Mikky personal page - To The Moon

Mikky

No personal profile

10Follow

0Followers

0Topic

0Badge

02-07

Share your opinion about this news…

Why Microsoft's Stock Just Lost a Big Fan in the Wake of Alphabet's Earnings

2025-12-02

Share your opinion about this news…

Bitcoin’s Slumping Again. The Biggest Corporate Owner Admits It May Have to Sell If Things Get Worse

2024-07-17

Ripp

Sorry, the original content has been removed

2023-09-03

1

2 Warren Buffett Stocks That Are Screaming Buys in September, and 1 to Avoid Like the Plague

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3565762397047553","uuid":"3565762397047553","gmtCreate":1602669665011,"gmtModify":1602669665011,"name":"Mikky","pinyin":"mikky","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":10,"tweetSize":0,"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":2,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"44212b71d0be4ec88898348dbe882e03-1","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Boss Tiger","description":"The transaction amount of the securities account reaches $100,000","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.01.11","exceedPercentage":"60.22%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"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,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.01.11","exceedPercentage":"93.06%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"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,"redirectLink":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},{"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,"redirectLink":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}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":529939790849480,"gmtCreate":1770401549289,"gmtModify":1770402035138,"author":{"id":"3565762397047553","authorId":"3565762397047553","name":"Mikky","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565762397047553","authorIdStr":"3565762397047553"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/529939790849480","repostId":"2609586391","repostType":4,"repost":{"id":"2609586391","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1770355215,"share":"https://ttm.financial/m/news/2609586391?lang=en_US&edition=fundamental","pubTime":"2026-02-06 13:20","market":"hk","language":"en","title":"Why Microsoft's Stock Just Lost a Big Fan in the Wake of Alphabet's Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2609586391","media":"Dow Jones","summary":"While Google's cloud growth blew Wall Street away, a Stifel analyst worries it will be difficult for Microsoft Azure to accelerate growth in the near future.Microsoft's stock price has dropped 23.5%...","content":"<html><head></head><body><p>While Google&#39;s cloud growth blew Wall Street away, a Stifel analyst worries it will be difficult for Microsoft Azure to accelerate growth in the near future.</p><p>Microsoft&#39;s stock price has dropped 23.5% over the last six months.</p><p>Google parent Alphabet&#39;s strong cloud growth has one analyst feeling less excited about the prospects for Microsoft&#39;s stock.</p><p>After Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> posted earnings on Wednesday, Brad Reback, an analyst at Stifel, downgraded Microsoft&#39;s stock <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> to hold from buy. In his view, there are &#34;no near-term catalysts&#34; that could give shares a boost.</p><p>While Google&#39;s cloud growth accelerated to 48% in the fourth quarter, from 34% in the third, Microsoft&#39;s cloud growth slowed to 38% in the December quarter, from 39% in the September quarter, when accounting for currency adjustments.</p><p>Reback expects Microsoft&#39;s stock to stay &#34;range-bound&#34; until growth in Azure, the company&#39;s cloud-computing business, catches up to Microsoft&#39;s enormous capital-expenditure growth, which was 66% in the December quarter.</p><p>In other words, for now, Alphabet&#39;s stock may be a better bet.</p><p>Microsoft&#39;s stock saw its steepest postearnings plunge in over a decade last week, furthering its underperformance. Microsoft&#39;s stock is off 23.5% over a six-month span, while Alphabet&#39;s stock is up 62.9% during that period.</p><p>Microsoft management has said that Azure growth has been limited because the company has a limited supply of AI chips, and has chosen to allocate some chips to internal developers instead of putting everything toward the cloud. This is a decision that executives say will pay off in the long term.</p><p>But in the short term, Reback is worried about Microsoft&#39;s prospects and doubts the company will be able to drive &#34;meaningful near-term Azure acceleration.&#34;</p><p>He also suggested that Microsoft&#39;s tight relationship with OpenAI doesn&#39;t confer the advantages it once did, especially as the ChatGPT maker faces stiffer competition from Google&#39;s Gemini and Anthropic&#39;s Claude. Moreover, Microsoft&#39;s $250 billion commitment from OpenAI stands at roughly 45% of the company&#39;s remaining performance obligations, which has stoked investor fears.</p><p>That said, while Reback believes Microsoft&#39;s near-term prospects are &#34;cloudy,&#34; especially compared to Google&#39;s, he says its cloud business has promise down the line.</p><p>&#34;Microsoft remains well positioned over the long term to navigate the rapidly evolving AI landscape over the coming years,&#34; he wrote.</p></body></html>","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>Why Microsoft's Stock Just Lost a Big Fan in the Wake of Alphabet's Earnings</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nWhy Microsoft's Stock Just Lost a Big Fan in the Wake of Alphabet's Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-06 13:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>While Google&#39;s cloud growth blew Wall Street away, a Stifel analyst worries it will be difficult for Microsoft Azure to accelerate growth in the near future.</p><p>Microsoft&#39;s stock price has dropped 23.5% over the last six months.</p><p>Google parent Alphabet&#39;s strong cloud growth has one analyst feeling less excited about the prospects for Microsoft&#39;s stock.</p><p>After Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> posted earnings on Wednesday, Brad Reback, an analyst at Stifel, downgraded Microsoft&#39;s stock <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> to hold from buy. In his view, there are &#34;no near-term catalysts&#34; that could give shares a boost.</p><p>While Google&#39;s cloud growth accelerated to 48% in the fourth quarter, from 34% in the third, Microsoft&#39;s cloud growth slowed to 38% in the December quarter, from 39% in the September quarter, when accounting for currency adjustments.</p><p>Reback expects Microsoft&#39;s stock to stay &#34;range-bound&#34; until growth in Azure, the company&#39;s cloud-computing business, catches up to Microsoft&#39;s enormous capital-expenditure growth, which was 66% in the December quarter.</p><p>In other words, for now, Alphabet&#39;s stock may be a better bet.</p><p>Microsoft&#39;s stock saw its steepest postearnings plunge in over a decade last week, furthering its underperformance. Microsoft&#39;s stock is off 23.5% over a six-month span, while Alphabet&#39;s stock is up 62.9% during that period.</p><p>Microsoft management has said that Azure growth has been limited because the company has a limited supply of AI chips, and has chosen to allocate some chips to internal developers instead of putting everything toward the cloud. This is a decision that executives say will pay off in the long term.</p><p>But in the short term, Reback is worried about Microsoft&#39;s prospects and doubts the company will be able to drive &#34;meaningful near-term Azure acceleration.&#34;</p><p>He also suggested that Microsoft&#39;s tight relationship with OpenAI doesn&#39;t confer the advantages it once did, especially as the ChatGPT maker faces stiffer competition from Google&#39;s Gemini and Anthropic&#39;s Claude. Moreover, Microsoft&#39;s $250 billion commitment from OpenAI stands at roughly 45% of the company&#39;s remaining performance obligations, which has stoked investor fears.</p><p>That said, while Reback believes Microsoft&#39;s near-term prospects are &#34;cloudy,&#34; especially compared to Google&#39;s, he says its cloud business has promise down the line.</p><p>&#34;Microsoft remains well positioned over the long term to navigate the rapidly evolving AI landscape over the coming years,&#34; he wrote.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0545562505.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC","LU0095938881.EUR":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) EUR","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","SG9999015978.USD":"利安颠覆性创新基金A","LU1032466523.USD":"高盛全球多资产收益组合Acc","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1564329115.USD":"Blackrock Dynamic High Income A6 USD","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU1046421795.USD":"富达环球科技A-ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU1564329461.SGD":"Blackrock Dynamic High Income A6 SGD-H","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0238689110.USD":"贝莱德环球动力股票基金","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0323239441.