智通财经APP获悉，根据美国证券交易委员会(SEC)披露，美国银行递交了截至2025年6月30日的第二季度持仓报告(13F)。 统计数据显示，美银第二季度持仓总市值达1.37万亿美元，上一季度总市值为1.24万亿美元。美银在第二季度的持仓组合中新增了571只个股，增持了4265只 个股。同时，美银减持了3134只个股，清仓了504只个股。其中，美银的前十大持仓标的占总市值的16.72%。 | 2025-06-30 | | | --- | --- | | 13F Activity | | | Market Value | $1.37t, Prior: $1.24t | | Inflows (Outflows) as % of Total MV | +0.8383% | | New Purchases | 571 stocks | | Added To | 4265 stocks | | Sold out of | 504 stocks | | Reduced holdings in | 3134 stocks | | Top 10 Holdings % | 16.72% | | Turnover % -- 1 ...

Group 1 - The core viewpoint of the articles highlights a significant shift in hedge fund investments during the second quarter, with a notable increase in positions in technology stocks, particularly Microsoft, while Chinese tech giant Alibaba faced substantial reductions in holdings [1][2][3]. Group 2 - Microsoft emerged as the most favored asset among hedge funds, with a holding value increasing by $12 billion to $47 billion, driven by both net purchases and a surge in its stock price due to the AI concept [2][3]. - Hedge funds collectively increased their holdings from $622.94 billion three months ago to $726.54 billion, with technology stocks representing the largest allocation at 23%, followed by financial stocks at 17% [1][3]. - Alibaba experienced the largest reduction in holdings, with a decrease in market value of $1.55 billion, reflecting a cautious stance towards Chinese tech stocks among hedge funds [2][3]. - Amazon received the most interest from investment institutions, with 177 firms increasing or establishing new positions, while Meta Platforms was the most sold stock, with 147 investors reducing or liquidating their holdings [4].

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 ...

Core Insights - The departure of GitHub CEO Thomas Dohmke marks a significant turning point in Microsoft's developer ecosystem and cloud computing strategy, raising concerns about the integration of GitHub into Microsoft's CoreAI division [2][4][9] - Under Dohmke's leadership, GitHub transformed into a core pillar of Microsoft's AI strategy, growing to 150 million developers and establishing key AI tools like Copilot, which has attracted 20 million users [2][4] Impact of Departure - Dohmke's exit could disrupt GitHub's independent developer culture, which has been a key attraction for global developers, while potentially accelerating AI tool development [4][5][8] - The restructuring involves integrating GitHub directly into the CoreAI department, led by former Meta executive Jay Parikh, without appointing a new CEO, which raises concerns about decision-making efficiency [4][5] AI Integration and Development - The integration of GitHub into CoreAI is seen as a move to enhance AI tool development speed, but it risks undermining the platform's innovative foundation [5][9] - GitHub's AI development tools, including Copilot Chat and GitHub Actions, have seen significant usage growth, with GitHub Actions processing 3 billion minutes of work per month, a 64% year-over-year increase [4][7] Market Position and Competition - Microsoft holds a substantial advantage with a large developer ecosystem, which is crucial for AI training data accumulation, as developers use tools like Copilot daily [7][9] - Investors are advised to monitor key metrics such as Copilot's market penetration, GitHub Actions' user activity, and Azure AI Foundry's growth to gauge GitHub's continued success post-restructuring [8][9] Long-term Outlook - The integration of GitHub into CoreAI reflects Microsoft's long-term commitment to AI-driven software development, with the potential to reshape the industry landscape [9][10] - While short-term stock volatility may occur due to leadership changes, the long-term outlook remains positive, as GitHub's AI tools are embedded in millions of developers' workflows [9][10]

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]