Mikky personal page - To The Moon

Mikky

No personal profile

12Follow

0Followers

0Topic

0Badge

08-02

,,

Amazon Soars as Cloud Revenue Surge Allays Fears over Ballooning AI Bets

05-06

Share your opinion about this news…

Iran Says Safe Transit Of Strait Of Hormuz Will Be Possible With US Ending Threats

04-14

Share your opinion about this news…

Stock Track | USO Soars 6.38% in Pre-Market as Trump's Hormuz Blockade Sparks Oil Price Surge

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":12,"tweetSize":7,"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":"1026c425416b44e0aac28c11a0848493-4","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":"2026.04.07","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":"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,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.01.11","exceedPercentage":"60.73%","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":"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":"2022.01.11","exceedPercentage":"93.11%","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":"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":{"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,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":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,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},"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":"post","tweets":[{"id":592472199397984,"gmtCreate":1785672784248,"gmtModify":1785672786288,"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":",,&nbsp;","listText":",,&nbsp;","text":",,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/592472199397984","repostId":"2655075365","repostType":2,"repost":{"id":"2655075365","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1785499632,"share":"https://ttm.financial/m/news/2655075365?lang=en_US&edition=fundamental","pubTime":"2026-07-31 20:07","market":"us","language":"en","title":"Amazon Soars as Cloud Revenue Surge Allays Fears over Ballooning AI Bets","url":"https://stock-news.laohu8.com/highlight/detail?id=2655075365","media":"Reuters","summary":"UPDATE 2-Amazon soars as cloud revenue surge allays fears over ballooning AI betsJuly 31 (Reuters)-AmazonAMZN.Oshares surged nearly 14% on Friday after the tech giant's solid cloud sales growth reinfo","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>UPDATE 2-<a href=\"https://laohu8.com/S/AMZN\">Amazon</a> soars as cloud revenue surge allays fears over ballooning AI bets</title></head><body><p><span>July 31 (Reuters)</span><span> - </span>Amazon <span>AMZN.O</span> shares surged nearly 14% on Friday after the tech giant's solid cloud sales growth reinforced investor confidence in its massive AI bets and quashed any concerns about the company trailing its Big Tech rivals in the AI race. </p><p>The e-commerce and cloud titan posted its <span>strongest cloud growth</span> in over four years, indicating a fresh wave of demand that justifies its 10% increase in planned capital spending for 2026 to $220 billion. </p><p>Amazon's results come as a resounding sign to Wall Street that some of Big Tech's AI investments are already generating measurable returns. </p><p>If gains hold, the stock could add more than $340 billion in market value on the back of a 37% jump in second-quarter cloud revenue. Earlier this week, Microsoft <span>MSFT.O</span> surged more than 15% after its cloud unit beat estimates with a <span>43% revenue jump</span>.</p><p>However, there's a growing divide in investors' tolerance for the ever-increasing AI spend by Big Tech, set to exceed $730 billion this year. </p><p>\"The market is no longer questioning whether AI demand is real. The new dividing line is whether unprecedented spending is producing visible, near-term revenue and margin expansion,\" said Bill Birmingham, managing director at REX Financial.</p><p>\"The market penalizes spending when monetization is delayed, indirect or difficult to measure.\"</p><p><span><a href=\"https://laohu8.com/S/META\">Meta</a></span> <span>META.O</span> and <span>Google-parent Alphabet</span> <span>GOOGL.O</span> both slumped 7%, despite strong growth in revenues, after the companies raised their capital spending forecasts while <span>free cash flows cratered</span>. </p><p>\"Amazon is earning the right to keep spending. Where others are asking investors to trust that the payoff will come, Amazon showed it this quarter,\" said Thomas Monteiro, senior analyst at Investing.com. </p><p>\"As long as AWS keeps accelerating and margins hold, the market looks willing to fund the build-out, even with free cash flow in the red.\"</p><p>Amazon's free cash flow swung sharply negative in the quarter, with the company burning $7.6 billion on a trailing 12-month basis, versus $18.2 billion in positive free cash flow a year earlier. </p><p>Still, CEO Andy Jassy reassured investors that Amazon is only pouring money into serving demand that already exists. He said a majority of available Amazon cloud capacity for 2027 and some capacity for 2028 had already been reserved by customers. </p><p>Chris Ballard, managing partner at Check Capital, said Amazon's approach to spending was \"methodical and responsible.\"</p><p>\"This level of capital deployment is all very new, so Amazon showing immediate results is a really good sign.\"</p><p>At least 15 brokerages raised their price targets on the stock following results. </p><p>Amazon trades at a price-to-earnings ratio of 24.67, compared with Microsoft's 22.94 and Alphabet's 19.35.</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>Amazon Soars as Cloud Revenue Surge Allays Fears over Ballooning AI Bets</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\">\nAmazon Soars as Cloud Revenue Surge Allays Fears over Ballooning AI Bets\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-07-31 20:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>UPDATE 2-<a href=\"https://laohu8.com/S/AMZN\">Amazon</a> soars as cloud revenue surge allays fears over ballooning AI bets</title></head><body><p><span>July 31 (Reuters)</span><span> - </span>Amazon <span>AMZN.O</span> shares surged nearly 14% on Friday after the tech giant's solid cloud sales growth reinforced investor confidence in its massive AI bets and quashed any concerns about the company trailing its Big Tech rivals in the AI race. </p><p>The e-commerce and cloud titan posted its <span>strongest cloud growth</span> in over four years, indicating a fresh wave of demand that justifies its 10% increase in planned capital spending for 2026 to $220 billion. </p><p>Amazon's results come as a resounding sign to Wall Street that some of Big Tech's AI investments are already generating measurable returns. </p><p>If gains hold, the stock could add more than $340 billion in market value on the back of a 37% jump in second-quarter cloud revenue. Earlier this week, Microsoft <span>MSFT.O</span> surged more than 15% after its cloud unit beat estimates with a <span>43% revenue jump</span>.</p><p>However, there's a growing divide in investors' tolerance for the ever-increasing AI spend by Big Tech, set to exceed $730 billion this year. </p><p>\"The market is no longer questioning whether AI demand is real. The new dividing line is whether unprecedented spending is producing visible, near-term revenue and margin expansion,\" said Bill Birmingham, managing director at REX Financial.</p><p>\"The market penalizes spending when monetization is delayed, indirect or difficult to measure.