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AC\" ACC","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","LU0871640123.AUD":"BGF GLOBAL MULTI-ASSET INC \"A8\" (AUD HDG) INC","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU0882574139.USD":"富达环球消费行业基金A ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","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","LU0080751232.USD":"富达环球多元动力基金A","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU1340139317.AUD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) AUD-H","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1236620750.USD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (USD) INC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU1236620834.HKD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (HKD) INC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","SG9999002232.USD":"Allianz Global High Payout USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1334329650.SGD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) SGD-H","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU0149725797.USD":"汇丰美国股市经济规模基金","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0072462426.USD":"贝莱德全球配置 A2","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","BK4602":"量子计算概念","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0757359368.USD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (USD)  ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU1803068623.USD":"TEMPLETON GLOBAL CLIMATE CHANGE \"AH1\" (USDHDG) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0426412945.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC","BK4612":"AI芯片","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0757359954.USD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (USD) INC MF","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (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","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1221951046.USD":"NORDEA 1 STABLE RETURN \"HM\" (USDHDG) INC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","BK4598":"佩洛西持仓","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1989773731.SGD":"CPR Invest - Education A2 Acc SGD-H","LU1196500208.SGD":"NORDEA STABLE RETURN \"HB\" (SGDHDG) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","SG9999002224.SGD":"Allianz Global High Payout SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU1032955483.USD":"NORDEA 1 STABLE RETURN \"HB\" (USDHDG) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0894486033.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) INC MF","SG9999001077.SGD":"United International Growth Fund SGD","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU0894485498.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) ACC","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU0426417589.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU1181866309.USD":"摩根大通环球策略总报酬基金A (acc)","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0251142724.SGD":"Fidelity America A-SGD","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0079474960.USD":"联博美国增长基金A","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","BK4585":"ETF&股票定投概念","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","GOOG":"谷歌","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU2041044095.USD":"Blackrock Circular Economy A2 USD","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","MSFT":"微软","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","BK4554":"元宇宙及AR概念","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU1228905037.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU1235295455.SGD":"Fidelity Global Multi Asset Growth & Income A-ACC-SGD","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1228905540.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC 2","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","BK4573":"虚拟现实","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0861579265.USD":"联博低波幅策略股票基金A","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4532":"文艺复兴科技持仓","LU0323240290.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AD\" INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) ACC","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","GOOGL":"谷歌A","LU1043141396.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) ACC","LU0171293334.USD":"贝莱德英国基金A2","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU1188199696.SGD":"Schroder ISF Global Multi-Asset Income A Dis SGD","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","BK4534":"瑞士信贷持仓","LU1043141123.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) INC 2","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU2063271972.USD":"富兰克林创新领域基金","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4587":"ChatGPT概念","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU0994945656.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC 2","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","BK4581":"高盛持仓","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU0960925559.SGD":"Schroder ISF Global Multi-Asset Income A Acc SGD","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0879622024.SGD":"Schroder ISF Global Multi-Asset Income A Dis SGD-H","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0477156797.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","BK4507":"流媒体概念","BK4566":"资本集团","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4592":"伊斯兰概念","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU1917777945.USD":"安联专题基金Cl AT Acc","BK4550":"红杉资本持仓","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","BK4561":"索罗斯持仓","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","BK4538":"云计算","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","BK4528":"SaaS概念","LU0557290698.USD":"施罗德环球可持续增长基金","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4514":"搜索引擎","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","BK4516":"特朗普概念","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","BK4576":"AR","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","BK4077":"互动媒体与服务","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","BK4503":"景林资产持仓","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1989763005.USD":"东方汇理教育基金A2 Acc","BK4525":"远程办公概念","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU1564329628.SGD":"Blackrock Dynamic High Income A2 SGD-H","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","BK4097":"系统软件","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4577":"网络游戏","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4579":"人工智能","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4504":"桥水持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2092937221.SGD":"Blackrock Circular Economy A2 SGD-H","BK4543":"AI","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","BK4567":"ESG概念","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4553":"喜马拉雅资本持仓","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","BK4535":"淡马锡持仓","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","BK4527":"明星科技股","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU1564329032.USD":"BGF DYNAMIC HIGH INCOME \"A2\" (USD) ACC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4588":"碎股"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2609586391","content_text":"While Google's cloud growth blew Wall Street away, a Stifel analyst worries it will be difficult for Microsoft Azure to accelerate growth in the near future.Microsoft's stock price has dropped 23.5% over the last six months.Google parent Alphabet's strong cloud growth has one analyst feeling less excited about the prospects for Microsoft's stock.After Alphabet $(GOOGL)$ $(GOOG)$ posted earnings on Wednesday, Brad Reback, an analyst at Stifel, downgraded Microsoft's stock $(MSFT)$ to hold from buy. In his view, there are \"no near-term catalysts\" that could give shares a boost.While Google's cloud growth accelerated to 48% in the fourth quarter, from 34% in the third, Microsoft's cloud growth slowed to 38% in the December quarter, from 39% in the September quarter, when accounting for currency adjustments.Reback expects Microsoft's stock to stay \"range-bound\" until growth in Azure, the company's cloud-computing business, catches up to Microsoft's enormous capital-expenditure growth, which was 66% in the December quarter.In other words, for now, Alphabet's stock may be a better bet.Microsoft's stock saw its steepest postearnings plunge in over a decade last week, furthering its underperformance. Microsoft's stock is off 23.5% over a six-month span, while Alphabet's stock is up 62.9% during that period.Microsoft management has said that Azure growth has been limited because the company has a limited supply of AI chips, and has chosen to allocate some chips to internal developers instead of putting everything toward the cloud. This is a decision that executives say will pay off in the long term.But in the short term, Reback is worried about Microsoft's prospects and doubts the company will be able to drive \"meaningful near-term Azure acceleration.\"He also suggested that Microsoft's tight relationship with OpenAI doesn't confer the advantages it once did, especially as the ChatGPT maker faces stiffer competition from Google's Gemini and Anthropic's Claude. Moreover, Microsoft's $250 billion commitment from OpenAI stands at roughly 45% of the company's remaining performance obligations, which has stoked investor fears.That said, while Reback believes Microsoft's near-term prospects are \"cloudy,\" especially compared to Google's, he says its cloud business has promise down the line.