Profile - To The Moon

Fenhh

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

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

Most Discussed

{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"3574212230016787","uuid":"3574212230016787","gmtCreate":1611119530887,"gmtModify":1778083756620,"name":"Fenhh","pinyin":"fenhh","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/616d586b372e77326c76b5b175abdf66","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":43,"tweetSize":31,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":55,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-4","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Tiger Star","description":"Join the tiger community for 2000 days","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.07.14","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.06.25","exceedPercentage":"93.96%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"44212b71d0be4ec88898348dbe882e03-2","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Executive Tiger","description":"The transaction amount of the securities account reaches $300,000","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.06.18","exceedPercentage":"80.24%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":12,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":579608004109600,"gmtCreate":1782535968848,"gmtModify":1782535971064,"author":{"id":"3574212230016787","authorId":"3574212230016787","name":"Fenhh","avatar":"https://community-static.tradeup.com/news/616d586b372e77326c76b5b175abdf66","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574212230016787","idStr":"3574212230016787"},"themes":[],"title":"","htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/579608004109600","repostId":"1171074618","repostType":2,"repost":{"id":"1171074618","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1782533763,"share":"https://ttm.financial/m/news/1171074618?lang=en_US&edition=fundamental","pubTime":"2026-06-27 12:16","market":"us","language":"zh","title":"Both Pelosi and Ackerman are bullish on these 4 stocks: Four stocks overlap, and Uber becomes the latest intersection","url":"https://stock-news.laohu8.com/highlight/detail?id=1171074618","media":"老虎资讯综合","summary":"据佩洛西最新披露的国会交易记录，以及Pershing Square一季度13F文件，两人目前共同持有4只股票，其中包括3只“科技七巨头”（Magnificent 7）成员，分别为谷歌A、 亚马逊和微软，另一只是网约车平台优步。","content":"<p><html><head></head><body><p style=\"text-align: left;\">The two most watched \"star investors\" on Wall Street, former US House Speaker Nancy Pelosi and Pershing Square founder Bill Ackman, have new overlaps in their latest positions.</p><p><p style=\"text-align: left;\">According to Pelosi's latest disclosure of congressional trading records and Pershing Square's first-quarter 13F filing, the two currently jointly own four stocks, including three members of the \"Magnificent 7\", namely<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>And<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The other is a car-hailing platform<a href=\"https://laohu8.com/S/UBER\">Uber</a>。</p><p><p style=\"text-align: left;\">Among them,<strong>Uber is the pair's latest joint holding.</strong></p><p><p style=\"text-align: left;\">Pelosi husband Paul Pelosi bought 200 Uber call options on May 29, 2026 with a $50 strike price and an expiration date of March 19, 2027. Ackman, meanwhile, held about 29.96 million shares of Uber as of the first quarter, representing about 16% of the Pershing Square portfolio, and while slightly reducing its position by about 1% during the quarter, it remains the fund's third-largest ownership.</p><p><p style=\"text-align: left;\">On Alphabet's side, the GOOGL call option Pelosi previously bought has completed exercise this year, converting into 5,000 shares of common stock. Ackerman, for his part, significantly reduced its holdings in Alphabet in the first quarter, reducing its GOOG and GOOGL holdings by about 95% each, and has now dropped to smaller positions in the portfolio.