Profile - To The Moon

Fenhh

Posts · 53Posts · 53
Following · 0Following · 0
Followers · 0Followers · 0

- FenhhFenhh
  ·06-27
  1
  Both Pelosi and Ackerman are bullish on these four stocks: the four stocks overlap, with Uber becoming the latest crossover.
  据佩洛西最新披露的国会交易记录，以及Pershing Square一季度13F文件，两人目前共同持有4只股票，其中包括3只“科技七巨头”（Magnificent 7）成员，分别为谷歌A、亚马逊和微软，另一只是网约车平台优步。
  Both Pelosi and Ackerman are bullish on these four stocks: the four stocks overlap, with Uber becoming the latest crossover.
  1.38K Comment
  1
  Share
  Report
- FenhhFenhh
  ·06-26
  1
  Is Apple's price increase due to storage? Micron executives countered: "That's to blame for the storage manufacturers' previous low-price procurement that caused them to stop expanding production."
  苹果CEO库克称存储厂商大幅涨价迫使苹果提价，涨幅最高达300美元。美光首席商务官Sadana则暗指苹果此前激进压价策略压制了厂商盈利，导致资本投入不足，埋下供应短缺隐患。此番争论背景下，美光第三财季营收同比暴涨346%，毛利率近85%，股价次日飙升近16%。
  Is Apple's price increase due to storage? Micron executives countered: "That's to blame for the storage manufacturers' previous low-price procurement that caused them to stop expanding production."
  1.19K Comment
  1
  Share
  Report
- FenhhFenhh
  ·06-26
  111
  1.49K Comment
  1
  Share
  Report
No followers yet

Most Discussed

{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"3574212230016787","uuid":"3574212230016787","gmtCreate":1611119530887,"gmtModify":1778083756620,"name":"Fenhh","pinyin":"fenhh","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/616d586b372e77326c76b5b175abdf66","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":48,"tweetSize":53,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":55,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-4","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Tiger Star","description":"Join the tiger community for 2000 days","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.07.14","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.06.25","exceedPercentage":"93.00%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"44212b71d0be4ec88898348dbe882e03-2","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Executive Tiger","description":"The transaction amount of the securities account reaches $300,000","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.06.18","exceedPercentage":"80.95%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"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,"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,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":12,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":579608004109600,"gmtCreate":1782535968848,"gmtModify":1782535971064,"author":{"id":"3574212230016787","authorId":"3574212230016787","name":"Fenhh","avatar":"https://community-static.tradeup.com/news/616d586b372e77326c76b5b175abdf66","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574212230016787","authorIdStr":"3574212230016787"},"themes":[],"title":"","htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/579608004109600","repostId":"1171074618","repostType":2,"repost":{"id":"1171074618","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1782533763,"share":"https://ttm.financial/m/news/1171074618?lang=en_US&edition=fundamental","pubTime":"2026-06-27 12:16","market":"us","language":"zh","title":"Both Pelosi and Ackerman are bullish on these four stocks: the four stocks overlap, with Uber becoming the latest crossover.","url":"https://stock-news.laohu8.com/highlight/detail?id=1171074618","media":"老虎资讯综合","summary":"据佩洛西最新披露的国会交易记录，以及Pershing Square一季度13F文件，两人目前共同持有4只股票，其中包括3只“科技七巨头”（Magnificent 7）成员，分别为谷歌A、 亚马逊和微软，另一只是网约车平台优步。","content":"<p><html><head></head><body><p style=\"text-align: left;\">Two of Wall Street's most watched \"star investors\"—former U.S. House Speaker Nancy Pelosi and Pershing Square founder Bill Ackman—have seen a new overlap in their latest holdings.</p><p><p style=\"text-align: left;\">According to Pelosi's latest congressional transaction records and Pershing Square's Q1 13F filing, the two currently jointly hold four stocks, including three members of the \"Magnificent Seven,\" namely...<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>and<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The other is a ride-hailing platform.<a href=\"https://laohu8.com/S/UBER\">Uber</a>。</p><p><p style=\"text-align: left;\">Among them,<strong>Uber is their latest joint holding.