\"Microsoft remains well positioned over the long term to navigate the rapidly evolving AI landscape over the coming years,\" he wrote.","news_type":1,"symbols_score_info":{"GOOGL":2,"GOOG":2,"MSFT":2}},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":506171068371288,"gmtCreate":1764607050204,"gmtModify":1764609373520,"author":{"id":"3565762397047553","authorId":"3565762397047553","name":"Mikky","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565762397047553","authorIdStr":"3565762397047553"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/506171068371288","repostId":"2588726798","repostType":2,"repost":{"id":"2588726798","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1764587700,"share":"https://ttm.financial/m/news/2588726798?lang=en_US&edition=fundamental","pubTime":"2025-12-01 19:15","market":"us","language":"en","title":"Bitcoin’s Slumping Again. The Biggest Corporate Owner Admits It May Have to Sell If Things Get Worse","url":"https://stock-news.laohu8.com/highlight/detail?id=2588726798","media":"Dow Jones","summary":"Bitcoin attempted to rally over the Thanksgiving holiday break.","content":"<html><head></head><body><p style=\"text-align: start;\">The top executive at bitcoin’s biggest corporate owner has laid out the parameters that would force his company to sell some of its $56 billion worth of the cryptocurrency.</p><p style=\"text-align: start;\">Phong Le, CEO of <a href=\"https://laohu8.com/S/MSTR\">Strategy</a>, said bitcoin would be sold if if the company’s multiple to net asset value (mNAV) — a valuation metric that divides the company’s market capitalization by the market value of the Bitcoin it holds — fell below 1.</p><p>“So now, as we’re looking at bitcoin winter, as we see our mNAV compressing, my hope is our mNAV doesn’t go below one. But if we did and we didn’t have other access to capital, we would sell bitcoin,” he told a podcast interview that published Friday. “That would be a last resort.”</p><p>The mNAV for the company formerly known as MicroStrategy, whose share are down 38% this year, currently stands at 1.19, but reached as high as 2.5 times in 2024 and around 1.7 times in June. An mNAV above 1 means Strategy trades at a premium to its bitcoin holdings.</p><p>Bitcoin’s price has dropped 7% this year, but selling in recent weeks has driven it 31% below its all-time high of $126,080 reached Oct. 6.</p><p style=\"text-align: start;\">“We don’t really want to be the company that’s selling bitcoin,” Le said. “We have the most bitcoin. Us selling bitcoin wouldn’t be good for the ecosystem, it wouldn’t be good for the narrative.”</p><p style=\"text-align: start;\">Le said he remains optimistic on bitcoin going forward, saying that as long as bitcoin can double the performance of the S&amp;P 500, gaining say 30% a year on the index’s 14%, then “we’re going to win.”</p><p style=\"text-align: start;\">“I think for the foreseeable future, we’re still talking 50% to 40% annualized returns over a four- to five-year period,” he said. “It’s an amazing technology, it has an amazing store value asset, it’s non-sovereign, it has a limited supply.”</p><p style=\"text-align: start;\">Le’s comments came as bitcoin appeared to be pulling back from a bounce that began just before Thanksgiving that drove the crypto trading to nearly $93,000 on Friday. Bitcoin was down over 4% at $86,722 on Monday, with U.S. stock futures also pulling lower. That’s as the correlation between stocks and bitcoin has been climbing.</p><p>“It feels like investors, big and small are feeling very cautious towards cryptos in the short term at least, amid fears about overvaluations in risk assets that have prompted traders to cut their positions in speculative assets like cryptos,” said Victoria Scholar, head of investment at interactive investor, in a note to clients.</p><p style=\"text-align: start;\">“It looks like $80k is the next major support level to watch with a break below providing a potential catalyst for further weakness,” Scholar said.</p></body></html>","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>Bitcoin’s Slumping Again. The Biggest Corporate Owner Admits It May Have to Sell If Things Get Worse</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nBitcoin’s Slumping Again. The Biggest Corporate Owner Admits It May Have to Sell If Things Get Worse\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-12-01 19:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">The top executive at bitcoin’s biggest corporate owner has laid out the parameters that would force his company to sell some of its $56 billion worth of the cryptocurrency.</p><p style=\"text-align: start;\">Phong Le, CEO of <a href=\"https://laohu8.com/S/MSTR\">Strategy</a>, said bitcoin would be sold if if the company’s multiple to net asset value (mNAV) — a valuation metric that divides the company’s market capitalization by the market value of the Bitcoin it holds — fell below 1.</p><p>“So now, as we’re looking at bitcoin winter, as we see our mNAV compressing, my hope is our mNAV doesn’t go below one. But if we did and we didn’t have other access to capital, we would sell bitcoin,” he told a podcast interview that published Friday. “That would be a last resort.”</p><p>The mNAV for the company formerly known as MicroStrategy, whose share are down 38% this year, currently stands at 1.19, but reached as high as 2.5 times in 2024 and around 1.7 times in June. An mNAV above 1 means Strategy trades at a premium to its bitcoin holdings.</p><p>Bitcoin’s price has dropped 7% this year, but selling in recent weeks has driven it 31% below its all-time high of $126,080 reached Oct. 6.</p><p style=\"text-align: start;\">“We don’t really want to be the company that’s selling bitcoin,” Le said. “We have the most bitcoin. Us selling bitcoin wouldn’t be good for the ecosystem, it wouldn’t be good for the narrative.”</p><p style=\"text-align: start;\">Le said he remains optimistic on bitcoin going forward, saying that as long as bitcoin can double the performance of the S&amp;P 500, gaining say 30% a year on the index’s 14%, then “we’re going to win.”</p><p style=\"text-align: start;\">“I think for the foreseeable future, we’re still talking 50% to 40% annualized returns over a four- to five-year period,” he said. “It’s an amazing technology, it has an amazing store value asset, it’s non-sovereign, it has a limited supply.”</p><p style=\"text-align: start;\">Le’s comments came as bitcoin appeared to be pulling back from a bounce that began just before Thanksgiving that drove the crypto trading to nearly $93,000 on Friday. Bitcoin was down over 4% at $86,722 on Monday, with U.S. stock futures also pulling lower. That’s as the correlation between stocks and bitcoin has been climbing.</p><p>“It feels like investors, big and small are feeling very cautious towards cryptos in the short term at least, amid fears about overvaluations in risk assets that have prompted traders to cut their positions in speculative assets like cryptos,” said Victoria Scholar, head of investment at interactive investor, in a note to clients.</p><p style=\"text-align: start;\">“It looks like $80k is the next major support level to watch with a break below providing a potential catalyst for further weakness,” Scholar said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4596":"哈里斯概念","BK4595":"比特币概念","BK4600":"加密货币概念","MSTR":"Strategy","BK4588":"碎股","BK4516":"特朗普概念","BK4585":"ETF&股票定投概念","BK4023":"应用软件","BK4594":"比特币ETF概念","BK1611":"加密货币现货ETF","BK4601":"加密货币现货ETF"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2588726798","content_text":"The top executive at bitcoin’s biggest corporate owner has laid out the parameters that would force his company to sell some of its $56 billion worth of the cryptocurrency.Phong Le, CEO of Strategy, said bitcoin would be sold if if the company’s multiple to net asset value (mNAV) — a valuation metric that divides the company’s market capitalization by the market value of the Bitcoin it holds — fell below 1.“So now, as we’re looking at bitcoin winter, as we see our mNAV compressing, my hope is our mNAV doesn’t go below one. But if we did and we didn’t have other access to capital, we would sell bitcoin,” he told a podcast interview that published Friday. “That would be a last resort.”The mNAV for the company formerly known as MicroStrategy, whose share are down 38% this year, currently stands at 1.19, but reached as high as 2.5 times in 2024 and around 1.7 times in June. An mNAV above 1 means Strategy trades at a premium to its bitcoin holdings.Bitcoin’s price has dropped 7% this year, but selling in recent weeks has driven it 31% below its all-time high of $126,080 reached Oct. 6.“We don’t really want to be the company that’s selling bitcoin,” Le said. “We have the most bitcoin. Us selling bitcoin wouldn’t be good for the ecosystem, it wouldn’t be good for the narrative.”Le said he remains optimistic on bitcoin going forward, saying that as long as bitcoin can double the performance of the S&P 500, gaining say 30% a year on the index’s 14%, then “we’re going to win.”“I think for the foreseeable future, we’re still talking 50% to 40% annualized returns over a four- to five-year period,” he said. “It’s an amazing technology, it has an amazing store value asset, it’s non-sovereign, it has a limited supply.”Le’s comments came as bitcoin appeared to be pulling back from a bounce that began just before Thanksgiving that drove the crypto trading to nearly $93,000 on Friday. Bitcoin was down over 4% at $86,722 on Monday, with U.S. stock futures also pulling lower. That’s as the correlation between stocks and bitcoin has been climbing.“It feels like investors, big and small are feeling very cautious towards cryptos in the short term at least, amid fears about overvaluations in risk assets that have prompted traders to cut their positions in speculative assets like cryptos,” said Victoria Scholar, head of investment at interactive investor, in a note to clients.