</p><p><p style=\"text-align: left;\">Amazon is the focus of Ackerman's continuous positions. As of the first quarter, Pershing Square held about 11.45 million shares of Amazon, accounting for about 17% of the portfolio, making it the second largest ownership, and the number of holdings increased by a further 19% in the first quarter. Pelosi currently holds 20 Amazon call options expiring in January 2027 with an exercise price of $120, in addition to the 5,000 shares she has exercised.</p><p><p style=\"text-align: left;\">Microsoft is the target of Ackman's new position in the first quarter of this year, buying about 5.65 million shares for the first time, with a market value of about 2.09 billion USD, accounting for about 15% of the fund's assets. Pelosi has exercised Microsoft options several times in recent years, and although she sold some of her holdings in 2024, it is widely believed that she still holds Microsoft shares for now.</p><p><p style=\"text-align: left;\">It is worth noting that the two do not have the same investment style.</p><p><p style=\"text-align: left;\">Pelosi's husband Paul Pelosi has a long-term preference for buying long-term, deeply real-valued large-cap tech call options and exercising them to convert to common shares near expiration; Ackerman, on the other hand, is known for value investing and activist investing, which tends to concentrate on holding industry leaders and promote enterprises to unlock shareholder value through long-term shareholding.</p><p><p style=\"text-align: left;\">With Uber entering Pelosi's portfolio, her current shared holdings with Ackerman have increased to four stocks, three of which are from the \"Big Seven of Technology,\" showing that two investors who have attracted much attention on Wall Street still maintain high consistency on large-cap tech stocks and industry leaders.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Both Pelosi and Ackerman are bullish on these 4 stocks: Four stocks overlap, and Uber becomes the latest intersection</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBoth Pelosi and Ackerman are bullish on these 4 stocks: Four stocks overlap, and Uber becomes the latest intersection\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2026-06-27 12:16</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><p style=\"text-align: left;\">The two most watched \"star investors\" on Wall Street, former US House Speaker Nancy Pelosi and Pershing Square founder Bill Ackman, have new overlaps in their latest positions.</p><p><p style=\"text-align: left;\">According to Pelosi's latest disclosure of congressional trading records and Pershing Square's first-quarter 13F filing, the two currently jointly own four stocks, including three members of the \"Magnificent 7\", namely<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>And<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The other is a car-hailing platform<a href=\"https://laohu8.com/S/UBER\">Uber</a>。</p><p><p style=\"text-align: left;\">Among them,<strong>Uber is the pair's latest joint holding.</strong></p><p><p style=\"text-align: left;\">Pelosi husband Paul Pelosi bought 200 Uber call options on May 29, 2026 with a $50 strike price and an expiration date of March 19, 2027. Ackman, meanwhile, held about 29.96 million shares of Uber as of the first quarter, representing about 16% of the Pershing Square portfolio, and while slightly reducing its position by about 1% during the quarter, it remains the fund's third-largest ownership.</p><p><p style=\"text-align: left;\">On Alphabet's side, the GOOGL call option Pelosi previously bought has completed exercise this year, converting into 5,000 shares of common stock. Ackerman, for his part, significantly reduced its holdings in Alphabet in the first quarter, reducing its GOOG and GOOGL holdings by about 95% each, and has now dropped to smaller positions in the portfolio.</p><p><p style=\"text-align: left;\">Amazon is the focus of Ackerman's continuous positions. As of the first quarter, Pershing Square held about 11.45 million shares of Amazon, accounting for about 17% of the portfolio, making it the second largest ownership, and the number of holdings increased by a further 19% in the first quarter. Pelosi currently holds 20 Amazon call options expiring in January 2027 with an exercise price of $120, in addition to the 5,000 shares she has exercised.