</strong></p><p><p style=\"text-align: left;\">Pelosi's husband, Paul Pelosi, bought 200 Uber call options on May 29, 2026, with an exercise price of $50 and an expiration date of March 19, 2027. Meanwhile, Ackerman held approximately 29.96 million Uber shares as of the first quarter, accounting for about 16% of Pershing Square's portfolio. Although he slightly reduced his holdings by about 1% during the quarter, he remained the fund's third-largest holding.</p><p><p style=\"text-align: left;\">Regarding Alphabet, Pelosi's previously purchased GOOGL call options were exercised this year, converting them into 5,000 common shares. Ackerman significantly reduced his holdings in Alphabet in the first quarter, with GOOG and GOOGL each decreasing by about 95%, and has now dropped to a smaller position in the portfolio.</p><p><p style=\"text-align: left;\">Amazon is the focus of Ackerman's continued increase in holdings. As of the first quarter, Pershing Square held approximately 11.45 million shares of Amazon, accounting for about 17% of its portfolio, making it its second-largest holding. Its holdings further increased by 19% in the first quarter. In addition to the 5,000 shares she has already exercised, Pelosi still holds 20 Amazon call options expiring in January 2027 with a strike price of $120.</p><p><p style=\"text-align: left;\">Microsoft was a new target for Ackerman's investment in the first quarter of this year, with an initial purchase of approximately 5.65 million shares, valued at approximately $2.09 billion, accounting for about 15% of the fund's assets. Pelosi has exercised Microsoft stock options multiple times in recent years. Although she sold some of her shares in 2024, the market generally believes that she still holds Microsoft stock.</p><p><p style=\"text-align: left;\">It is worth noting that the two have different investment styles.</p><p><p style=\"text-align: left;\">Pelosi's husband, Paul Pelosi, has a long-standing preference for buying call options on large technology stocks with longer terms and deep in-the-money value, and exercising them into common stock near expiration. Ackerman, on the other hand, is known for his value and aggressive investing, tending to concentrate his holdings in industry leaders and drive the company to release shareholder value through long-term shareholding.</p><p><p style=\"text-align: left;\">With Uber added to Pelosi's portfolio, she and Ackerman now hold four stocks, three of which are from the \"Big Seven,\" demonstrating that the two investors, who are closely watched by Wall Street, still maintain a high degree of consistency in large tech stocks and industry leaders.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Both Pelosi and Ackerman are bullish on these four stocks: the four stocks overlap, with Uber becoming the latest crossover.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBoth Pelosi and Ackerman are bullish on these four stocks: the four stocks overlap, with Uber becoming the latest crossover.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2026-06-27 12:16</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><p style=\"text-align: left;\">Two of Wall Street's most watched \"star investors\"—former U.S. House Speaker Nancy Pelosi and Pershing Square founder Bill Ackman—have seen a new overlap in their latest holdings.</p><p><p style=\"text-align: left;\">According to Pelosi's latest congressional transaction records and Pershing Square's Q1 13F filing, the two currently jointly hold four stocks, including three members of the \"Magnificent Seven,\" namely...<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>and<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The other is a ride-hailing platform.<a href=\"https://laohu8.com/S/UBER\">Uber</a>。</p><p><p style=\"text-align: left;\">Among them,<strong>Uber is their latest joint holding.</strong></p><p><p style=\"text-align: left;\">Pelosi's husband, Paul Pelosi, bought 200 Uber call options on May 29, 2026, with an exercise price of $50 and an expiration date of March 19, 2027. Meanwhile, Ackerman held approximately 29.96 million Uber shares as of the first quarter, accounting for about 16% of Pershing Square's portfolio. Although he slightly reduced his holdings by about 1% during the quarter, he remained the fund's third-largest holding.