“It looks like $80k is the next major support level to watch with a break below providing a potential catalyst for further weakness,” Scholar said.","news_type":1,"symbols_score_info":{"MSTR":2.1}},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328283279151176,"gmtCreate":1721177379570,"gmtModify":1721179706783,"author":{"id":"3565762397047553","authorId":"3565762397047553","name":"Mikky","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565762397047553","authorIdStr":"3565762397047553"},"themes":[],"htmlText":"Ripp","listText":"Ripp","text":"Ripp","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328283279151176","repostId":"1123785290","repostType":2,"isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":215856107606120,"gmtCreate":1693729949957,"gmtModify":1693731709544,"author":{"id":"3565762397047553","authorId":"3565762397047553","name":"Mikky","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565762397047553","authorIdStr":"3565762397047553"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/215856107606120","repostId":"2364279779","repostType":2,"repost":{"id":"2364279779","kind":"highlight","pubTimestamp":1693625887,"share":"https://ttm.financial/m/news/2364279779?lang=en_US&edition=fundamental","pubTime":"2023-09-02 11:38","market":"us","language":"en","title":"2 Warren Buffett Stocks That Are Screaming Buys in September, and 1 to Avoid Like the Plague","url":"https://stock-news.laohu8.com/highlight/detail?id=2364279779","media":"Motley Fool","summary":"Two amazing deals are hiding in plain sight within Berkshire Hathaway's $352 billion investment portfolio, while another market-leading business has seen its growth engine completely stall.","content":"<div>\n<p>Berkshire Hathaway CEO Warren Buffett is easily one of the greatest investors of our generation. He's doubled up the annualized total return, including dividends paid, of the S&P 500 since becoming ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/09/01/2-warren-buffett-stocks-buy-1-to-avoid-like-plague/\">Source Link</a>\n\n</div>\n","source":"fool_stock","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>2 Warren Buffett Stocks That Are Screaming Buys in September, and 1 to Avoid Like the Plague</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n2 Warren Buffett Stocks That Are Screaming Buys in September, and 1 to Avoid Like the Plague\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-02 11:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/09/01/2-warren-buffett-stocks-buy-1-to-avoid-like-plague/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway CEO Warren Buffett is easily one of the greatest investors of our generation. He's doubled up the annualized total return, including dividends paid, of the S&P 500 since becoming ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/09/01/2-warren-buffett-stocks-buy-1-to-avoid-like-plague/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车","V":"Visa","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2023/09/01/2-warren-buffett-stocks-buy-1-to-avoid-like-plague/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2364279779","content_text":"Berkshire Hathaway CEO Warren Buffett is easily one of the greatest investors of our generation. He's doubled up the annualized total return, including dividends paid, of the S&P 500 since becoming CEO in 1965 (as of Dec. 31, 2022), and he's overseen an aggregate return in his company's Class A shares (BRK.A) of 4,365,810%, as of the closing bell on Aug. 25, 2023.What makes the Oracle of Omaha an investor favorite is his willingness to share what's made him successful. It also doesn't hurt that Berkshire Hathaway is required to disclose its holdings each quarter via a 13F, which has allowed investors to ride Buffett's coattails to significant gains over a span of nearly six decades.At the moment, the $352 billion investment portfolio Warren Buffett oversees holds positions in more than 50 securities. Among these 50-plus investments are two screaming buys for the month of September, as well as one pricey market leader that would be best avoided.Warren Buffett stock No. 1 that's a screaming buy in September: VisaAlthough Wall Street's major stock indexes are still well below their record-closing highs, the top Buffett stock to buy in September is a company that's well within striking distance of its all-time high: payment processor Visa.The biggest headwind patient investors will ever contend with while owning shares of Visa is that it's a cyclical company. If U.S. and/or global economic growth slows or shifts into reverse, it's only logical to expect consumer and enterprise spending to slow. Since Visa generates its revenue and profits from merchant fees, it counts on a growing domestic economy and thriving international landscape to thrive.But there's a key advantage to being cyclical that a lot of investors either overlook or misinterpret: Namely, U.S. economic expansions and recessions aren't mirror images of one another. Whereas all 12 U.S. recessions post-World War II have lasted just two to 18 months, periods of expansion have almost always extended for years. A company like Visa is disproportionately benefiting from these long-winded expansions.Another reason investors won't have to worry about Visa is because of the company's focus on payment facilitation. While some of its peers have chosen to operate on both sides of the aisle -- i.e., process payments and lend to consumers via credit cards -- Visa is strictly a payment processor. This gives Visa no direct liability during economic downturns when credit delinquencies creep up and charge-offs/loans losses occur. Not having to set capital aside to cover potential losses makes bouncing back from downturns faster than most of the financial sector.As of 2021, Visa was the undisputed leader in credit card network purchase volume in the United States. Among the four major payment processors, Visa's 52.6% share of the U.S. market was about 29 percentage points higher than its next-closest competitor. Its dominance in the world's top market for consumption (the U.S.), coupled with most emerging markets still being underbanked, provides a sustained runway for high-single-digit or low-double-digit annual sales growth.Lastly, investors have to go back to 2018 to find the last time Visa was this inexpensive on a forward-earnings basis -- 24 times Wall Street's consensus earnings per share in 2024.Warren Buffett stock No. 2 that's a screaming buy in September: General MotorsThe second Warren Buffett stock that's a standout buy in September is one of the holdings currently being pared down by Buffett and his team: auto stock General Motors.Two headwinds appear to be weighing on GM at the moment. The first, which is similar to Visa, is the growing expectation of economic weakness in the U.S. or aboard. Automakers are highly cyclical, which means economic downturns almost always result in fewer new vehicles being sold.The other big concern for General Motors is the price war Tesla kicked off earlier this year in the electric vehicle (EV) space. Though price wars can be good for the consumer, they're almost always bad news for the automotive margins of manufacturers.However, Tesla's price war hasn't put a dent into GM. On the contrary, CEO Mary Barra and her team have kept a close eye on production levels to ensure that inventory doesn't grow out of hand. As a result, General Motors' automotive free cash flow forecast for 2023 was recently increased by a median of $1.5 billion to a range of $7 billion to $9 billion this year. In addition to GM's internal combustion engine vehicles being overwhelmingly profitable at the moment, the company is spending aggressively on its electrified future. General Motors anticipates spending $35 billion through 2025 on EV, autonomous vehicle, and battery research. The goal is to be pacing at least 1 million EVs produced annually in North America by the end of 2025.GM's ability to secure EV share in China is another catalyst. Through nearly a dozen joint ventures in China, General Motors already has established infrastructure in place, along with well-known brands, which can allow it to gobble up share in the world's No. 1 auto market. A forward price-to-earnings ratio of 4.7 more than bakes in any near-term headwinds and makes General Motors a no-brainer buy.The Warren Buffett stock to avoid like the plague in September: AppleHowever, not all of Warren Buffett's holdings are worth buying at the moment. Though what I'm about to say will be considered blasphemous by many -- including the Oracle of Omaha himself -- the Buffett stock to avoid like the plague in September is none other than tech stock Apple.Is Apple a bad company? Absolutely not. It has an incredibly loyal customer base and a widely recognized brand, and the company has generated $113 billion in operating cash flow over the trailing four quarters ended July 1, 2023.Apple is also in a class of its own when it comes to capital-return programs. It's doling out more than $15 billion annually to its shareholders in dividends and has repurchased around $600 billion worth of its common stock since commencing its buyback program in 2013. Share repurchases of this magnitude have undoubtedly helped push Apple's earnings per share higher.But the one aspect about Apple that's made it such a great company to own is its sustained growth. As of this moment, the company's growth engine has completely stalled. Wall Street's consensus is for the largest publicly traded company in the U.S. to see its sales and profits decline by a low-single-digit percentage in fiscal 2023 (Apple's fiscal 2023 ends on Sept. 30, 2023).Not much seems to be working for Apple at the moment. iPhone sales are down nearly $6.1 billion through the first nine months of fiscal 2023 when compared to the same period a year earlier. The company had plans to expand production of iPhone 14 but