外汇交易员

Search documents
X @外汇交易员
外汇交易员· 2025-08-15 10:04
Monetary Policy Stance - The People's Bank of China (PBOC) will implement a moderately easing monetary policy [1] - The PBOC will maintain ample liquidity in the market [1] - The PBOC aims to align the growth of social financing and money supply with economic growth and price stability targets [1] - The PBOC considers promoting a reasonable rebound in prices as an important factor in monetary policy [1] Economic Objectives - The PBOC aims to maintain price levels at a reasonable level [1]
X @外汇交易员
外汇交易员· 2025-08-15 04:45
13F文件显示,巴菲特领导的伯克希尔哈撒韦第二季度再次减持苹果(减持2000万股,环比减少6.67%),持仓占比从一季度的25.76%降至22.31%,持仓市值减少41亿美元。伯克希尔依然持有约2.8亿股苹果,仍然是头号重仓。伯克希尔另一只大幅减持的个股是美国银行,减持约2630万股,持股数环比下降4.17%。最近一年来已经累计减持超四成美银的持股。伯克希尔还清仓了388万股T-Mobile。二季度伯克希尔大手笔买入联合健康、Lamar广告和安防设备商Allegion。一季度保密的“神秘持仓”可能是纽柯钢铁、住宅开发商Lennar和D.R. Horton。 ...