\"</p><p><span><a href=\"https://laohu8.com/S/META\">Meta</a></span> <span>META.O</span> and <span>Google-parent Alphabet</span> <span>GOOGL.O</span> both slumped 7%, despite strong growth in revenues, after the companies raised their capital spending forecasts while <span>free cash flows cratered</span>. </p><p>\"Amazon is earning the right to keep spending. Where others are asking investors to trust that the payoff will come, Amazon showed it this quarter,\" said Thomas Monteiro, senior analyst at Investing.com. </p><p>\"As long as AWS keeps accelerating and margins hold, the market looks willing to fund the build-out, even with free cash flow in the red.\"</p><p>Amazon's free cash flow swung sharply negative in the quarter, with the company burning $7.6 billion on a trailing 12-month basis, versus $18.2 billion in positive free cash flow a year earlier. </p><p>Still, CEO Andy Jassy reassured investors that Amazon is only pouring money into serving demand that already exists. He said a majority of available Amazon cloud capacity for 2027 and some capacity for 2028 had already been reserved by customers. </p><p>Chris Ballard, managing partner at Check Capital, said Amazon's approach to spending was \"methodical and responsible.\"</p><p>\"This level of capital deployment is all very new, so Amazon showing immediate results is a really good sign.\"</p><p>At least 15 brokerages raised their price targets on the stock following results. </p><p>Amazon trades at a price-to-earnings ratio of 24.67, compared with Microsoft's 22.94 and Alphabet's 19.35.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFD":"1倍做空MSFT ETF-Direxion","LTL":"PROSHARES ULTRA COMMUNICATION SERVICES","ILDR":"First Trust Innovation Leaders ETF","VOX":"电信业ETF-Vanguard","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","MSFL":"2倍做多MSFT ETF-GraniteShares","IGV":"北美软件ETF-iShares","GAMR":"Amplify Video Game Leaders ETF","XLC":"Communication Services Select Sector SPDR Fund","GOOW":"Roundhill GOOGL WeeklyPay ETF","VGT":"信息技术ETF-Vanguard","MSFO":"MSFT期权收益策略ETF-YieldMax","MSFT":"微软","AMZD":"1倍做空AMZN ETF-Direxion","EFIV":"SPDR S&P 500 ESG ETF","GOOX":"2倍做多GOOG ETF-T-REX","MSFU":"2倍做多MSFT ETF-Direxion","METV":"Roundhill Ball Metaverse ETF","TYLG":"GLOBAL X INFORMATION TECHNOLOGY COVERED CALL & GROWTH ETF","GOOY":"GOOGL期权收益策略ETF-YieldMax","AMZN":"亚马逊","MSFW":"Roundhill MSFT WeeklyPay ETF","WANT":"Direxion Daily Consumer Discretionary Bull 3x Shares","XLK":"高科技指数ETF-SPDR","MSFX":"2倍做多MSFT ETF-T-Rex","AMZP":"KURV YIELD PREMIUM STRATEGY AMAZON (AMZN) ETF","SKYY":"First Trust Cloud Computing ETF","GOU":"GraniteShares 2x Long GOOGL Daily ETF","IXN":"iShares Trust S&P Global Informa","MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","ONLN":"ProShares Online Retail ETF","AMZU":"2倍做多AMZN ETF-Direxion","FCOM":"Fidelity MSCI Communication Services Index ETF","GGLL":"2倍做多GOOGL-Direxion","TDIV":"第一信托纳斯达克科技股利指数基金","AZYY":"GraniteShares YieldBOOST AMZN ETF","AMZW":"Roundhill AMZN WeeklyPay™ ETF","OGIG":"ALPS O'Shares Global Internet Giants ETF","NULC":"Nuveen ESG Large-Cap ETF","GGLS":"1倍做空GOOGL ETF-Direxion","USAW.SI":"AMZN 3xLongSG261006","AMZY":"AMZN期权收益策略ETF-YieldMax","TRUC":"VanEck Communication Services TruSector ETF","ROM":"ProShares Ultra Technology","RTH":"零售指数ETF-HOLDRs","SNPE":"Xtrackers S&P 500 Scored & Screened ETF","GOOGL":"谷歌A","XDAT":"Franklin Exponential Data ETF","AMZZ":"2倍做多AMZN ETF-GraniteShares","HULL":"Corgi Shipping & Global Logistics ETF"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260731:nL4N43X10O:3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2655075365","content_text":"UPDATE 2-<a href=\"https://laohu8.com/S/AMZN\">Amazon</a> soars as cloud revenue surge allays fears over ballooning AI betsJuly 31 (Reuters) - Amazon AMZN.O shares surged nearly 14% on Friday after the tech giant's solid cloud sales growth reinforced investor confidence in its massive AI bets and quashed any concerns about the company trailing its Big Tech rivals in the AI race. The e-commerce and cloud titan posted its strongest cloud growth in over four years, indicating a fresh wave of demand that justifies its 10% increase in planned capital spending for 2026 to $220 billion. Amazon's results come as a resounding sign to Wall Street that some of Big Tech's AI investments are already generating measurable returns. If gains hold, the stock could add more than $340 billion in market value on the back of a 37% jump in second-quarter cloud revenue. Earlier this week, Microsoft MSFT.O surged more than 15% after its cloud unit beat estimates with a 43% revenue jump.However, there's a growing divide in investors' tolerance for the ever-increasing AI spend by Big Tech, set to exceed $730 billion this year. \"The market is no longer questioning whether AI demand is real. The new dividing line is whether unprecedented spending is producing visible, near-term revenue and margin expansion,\" said Bill Birmingham, managing director at REX Financial.\"The market penalizes spending when monetization is delayed, indirect or difficult to measure.\"Meta META.O and Google-parent Alphabet GOOGL.O both slumped 7%, despite strong growth in revenues, after the companies raised their capital spending forecasts while free cash flows cratered. \"Amazon is earning the right to keep spending. Where others are asking investors to trust that the payoff will come, Amazon showed it this quarter,\" said Thomas Monteiro, senior analyst at Investing.com. \"As long as AWS keeps accelerating and margins hold, the market looks willing to fund the build-out, even with free cash flow in the red.\"Amazon's free cash flow swung sharply negative in the quarter, with the company burning $7.6 billion on a trailing 12-month basis, versus $18.2 billion in positive free cash flow a year earlier. Still, CEO Andy Jassy reassured investors that Amazon is only pouring money into serving demand that already exists. He said a majority of available Amazon cloud capacity for 2027 and some capacity for 2028 had already been reserved by customers. Chris Ballard, managing partner at Check Capital, said Amazon's approach to spending was \"methodical and responsible.\"\"This level of capital deployment is all very new, so Amazon showing immediate results is a really good sign.\"At least 15 brokerages raised their price targets on the stock following results. Amazon trades at a price-to-earnings ratio of 24.67, compared with Microsoft's 22.94 and Alphabet's 19.35.","news_type":1,"symbols_score_info":{"AZYY":0.6,"EFIV":0.6,"AMZW":0.6,"MSFT":0.9,"MSFD":0.6,"METV":0.6,"AMZU":0.6,"MSFU":0.6,"AMZP":0.6,"WANT":0.6,"LTL":0.6,"GOOX":0.6,"GOU":0.6,"AMZN":0.9,"RTH":0.6,"SNPE":0.6,"USAW.SI":0.6,"GAMR":0.6,"GOOGL":0.9,"FCOM":0.6,"XLK":0.6,"TDIV":0.6,"SKYY":0.6,"HULL":0.6,"IXN":0.6,"XLC":0.6,"GOOP":0.6,"GOOY":0.6,"GGLL":0.6,"MSFY":0.6,"MSFL":0.6,"IGV":0.6,"AMZY":0.6,"TRUC":0.6,"ONLN":0.6,"OGIG":0.6,"AMZD":0.6,"XDAT":0.6,"ILDR":0.6,"ROM":0.6,"TYLG":0.6,"VOX":0.6,"AMZZ":0.6,"GOOW":0.6,"MSFW":0.6,"MSFX":0.6,"NULC":0.6,"GGLS":0.6,"VGT":0.6,"MSFO":0.6}},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":561288454906992,"gmtCreate":1778065030793,"gmtModify":1778065034452,"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/561288454906992","repostId":"2633181957","repostType":2,"repost":{"id":"2633181957","kind":"live","pubTimestamp":1778064971,"share":"https://ttm.financial/m/news/2633181957?lang=en_US&edition=fundamental","pubTime":"2026-05-06 18:56","market":"nz","language":"en","title":"Iran Says Safe Transit Of Strait Of Hormuz Will Be Possible With US Ending Threats","url":"https://stock-news.laohu8.com/highlight/detail?id=2633181957","media":"THOMSON REUTERS","summary":"Safe transit through the Strait of Hormuz will be ensured with U.S. threats coming to an end and new","content":"<html><head></head><body><p>Safe transit through the Strait of Hormuz will be ensured with U.S. threats coming to an end and new procedures in place, the Revolutionary Guards&#39; Navy said on Wednesday, according to state media, in Iran&#39;s first reaction to the U.S. pausing operations to help stranded ships pass through the strait.