</p><p><p style=\"text-align: left;\">Microsoft is the target of Ackman's new position in the first quarter of this year, buying about 5.65 million shares for the first time, with a market value of about 2.09 billion USD, accounting for about 15% of the fund's assets. Pelosi has exercised Microsoft options several times in recent years, and although she sold some of her holdings in 2024, it is widely believed that she still holds Microsoft shares for now.</p><p><p style=\"text-align: left;\">It is worth noting that the two do not have the same investment style.</p><p><p style=\"text-align: left;\">Pelosi's husband Paul Pelosi has a long-term preference for buying long-term, deeply real-valued large-cap tech call options and exercising them to convert to common shares near expiration; Ackerman, on the other hand, is known for value investing and activist investing, which tends to concentrate on holding industry leaders and promote enterprises to unlock shareholder value through long-term shareholding.</p><p><p style=\"text-align: left;\">With Uber entering Pelosi's portfolio, her current shared holdings with Ackerman have increased to four stocks, three of which are from the \"Big Seven of Technology,\" showing that two investors who have attracted much attention on Wall Street still maintain high consistency on large-cap tech stocks and industry leaders.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3fd9b4b7cbec67c68f3fbf44b021799e","relate_stocks":{"AMZZ":"2倍做多AMZN ETF-GraniteShares","MSFU":"2倍做多MSFT ETF-Direxion","MSFW":"Roundhill MSFT WeeklyPay ETF","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","MSFX":"2倍做多MSFT ETF-T-Rex","GOOW":"Roundhill GOOGL WeeklyPay ETF","GOOX":"2倍做多GOOG ETF-T-REX","MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","AMZD":"1倍做空AMZN ETF-Direxion","UBEW":"Roundhill UBER WeeklyPay ETF","GOOY":"GOOGL期权收益策略ETF-YieldMax","UBER":"优步","GOU":"GraniteShares 2x Long GOOGL Daily ETF","AMZP":"KURV YIELD PREMIUM STRATEGY AMAZON (AMZN) ETF","AZYY":"GraniteShares YieldBOOST AMZN ETF","AMZN":"亚马逊","GGLL":"2倍做多GOOGL-Direxion","AMZU":"2倍做多AMZN ETF-Direxion","MSFD":"1倍做空MSFT ETF-Direxion","GGLS":"1倍做空GOOGL ETF-Direxion","AMZW":"Roundhill AMZN WeeklyPay™ ETF","MSFL":"2倍做多MSFT ETF-GraniteShares","GOOGL":"谷歌A","MSFT":"微软","AMZY":"AMZN期权收益策略ETF-YieldMax","UBRL":"2倍做多UBER ETF-GraniteShares","MSFO":"MSFT期权收益策略ETF-YieldMax"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171074618","content_text":"华尔街最受关注的两位“明星投资人”——美国前众议院议长南希·佩洛西（Nancy Pelosi）及Pershing Square创始人比尔·阿克曼（Bill Ackman），最新持仓出现新的重合。根据佩洛西最新披露的国会交易记录，以及Pershing Square一季度13F文件，两人目前共同持有4只股票，其中包括3只“科技七巨头”（Magnificent 7）成员，分别为 谷歌A、 亚马逊和 微软，另一只是网约车平台 优步。其中，Uber是两人最新的共同持仓。佩洛西丈夫保罗·佩洛西于2026年5月29日买入200张Uber看涨期权，行权价50美元，到期日为2027年3月19日。与此同时，阿克曼截至一季度持有约2996万股Uber，占Pershing Square投资组合约16%，虽然季度内小幅减仓约1%，但仍是基金第三大重仓股。在Alphabet方面，佩洛西此前买入的GOOGL看涨期权已于今年完成行权，转换为5000股普通股。阿克曼则在一季度大幅减持Alphabet，GOOG和GOOGL持仓分别减少约95%，目前已降至组合中的较小仓位。亚马逊则是阿克曼持续加仓的重点。截至一季度，Pershing Square持有约1145万股亚马逊，占组合约17%，为第二大重仓股，一季度持股数量进一步增加19%。佩洛西除了已行权取得5000股外，目前仍持有2027年1月到期、行权价120美元的20张亚马逊看涨期权。微软则是阿克曼今年一季度新建仓标的，首次买入约565万股，市值约20.9亿美元，占基金资产约15%。佩洛西近年来多次行权微软期权，虽然2024年出售过部分持股，但市场普遍认为其目前仍持有微软股票。值得注意的是，两人的投资风格并不相同。佩洛西丈夫保罗·佩洛西长期偏好买入期限较长、深度实值的大型科技股看涨期权，并在临近到期时行权转为普通股；而阿克曼则以价值投资和激进投资闻名，倾向于集中持有行业龙头，并通过长期持股推动企业释放股东价值。随着Uber进入佩洛西的投资组合，目前她与阿克曼共同持有的股票增至4只，其中3只来自“科技七巨头”，显示两位备受华尔街关注的投资者，仍在大型科技股和行业龙头上保持较高的一致性。","news_type":1,"symbols_score_info":{"MSFU":0.6,"MSFT":2.1,"MSFO":0.6,"UBER":2.1,"UBRL":0.6,"GOOY":0.6,"GOU":0.6,"MSFW":0.6,"GOOX":0.6,"AMZW":0.6,"AMZP":0.6,"AMZZ":0.6,"MSFL":0.6,"MSFX":0.6,"GOOP":0.6,"GOOW":0.6,"AMZU":0.6,"AMZN":2.1,"MSFY":0.6,"MSFD":0.6,"AZYY":0.6,"GGLS":0.6,"AMZD":0.6,"AMZY":0.6,"UBEW":0.6,"GOOGL":2,"GGLL":0.6}},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":579412463874352,"gmtCreate":1782488302185,"gmtModify":1782488304149,"author":{"id":"3574212230016787","authorId":"3574212230016787","name":"Fenhh","avatar":"https://community-static.tradeup.com/news/616d586b372e77326c76b5b175abdf66","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574212230016787","idStr":"3574212230016787"},"themes":[],"title":"","htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/579412463874352","repostId":"2646338265","repostType":2,"repost":{"id":"2646338265","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1782448231,"share":"https://ttm.financial/m/news/2646338265?lang=en_US&edition=fundamental","pubTime":"2026-06-26 12:30","market":"us","language":"zh","title":"Apple's price increase blames storage? Micron Executives Strike Back: That is to blame the previous low-priced purchase that caused storage manufacturers to no longer expand production","url":"https://stock-news.laohu8.com/highlight/detail?id=2646338265","media":"华尔街见闻","summary":"苹果CEO库克称存储厂商大幅涨价迫使苹果提价，涨幅最高达300美元。