Buffett's mysterious buy: US$5 billion industrial position will be announced
This is not sporadic buying, but a systematic and continuous behavior of opening positions.
6hour ago1059
Warren Buffett/Berkshire Hathaway/Apple
Doo Financial Observation| US stock repurchase wave hits record, technology and banking giants lead the way
Apple, Alphabet, JPMorgan Chase, Bank of America, Morgan Stanley and other giants are the most prominent participants.
15hour ago1.27w
Apple/Amazon/Buffett
Federal Reserve Governor Kugler leaves early and Trump takes the opportunity to plant "one of his own"?
This is the best opportunity for Trump to install the "next Federal Reserve" chairman on the board.
08-071.96w
trump/powell/fed
Doo Financial IPO Observation| Oaks Electric landed in Hong Kong stocks in September to create a dual-track international model of "R & D + manufacturing"
Doo Financial observed that this time Oaks 'pursuit of Hong Kong stocks coincides with a historical window of changes in the emerging market landscape.
08-042.11w
avatar Kimi Hong Kong IPO/AUX Electric/Xiaomi Group
National subsidies stimulate iPhone to rebound strongly, Apple's Q3 revenue records the best in three years
The 16 Pro model broke out during the "618" shopping festival in China.
08-012.15w
Apple/US Stock Q2 Report
WuXi AppTec's medium-term net profit doubles: the recovery of the U.S. market and the TIDES technology platform drive a surge in global orders
The unexpected rebound in the U.S. market has become a key engine of growth.
07-292.19w
WuXi AppTec/2025 HK Stock Q2 Report
Tesla Q2 delivers its worst earnings report in a decade, revenue plummets 12%, and operating profit halved
Tesla's survival paradox is that cars are still the only cash cow right now, but resources are being diverted towards future bets.
07-242.24w
Tesla/Q2 Earnings Report
Collect! Outlook for Central Bank Super Week at the end of July: Big speculation about interest rate cuts by major central banks around the world
In the next 10 days, major central banks around the world such as the United States, Japan, the European Union, and Canada will announce the latest interest rate decisions.
07-222.25w
FED/ECB/BOJ
LABUBU phenomenal level! Bubble Mart H1 revenue was 13.7 billion yuan, exceeding last year's full-year performance!
There are hidden concerns behind the bright data.
07-172.32w
popmart
exceeded expectations! The amount of new orders for Asmai Q2 high-end chips has rebounded significantly
Due to management's growth warning for 2026, the company went downward after a short-term rise in U.S. stocks in the night session, and is now down by more than 8%.
07-162.30w
ASML
Huang Renxun: The United States has approved the sale of H20 chips to China
Nvidia pulled up in the short-term night session and is now up more than 3%.
07-152.33w
Nvidia/Jensen Huang
What are retail investors in U.S. stocks buying in the second half of the year?
Buying on dips has become a new belief among retail investors.
07-112.33w
U.S. stocks/S&P 500 Index/Nasdaq Composite Index
DeepSeek disenchants NVIDIA stands for 4 trillion yuan!
The demand for "long-term thinking and computing power" caused by inferential AI will be a hundred times greater than that during the training stage.
07-102.33w
Nvidia/DeepSeek
Binding Geely's 100 GWh large order, Ningde Times's share price continues to hit a record high
In addition to the good news, institutions prefer Ningde's excellent cash flow creation capabilities and substantial breakthroughs in globalization.
07-092.36w
CATL
Huang Renxun's "massive" reduction plan starts and will reduce his holdings of Nvidia shares by US$865 million before the end of the year
Huang Renxun plans to sell another 50,000 shares in the near future.
06-242.49w
Jensen Huang/Nvidia
What is the benefit of the United States 'vigorous promotion of stablecoins for the Trump family?
In the 2024 election, the cryptocurrency industry spent US$250 million in political donations, successfully creating "the most pro-crypto Congress in U.S. history."
06-202.52w
Trump/Stablecoin/Circle
Space Force Industrial and Commercial Voyager surged 82% on its first day: the capital narrative behind NASA orders
Voyager holds a $217.5 million NASA research and development grant contract in his hands.
06-122.53w
Voyager
Haitian Flavor comes up with a new plan and it will be over!
At no more or less discounts, retail investors and institutions can get meat.
06-112.93w
Haitian Flavor Industry/Hong Kong IPO
Be aware that there are two big meats this week!
Haitian Flavor Industry + Saturday Fortune Jewelry.
06-092.32w
Hong Kong IP/Haitian Flavor Industry/Sanhua Intelligent Control
Bubble Mart & Brooke has risen nearly 200% this year. Is spring here?
Bubble Mart and Bruco have increased year-to-date by 173% and 187% respectively, and their market values have both exceeded historical peaks.
06-042.59w
popmart/blokees/Trendy Toy
Big news from Nvidia: GB200 has broken through technical obstacles and entered the stage of "capacity climbing"
Nvidia's earnings report will be released on Wednesday.
05-282.67w
nvidia/AI/Microsoft
MAG7 profits in the first quarter increased by 30% year-on-year. Goldman Sachs: valuation has returned to gold buying point
The Goldman Sachs strategy team recently listed Google and Apple as the "most promising targets."
05-262.65w
Google/Apple/Artificial Intelligence
Xiaomi's 15th anniversary conference is scheduled, and its self-developed chip and Xiaomi YU7 will be unveiled. Let's get a sneak peek at the parameters!
The entry version of Xiaomi YU7 is expected to drop to 235,000 yuan.
05-192.71w
Xiaomi/Leijun/Xiaomi YU7
Summary of Berkshire's Q1 positions: Citi's curtain call, beer binge and $333 billion in cash
Berkshire's correction of bank stocks was the most significant move this quarter.
05-162.65w
Buffett/Berkshire Hathaway/Apple
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