</p><p><p style=\"text-align: left;\">Regarding Alphabet, Pelosi's previously purchased GOOGL call options were exercised this year, converting them into 5,000 common shares. Ackerman significantly reduced his holdings in Alphabet in the first quarter, with GOOG and GOOGL each decreasing by about 95%, and has now dropped to a smaller position in the portfolio.</p><p><p style=\"text-align: left;\">Amazon is the focus of Ackerman's continued increase in holdings. As of the first quarter, Pershing Square held approximately 11.45 million shares of Amazon, accounting for about 17% of its portfolio, making it its second-largest holding. Its holdings further increased by 19% in the first quarter. In addition to the 5,000 shares she has already exercised, Pelosi still holds 20 Amazon call options expiring in January 2027 with a strike price of $120.</p><p><p style=\"text-align: left;\">Microsoft was a new target for Ackerman's investment in the first quarter of this year, with an initial purchase of approximately 5.65 million shares, valued at approximately $2.09 billion, accounting for about 15% of the fund's assets. Pelosi has exercised Microsoft stock options multiple times in recent years. Although she sold some of her shares in 2024, the market generally believes that she still holds Microsoft stock.</p><p><p style=\"text-align: left;\">It is worth noting that the two have different investment styles.</p><p><p style=\"text-align: left;\">Pelosi's husband, Paul Pelosi, has a long-standing preference for buying call options on large technology stocks with longer terms and deep in-the-money value, and exercising them into common stock near expiration. Ackerman, on the other hand, is known for his value and aggressive investing, tending to concentrate his holdings in industry leaders and drive the company to release shareholder value through long-term shareholding.</p><p><p style=\"text-align: left;\">With Uber added to Pelosi's portfolio, she and Ackerman now hold four stocks, three of which are from the \"Big Seven,\" demonstrating that the two investors, who are closely watched by Wall Street, still maintain a high degree of consistency in large tech stocks and industry leaders.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3fd9b4b7cbec67c68f3fbf44b021799e","relate_stocks":{"UBER":"优步","AMZP":"KURV YIELD PREMIUM STRATEGY AMAZON (AMZN) ETF","MSFT":"微软","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","AMZU":"2倍做多AMZN ETF-Direxion","GOOW":"Roundhill GOOGL WeeklyPay ETF","AMZW":"Roundhill AMZN WeeklyPay™ ETF","AZYY":"GraniteShares YieldBOOST AMZN ETF","MSFD":"1倍做空MSFT ETF-Direxion","AMZY":"AMZN期权收益策略ETF-YieldMax","GOOX":"2倍做多GOOG ETF-T-REX","MSFL":"2倍做多MSFT ETF-GraniteShares","GOOGL":"谷歌A","AMZZ":"2倍做多AMZN ETF-GraniteShares","GOOY":"GOOGL期权收益策略ETF-YieldMax","UBRL":"2倍做多UBER ETF-GraniteShares","GGLL":"2倍做多GOOGL-Direxion","AMZN":"亚马逊","MSFO":"MSFT期权收益策略ETF-YieldMax","GGLS":"1倍做空GOOGL ETF-Direxion","MSFU":"2倍做多MSFT ETF-Direxion","GOU":"GraniteShares 2x Long GOOGL Daily ETF","MSFW":"Roundhill MSFT WeeklyPay ETF","MSFX":"2倍做多MSFT ETF-T-Rex","AMZD":"1倍做空AMZN ETF-Direxion","UBEW":"Roundhill UBER WeeklyPay ETF","MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171074618","content_text":"华尔街最受关注的两位“明星投资人”——美国前众议院议长南希·佩洛西（Nancy Pelosi）及Pershing Square创始人比尔·阿克曼（Bill Ackman），最新持仓出现新的重合。根据佩洛西最新披露的国会交易记录，以及Pershing Square一季度13F文件，两人目前共同持有4只股票，其中包括3只“科技七巨头”（Magnificent 7）成员，分别为 谷歌A、 亚马逊和 微软，另一只是网约车平台 优步。其中，Uber是两人最新的共同持仓。佩洛西丈夫保罗·佩洛西于2026年5月29日买入200张Uber看涨期权，行权价50美元，到期日为2027年3月19日。与此同时，阿克曼截至一季度持有约2996万股Uber，占Pershing Square投资组合约16%，虽然季度内小幅减仓约1%，但仍是基金第三大重仓股。在Alphabet方面，佩洛西此前买入的GOOGL看涨期权已于今年完成行权，转换为5000股普通股。阿克曼则在一季度大幅减持Alphabet，GOOG和GOOGL持仓分别减少约95%，目前已降至组合中的较小仓位。亚马逊则是阿克曼持续加仓的重点。截至一季度，Pershing Square持有约1145万股亚马逊，占组合约17%，为第二大重仓股，一季度持股数量进一步增加19%。佩洛西除了已行权取得5000股外，目前仍持有2027年1月到期、行权价120美元的20张亚马逊看涨期权。微软则是阿克曼今年一季度新建仓标的，首次买入约565万股，市值约20.9亿美元，占基金资产约15%。佩洛西近年来多次行权微软期权，虽然2024年出售过部分持股，但市场普遍认为其目前仍持有微软股票。值得注意的是，两人的投资风格并不相同。佩洛西丈夫保罗·佩洛西长期偏好买入期限较长、深度实值的大型科技股看涨期权，并在临近到期时行权转为普通股；而阿克曼则以价值投资和激进投资闻名，倾向于集中持有行业龙头，并通过长期持股推动企业释放股东价值。