</p><p>The Guards&#39; statement did not specify what the new procedures entailed and thanked owners and captains of ships for respecting Iranian regulations when moving through the waterway.</p></body></html>","source":"reuters_en_live","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>Iran Says Safe Transit Of Strait Of Hormuz Will Be Possible With US Ending Threats</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\">\nIran Says Safe Transit Of Strait Of Hormuz Will Be Possible With US Ending Threats\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-06 18:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260506:nS8N40C02B:3><strong>THOMSON REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Safe transit through the Strait of Hormuz will be ensured with U.S. threats coming to an end and new procedures in place, the Revolutionary Guards' Navy said on Wednesday, according to state media, in...</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260506:nS8N40C02B:3\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260506:nS8N40C02B:3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2633181957","content_text":"Safe transit through the Strait of Hormuz will be ensured with U.S. threats coming to an end and new procedures in place, the Revolutionary Guards' Navy said on Wednesday, according to state media, in Iran's first reaction to the U.S. pausing operations to help stranded ships pass through the strait.The Guards' statement did not specify what the new procedures entailed and thanked owners and captains of ships for respecting Iranian regulations when moving through the waterway.","news_type":1,"symbols_score_info":{"ESmain":2,"BZmain":2,"NQmain":2,"YMmain":2,"CLmain":2}},"isVote":1,"tweetType":1,"viewCount":980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":553525725824008,"gmtCreate":1776149019553,"gmtModify":1776149021858,"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":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/553525725824008","repostId":"1175719639","repostType":2,"repost":{"id":"1175719639","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1776067580,"share":"https://ttm.financial/m/news/1175719639?lang=en_US&edition=fundamental","pubTime":"2026-04-13 16:06","market":"sg","language":"en","title":"Stock Track | USO Soars 6.38% in Pre-Market as Trump's Hormuz Blockade Sparks Oil Price Surge","url":"https://stock-news.laohu8.com/highlight/detail?id=1175719639","media":"Stock Track","summary":"The United States Oil Fund LP (USO) surged 6.38% in pre-market trading on Monday, mirroring a sharp jump in underlying crude oil prices. The move followed a weekend of escalating geopolitical...","content":"<p>The United States Oil Fund LP (USO) surged 6.38% in pre-market trading on Monday, mirroring a sharp jump in underlying crude oil prices. The move followed a weekend of escalating geopolitical tensions in the Middle East that threatened to severely disrupt global energy supplies.</p><p>The price surge was triggered by the collapse of peace talks between the United States and Iran. In response, U.S. President Donald Trump announced a naval blockade of the Strait of Hormuz, a critical waterway for approximately 20% of the world's seaborne oil trade. The U.S. Central Command stated the blockade against vessels entering or departing Iranian ports would begin Monday, heightening fears of a prolonged supply shock.</p><p>Analysts noted the failed diplomatic efforts forced markets to reassess the geopolitical risk premium in oil prices. West Texas Intermediate crude futures jumped over 8% to above $104 a barrel, with the international benchmark Brent crude surpassing $103. As an exchange-traded fund that tracks the daily price movements of West Texas Intermediate light, sweet crude oil, USO's net asset value is directly linked to these rising crude benchmarks, explaining its significant pre-market gain.</p>","source":"ai_movement_en","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>Stock Track | USO Soars 6.38% in Pre-Market as Trump's Hormuz Blockade Sparks Oil Price Surge</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\">\nStock Track | USO Soars 6.38% in Pre-Market as Trump's Hormuz Blockade Sparks Oil Price Surge\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2026-04-13 16:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The United States Oil Fund LP (USO) surged 6.38% in pre-market trading on Monday, mirroring a sharp jump in underlying crude oil prices. The move followed a weekend of escalating geopolitical tensions in the Middle East that threatened to severely disrupt global energy supplies.</p><p>The price surge was triggered by the collapse of peace talks between the United States and Iran. In response, U.S. President Donald Trump announced a naval blockade of the Strait of Hormuz, a critical waterway for approximately 20% of the world's seaborne oil trade. The U.S. Central Command stated the blockade against vessels entering or departing Iranian ports would begin Monday, heightening fears of a prolonged supply shock.</p><p>Analysts noted the failed diplomatic efforts forced markets to reassess the geopolitical risk premium in oil prices. West Texas Intermediate crude futures jumped over 8% to above $104 a barrel, with the international benchmark Brent crude surpassing $103. As an exchange-traded fund that tracks the daily price movements of West Texas Intermediate light, sweet crude oil, USO's net asset value is directly linked to these rising crude benchmarks, explaining its significant pre-market gain.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"USO":"美国原油ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175719639","content_text":"The United States Oil Fund LP (USO) surged 6.38% in pre-market trading on Monday, mirroring a sharp jump in underlying crude oil prices. The move followed a weekend of escalating geopolitical tensions in the Middle East that threatened to severely disrupt global energy supplies.The price surge was triggered by the collapse of peace talks between the United States and Iran. In response, U.S. President Donald Trump announced a naval blockade of the Strait of Hormuz, a critical waterway for approximately 20% of the world's seaborne oil trade. The U.S. Central Command stated the blockade against vessels entering or departing Iranian ports would begin Monday, heightening fears of a prolonged supply shock.Analysts noted the failed diplomatic efforts forced markets to reassess the geopolitical risk premium in oil prices. West Texas Intermediate crude futures jumped over 8% to above $104 a barrel, with the international benchmark Brent crude surpassing $103. As an exchange-traded fund that tracks the daily price movements of West Texas Intermediate light, sweet crude oil, USO's net asset value is directly linked to these rising crude benchmarks, explaining its significant pre-market gain.","news_type":1,"symbols_score_info":{"USO":1}},"isVote":1,"tweetType":1,"viewCount":1117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"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":"us","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":{"LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4077":"互动媒体与服务","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0079474960.USD":"联博美国增长基金A","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0171293334.USD":"贝莱德英国基金A2","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1564329115.USD":"Blackrock Dynamic High Income A6 USD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1564329461.SGD":"Blackrock Dynamic High Income A6 SGD-H","LU0894486033.