美光首席商务官Sadana则暗指苹果此前激进压价策略压制了厂商盈利，导致资本投入不足，埋下供应短缺隐患。此番争论背景下，美光第三财季营收同比暴涨346%，毛利率近85%，股价次日飙升近16%。","content":"<p><html><head></head><body><p style=\"text-align: left;\">Attribution of responsibility around the price of memory chips,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>He and Micron are engaged in an open air confrontation.</p><p><p style=\"text-align: left;\">Apple on Thursday announced global price hikes for Macs, iPads and several hardware products, up to $300, the company's largest global price adjustment in recent years.</p><p><p style=\"text-align: left;\">Earlier, Apple CEO Cook told the media that the current tight memory supply and sharp price increases by storage manufacturers are forcing Apple to raise the price of products.</p><p><p style=\"text-align: left;\">However, as one of Apple's suppliers,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>Chief Commercial Officer Sumit Sadana responded, alluding to Apple's previous aggressive price-reducing procurement strategy, which is one of the important causes of the current storage supply shortage.</p><p><p style=\"text-align: left;\">The war of words comes against the backdrop of Micron handing over a bright quarterly report. Micron's revenue in the third fiscal quarter rose by 346% year-on-year, and its gross profit margin approached 85%. The revenue guidance in the fourth quarter also exceeded market expectations, soaring by nearly 16% the next day.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81dea50c8cd2aecde4d8eefacc29ff50\" data-align=\"center\" tg-width=\"905\" tg-height=\"597\"/><span></span></p><p><h2 style=\"text-align: left;\">Cook's shouting: storers raise prices fiercely and consumers are under pressure</h2><p style=\"text-align: left;\">In an interview with the Wall Street Journal, Cook pointed the finger at storage vendors. He said:</p><p><p style=\"text-align: left;\">At a time when consumer demand for devices is strong, supply is dwindling, and storage vendors are passing on huge price hikes. We do need memory prices and supply back to reasonable levels, and that's the key.</p><p><p style=\"text-align: left;\">This statement positions Apple as the passive bearer of the price increase wave, and at the same time sends a signal to the outside world: this round of consumer-oriented product price increase is rooted in the cost pressure of the upstream supply chain, not Apple's own initiative.</p><p><p style=\"text-align: left;\">In response, Sadana gave a very different narrative in an interview with the Wall Street Journal after Micron's earnings release.<strong>He did not name his name, but the words were straightforward</strong>：</p><p><p style=\"text-align: left;\">We told a few clients who were extremely aggressive at the time that it was unconstructive.</p><p><p style=\"text-align: left;\">He further stated that:</p><p><p style=\"text-align: left;\"><strong>A lot of investment across the industry in 2023 was halted because of extremely low pricing and extremely poor profit margins.</strong></p><p><p style=\"text-align: left;\">Apple is known for its tough negotiations with suppliers, and its long-term purchase agreements have been repeatedly cited by industry insiders. It is these agreements that give Apple more buffer space than its competitors in the upward cycle of memory prices, which can delay the pressure of price increases.</p><p><p style=\"text-align: left;\">However, Sadana's statement reveals the other side of this coin. In the last downward cycle of the storage market, Micron's gross profit margin once turned negative, and some customers took this opportunity to lower the purchase price to the bottom level.