随着Uber进入佩洛西的投资组合，目前她与阿克曼共同持有的股票增至4只，其中3只来自“科技七巨头”，显示两位备受华尔街关注的投资者，仍在大型科技股和行业龙头上保持较高的一致性。","news_type":1,"symbols_score_info":{"MSFL":0.6,"GOU":0.6,"AMZY":0.6,"AMZZ":0.6,"GOOP":0.6,"GOOY":0.6,"MSFT":2.1,"UBRL":0.6,"MSFX":0.6,"GOOGL":2,"UBER":2.1,"AZYY":0.6,"AMZP":0.6,"GGLS":0.6,"MSFU":0.6,"GOOW":0.6,"AMZD":0.6,"UBEW":0.6,"AMZU":0.6,"MSFY":0.6,"GOOX":0.6,"AMZW":0.6,"MSFD":0.6,"GGLL":0.6,"MSFW":0.6,"MSFO":0.6,"AMZN":2.1}},"isVote":1,"tweetType":1,"viewCount":1380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":579412463874352,"gmtCreate":1782488302185,"gmtModify":1782488304149,"author":{"id":"3574212230016787","authorId":"3574212230016787","name":"Fenhh","avatar":"https://community-static.tradeup.com/news/616d586b372e77326c76b5b175abdf66","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574212230016787","authorIdStr":"3574212230016787"},"themes":[],"title":"","htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/579412463874352","repostId":"2646338265","repostType":2,"repost":{"id":"2646338265","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1782448231,"share":"https://ttm.financial/m/news/2646338265?lang=en_US&edition=fundamental","pubTime":"2026-06-26 12:30","market":"us","language":"zh","title":"Is Apple's price increase due to storage? Micron executives countered: \"That's to blame for the storage manufacturers' previous low-price procurement that caused them to stop expanding production.\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2646338265","media":"华尔街见闻","summary":"苹果CEO库克称存储厂商大幅涨价迫使苹果提价，涨幅最高达300美元。美光首席商务官Sadana则暗指苹果此前激进压价策略压制了厂商盈利，导致资本投入不足，埋下供应短缺隐患。此番争论背景下，美光第三财季营收同比暴涨346%，毛利率近85%，股价次日飙升近16%。","content":"<p><html><head></head><body><p style=\"text-align: left;\">Regarding the attribution of responsibility for memory chip prices,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>They are engaged in a public, remote confrontation with Micron.</p><p><p style=\"text-align: left;\">Apple announced on Thursday a global price increase of up to $300 for Macs, iPads, and several other hardware products, marking the company's largest global price adjustment in recent years.</p><p><p style=\"text-align: left;\">Previously, Apple CEO Tim Cook told the media that the current tight memory supply and significant price increases by storage manufacturers are forcing Apple to raise product prices.</p><p><p style=\"text-align: left;\">However, as one of Apple's suppliers,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>Chief Commercial Officer Sumit Sadana responded, implying that Apple's aggressive price-cutting procurement strategy was one of the main reasons for the current storage supply shortage.</p><p><p style=\"text-align: left;\">This war of words took place against the backdrop of Micron delivering an impressive quarterly report. Micron Technology's revenue surged 346% year-over-year in the third fiscal quarter, with a gross margin approaching 85%. Its fourth-quarter revenue guidance also exceeded market expectations, and it surged nearly 16% the following day.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81dea50c8cd2aecde4d8eefacc29ff50\" data-align=\"center\" tg-width=\"905\" tg-height=\"597\"/><span></span></p><p><h2 style=\"text-align: left;\">Cook pleads guilty: Storage companies are raising prices aggressively, putting pressure on consumers.</h2><p style=\"text-align: left;\">In an interview with The Wall Street Journal, Cook directly targeted storage vendors. He said:</p><p><p style=\"text-align: left;\">While consumer demand for the equipment is strong, supply is dwindling, and storage manufacturers are passing on huge price increases. We do need memory prices and supply to return to reasonable levels; that's the key.</p><p><p style=\"text-align: left;\">This statement positions Apple as a passive recipient of the price increase wave, while also sending a signal to the outside world: the root cause of this round of price increases for consumer-facing products is the cost pressure on the upstream supply chain, rather than Apple itself taking the initiative.</p><p><p style=\"text-align: left;\">In an interview with The Wall Street Journal after Micron's earnings report was released, Sadana gave a completely different account.<strong>He did not name names, but his wording was direct.</strong>：</p><p><p style=\"text-align: left;\">We told a few clients who were quoting extremely aggressively at the time that this was not constructive.</p><p><p style=\"text-align: left;\">He further pointed out:</p><p><p style=\"text-align: left;\"><strong>In 2023, massive investments across the industry were halted due to extremely low pricing and poor profit margins.</strong></p><p><p style=\"text-align: left;\">Apple is known for its tough negotiations with suppliers, and its long-term procurement agreements are repeatedly cited by industry insiders. It is these agreements that give Apple more buffer than its competitors during the upward cycle of memory prices, allowing it to postpone price increases.