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) INC MF","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0894485498.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0426417589.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0861579265.USD":"联博低波幅策略股票基金A","MSFT":"微软","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU1564329032.USD":"BGF DYNAMIC HIGH INCOME \"A2\" (USD) ACC","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0545562505.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","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","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","GOOG":"谷歌","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","SG9999015978.USD":"利安颠覆性创新基金A","GOOGL":"谷歌A","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0323239441.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AC\" ACC","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU2092937221.SGD":"Blackrock Circular Economy A2 SGD-H","LU1235295455.SGD":"Fidelity Global Multi Asset Growth & Income A-ACC-SGD","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","SG9999001424.SGD":"United E-Commerce Fund SGD","LU1032466523.USD":"高盛全球多资产收益组合Acc","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1261432733.SGD":"Fidelity World A-ACC-SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU1564329628.SGD":"Blackrock Dynamic High Income A2 SGD-H","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0477156797.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","SG9999001077.SGD":"United International Growth Fund SGD","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2041044095.USD":"Blackrock Circular Economy A2 USD","LU1548497426.USD":"安联环球人工智能AT Acc","LU1181866309.USD":"摩根大通环球策略总报酬基金A (acc)","LU0757359368.USD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (USD)  ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0095938881.EUR":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) EUR","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU1340139317.AUD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) AUD-H","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU1334329650.SGD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4554":"元宇宙及AR概念","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","BK4553":"喜马拉雅资本持仓","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4585":"ETF&股票定投概念","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU0757359954.USD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (USD) INC MF","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","SG9999002232.USD":"Allianz Global High Payout USD","BK4587":"ChatGPT概念","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","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","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU1221951046.USD":"NORDEA 1 STABLE RETURN \"HM\" (USDHDG) INC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU1046421795.USD":"富达环球科技A-ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","BK4598":"佩洛西持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","LU1196500208.SGD":"NORDEA STABLE RETURN \"HB\" (SGDHDG) ACC","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4602":"量子计算概念","LU0238689110.USD":"贝莱德环球动力股票基金","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","BK4528":"SaaS概念","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU0072462426.USD":"贝莱德全球配置 A2","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU1043141123.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) INC 2","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU1032955483.USD":"NORDEA 1 STABLE RETURN \"HB\" (USDHDG) ACC","BK4525":"远程办公概念","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1043141396.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4527":"明星科技股","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4576":"AR","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","BK4612":"AI芯片","BK4577":"网络游戏","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","BK4579":"人工智能","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU1989773731.SGD":"CPR Invest - Education A2 Acc SGD-H","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","BK4574":"无人驾驶","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU0109392836.USD":"富兰克林科技股A","BK4573":"虚拟现实","LU1228905037.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","BK4534":"瑞士信贷持仓","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0444971666.USD":"天利全球科技基金","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","BK4535":"淡马锡持仓","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0960925559.SGD":"Schroder ISF Global Multi-Asset Income A Acc SGD","BK4538":"云计算","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0879622024.SGD":"Schroder ISF Global Multi-Asset Income A Dis SGD-H","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU0251142724.SGD":"Fidelity America A-SGD","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU1188199696.SGD":"Schroder ISF Global Multi-Asset Income A Dis SGD","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","BK4097":"系统软件","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","BK4507":"流媒体概念","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","LU0871640123.AUD":"BGF GLOBAL MULTI-ASSET INC \"A8\" (AUD HDG) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU1228905540.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC 2","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","BK4567":"ESG概念","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU0557290698.USD":"施罗德环球可持续增长基金","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","BK4503":"景林资产持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) ACC","BK4566":"资本集团","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","BK4504":"桥水持仓","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU0323240290.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AD\" INC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU1236620750.USD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (USD) INC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1236620834.HKD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (HKD) INC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4561":"索罗斯持仓","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU0994945656.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC 2","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU1989763005.USD":"东方汇理教育基金A2 Acc","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","BK4543":"AI","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","BK4514":"搜索引擎","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","BK4516":"特朗普概念","LU1803068623.USD":"TEMPLETON GLOBAL CLIMATE CHANGE \"AH1\" (USDHDG) ACC","LU0426412945.