</p><p><p style=\"text-align: left;\"><strong>This locking of extremely low prices, although protecting the short-term interests of buyers, simultaneously suppresses the profitability of storage manufacturers, resulting in their inability to invest capital in new production capacity, laying hidden dangers for the subsequent supply shortage.</strong></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple's price increase blames storage? Micron Executives Strike Back: That is to blame the previous low-priced purchase that caused storage manufacturers to no longer expand production</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple's price increase blames storage? Micron Executives Strike Back: That is to blame the previous low-priced purchase that caused storage manufacturers to no longer expand production\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2026-06-26 12:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><p style=\"text-align: left;\">Attribution of responsibility around the price of memory chips,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>He and Micron are engaged in an open air confrontation.</p><p><p style=\"text-align: left;\">Apple on Thursday announced global price hikes for Macs, iPads and several hardware products, up to $300, the company's largest global price adjustment in recent years.</p><p><p style=\"text-align: left;\">Earlier, Apple CEO Cook told the media that the current tight memory supply and sharp price increases by storage manufacturers are forcing Apple to raise the price of products.</p><p><p style=\"text-align: left;\">However, as one of Apple's suppliers,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>Chief Commercial Officer Sumit Sadana responded, alluding to Apple's previous aggressive price-reducing procurement strategy, which is one of the important causes of the current storage supply shortage.</p><p><p style=\"text-align: left;\">The war of words comes against the backdrop of Micron handing over a bright quarterly report. Micron's revenue in the third fiscal quarter rose by 346% year-on-year, and its gross profit margin approached 85%. The revenue guidance in the fourth quarter also exceeded market expectations, soaring by nearly 16% the next day.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81dea50c8cd2aecde4d8eefacc29ff50\" data-align=\"center\" tg-width=\"905\" tg-height=\"597\"/><span></span></p><p><h2 style=\"text-align: left;\">Cook's shouting: storers raise prices fiercely and consumers are under pressure</h2><p style=\"text-align: left;\">In an interview with the Wall Street Journal, Cook pointed the finger at storage vendors. He said:</p><p><p style=\"text-align: left;\">At a time when consumer demand for devices is strong, supply is dwindling, and storage vendors are passing on huge price hikes. We do need memory prices and supply back to reasonable levels, and that's the key.</p><p><p style=\"text-align: left;\">This statement positions Apple as the passive bearer of the price increase wave, and at the same time sends a signal to the outside world: this round of consumer-oriented product price increase is rooted in the cost pressure of the upstream supply chain, not Apple's own initiative.</p><p><p style=\"text-align: left;\">In response, Sadana gave a very different narrative in an interview with the Wall Street Journal after Micron's earnings release.<strong>He did not name his name, but the words were straightforward</strong>：</p><p><p style=\"text-align: left;\">We told a few clients who were extremely aggressive at the time that it was unconstructive.</p><p><p style=\"text-align: left;\">He further stated that:</p><p><p style=\"text-align: left;\"><strong>A lot of investment across the industry in 2023 was halted because of extremely low pricing and extremely poor profit margins.</strong></p><p><p style=\"text-align: left;\">Apple is known for its tough negotiations with suppliers, and its long-term purchase agreements have been repeatedly cited by industry insiders. It is these agreements that give Apple more buffer space than its competitors in the upward cycle of memory prices, which can delay the pressure of price increases.