was met with lukewarm demand for the product following its launch. Meanwhile, sales of Macs are down 24% through nine months. Furthermore, a report from the Financial Times suggests Apple is cutting production of its Vision Pro mixed-reality headset from a purported 1 million units to just 400,000 in 2024. Apple relies on innovation and growth from existing products. In fiscal 2023, it's not performing in either respect.After consistently trading at a forward price-to-earnings ratio of 10 to 15 from 2013 through 2018, investors would have to pay 27 times forward earnings to own shares of Apple today. That's incredibly pricey given its lack of growth, and all the more reason to avoid Warren Buffett's largest holding like the plague in September.","news_type":1,"symbols_score_info":{"AAPL":0.9,"GM":0.9,"V":0.9}},"isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":529939790849480,"gmtCreate":1770401549289,"gmtModify":1770402035138,"author":{"id":"3565762397047553","authorId":"3565762397047553","name":"Mikky","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565762397047553","idStr":"3565762397047553"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/529939790849480","repostId":"2609586391","repostType":4,"repost":{"id":"2609586391","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1770355215,"share":"https://ttm.financial/m/news/2609586391?lang=en_US&edition=fundamental","pubTime":"2026-02-06 13:20","market":"hk","language":"en","title":"Why Microsoft's Stock Just Lost a Big Fan in the Wake of Alphabet's Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2609586391","media":"Dow Jones","summary":"While Google's cloud growth blew Wall Street away, a Stifel analyst worries it will be difficult for Microsoft Azure to accelerate growth in the near future.Microsoft's stock price has dropped 23.5%...","content":"<html><head></head><body><p>While Google&#39;s cloud growth blew Wall Street away, a Stifel analyst worries it will be difficult for Microsoft Azure to accelerate growth in the near future.</p><p>Microsoft&#39;s stock price has dropped 23.5% over the last six months.</p><p>Google parent Alphabet&#39;s strong cloud growth has one analyst feeling less excited about the prospects for Microsoft&#39;s stock.</p><p>After Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> posted earnings on Wednesday, Brad Reback, an analyst at Stifel, downgraded Microsoft&#39;s stock <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> to hold from buy. In his view, there are &#34;no near-term catalysts&#34; that could give shares a boost.</p><p>While Google&#39;s cloud growth accelerated to 48% in the fourth quarter, from 34% in the third, Microsoft&#39;s cloud growth slowed to 38% in the December quarter, from 39% in the September quarter, when accounting for currency adjustments.</p><p>Reback expects Microsoft&#39;s stock to stay &#34;range-bound&#34; until growth in Azure, the company&#39;s cloud-computing business, catches up to Microsoft&#39;s enormous capital-expenditure growth, which was 66% in the December quarter.</p><p>In other words, for now, Alphabet&#39;s stock may be a better bet.</p><p>Microsoft&#39;s stock saw its steepest postearnings plunge in over a decade last week, furthering its underperformance. Microsoft&#39;s stock is off 23.5% over a six-month span, while Alphabet&#39;s stock is up 62.9% during that period.</p><p>Microsoft management has said that Azure growth has been limited because the company has a limited supply of AI chips, and has chosen to allocate some chips to internal developers instead of putting everything toward the cloud. This is a decision that executives say will pay off in the long term.</p><p>But in the short term, Reback is worried about Microsoft&#39;s prospects and doubts the company will be able to drive &#34;meaningful near-term Azure acceleration.&#34;</p><p>He also suggested that Microsoft&#39;s tight relationship with OpenAI doesn&#39;t confer the advantages it once did, especially as the ChatGPT maker faces stiffer competition from Google&#39;s Gemini and Anthropic&#39;s Claude. Moreover, Microsoft&#39;s $250 billion commitment from OpenAI stands at roughly 45% of the company&#39;s remaining performance obligations, which has stoked investor fears.</p><p>That said, while Reback believes Microsoft&#39;s near-term prospects are &#34;cloudy,&#34; especially compared to Google&#39;s, he says its cloud business has promise down the line.</p><p>&#34;Microsoft remains well positioned over the long term to navigate the rapidly evolving AI landscape over the coming years,&#34; he wrote.</p></body></html>","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>Why Microsoft's Stock Just Lost a Big Fan in the Wake of Alphabet's Earnings</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nWhy Microsoft's Stock Just Lost a Big Fan in the Wake of Alphabet's Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-06 13:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>While Google&#39;s cloud growth blew Wall Street away, a Stifel analyst worries it will be difficult for Microsoft Azure to accelerate growth in the near future.</p><p>Microsoft&#39;s stock price has dropped 23.5% over the last six months.</p><p>Google parent Alphabet&#39;s strong cloud growth has one analyst feeling less excited about the prospects for Microsoft&#39;s stock.</p><p>After Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> posted earnings on Wednesday, Brad Reback, an analyst at Stifel, downgraded Microsoft&#39;s stock <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> to hold from buy. In his view, there are &#34;no near-term catalysts&#34; that could give shares a boost.</p><p>While Google&#39;s cloud growth accelerated to 48% in the fourth quarter, from 34% in the third, Microsoft&#39;s cloud growth slowed to 38% in the December quarter, from 39% in the September quarter, when accounting for currency adjustments.</p><p>Reback expects Microsoft&#39;s stock to stay &#34;range-bound&#34; until growth in Azure, the company&#39;s cloud-computing business, catches up to Microsoft&#39;s enormous capital-expenditure growth, which was 66% in the December quarter.</p><p>In other words, for now, Alphabet&#39;s stock may be a better bet.</p><p>Microsoft&#39;s stock saw its steepest postearnings plunge in over a decade last week, furthering its underperformance. Microsoft&#39;s stock is off 23.5% over a six-month span, while Alphabet&#39;s stock is up 62.9% during that period.</p><p>Microsoft management has said that Azure growth has been limited because the company has a limited supply of AI chips, and has chosen to allocate some chips to internal developers instead of putting everything toward the cloud. This is a decision that executives say will pay off in the long term.</p><p>But in the short term, Reback is worried about Microsoft&#39;s prospects and doubts the company will be able to drive &#34;meaningful near-term Azure acceleration.&#34;</p><p>He also suggested that Microsoft&#39;s tight relationship with OpenAI doesn&#39;t confer the advantages it once did, especially as the ChatGPT maker faces stiffer competition from Google&#39;s Gemini and Anthropic&#39;s Claude. Moreover, Microsoft&#39;s $250 billion commitment from OpenAI stands at roughly 45% of the company&#39;s remaining performance obligations, which has stoked investor fears.</p><p>That said, while Reback believes Microsoft&#39;s near-term prospects are &#34;cloudy,&#34; especially compared to Google&#39;s, he says its cloud business has promise down the line.</p><p>&#34;Microsoft remains well positioned over the long term to navigate the rapidly evolving AI landscape over the coming years,&#34; he wrote.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0545562505.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC","LU0095938881.EUR":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) EUR","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","SG9999015978.USD":"利安颠覆性创新基金A","LU1032466523.USD":"高盛全球多资产收益组合Acc","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1564329115.USD":"Blackrock Dynamic High Income A6 USD","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU1046421795.USD":"富达环球科技A-ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU1564329461.SGD":"Blackrock Dynamic High Income A6 SGD-H","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0238689110.USD":"贝莱德环球动力股票基金","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0323239441.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AC\" ACC","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","LU0871640123.AUD":"BGF GLOBAL MULTI-ASSET INC \"A8\" (AUD HDG) INC","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU0882574139.USD":"富达环球消费行业基金A ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","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","LU0080751232.USD":"富达环球多元动力基金A","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU1340139317.AUD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) AUD-H","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1236620750.USD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (USD) INC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU1236620834.HKD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (HKD) INC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","SG9999002232.USD":"Allianz Global High Payout USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1334329650.SGD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) SGD-H","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU0149725797.USD":"汇丰美国股市经济规模基金","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0072462426.USD":"贝莱德全球配置 A2","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","BK4602":"量子计算概念","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0757359368.USD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (USD)  ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU1803068623.USD":"TEMPLETON GLOBAL CLIMATE CHANGE \"AH1\" (USDHDG) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0426412945.