</p><p><p style=\"text-align: left;\">However, Sadana's statement revealed another side of the coin: during the last downturn in the storage market, Micron's gross profit margin turned negative, and some customers took this opportunity to lower their purchase prices to the bottom.</p><p><p style=\"text-align: left;\"><strong>This locking in extremely low prices, while protecting the short-term interests of buyers, simultaneously suppressed the profitability of storage manufacturers, making them unable to invest capital in new production capacity and sowing the seeds for subsequent supply shortages.</strong></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Apple's price increase due to storage? Micron executives countered: \"That's to blame for the storage manufacturers' previous low-price procurement that caused them to stop expanding production.\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Apple's price increase due to storage? Micron executives countered: \"That's to blame for the storage manufacturers' previous low-price procurement that caused them to stop expanding production.\"\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2026-06-26 12:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><p style=\"text-align: left;\">Regarding the attribution of responsibility for memory chip prices,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>They are engaged in a public, remote confrontation with Micron.</p><p><p style=\"text-align: left;\">Apple announced on Thursday a global price increase of up to $300 for Macs, iPads, and several other hardware products, marking the company's largest global price adjustment in recent years.</p><p><p style=\"text-align: left;\">Previously, Apple CEO Tim Cook told the media that the current tight memory supply and significant price increases by storage manufacturers are forcing Apple to raise product prices.</p><p><p style=\"text-align: left;\">However, as one of Apple's suppliers,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>Chief Commercial Officer Sumit Sadana responded, implying that Apple's aggressive price-cutting procurement strategy was one of the main reasons for the current storage supply shortage.</p><p><p style=\"text-align: left;\">This war of words took place against the backdrop of Micron delivering an impressive quarterly report. Micron Technology's revenue surged 346% year-over-year in the third fiscal quarter, with a gross margin approaching 85%. Its fourth-quarter revenue guidance also exceeded market expectations, and it surged nearly 16% the following day.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81dea50c8cd2aecde4d8eefacc29ff50\" data-align=\"center\" tg-width=\"905\" tg-height=\"597\"/><span></span></p><p><h2 style=\"text-align: left;\">Cook pleads guilty: Storage companies are raising prices aggressively, putting pressure on consumers.</h2><p style=\"text-align: left;\">In an interview with The Wall Street Journal, Cook directly targeted storage vendors. He said:</p><p><p style=\"text-align: left;\">While consumer demand for the equipment is strong, supply is dwindling, and storage manufacturers are passing on huge price increases. We do need memory prices and supply to return to reasonable levels; that's the key.</p><p><p style=\"text-align: left;\">This statement positions Apple as a passive recipient of the price increase wave, while also sending a signal to the outside world: the root cause of this round of price increases for consumer-facing products is the cost pressure on the upstream supply chain, rather than Apple itself taking the initiative.</p><p><p style=\"text-align: left;\">In an interview with The Wall Street Journal after Micron's earnings report was released, Sadana gave a completely different account.<strong>He did not name names, but his wording was direct.</strong>：</p><p><p style=\"text-align: left;\">We told a few clients who were quoting extremely aggressively at the time that this was not constructive.</p><p><p style=\"text-align: left;\">He further pointed out:</p><p><p style=\"text-align: left;\"><strong>In 2023, massive investments across the industry were halted due to extremely low pricing and poor profit margins.