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4592":"伊斯兰概念","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","BK4548":"巴美列捷福持仓","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC"},"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,"MSFT":2,"GOOG":2}},"isVote":1,"tweetType":1,"viewCount":1887,"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":{"MSTR":"Strategy","BK4600":"加密货币概念","BK4516":"特朗普概念","BK4588":"碎股","BK4594":"比特币ETF概念","BK4585":"ETF&股票定投概念","BK4023":"应用软件","BK1611":"加密货币现货ETF","BK4601":"加密货币现货ETF","BK4595":"比特币概念","BK4596":"哈里斯概念"},"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":2059,"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":[],"title":"","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":2404,"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":[],"title":"","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":{"AAPL":"苹果","GM":"通用汽车","V":"Visa"},"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":{"V":0.9,"AAPL":0.9,"GM":0.9}},"isVote":1,"tweetType":1,"viewCount":2026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":561288454906992,"gmtCreate":1778065030793,"gmtModify":1778065034452,"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/561288454906992","repostId":"2633181957","repostType":2,"repost":{"id":"2633181957","kind":"live","pubTimestamp":1778064971,"share":"https://ttm.financial/m/news/2633181957?lang=en_US&edition=fundamental","pubTime":"2026-05-06 18:56","market":"nz","language":"en","title":"Iran Says Safe Transit Of Strait Of Hormuz Will Be Possible With US Ending Threats","url":"https://stock-news.laohu8.com/highlight/detail?id=2633181957","media":"THOMSON REUTERS","summary":"Safe transit through the Strait of Hormuz will be ensured with U.S. threats coming to an end and new","content":"<html><head></head><body><p>Safe transit through the Strait of Hormuz will be ensured with U.S. threats coming to an end and new procedures in place, the Revolutionary Guards&#39; Navy said on Wednesday, according to state media, in Iran&#39;s first reaction to the U.S. pausing operations to help stranded ships pass through the strait.</p><p>The Guards&#39; statement did not specify what the new procedures entailed and thanked owners and captains of ships for respecting Iranian regulations when moving through the waterway.</p></body></html>","source":"reuters_en_live","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>Iran Says Safe Transit Of Strait Of Hormuz Will Be Possible With US Ending Threats</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\">\nIran Says Safe Transit Of Strait Of Hormuz Will Be Possible With US Ending Threats\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-06 18:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260506:nS8N40C02B:3><strong>THOMSON REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Safe transit through the Strait of Hormuz will be ensured with U.S. threats coming to an end and new procedures in place, the Revolutionary Guards' Navy said on Wednesday, according to state media, in...</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260506:nS8N40C02B:3\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260506:nS8N40C02B:3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2633181957","content_text":"Safe transit through the Strait of Hormuz will be ensured with U.S. threats coming to an end and new procedures in place, the Revolutionary Guards' Navy said on Wednesday, according to state media, in Iran's first reaction to the U.S. pausing operations to help stranded ships pass through the strait.The Guards' statement did not specify what the new procedures entailed and thanked owners and captains of ships for respecting Iranian regulations when moving through the waterway.","news_type":1,"symbols_score_info":{"ESmain":2,"BZmain":2,"NQmain":2,"YMmain":2,"CLmain":2}},"isVote":1,"tweetType":1,"viewCount":980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"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":"us","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":{"LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4077":"互动媒体与服务","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0079474960.USD":"联博美国增长基金A","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0171293334.USD":"贝莱德英国基金A2","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1564329115.USD":"Blackrock Dynamic High Income A6 USD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1564329461.SGD":"Blackrock Dynamic High Income A6 SGD-H","LU0894486033.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) INC MF","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0894485498.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0426417589.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0861579265.USD":"联博低波幅策略股票基金A","MSFT":"微软","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU1564329032.USD":"BGF DYNAMIC HIGH INCOME \"A2\" (USD) ACC","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0545562505.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","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","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","GOOG":"谷歌","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","SG9999015978.USD":"利安颠覆性创新基金A","GOOGL":"谷歌A","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0323239441.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AC\" ACC","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU2092937221.SGD":"Blackrock Circular Economy A2 SGD-H","LU1235295455.SGD":"Fidelity Global Multi Asset Growth & Income A-ACC-SGD","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","SG9999001424.SGD":"United E-Commerce Fund SGD","LU1032466523.USD":"高盛全球多资产收益组合Acc","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1261432733.SGD":"Fidelity World A-ACC-SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU1564329628.SGD":"Blackrock Dynamic High Income A2 SGD-H","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0477156797.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","SG9999001077.SGD":"United International Growth Fund SGD","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2041044095.USD":"Blackrock Circular Economy A2 USD","LU1548497426.USD":"安联环球人工智能AT Acc","LU1181866309.USD":"摩根大通环球策略总报酬基金A (acc)","LU0757359368.USD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (USD)  ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0095938881.EUR":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) EUR","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU1340139317.AUD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) AUD-H","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU1334329650.SGD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4554":"元宇宙及AR概念","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","BK4553":"喜马拉雅资本持仓","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4585":"ETF&股票定投概念","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU0757359954.USD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (USD) INC MF","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","SG9999002232.USD":"Allianz Global High Payout USD","BK4587":"ChatGPT概念","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","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","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU1221951046.USD":"NORDEA 1 STABLE RETURN \"HM\" (USDHDG) INC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU1046421795.USD":"富达环球科技A-ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","BK4598":"佩洛西持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","LU1196500208.SGD":"NORDEA STABLE RETURN \"HB\" (SGDHDG) ACC","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4602":"量子计算概念","LU0238689110.USD":"贝莱德环球动力股票基金","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","BK4528":"SaaS概念","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU0072462426.USD":"贝莱德全球配置 A2","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU1043141123.