</p><p><p style=\"text-align: left;\">However, Sadana's statement reveals the other side of this coin. In the last downward cycle of the storage market, Micron's gross profit margin once turned negative, and some customers took this opportunity to lower the purchase price to the bottom level.</p><p><p style=\"text-align: left;\"><strong>This locking of extremely low prices, although protecting the short-term interests of buyers, simultaneously suppresses the profitability of storage manufacturers, resulting in their inability to invest capital in new production capacity, laying hidden dangers for the subsequent supply shortage.</strong></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4097c480a3805034884e4b139ceb4bac","relate_stocks":{"LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","MUD":"1倍做空MU ETF-Direxion","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0557290698.USD":"施罗德环球可持续增长基金","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","MULL":"2倍做多MU ETF-GraniteShares","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","APLY":"AAPL期权收益策略ETF-YieldMax","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","MUU":"2倍做多MU ETF-Direxion","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU1291159041.SGD":"CPR Invest - Global Silver Age A2 Acc SGD-H","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","BK4585":"ETF&股票定投概念","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","SG9999002232.USD":"Allianz Global High Payout USD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","SG9999002224.SGD":"Allianz Global High Payout SGD","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","BK4588":"碎股","LU1046421795.USD":"富达环球科技A-ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","AAPB":"2倍做多AAPL ETF-GraniteShares","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","AAPD":"1倍做空AAPL ETF-Direxion","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0072462426.USD":"贝莱德全球配置 A2","AAPU":"2倍做多AAPL ETF-Direxion","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","AAPW":"AAPL周配息ETF-Roundhill","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","AAPX":"2倍做多Apple ETF-T-Rex","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","AAPY":"AAPL收益溢价策略ETF-Kurv","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","BK4571":"数字音乐概念","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","BK4576":"AR","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4575":"芯片概念","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","BK4579":"人工智能","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0109392836.USD":"富兰克林科技股A","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","BK4574":"无人驾驶","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4573":"虚拟现实","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","BK4581":"高盛持仓","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU0444971666.USD":"天利全球科技基金","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","MU":"美光科技","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4507":"流媒体概念","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","BK4501":"段永平概念","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","BK4566":"资本集团","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU2637965513.SGD":"BGF GLOBAL ALLOCATION \"A10\" (SGDHDG) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4505":"高瓴资本持仓","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0080751232.USD":"富达环球多元动力基金A","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","IE000Q6AESB8.SGD":"PIMCO BALANCED INCOME AND GROWTH \"A\" (SGDHDG) INC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4512":"苹果概念","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4543":"AI","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE000F7OJYX1.SGD":"RQI GLOBAL \"I\" (SGDHDG) INC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","IE0000B7K699.USD":"RQI GLOBAL \"I\" (USD) INC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","IE000BZT7R73.USD":"RQI GLOBAL \"I\" (USD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","IE000MB6IJN5.SGD":"RQI GLOBAL \"I\" (SGD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4592":"伊斯兰概念","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4515":"5G概念","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4554":"元宇宙及AR概念","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","BK4553":"喜马拉雅资本持仓","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","IE000WAW04H5.SGD":"RQI GLOBAL \"I\" (SGD) INC A","IE000SO60NU8.SGD":"RQI GLOBAL \"I\" (SGDHDG) ACC A","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU0079474960.USD":"联博美国增长基金A","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","SG9999014906.USD":"大华全球优质成长基金Acc USD","BK4559":"巴菲特持仓","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","BK4550":"红杉资本持仓","BK4170":"电脑硬件、储存设备及电脑周边","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4598":"佩洛西持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1206713676.USD":"Aviva Investors - Multi-Strategy Target Return Ah USD","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1206712785.SGD":"Aviva Investors - Multi-Strategy Target Return Ah SGD","HK0000819398.USD":"BLACKROCK PREMIER SYSTEMATIC GLOBAL EQUITY HIGH INCOME FUND A10 (USD)INC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","BK4605":"半导体精选","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4527":"明星科技股","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","HK0000532082.HKD":"ALLIANZ SELECTION INCOME AND GROWTH \"AM\" (HKD) INC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0861579265.USD":"联博低波幅策略股票基金A","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0143551892.USD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A\" (USD) ACC","LU2462591277.SGD":"TRP GLOBAL FOCUSED GROWTH EQUITY \"AN\" (SGDHDG) ACC","BK4532":"文艺复兴科技持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2954938101.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A8P\" (SGD) INC","LU2999663052.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A4P\" (SGD) INC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2047632596.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A\" (USD) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU2100268510.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"AX\" (USD) INC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU3102509885.SGD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A8P\" (SGDHDG) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","AAPL":"苹果","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H"},"source_url":"https://wallstreetcn.com/articles/3775556","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2646338265","content_text":"围绕存储芯片价格的责任归属，苹果与美光正展开一场公开隔空交锋。苹果公司周四宣布对Mac、iPad及多款硬件产品实施全球提价，涨幅最高达300美元，成为该公司近年来最大规模的一次全球性调价行动。此前，苹果CEO库克曾对媒体表示，当前内存供应紧张、存储厂商大幅涨价，正迫使苹果上调产品售价。然而，作为苹果供应商之一，美光科技首席商务官Sumit Sadana予以回应，暗指苹果此前激进的压价采购策略，才是当前存储供应紧缺的重要成因之一。这场口水战发生在美光交出一份亮眼季报的背景之下。美光科技第三财季营收同比大涨346%，毛利率逼近85%，第四季度营收指引亦超市场预期，次日飙升近16%。库克喊冤：存储商涨价凶猛，消费者承压库克在接受《华尔街日报》采访时将矛头直指存储厂商。他表示：在消费者对设备需求旺盛之际，供应却在减少，而存储厂商正在转嫁巨额涨价。我们确实需要内存价格和供应回归合理水平，这才是关键所在。这一表态将苹果定位为涨价浪潮的被动承受者，同时向外界传递出一个信号：此轮面向消费者的产品涨价，根源在于上游供应链的成本压力，而非苹果自身主动为之。对此，Sadana在美光财报发布后接受《华尔街日报》采访时给出了截然不同的叙述。他未点名道姓，但措辞直接：我们曾告诉某几个当时报价极为激进的客户，这样做毫无建设性。他进一步指出：2023年整个行业的大量投资因为极低的定价和极差的利润率而被叫停。苹果以对供应商强硬谈判著称，其长期采购协议也一再被业内人士引用。正是这些协议，使苹果在内存价格上行周期中比竞争对手更具缓冲空间，得以延后涨价压力。然而，Sadana的表态揭示了这枚硬币的另一面，在上一轮存储市场下行周期中，美光毛利率一度转负，部分客户正是趁此时机压低采购价至底部水平。这种对极低价格的锁定，虽然保护了买方短期利益，却同步打压了存储厂商的盈利能力，导致其无力在新增产能上进行资本投入，为此后的供应短缺埋下隐患。","news_type":1,"symbols_score_info":{"AAPB":0.6,"MUD":0.6,"MUU":0.6,"MU":1.91,"APLY":0.6,"AAPY":0.6,"AAPW":0.6,"AAPU":0.6,"AAPX":0.6,"AAPL":1.95,"AAPD":0.6,"MULL":0.6}},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":579395156751144,"gmtCreate":1782484081750,"gmtModify":1782484083854,"author":{"id":"3574212230016787","authorId":"3574212230016787","name":"Fenhh","avatar":"https://community-static.tradeup.com/news/616d586b372e77326c76b5b175abdf66","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574212230016787","idStr":"3574212230016787"},"themes":[],"title":"","htmlText":"111","listText":"111","text":"111","images":[{"img":"https://community-static.tradeup.com/news/1860f7d4956b52b3e273b77c4f04878c","width":"1170","height":"3006"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/579395156751144","isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}