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC","BK4612":"AI芯片","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0757359954.USD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (USD) INC MF","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (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","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1221951046.USD":"NORDEA 1 STABLE RETURN \"HM\" (USDHDG) INC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","BK4598":"佩洛西持仓","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1989773731.SGD":"CPR Invest - Education A2 Acc SGD-H","LU1196500208.SGD":"NORDEA STABLE RETURN \"HB\" (SGDHDG) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","SG9999002224.SGD":"Allianz Global High Payout SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU1032955483.USD":"NORDEA 1 STABLE RETURN \"HB\" (USDHDG) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0894486033.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) INC MF","SG9999001077.SGD":"United International Growth Fund SGD","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU0894485498.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) ACC","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU0426417589.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU1181866309.USD":"摩根大通环球策略总报酬基金A (acc)","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0251142724.SGD":"Fidelity America A-SGD","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0079474960.USD":"联博美国增长基金A","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","BK4585":"ETF&股票定投概念","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","GOOG":"谷歌","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU2041044095.USD":"Blackrock Circular Economy A2 USD","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","MSFT":"微软","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","BK4554":"元宇宙及AR概念","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU1228905037.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU1235295455.SGD":"Fidelity Global Multi Asset Growth & Income A-ACC-SGD","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1228905540.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC 2","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","BK4573":"虚拟现实","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0861579265.USD":"联博低波幅策略股票基金A","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4532":"文艺复兴科技持仓","LU0323240290.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AD\" INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) ACC","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","GOOGL":"谷歌A","LU1043141396.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) ACC","LU0171293334.USD":"贝莱德英国基金A2","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU1188199696.SGD":"Schroder ISF Global Multi-Asset Income A Dis SGD","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","BK4534":"瑞士信贷持仓","LU1043141123.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) INC 2","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU2063271972.USD":"富兰克林创新领域基金","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4587":"ChatGPT概念","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU0994945656.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC 2","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","BK4581":"高盛持仓","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU0960925559.SGD":"Schroder ISF Global Multi-Asset Income A Acc SGD","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0879622024.SGD":"Schroder ISF Global Multi-Asset Income A Dis SGD-H","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0477156797.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","BK4507":"流媒体概念","BK4566":"资本集团","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4592":"伊斯兰概念","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU1917777945.USD":"安联专题基金Cl AT Acc","BK4550":"红杉资本持仓","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","BK4561":"索罗斯持仓","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","BK4538":"云计算","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","BK4528":"SaaS概念","LU0557290698.USD":"施罗德环球可持续增长基金","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4514":"搜索引擎","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","BK4516":"特朗普概念","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","BK4576":"AR","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","BK4077":"互动媒体与服务","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","BK4503":"景林资产持仓","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1989763005.USD":"东方汇理教育基金A2 Acc","BK4525":"远程办公概念","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU1564329628.SGD":"Blackrock Dynamic High Income A2 SGD-H","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","BK4097":"系统软件","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4577":"网络游戏","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4579":"人工智能","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4504":"桥水持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2092937221.SGD":"Blackrock Circular Economy A2 SGD-H","BK4543":"AI","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","BK4567":"ESG概念","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4553":"喜马拉雅资本持仓","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","BK4535":"淡马锡持仓","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","BK4527":"明星科技股","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU1564329032.USD":"BGF DYNAMIC HIGH INCOME \"A2\" (USD) ACC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4588":"碎股"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2609586391","content_text":"While Google's cloud growth blew Wall Street away, a Stifel analyst worries it will be difficult for Microsoft Azure to accelerate growth in the near future.Microsoft's stock price has dropped 23.5% over the last six months.Google parent Alphabet's strong cloud growth has one analyst feeling less excited about the prospects for Microsoft's stock.After Alphabet $(GOOGL)$ $(GOOG)$ posted earnings on Wednesday, Brad Reback, an analyst at Stifel, downgraded Microsoft's stock $(MSFT)$ to hold from buy. In his view, there are \"no near-term catalysts\" that could give shares a boost.While Google's cloud growth accelerated to 48% in the fourth quarter, from 34% in the third, Microsoft's cloud growth slowed to 38% in the December quarter, from 39% in the September quarter, when accounting for currency adjustments.Reback expects Microsoft's stock to stay \"range-bound\" until growth in Azure, the company's cloud-computing business, catches up to Microsoft's enormous capital-expenditure growth, which was 66% in the December quarter.In other words, for now, Alphabet's stock may be a better bet.Microsoft's stock saw its steepest postearnings plunge in over a decade last week, furthering its underperformance. Microsoft's stock is off 23.5% over a six-month span, while Alphabet's stock is up 62.9% during that period.Microsoft management has said that Azure growth has been limited because the company has a limited supply of AI chips, and has chosen to allocate some chips to internal developers instead of putting everything toward the cloud. This is a decision that executives say will pay off in the long term.But in the short term, Reback is worried about Microsoft's prospects and doubts the company will be able to drive \"meaningful near-term Azure acceleration.\"He also suggested that Microsoft's tight relationship with OpenAI doesn't confer the advantages it once did, especially as the ChatGPT maker faces stiffer competition from Google's Gemini and Anthropic's Claude. Moreover, Microsoft's $250 billion commitment from OpenAI stands at roughly 45% of the company's remaining performance obligations, which has stoked investor fears.That said, while Reback believes Microsoft's near-term prospects are \"cloudy,\" especially compared to Google's, he says its cloud business has promise down the line.\"Microsoft remains well positioned over the long term to navigate the rapidly evolving AI landscape over the coming years,\" he wrote.","news_type":1,"symbols_score_info":{"GOOGL":2,"GOOG":2,"MSFT":2}},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":506171068371288,"gmtCreate":1764607050204,"gmtModify":1764609373520,"author":{"id":"3565762397047553","authorId":"3565762397047553","name":"Mikky","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565762397047553","idStr":"3565762397047553"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/506171068371288","repostId":"2588726798","repostType":2,"repost":{"id":"2588726798","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1764587700,"share":"https://ttm.financial/m/news/2588726798?lang=en_US&edition=fundamental","pubTime":"2025-12-01 19:15","market":"us","language":"en","title":"Bitcoin’s Slumping Again. The Biggest Corporate Owner Admits It May Have to Sell If Things Get Worse","url":"https://stock-news.laohu8.com/highlight/detail?id=2588726798","media":"Dow Jones","summary":"Bitcoin attempted to rally over the Thanksgiving holiday break.","content":"<html><head></head><body><p style=\"text-align: start;\">The top executive at bitcoin’s biggest corporate owner has laid out the parameters that would force his company to sell some of its $56 billion worth of the cryptocurrency.