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) INC 2","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU1032955483.USD":"NORDEA 1 STABLE RETURN \"HB\" (USDHDG) ACC","BK4525":"远程办公概念","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1043141396.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4527":"明星科技股","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4576":"AR","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","BK4612":"AI芯片","BK4577":"网络游戏","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","BK4579":"人工智能","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU1989773731.SGD":"CPR Invest - Education A2 Acc SGD-H","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","BK4574":"无人驾驶","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU0109392836.USD":"富兰克林科技股A","BK4573":"虚拟现实","LU1228905037.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","BK4534":"瑞士信贷持仓","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0444971666.USD":"天利全球科技基金","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","BK4535":"淡马锡持仓","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0960925559.SGD":"Schroder ISF Global Multi-Asset Income A Acc SGD","BK4538":"云计算","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0879622024.SGD":"Schroder ISF Global Multi-Asset Income A Dis SGD-H","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU0251142724.SGD":"Fidelity America A-SGD","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU1188199696.SGD":"Schroder ISF Global Multi-Asset Income A Dis SGD","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","BK4097":"系统软件","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","BK4507":"流媒体概念","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","LU0871640123.AUD":"BGF GLOBAL MULTI-ASSET INC \"A8\" (AUD HDG) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU1228905540.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC 2","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","BK4567":"ESG概念","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU0557290698.USD":"施罗德环球可持续增长基金","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","BK4503":"景林资产持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) ACC","BK4566":"资本集团","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","BK4504":"桥水持仓","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU0323240290.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AD\" INC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU1236620750.USD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (USD) INC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1236620834.HKD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (HKD) INC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4561":"索罗斯持仓","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU0994945656.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC 2","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU1989763005.USD":"东方汇理教育基金A2 Acc","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","BK4543":"AI","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","BK4514":"搜索引擎","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","BK4516":"特朗普概念","LU1803068623.USD":"TEMPLETON GLOBAL CLIMATE CHANGE \"AH1\" (USDHDG) ACC","LU0426412945.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4592":"伊斯兰概念","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","BK4548":"巴美列捷福持仓","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC"},"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,"MSFT":2,"GOOG":2}},"isVote":1,"tweetType":1,"viewCount":1887,"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":{"MSTR":"Strategy","BK4600":"加密货币概念","BK4516":"特朗普概念","BK4588":"碎股","BK4594":"比特币ETF概念","BK4585":"ETF&股票定投概念","BK4023":"应用软件","BK1611":"加密货币现货ETF","BK4601":"加密货币现货ETF","BK4595":"比特币概念","BK4596":"哈里斯概念"},"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":2059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":592472199397984,"gmtCreate":1785672784248,"gmtModify":1785672786288,"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":",,&nbsp;","listText":",,&nbsp;","text":",,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/592472199397984","repostId":"2655075365","repostType":2,"repost":{"id":"2655075365","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1785499632,"share":"https://ttm.financial/m/news/2655075365?lang=en_US&edition=fundamental","pubTime":"2026-07-31 20:07","market":"us","language":"en","title":"Amazon Soars as Cloud Revenue Surge Allays Fears over Ballooning AI Bets","url":"https://stock-news.laohu8.com/highlight/detail?id=2655075365","media":"Reuters","summary":"UPDATE 2-Amazon soars as cloud revenue surge allays fears over ballooning AI betsJuly 31 (Reuters)-AmazonAMZN.Oshares surged nearly 14% on Friday after the tech giant's solid cloud sales growth reinfo","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>UPDATE 2-<a href=\"https://laohu8.com/S/AMZN\">Amazon</a> soars as cloud revenue surge allays fears over ballooning AI bets</title></head><body><p><span>July 31 (Reuters)</span><span> - </span>Amazon <span>AMZN.O</span> shares surged nearly 14% on Friday after the tech giant's solid cloud sales growth reinforced investor confidence in its massive AI bets and quashed any concerns about the company trailing its Big Tech rivals in the AI race. </p><p>The e-commerce and cloud titan posted its <span>strongest cloud growth</span> in over four years, indicating a fresh wave of demand that justifies its 10% increase in planned capital spending for 2026 to $220 billion. </p><p>Amazon's results come as a resounding sign to Wall Street that some of Big Tech's AI investments are already generating measurable returns. </p><p>If gains hold, the stock could add more than $340 billion in market value on the back of a 37% jump in second-quarter cloud revenue. Earlier this week, Microsoft <span>MSFT.O</span> surged more than 15% after its cloud unit beat estimates with a <span>43% revenue jump</span>.</p><p>However, there's a growing divide in investors' tolerance for the ever-increasing AI spend by Big Tech, set to exceed $730 billion this year. </p><p>\"The market is no longer questioning whether AI demand is real. The new dividing line is whether unprecedented spending is producing visible, near-term revenue and margin expansion,\" said Bill Birmingham, managing director at REX Financial.</p><p>\"The market penalizes spending when monetization is delayed, indirect or difficult to measure.\"</p><p><span><a href=\"https://laohu8.com/S/META\">Meta</a></span> <span>META.O</span> and <span>Google-parent Alphabet</span> <span>GOOGL.O</span> both slumped 7%, despite strong growth in revenues, after the companies raised their capital spending forecasts while <span>free cash flows cratered</span>. </p><p>\"Amazon is earning the right to keep spending. Where others are asking investors to trust that the payoff will come, Amazon showed it this quarter,\" said Thomas Monteiro, senior analyst at Investing.com. </p><p>\"As long as AWS keeps accelerating and margins hold, the market looks willing to fund the build-out, even with free cash flow in the red.\"</p><p>Amazon's free cash flow swung sharply negative in the quarter, with the company burning $7.6 billion on a trailing 12-month basis, versus $18.2 billion in positive free cash flow a year earlier. </p><p>Still, CEO Andy Jassy reassured investors that Amazon is only pouring money into serving demand that already exists. He said a majority of available Amazon cloud capacity for 2027 and some capacity for 2028 had already been reserved by customers. </p><p>Chris Ballard, managing partner at Check Capital, said Amazon's approach to spending was \"methodical and responsible.