作者：情报员 金融界2025年8月15日消息，国家知识产权局信息显示，微软技术许可有限责任公司取得一项名为"标点 控制的时间参考数据查找"的专利，授权公告号CN114341834B，申请日期为2020年03月。 本文源自：金融界 ...

8月12日晚，微软 GitHub CEO Thomas Dohmke（托马斯・多姆克）发文，宣布将卸任GitHub CEO 一职，去开启他的"下一段冒险"。 他的离职，引发业界对微软AI整合战略的担忧。这位带领GitHub成长为1.5亿开发者平台、打造Copilot等核心AI工具的掌舵人卸任后， GitHub将被并入微软CoreAI部门。 GitHub重组或将冲击该平台始终奉行的独立开发者文化，但也可能加速AI工具的开发。投资者需密切关注Copilot采用率、Azure AI增长 等关键指标，评估微软能否在提升效率的同时，维系开发者生态系统的自主性，以应对AI驱动的未来。 多姆克离职的直接影响 多姆克的离职标志着微软开发者生态系统和云计算战略的一个重要转折点。作为带领GitHub完成AI转型的关键人物，多姆克在任四年间 成功将这个代码托管平台打造成微软AI战略的核心支柱。 在多姆克的领导下，GitHub实现了惊人蜕变：从最初简单的代码托管平台发展为拥有1.5亿开发者的AI生态圈。其明星产品Copilot成了软 件开发中不可或缺的工具，已吸引2000万用户，并与OpenAI、Anthropic等AI巨头建立深度 ...

Group 1 - Goldman Sachs increased its holdings in Nvidia, Microsoft, Tesla, Broadcom, and Meta during the second quarter [1] - Nvidia is currently the largest holding for Goldman Sachs, accounting for 4.1% of disclosed holdings [1] - The total market value of Goldman Sachs' investments grew by 17% in the second quarter, reaching $618.4 billion [1] Group 2 - The weight of technology stocks in Goldman Sachs' investment portfolio increased more than any other sector [1] - Sealsq and Karooooo are newly added technology stock holdings for Goldman Sachs [1] - The weight of the healthcare sector in Goldman Sachs' investment portfolio saw the largest decline [1] Group 3 - Nuvectis Pharma and Vincerx Pharma were removed from Goldman Sachs' healthcare stock holdings [1]

Group 1 - Goldman Sachs increased its holdings in Nvidia, Microsoft, Tesla, Broadcom, and Meta during the second quarter [1] - The firm has significant positions in Nvidia, Microsoft, SPDR S&P 500 ETF Trust, Apple, and Meta [1] - Goldman Sachs also initiated a new investment in Emera Inc. [1]

Group 1 - Goldman Sachs increased its holdings in Nvidia, Microsoft, Tesla, Broadcom, and Meta during the second quarter [1] - The firm has significant positions in Nvidia, Microsoft, SPDR S&P 500 ETF Trust, Apple, and Meta [1] - Goldman Sachs also initiated a new position in Emera Inc. [1]

Group 1 - Goldman Sachs increased its holdings in Nvidia, Microsoft, Tesla, Broadcom, and Meta in the second quarter [1] - The firm has significant positions in Nvidia, Microsoft, SPDR S&P 500 ETF Trust, Apple, and Meta [1]

转自：新智元 【导读】GitHub变天了！12日起，它不再独立。它再也不是那个为开发者的自由而生的平台，而成了微软AI代理工厂的一部分。CEO宣布辞职，出走创 业。终于，一个时代落幕了。 一觉醒来，独立的GitHub没了！CEO也没了！这也太戏剧性了。 今天（12日）一早，一则重磅新闻震撼了整个开发者圈子—— GitHub CEO Thomas Dohmke突然宣布辞职，并透露GitHub将不再独立运营，而是整体并入微软新成立的CoreAI工程集团。 并且，微软也不会再为GitHub寻找新的CEO。 简而言之：GitHub，从此不再是一家「独立运营」的公司了。 自2018年微软以75亿美元收购以来，GitHub首次失去「子公司」身份，成为CoreAI的一部分。 Dohmke将留任至年底协助交接，随后重启创业。 CoreAI由前Meta高管Jay Parikh掌舵，目标是打造面向企业与开发者的「AI智能体工厂」。 这就传递出一个重大信号：GitHub的独立旗帜正式降下，全球最大代码托管平台正沦为微软AI时代的「武器库」。 GitHub，将成为AI工厂的一环 昨日，GitHub首席执行官Thomas Dohmke ...