</p><p style=\"text-align: start;\">Phong Le, CEO of <a href=\"https://laohu8.com/S/MSTR\">Strategy</a>, said bitcoin would be sold if if the company’s multiple to net asset value (mNAV) — a valuation metric that divides the company’s market capitalization by the market value of the Bitcoin it holds — fell below 1.</p><p>“So now, as we’re looking at bitcoin winter, as we see our mNAV compressing, my hope is our mNAV doesn’t go below one. But if we did and we didn’t have other access to capital, we would sell bitcoin,” he told a podcast interview that published Friday. “That would be a last resort.”</p><p>The mNAV for the company formerly known as MicroStrategy, whose share are down 38% this year, currently stands at 1.19, but reached as high as 2.5 times in 2024 and around 1.7 times in June. An mNAV above 1 means Strategy trades at a premium to its bitcoin holdings.</p><p>Bitcoin’s price has dropped 7% this year, but selling in recent weeks has driven it 31% below its all-time high of $126,080 reached Oct. 6.</p><p style=\"text-align: start;\">“We don’t really want to be the company that’s selling bitcoin,” Le said. “We have the most bitcoin. Us selling bitcoin wouldn’t be good for the ecosystem, it wouldn’t be good for the narrative.”</p><p style=\"text-align: start;\">Le said he remains optimistic on bitcoin going forward, saying that as long as bitcoin can double the performance of the S&amp;P 500, gaining say 30% a year on the index’s 14%, then “we’re going to win.”</p><p style=\"text-align: start;\">“I think for the foreseeable future, we’re still talking 50% to 40% annualized returns over a four- to five-year period,” he said. “It’s an amazing technology, it has an amazing store value asset, it’s non-sovereign, it has a limited supply.”</p><p style=\"text-align: start;\">Le’s comments came as bitcoin appeared to be pulling back from a bounce that began just before Thanksgiving that drove the crypto trading to nearly $93,000 on Friday. Bitcoin was down over 4% at $86,722 on Monday, with U.S. stock futures also pulling lower. That’s as the correlation between stocks and bitcoin has been climbing.</p><p>“It feels like investors, big and small are feeling very cautious towards cryptos in the short term at least, amid fears about overvaluations in risk assets that have prompted traders to cut their positions in speculative assets like cryptos,” said Victoria Scholar, head of investment at interactive investor, in a note to clients.</p><p style=\"text-align: start;\">“It looks like $80k is the next major support level to watch with a break below providing a potential catalyst for further weakness,” Scholar said.</p></body></html>","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>Bitcoin’s Slumping Again. The Biggest Corporate Owner Admits It May Have to Sell If Things Get Worse</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nBitcoin’s Slumping Again. The Biggest Corporate Owner Admits It May Have to Sell If Things Get Worse\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-12-01 19:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">The top executive at bitcoin’s biggest corporate owner has laid out the parameters that would force his company to sell some of its $56 billion worth of the cryptocurrency.</p><p style=\"text-align: start;\">Phong Le, CEO of <a href=\"https://laohu8.com/S/MSTR\">Strategy</a>, said bitcoin would be sold if if the company’s multiple to net asset value (mNAV) — a valuation metric that divides the company’s market capitalization by the market value of the Bitcoin it holds — fell below 1.</p><p>“So now, as we’re looking at bitcoin winter, as we see our mNAV compressing, my hope is our mNAV doesn’t go below one. But if we did and we didn’t have other access to capital, we would sell bitcoin,” he told a podcast interview that published Friday. “That would be a last resort.”</p><p>The mNAV for the company formerly known as MicroStrategy, whose share are down 38% this year, currently stands at 1.19, but reached as high as 2.5 times in 2024 and around 1.7 times in June. An mNAV above 1 means Strategy trades at a premium to its bitcoin holdings.</p><p>Bitcoin’s price has dropped 7% this year, but selling in recent weeks has driven it 31% below its all-time high of $126,080 reached Oct. 6.</p><p style=\"text-align: start;\">“We don’t really want to be the company that’s selling bitcoin,” Le said. “We have the most bitcoin. Us selling bitcoin wouldn’t be good for the ecosystem, it wouldn’t be good for the narrative.”</p><p style=\"text-align: start;\">Le said he remains optimistic on bitcoin going forward, saying that as long as bitcoin can double the performance of the S&amp;P 500, gaining say 30% a year on the index’s 14%, then “we’re going to win.”</p><p style=\"text-align: start;\">“I think for the foreseeable future, we’re still talking 50% to 40% annualized returns over a four- to five-year period,” he said. “It’s an amazing technology, it has an amazing store value asset, it’s non-sovereign, it has a limited supply.”</p><p style=\"text-align: start;\">Le’s comments came as bitcoin appeared to be pulling back from a bounce that began just before Thanksgiving that drove the crypto trading to nearly $93,000 on Friday. Bitcoin was down over 4% at $86,722 on Monday, with U.S. stock futures also pulling lower. That’s as the correlation between stocks and bitcoin has been climbing.</p><p>“It feels like investors, big and small are feeling very cautious towards cryptos in the short term at least, amid fears about overvaluations in risk assets that have prompted traders to cut their positions in speculative assets like cryptos,” said Victoria Scholar, head of investment at interactive investor, in a note to clients.</p><p style=\"text-align: start;\">“It looks like $80k is the next major support level to watch with a break below providing a potential catalyst for further weakness,” Scholar said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4596":"哈里斯概念","BK4595":"比特币概念","BK4600":"加密货币概念","MSTR":"Strategy","BK4588":"碎股","BK4516":"特朗普概念","BK4585":"ETF&股票定投概念","BK4023":"应用软件","BK4594":"比特币ETF概念","BK1611":"加密货币现货ETF","BK4601":"加密货币现货ETF"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2588726798","content_text":"The top executive at bitcoin’s biggest corporate owner has laid out the parameters that would force his company to sell some of its $56 billion worth of the cryptocurrency.Phong Le, CEO of Strategy, said bitcoin would be sold if if the company’s multiple to net asset value (mNAV) — a valuation metric that divides the company’s market capitalization by the market value of the Bitcoin it holds — fell below 1.“So now, as we’re looking at bitcoin winter, as we see our mNAV compressing, my hope is our mNAV doesn’t go below one. But if we did and we didn’t have other access to capital, we would sell bitcoin,” he told a podcast interview that published Friday. “That would be a last resort.”The mNAV for the company formerly known as MicroStrategy, whose share are down 38% this year, currently stands at 1.19, but reached as high as 2.5 times in 2024 and around 1.7 times in June. An mNAV above 1 means Strategy trades at a premium to its bitcoin holdings.Bitcoin’s price has dropped 7% this year, but selling in recent weeks has driven it 31% below its all-time high of $126,080 reached Oct. 6.“We don’t really want to be the company that’s selling bitcoin,” Le said. “We have the most bitcoin. Us selling bitcoin wouldn’t be good for the ecosystem, it wouldn’t be good for the narrative.”Le said he remains optimistic on bitcoin going forward, saying that as long as bitcoin can double the performance of the S&P 500, gaining say 30% a year on the index’s 14%, then “we’re going to win.”“I think for the foreseeable future, we’re still talking 50% to 40% annualized returns over a four- to five-year period,” he said. “It’s an amazing technology, it has an amazing store value asset, it’s non-sovereign, it has a limited supply.”Le’s comments came as bitcoin appeared to be pulling back from a bounce that began just before Thanksgiving that drove the crypto trading to nearly $93,000 on Friday. Bitcoin was down over 4% at $86,722 on Monday, with U.S. stock futures also pulling lower. That’s as the correlation between stocks and bitcoin has been climbing.“It feels like investors, big and small are feeling very cautious towards cryptos in the short term at least, amid fears about overvaluations in risk assets that have prompted traders to cut their positions in speculative assets like cryptos,” said Victoria Scholar, head of investment at interactive investor, in a note to clients.