\"</p><p>\"This level of capital deployment is all very new, so Amazon showing immediate results is a really good sign.\"</p><p>At least 15 brokerages raised their price targets on the stock following results. </p><p>Amazon trades at a price-to-earnings ratio of 24.67, compared with Microsoft's 22.94 and Alphabet's 19.35.</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>Amazon Soars as Cloud Revenue Surge Allays Fears over Ballooning AI Bets</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\">\nAmazon Soars as Cloud Revenue Surge Allays Fears over Ballooning AI Bets\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-07-31 20:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>UPDATE 2-<a href=\"https://laohu8.com/S/AMZN\">Amazon</a> soars as cloud revenue surge allays fears over ballooning AI bets</title></head><body><p><span>July 31 (Reuters)</span><span> - </span>Amazon <span>AMZN.O</span> shares surged nearly 14% on Friday after the tech giant's solid cloud sales growth reinforced investor confidence in its massive AI bets and quashed any concerns about the company trailing its Big Tech rivals in the AI race. </p><p>The e-commerce and cloud titan posted its <span>strongest cloud growth</span> in over four years, indicating a fresh wave of demand that justifies its 10% increase in planned capital spending for 2026 to $220 billion. </p><p>Amazon's results come as a resounding sign to Wall Street that some of Big Tech's AI investments are already generating measurable returns. </p><p>If gains hold, the stock could add more than $340 billion in market value on the back of a 37% jump in second-quarter cloud revenue. Earlier this week, Microsoft <span>MSFT.O</span> surged more than 15% after its cloud unit beat estimates with a <span>43% revenue jump</span>.</p><p>However, there's a growing divide in investors' tolerance for the ever-increasing AI spend by Big Tech, set to exceed $730 billion this year. </p><p>\"The market is no longer questioning whether AI demand is real. The new dividing line is whether unprecedented spending is producing visible, near-term revenue and margin expansion,\" said Bill Birmingham, managing director at REX Financial.</p><p>\"The market penalizes spending when monetization is delayed, indirect or difficult to measure.\"</p><p><span><a href=\"https://laohu8.com/S/META\">Meta</a></span> <span>META.O</span> and <span>Google-parent Alphabet</span> <span>GOOGL.O</span> both slumped 7%, despite strong growth in revenues, after the companies raised their capital spending forecasts while <span>free cash flows cratered</span>. </p><p>\"Amazon is earning the right to keep spending. Where others are asking investors to trust that the payoff will come, Amazon showed it this quarter,\" said Thomas Monteiro, senior analyst at Investing.com. </p><p>\"As long as AWS keeps accelerating and margins hold, the market looks willing to fund the build-out, even with free cash flow in the red.\"</p><p>Amazon's free cash flow swung sharply negative in the quarter, with the company burning $7.6 billion on a trailing 12-month basis, versus $18.2 billion in positive free cash flow a year earlier. </p><p>Still, CEO Andy Jassy reassured investors that Amazon is only pouring money into serving demand that already exists. He said a majority of available Amazon cloud capacity for 2027 and some capacity for 2028 had already been reserved by customers. </p><p>Chris Ballard, managing partner at Check Capital, said Amazon's approach to spending was \"methodical and responsible.\"</p><p>\"This level of capital deployment is all very new, so Amazon showing immediate results is a really good sign.\"</p><p>At least 15 brokerages raised their price targets on the stock following results. </p><p>Amazon trades at a price-to-earnings ratio of 24.67, compared with Microsoft's 22.94 and Alphabet's 19.35.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFD":"1倍做空MSFT ETF-Direxion","LTL":"PROSHARES ULTRA COMMUNICATION SERVICES","ILDR":"First Trust Innovation Leaders ETF","VOX":"电信业ETF-Vanguard","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","MSFL":"2倍做多MSFT ETF-GraniteShares","IGV":"北美软件ETF-iShares","GAMR":"Amplify Video Game Leaders ETF","XLC":"Communication Services Select Sector SPDR Fund","GOOW":"Roundhill GOOGL WeeklyPay ETF","VGT":"信息技术ETF-Vanguard","MSFO":"MSFT期权收益策略ETF-YieldMax","MSFT":"微软","AMZD":"1倍做空AMZN ETF-Direxion","EFIV":"SPDR S&P 500 ESG ETF","GOOX":"2倍做多GOOG ETF-T-REX","MSFU":"2倍做多MSFT ETF-Direxion","METV":"Roundhill Ball Metaverse ETF","TYLG":"GLOBAL X INFORMATION TECHNOLOGY COVERED CALL & GROWTH ETF","GOOY":"GOOGL期权收益策略ETF-YieldMax","AMZN":"亚马逊","MSFW":"Roundhill MSFT WeeklyPay ETF","WANT":"Direxion Daily Consumer Discretionary Bull 3x Shares","XLK":"高科技指数ETF-SPDR","MSFX":"2倍做多MSFT ETF-T-Rex","AMZP":"KURV YIELD PREMIUM STRATEGY AMAZON (AMZN) ETF","SKYY":"First Trust Cloud Computing ETF","GOU":"GraniteShares 2x Long GOOGL Daily ETF","IXN":"iShares Trust S&P Global Informa","MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","ONLN":"ProShares Online Retail ETF","AMZU":"2倍做多AMZN ETF-Direxion","FCOM":"Fidelity MSCI Communication Services Index ETF","GGLL":"2倍做多GOOGL-Direxion","TDIV":"第一信托纳斯达克科技股利指数基金","AZYY":"GraniteShares YieldBOOST AMZN ETF","AMZW":"Roundhill AMZN WeeklyPay™ ETF","OGIG":"ALPS O'Shares Global Internet Giants ETF","NULC":"Nuveen ESG Large-Cap ETF","GGLS":"1倍做空GOOGL ETF-Direxion","USAW.SI":"AMZN 3xLongSG261006","AMZY":"AMZN期权收益策略ETF-YieldMax","TRUC":"VanEck Communication Services TruSector ETF","ROM":"ProShares Ultra Technology","RTH":"零售指数ETF-HOLDRs","SNPE":"Xtrackers S&P 500 Scored & Screened ETF","GOOGL":"谷歌A","XDAT":"Franklin Exponential Data ETF","AMZZ":"2倍做多AMZN ETF-GraniteShares","HULL":"Corgi Shipping & Global Logistics ETF"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260731:nL4N43X10O:3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2655075365","content_text":"UPDATE 2-<a href=\"https://laohu8.com/S/AMZN\">Amazon</a> soars as cloud revenue surge allays fears over ballooning AI betsJuly 31 (Reuters) - Amazon AMZN.O shares surged nearly 14% on Friday after the tech giant's solid cloud sales growth reinforced investor confidence in its massive AI bets and quashed any concerns about the company trailing its Big Tech rivals in the AI race. The e-commerce and cloud titan posted its strongest cloud growth in over four years, indicating a fresh wave of demand that justifies its 10% increase in planned capital spending for 2026 to $220 billion. Amazon's results come as a resounding sign to Wall Street that some of Big Tech's AI investments are already generating measurable returns. If gains hold, the stock could add more than $340 billion in market value on the back of a 37% jump in second-quarter cloud revenue. Earlier this week, Microsoft MSFT.O surged more than 15% after its cloud unit beat estimates with a 43% revenue jump.However, there's a growing divide in investors' tolerance for the ever-increasing AI spend by Big Tech, set to exceed $730 billion this year. \"The market is no longer questioning whether AI demand is real. The new dividing line is whether unprecedented spending is producing visible, near-term revenue and margin expansion,\" said Bill Birmingham, managing director at REX Financial.\"The market penalizes spending when monetization is delayed, indirect or difficult to measure.