</strong></p><p><p style=\"text-align: left;\">Apple is known for its tough negotiations with suppliers, and its long-term procurement agreements are repeatedly cited by industry insiders. It is these agreements that give Apple more buffer than its competitors during the upward cycle of memory prices, allowing it to postpone price increases.</p><p><p style=\"text-align: left;\">However, Sadana's statement revealed another side of the coin: during the last downturn in the storage market, Micron's gross profit margin turned negative, and some customers took this opportunity to lower their purchase prices to the bottom.</p><p><p style=\"text-align: left;\"><strong>This locking in extremely low prices, while protecting the short-term interests of buyers, simultaneously suppressed the profitability of storage manufacturers, making them unable to invest capital in new production capacity and sowing the seeds for subsequent supply shortages.</strong></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4097c480a3805034884e4b139ceb4bac","relate_stocks":{"LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4507":"流媒体概念","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","BK4501":"段永平概念","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4566":"资本集团","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","BK4505":"高瓴资本持仓","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","AAPB":"2倍做多AAPL ETF-GraniteShares","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","AAPD":"1倍做空AAPL ETF-Direxion","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","MUD":"1倍做空MU ETF-Direxion","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","AAPU":"2倍做多AAPL ETF-Direxion","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU0557290698.USD":"施罗德环球可持续增长基金","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","AAPW":"AAPL周配息ETF-Roundhill","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","AAPX":"2倍做多Apple ETF-T-Rex","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","AAPY":"AAPL收益溢价策略ETF-Kurv","MULL":"2倍做多MU ETF-GraniteShares","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","BK4543":"AI","BK4512":"苹果概念","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" 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","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4515":"5G概念","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","MU":"美光科技","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4554":"元宇宙及AR概念","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4553":"喜马拉雅资本持仓","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","BK4559":"巴菲特持仓","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4550":"红杉资本持仓","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","MUU":"2倍做多MU ETF-Direxion","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE000F7OJYX1.SGD":"RQI GLOBAL \"I\" (SGDHDG) INC","IE0000B7K699.USD":"RQI GLOBAL \"I\" (USD) INC","IE000BZT7R73.USD":"RQI GLOBAL \"I\" (USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IE000MB6IJN5.SGD":"RQI GLOBAL \"I\" (SGD) ACC","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","IE000WAW04H5.SGD":"RQI GLOBAL \"I\" (SGD) INC A","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","SG9999002232.USD":"Allianz Global High Payout USD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","IE000SO60NU8.SGD":"RQI GLOBAL \"I\" (SGDHDG) ACC A","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0079474960.USD":"联博美国增长基金A","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","BK4527":"明星科技股","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1046421795.USD":"富达环球科技A-ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","AAPL":"苹果","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0072462426.USD":"贝莱德全球配置 A2","BK4532":"文艺复兴科技持仓","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4141":"半导体产品","HK0000819398.USD":"BLACKROCK PREMIER SYSTEMATIC GLOBAL EQUITY HIGH INCOME FUND A10 (USD)INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","HK0000532082.HKD":"ALLIANZ SELECTION INCOME AND GROWTH \"AM\" (HKD) INC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU0861579265.USD":"联博低波幅策略股票基金A","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0109392836.USD":"富兰克林科技股A","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU0143551892.USD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A\" (USD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU2462591277.SGD":"TRP GLOBAL FOCUSED GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","LU2954938101.