“It looks like $80k is the next major support level to watch with a break below providing a potential catalyst for further weakness,” Scholar said.","news_type":1,"symbols_score_info":{"MSTR":2.1}},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328283279151176,"gmtCreate":1721177379570,"gmtModify":1721179706783,"author":{"id":"3565762397047553","authorId":"3565762397047553","name":"Mikky","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565762397047553","idStr":"3565762397047553"},"themes":[],"htmlText":"Ripp","listText":"Ripp","text":"Ripp","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328283279151176","repostId":"1123785290","repostType":2,"isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":215856107606120,"gmtCreate":1693729949957,"gmtModify":1693731709544,"author":{"id":"3565762397047553","authorId":"3565762397047553","name":"Mikky","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565762397047553","idStr":"3565762397047553"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/215856107606120","repostId":"2364279779","repostType":2,"repost":{"id":"2364279779","kind":"highlight","pubTimestamp":1693625887,"share":"https://ttm.financial/m/news/2364279779?lang=en_US&edition=fundamental","pubTime":"2023-09-02 11:38","market":"us","language":"en","title":"2 Warren Buffett Stocks That Are Screaming Buys in September, and 1 to Avoid Like the Plague","url":"https://stock-news.laohu8.com/highlight/detail?id=2364279779","media":"Motley Fool","summary":"Two amazing deals are hiding in plain sight within Berkshire Hathaway's $352 billion investment portfolio, while another market-leading business has seen its growth engine completely stall.","content":"<div>\n<p>Berkshire Hathaway CEO Warren Buffett is easily one of the greatest investors of our generation. He's doubled up the annualized total return, including dividends paid, of the S&P 500 since becoming ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/09/01/2-warren-buffett-stocks-buy-1-to-avoid-like-plague/\">Source Link</a>\n\n</div>\n","source":"fool_stock","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>2 Warren Buffett Stocks That Are Screaming Buys in September, and 1 to Avoid Like the Plague</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n2 Warren Buffett Stocks That Are Screaming Buys in September, and 1 to Avoid Like the Plague\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-02 11:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/09/01/2-warren-buffett-stocks-buy-1-to-avoid-like-plague/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway CEO Warren Buffett is easily one of the greatest investors of our generation. He's doubled up the annualized total return, including dividends paid, of the S&P 500 since becoming ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/09/01/2-warren-buffett-stocks-buy-1-to-avoid-like-plague/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车","V":"Visa","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2023/09/01/2-warren-buffett-stocks-buy-1-to-avoid-like-plague/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2364279779","content_text":"Berkshire Hathaway CEO Warren Buffett is easily one of the greatest investors of our generation. He's doubled up the annualized total return, including dividends paid, of the S&P 500 since becoming CEO in 1965 (as of Dec. 31, 2022), and he's overseen an aggregate return in his company's Class A shares (BRK.A) of 4,365,810%, as of the closing bell on Aug. 25, 2023.What makes the Oracle of Omaha an investor favorite is his willingness to share what's made him successful. It also doesn't hurt that Berkshire Hathaway is required to disclose its holdings each quarter via a 13F, which has allowed investors to ride Buffett's coattails to significant gains over a span of nearly six decades.At the moment, the $352 billion investment portfolio Warren Buffett oversees holds positions in more than 50 securities. Among these 50-plus investments are two screaming buys for the month of September, as well as one pricey market leader that would be best avoided.Warren Buffett stock No. 1 that's a screaming buy in September: VisaAlthough Wall Street's major stock indexes are still well below their record-closing highs, the top Buffett stock to buy in September is a company that's well within striking distance of its all-time high: payment processor Visa.The biggest headwind patient investors will ever contend with while owning shares of Visa is that it's a cyclical company. If U.S. and/or global economic growth slows or shifts into reverse, it's only logical to expect consumer and enterprise spending to slow. Since Visa generates its revenue and profits from merchant fees, it counts on a growing domestic economy and thriving international landscape to thrive.But there's a key advantage to being cyclical that a lot of investors either overlook or misinterpret: Namely, U.S. economic expansions and recessions aren't mirror images of one another. Whereas all 12 U.S. recessions post-World War II have lasted just two to 18 months, periods of expansion have almost always extended for years. A company like Visa is disproportionately benefiting from these long-winded expansions.Another reason investors won't have to worry about Visa is because of the company's focus on payment facilitation. While some of its peers have chosen to operate on both sides of the aisle -- i.e., process payments and lend to consumers via credit cards -- Visa is strictly a payment processor. This gives Visa no direct liability during economic downturns when credit delinquencies creep up and charge-offs/loans losses occur. Not having to set capital aside to cover potential losses makes bouncing back from downturns faster than most of the financial sector.As of 2021, Visa was the undisputed leader in credit card network purchase volume in the United States. Among the four major payment processors, Visa's 52.6% share of the U.S. market was about 29 percentage points higher than its next-closest competitor. Its dominance in the world's top market for consumption (the U.S.), coupled with most emerging markets still being underbanked, provides a sustained runway for high-single-digit or low-double-digit annual sales growth.Lastly, investors have to go back to 2018 to find the last time Visa was this inexpensive on a forward-earnings basis -- 24 times Wall Street's consensus earnings per share in 2024.Warren Buffett stock No. 2 that's a screaming buy in September: General MotorsThe second Warren Buffett stock that's a standout buy in September is one of the holdings currently being pared down by Buffett and his team: auto stock General Motors.Two headwinds appear to be weighing on GM at the moment. The first, which is similar to Visa, is the growing expectation of economic weakness in the U.S. or aboard. Automakers are highly cyclical, which means economic downturns almost always result in fewer new vehicles being sold.The other big concern for General Motors is the price war Tesla kicked off earlier this year in the electric vehicle (EV) space. Though price wars can be good for the consumer, they're almost always bad news for the automotive margins of manufacturers.However, Tesla's price war hasn't put a dent into GM. On the contrary, CEO Mary Barra and her team have kept a close eye on production levels to ensure that inventory doesn't grow out of hand. As a result, General Motors' automotive free cash flow forecast for 2023 was recently increased by a median of $1.5 billion to a range of $7 billion to $9 billion this year. In addition to GM's internal combustion engine vehicles being overwhelmingly profitable at the moment, the company is spending aggressively on its electrified future. General Motors anticipates spending $35 billion through 2025 on EV, autonomous vehicle, and battery research. The goal is to be pacing at least 1 million EVs produced annually in North America by the end of 2025.GM's ability to secure EV share in China is another catalyst. Through nearly a dozen joint ventures in China, General Motors already has established infrastructure in place, along with well-known brands, which can allow it to gobble up share in the world's No. 1 auto market. A forward price-to-earnings ratio of 4.7 more than bakes in any near-term headwinds and makes General Motors a no-brainer buy.The Warren Buffett stock to avoid like the plague in September: AppleHowever, not all of Warren Buffett's holdings are worth buying at the moment. Though what I'm about to say will be considered blasphemous by many -- including the Oracle of Omaha himself -- the Buffett stock to avoid like the plague in September is none other than tech stock Apple.Is Apple a bad company? Absolutely not. It has an incredibly loyal customer base and a widely recognized brand, and the company has generated $113 billion in operating cash flow over the trailing four quarters ended July 1, 2023.Apple is also in a class of its own when it comes to capital-return programs. It's doling out more than $15 billion annually to its shareholders in dividends and has repurchased around $600 billion worth of its common stock since commencing its buyback program in 2013. Share repurchases of this magnitude have undoubtedly helped push Apple's earnings per share higher.But the one aspect about Apple that's made it such a great company to own is its sustained growth. As of this moment, the company's growth engine has completely stalled. Wall Street's consensus is for the largest publicly traded company in the U.S. to see its sales and profits decline by a low-single-digit percentage in fiscal 2023 (Apple's fiscal 2023 ends on Sept. 30, 2023).Not much seems to be working for Apple at the moment. iPhone sales are down nearly $6.1 billion through the first nine months of fiscal 2023 when compared to the same period a year earlier. The company had plans to expand production of iPhone 14 but was met with lukewarm demand for the product following its launch. Meanwhile, sales of Macs are down 24% through nine months. Furthermore, a report from the Financial Times suggests Apple is cutting production of its Vision Pro mixed-reality headset from a purported 1 million units to just 400,000 in 2024. Apple relies on innovation and growth from existing products. In fiscal 2023, it's not performing in either respect.After consistently trading at a forward price-to-earnings ratio of 10 to 15 from 2013 through 2018, investors would have to pay 27 times forward earnings to own shares of Apple today. That's incredibly pricey given its lack of growth, and all the more reason to avoid Warren Buffett's largest holding like the plague in September.","news_type":1,"symbols_score_info":{"AAPL":0.9,"GM":0.9,"V":0.9}},"isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}