\"Meta META.O and Google-parent Alphabet GOOGL.O both slumped 7%, despite strong growth in revenues, after the companies raised their capital spending forecasts while free cash flows cratered. \"Amazon is earning the right to keep spending. Where others are asking investors to trust that the payoff will come, Amazon showed it this quarter,\" said Thomas Monteiro, senior analyst at Investing.com. \"As long as AWS keeps accelerating and margins hold, the market looks willing to fund the build-out, even with free cash flow in the red.\"Amazon's free cash flow swung sharply negative in the quarter, with the company burning $7.6 billion on a trailing 12-month basis, versus $18.2 billion in positive free cash flow a year earlier. Still, CEO Andy Jassy reassured investors that Amazon is only pouring money into serving demand that already exists. He said a majority of available Amazon cloud capacity for 2027 and some capacity for 2028 had already been reserved by customers. Chris Ballard, managing partner at Check Capital, said Amazon's approach to spending was \"methodical and responsible.\"\"This level of capital deployment is all very new, so Amazon showing immediate results is a really good sign.\"At least 15 brokerages raised their price targets on the stock following results. Amazon trades at a price-to-earnings ratio of 24.67, compared with Microsoft's 22.94 and Alphabet's 19.35.","news_type":1,"symbols_score_info":{"AZYY":0.6,"EFIV":0.6,"AMZW":0.6,"MSFT":0.9,"MSFD":0.6,"METV":0.6,"AMZU":0.6,"MSFU":0.6,"AMZP":0.6,"WANT":0.6,"LTL":0.6,"GOOX":0.6,"GOU":0.6,"AMZN":0.9,"RTH":0.6,"SNPE":0.6,"USAW.SI":0.6,"GAMR":0.6,"GOOGL":0.9,"FCOM":0.6,"XLK":0.6,"TDIV":0.6,"SKYY":0.6,"HULL":0.6,"IXN":0.6,"XLC":0.6,"GOOP":0.6,"GOOY":0.6,"GGLL":0.6,"MSFY":0.6,"MSFL":0.6,"IGV":0.6,"AMZY":0.6,"TRUC":0.6,"ONLN":0.6,"OGIG":0.6,"AMZD":0.6,"XDAT":0.6,"ILDR":0.6,"ROM":0.6,"TYLG":0.6,"VOX":0.6,"AMZZ":0.6,"GOOW":0.6,"MSFW":0.6,"MSFX":0.6,"NULC":0.6,"GGLS":0.6,"VGT":0.6,"MSFO":0.6}},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":553525725824008,"gmtCreate":1776149019553,"gmtModify":1776149021858,"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":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/553525725824008","repostId":"1175719639","repostType":2,"repost":{"id":"1175719639","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1776067580,"share":"https://ttm.financial/m/news/1175719639?lang=en_US&edition=fundamental","pubTime":"2026-04-13 16:06","market":"sg","language":"en","title":"Stock Track | USO Soars 6.38% in Pre-Market as Trump's Hormuz Blockade Sparks Oil Price Surge","url":"https://stock-news.laohu8.com/highlight/detail?id=1175719639","media":"Stock Track","summary":"The United States Oil Fund LP (USO) surged 6.38% in pre-market trading on Monday, mirroring a sharp jump in underlying crude oil prices. The move followed a weekend of escalating geopolitical...","content":"<p>The United States Oil Fund LP (USO) surged 6.38% in pre-market trading on Monday, mirroring a sharp jump in underlying crude oil prices. The move followed a weekend of escalating geopolitical tensions in the Middle East that threatened to severely disrupt global energy supplies.</p><p>The price surge was triggered by the collapse of peace talks between the United States and Iran. In response, U.S. President Donald Trump announced a naval blockade of the Strait of Hormuz, a critical waterway for approximately 20% of the world's seaborne oil trade. The U.S. Central Command stated the blockade against vessels entering or departing Iranian ports would begin Monday, heightening fears of a prolonged supply shock.</p><p>Analysts noted the failed diplomatic efforts forced markets to reassess the geopolitical risk premium in oil prices. West Texas Intermediate crude futures jumped over 8% to above $104 a barrel, with the international benchmark Brent crude surpassing $103. As an exchange-traded fund that tracks the daily price movements of West Texas Intermediate light, sweet crude oil, USO's net asset value is directly linked to these rising crude benchmarks, explaining its significant pre-market gain.</p>","source":"ai_movement_en","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>Stock Track | USO Soars 6.38% in Pre-Market as Trump's Hormuz Blockade Sparks Oil Price Surge</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\">\nStock Track | USO Soars 6.38% in Pre-Market as Trump's Hormuz Blockade Sparks Oil Price Surge\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2026-04-13 16:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The United States Oil Fund LP (USO) surged 6.38% in pre-market trading on Monday, mirroring a sharp jump in underlying crude oil prices. The move followed a weekend of escalating geopolitical tensions in the Middle East that threatened to severely disrupt global energy supplies.</p><p>The price surge was triggered by the collapse of peace talks between the United States and Iran. In response, U.S. President Donald Trump announced a naval blockade of the Strait of Hormuz, a critical waterway for approximately 20% of the world's seaborne oil trade. The U.S. Central Command stated the blockade against vessels entering or departing Iranian ports would begin Monday, heightening fears of a prolonged supply shock.</p><p>Analysts noted the failed diplomatic efforts forced markets to reassess the geopolitical risk premium in oil prices. West Texas Intermediate crude futures jumped over 8% to above $104 a barrel, with the international benchmark Brent crude surpassing $103. As an exchange-traded fund that tracks the daily price movements of West Texas Intermediate light, sweet crude oil, USO's net asset value is directly linked to these rising crude benchmarks, explaining its significant pre-market gain.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"USO":"美国原油ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175719639","content_text":"The United States Oil Fund LP (USO) surged 6.38% in pre-market trading on Monday, mirroring a sharp jump in underlying crude oil prices. The move followed a weekend of escalating geopolitical tensions in the Middle East that threatened to severely disrupt global energy supplies.The price surge was triggered by the collapse of peace talks between the United States and Iran. In response, U.S. President Donald Trump announced a naval blockade of the Strait of Hormuz, a critical waterway for approximately 20% of the world's seaborne oil trade. The U.S. Central Command stated the blockade against vessels entering or departing Iranian ports would begin Monday, heightening fears of a prolonged supply shock.Analysts noted the failed diplomatic efforts forced markets to reassess the geopolitical risk premium in oil prices. West Texas Intermediate crude futures jumped over 8% to above $104 a barrel, with the international benchmark Brent crude surpassing $103. As an exchange-traded fund that tracks the daily price movements of West Texas Intermediate light, sweet crude oil, USO's net asset value is directly linked to these rising crude benchmarks, explaining its significant pre-market gain.","news_type":1,"symbols_score_info":{"USO":1}},"isVote":1,"tweetType":1,"viewCount":1117,"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":[],"title":"","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":2404,"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":[],"title":"","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":{"AAPL":"苹果","GM":"通用汽车","V":"Visa"},"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":{"V":0.9,"AAPL":0.9,"GM":0.9}},"isVote":1,"tweetType":1,"viewCount":2026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}