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A8P\" (SGD) INC","LU0444971666.USD":"天利全球科技基金","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2999663052.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A4P\" (SGD) INC","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU2047632596.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A\" (USD) ACC","LU2100268510.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"AX\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU3102509885.SGD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A8P\" (SGDHDG) INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU0882574139.USD":"富达环球消费行业基金A ACC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","APLY":"AAPL期权收益策略ETF-YieldMax","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU2637965513.SGD":"BGF GLOBAL ALLOCATION \"A10\" (SGDHDG) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","BK4592":"伊斯兰概念","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU0149725797.USD":"汇丰美国股市经济规模基金","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU0080751232.USD":"富达环球多元动力基金A","BK4585":"ETF&股票定投概念","LU1206712785.SGD":"Aviva Investors - Multi-Strategy Target Return Ah SGD","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","IE000Q6AESB8.SGD":"PIMCO BALANCED INCOME AND GROWTH \"A\" (SGDHDG) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1206713676.USD":"Aviva Investors - Multi-Strategy Target Return Ah USD","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","BK4588":"碎股","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","BK4598":"佩洛西持仓","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU1291159041.SGD":"CPR Invest - Global Silver Age A2 Acc SGD-H","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","BK4605":"半导体精选","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4571":"数字音乐概念","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4576":"AR","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","BK4575":"芯片概念","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","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","BK4579":"人工智能","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","BK4574":"无人驾驶","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","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","BK4573":"虚拟现实","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","BK4581":"高盛持仓","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC"},"source_url":"https://wallstreetcn.com/articles/3775556","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2646338265","content_text":"围绕存储芯片价格的责任归属，苹果与美光正展开一场公开隔空交锋。苹果公司周四宣布对Mac、iPad及多款硬件产品实施全球提价，涨幅最高达300美元，成为该公司近年来最大规模的一次全球性调价行动。此前，苹果CEO库克曾对媒体表示，当前内存供应紧张、存储厂商大幅涨价，正迫使苹果上调产品售价。然而，作为苹果供应商之一，美光科技首席商务官Sumit Sadana予以回应，暗指苹果此前激进的压价采购策略，才是当前存储供应紧缺的重要成因之一。这场口水战发生在美光交出一份亮眼季报的背景之下。美光科技第三财季营收同比大涨346%，毛利率逼近85%，第四季度营收指引亦超市场预期，次日飙升近16%。库克喊冤：存储商涨价凶猛，消费者承压库克在接受《华尔街日报》采访时将矛头直指存储厂商。他表示：在消费者对设备需求旺盛之际，供应却在减少，而存储厂商正在转嫁巨额涨价。我们确实需要内存价格和供应回归合理水平，这才是关键所在。这一表态将苹果定位为涨价浪潮的被动承受者，同时向外界传递出一个信号：此轮面向消费者的产品涨价，根源在于上游供应链的成本压力，而非苹果自身主动为之。对此，Sadana在美光财报发布后接受《华尔街日报》采访时给出了截然不同的叙述。他未点名道姓，但措辞直接：我们曾告诉某几个当时报价极为激进的客户，这样做毫无建设性。他进一步指出：2023年整个行业的大量投资因为极低的定价和极差的利润率而被叫停。苹果以对供应商强硬谈判著称，其长期采购协议也一再被业内人士引用。正是这些协议，使苹果在内存价格上行周期中比竞争对手更具缓冲空间，得以延后涨价压力。然而，Sadana的表态揭示了这枚硬币的另一面，在上一轮存储市场下行周期中，美光毛利率一度转负，部分客户正是趁此时机压低采购价至底部水平。这种对极低价格的锁定，虽然保护了买方短期利益，却同步打压了存储厂商的盈利能力，导致其无力在新增产能上进行资本投入，为此后的供应短缺埋下隐患。","news_type":1,"symbols_score_info":{"AAPD":0.6,"MU":1.91,"AAPB":0.6,"AAPX":0.6,"AAPL":1.95,"AAPY":0.6,"AAPW":0.6,"APLY":0.6,"MUU":0.6,"AAPU":0.6,"MULL":0.6,"MUD":0.6}},"isVote":1,"tweetType":1,"viewCount":1192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":579395156751144,"gmtCreate":1782484081750,"gmtModify":1782484083854,"author":{"id":"3574212230016787","authorId":"3574212230016787","name":"Fenhh","avatar":"https://community-static.tradeup.com/news/616d586b372e77326c76b5b175abdf66","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574212230016787","authorIdStr":"3574212230016787"},"themes":[],"title":"","htmlText":"111","listText":"111","text":"111","images":[{"img":"https://community-static.tradeup.com/news/1860f7d4956b52b3e273b77c4f04878c","width":"1170","height":"3006"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/579395156751144","isVote":1,"tweetType":1,"viewCount":1489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}