Core Insights - Invesco reported a total market value of $590 billion for its Q2 2025 holdings, reflecting an 11% increase from the previous quarter's $530 billion [1][2] - The firm added 183 new stocks and increased holdings in 1,683 stocks, while reducing positions in 1,841 stocks and completely selling out of 193 stocks [1][2] - The top ten holdings accounted for 19.96% of the total portfolio [1][2] Holdings Overview - The largest holding is NVIDIA (NVDA) with approximately 139 million shares valued at $21.84 billion, representing 3.71% of the portfolio, an increase of 4.19% from the previous quarter [3][4] - Microsoft (MSFT) is the second largest holding with about 43.47 million shares valued at $21.62 billion, making up 3.68% of the portfolio, up by 8.32% [3][4] - Apple (AAPL) ranks third with around 70.90 million shares valued at $14.55 billion, accounting for 2.47% of the portfolio, an increase of 6.03% [3][4] - Amazon (AMZN) is fourth with approximately 60.93 million shares valued at $13.37 billion, representing 2.27% of the portfolio, with a 1.64% increase [3][4] - Meta (META) is fifth with about 17.01 million shares valued at $12.56 billion, making up 2.14% of the portfolio, but saw a decrease of 3.73% [3][4] Top Transactions - The top five new purchases included NVIDIA, Microsoft, Broadcom (AVGO), Palantir (PLTR), and Oracle (ORCL) [4][5] - The top five sold positions were UnitedHealth (UNH), Johnson & Johnson (JNJ), Chevron (CVX), Fiserv (FI), and AbbVie (ABBV) [5][6]

螳螂捕蝉，黄雀在后。 并且微软这波的计划是实施"精准打击"，意向人员名单已被列出，瞄准的全都是Meta的AI Research等人才重地。 Meta再次陷入挖人大战，但这次是被挖的一方。 内部文件显示，微软计划用数百万美元的薪酬包从小扎手里挖人。 爆料显示，微软还为了这波计划专门准备了新流程和特殊预算。 网友表示，如果微软成功撬动Meta人才，也算是小扎自食其果了。 为了保持这种成功势头，微软迫切需要吸引顶尖的AI工程师和研究人员，所以招募的重点，正是AI人才。 Business Insider透露，微软计划给目标AI人才提供数百万美元的聘用奖金（on-hire bonuses）。 文件显示，微软有一份关于Meta热门员工的电子表格，其中记载了人物姓名、地点和职位，涉及Meta的Reality Labs、GenAI Infrastructure和AI Research等 组织。 但不管怎么说，硅谷的人才大战真的是越来越卷了。 招募AI人才，微软启动新流程 微软今年表示，计划裁减15000名员工，但CEO纳德拉又表示员工总数将"保持相对稳定"。 这意味着，微软在高歌猛进的"广进计划"之余，必然要招纳新的员工。 ...

与此同时，桥水还加仓了谷歌、微软和Meta，清仓阿里巴巴、拼多多、百度、京东等中概股，新建仓 Arm、Lyft等个股。 标普ETF仍是头号重仓股 美东时间8月13日，桥水基金向SEC递交了二季度持仓报告。 全球最大对冲基金桥水公司最新持仓动向来了！ 今年二季度，这家华尔街投资巨鳄押注美国科技巨头，大举增持了英伟达。 根据13F报告，今年二季度，桥水加仓了几家科技巨头。 13F报告显示，截至今年6月30日，桥水基金总规模为248亿美元，环比增14.81%。 二季度共加仓206个标的、新进85个标的，减仓287个标的、清仓164个标的。 | 2025-06-30 | | | --- | --- | | 13F Activity | | | Market Value | $24.8b, Prior: $21.6b | | Inflows (Outflows) as % of Total MV | +1.3701% | | New Purchases | 85 stocks | | Added To | 206 stocks | | Sold out of | 164 stocks | | Reduced holdi ...