4527":"明星科技股","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","MUU":"2倍做多MU ETF-Direxion","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","HK0000532082.HKD":"ALLIANZ SELECTION INCOME AND GROWTH \"AM\" (HKD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0109392836.USD":"富兰克林科技股A","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0143551892.USD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A\" (USD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","LU0882574139.USD":"富达环球消费行业基金A ACC","LU2462591277.SGD":"TRP GLOBAL FOCUSED GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","LU2954938101.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A8P\" (SGD) INC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0444971666.USD":"天利全球科技基金","LU2999663052.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A4P\" (SGD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU2047632596.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A\" (USD) ACC","LU2100268510.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"AX\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU3102509885.SGD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A8P\" (SGDHDG) INC"},"source_url":"https://wallstreetcn.com/articles/3775556","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2646338265","content_text":"围绕存储芯片价格的责任归属，苹果与美光正展开一场公开隔空交锋。苹果公司周四宣布对Mac、iPad及多款硬件产品实施全球提价，涨幅最高达300美元，成为该公司近年来最大规模的一次全球性调价行动。此前，苹果CEO库克曾对媒体表示，当前内存供应紧张、存储厂商大幅涨价，正迫使苹果上调产品售价。然而，作为苹果供应商之一，美光科技首席商务官Sumit Sadana予以回应，暗指苹果此前激进的压价采购策略，才是当前存储供应紧缺的重要成因之一。这场口水战发生在美光交出一份亮眼季报的背景之下。美光科技第三财季营收同比大涨346%，毛利率逼近85%，第四季度营收指引亦超市场预期，次日飙升近16%。库克喊冤：存储商涨价凶猛，消费者承压库克在接受《华尔街日报》采访时将矛头直指存储厂商。他表示：在消费者对设备需求旺盛之际，供应却在减少，而存储厂商正在转嫁巨额涨价。我们确实需要内存价格和供应回归合理水平，这才是关键所在。这一表态将苹果定位为涨价浪潮的被动承受者，同时向外界传递出一个信号：此轮面向消费者的产品涨价，根源在于上游供应链的成本压力，而非苹果自身主动为之。对此，Sadana在美光财报发布后接受《华尔街日报》采访时给出了截然不同的叙述。他未点名道姓，但措辞直接：我们曾告诉某几个当时报价极为激进的客户，这样做毫无建设性。他进一步指出：2023年整个行业的大量投资因为极低的定价和极差的利润率而被叫停。苹果以对供应商强硬谈判著称，其长期采购协议也一再被业内人士引用。正是这些协议，使苹果在内存价格上行周期中比竞争对手更具缓冲空间，得以延后涨价压力。然而，Sadana的表态揭示了这枚硬币的另一面，在上一轮存储市场下行周期中，美光毛利率一度转负，部分客户正是趁此时机压低采购价至底部水平。这种对极低价格的锁定，虽然保护了买方短期利益，却同步打压了存储厂商的盈利能力，导致其无力在新增产能上进行资本投入，为此后的供应短缺埋下隐患。","news_type":1,"symbols_score_info":{"AAPW":0.6,"MU":1.91,"MUD":0.6,"AAPY":0.6,"AAPD":0.6,"AAPU":0.6,"MUU":0.6,"APLY":0.6,"AAPX":0.6,"AAPL":1.95,"AAPB":0.6,"MULL":0.6}},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":579395156751144,"gmtCreate":1782484081750,"gmtModify":1782484083854,"author":{"id":"3574212230016787","authorId":"3574212230016787","name":"Fenhh","avatar":"https://community-static.tradeup.com/news/616d586b372e77326c76b5b175abdf66","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574212230016787","idStr":"3574212230016787"},"themes":[],"title":"","htmlText":"111","listText":"111","text":"111","images":[{"img":"https://community-static.tradeup.com/news/1860f7d4956b52b3e273b77c4f04878c","width":"1170","height":"3006"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/579395156751144","isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}