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。 ...

Core Insights - Bridgewater Associates, the world's largest hedge fund, significantly increased its holdings in major U.S. tech companies, particularly Nvidia, during Q2 of this year [1][6] - The fund's total assets reached $24.8 billion, reflecting a 14.81% increase from the previous quarter [1][2] - The fund's strategy included adding to 206 positions, initiating 85 new positions, and reducing 287 positions, with 164 positions completely sold out [1][2] Holdings Overview - The top five holdings in Bridgewater's portfolio include SPDR S&P 500 ETF (6.51%), iShares Core S&P 500 ETF (5.78%), Nvidia (4.61%), iShares Core MSCI Emerging Markets ETF (4.16%), and Alphabet (3.98%) [3][5] - Nvidia saw a substantial increase in shares held, rising by 4.39 million shares to a total of 7.23 million, marking a 154% increase [6][8] - Microsoft, Alphabet, and Meta also experienced increased holdings, with Microsoft rising to 1.72 million shares (3.44%), Alphabet to 5.60 million shares (3.98%), and Meta to 807,073 shares (2.40%) [6][8] New and Sold Positions - Bridgewater initiated new positions in Arm (473,725 shares), Lyft (247,900 shares), and Intuit (58,838 shares), among others [6][7] - The fund completely exited positions in several Chinese stocks, including Alibaba, Pinduoduo, Baidu, and JD.com [1][8] - Additionally, the fund reduced its stake in Amazon and PayPal, with Amazon's holdings decreasing by 795,500 shares and PayPal by 448,000 shares [8][9]

Core Insights - Bridgewater Associates made significant adjustments to its investment portfolio in Q2, particularly increasing its holdings in major technology companies [1][2][3][6] Technology Sector - Nvidia was a key focus for Bridgewater, with an increase of nearly 4.39 million shares, bringing total holdings to 7.23 million shares, a growth of over 154% from Q1, making it the third-largest holding [1] - Microsoft also saw a substantial increase, with an addition of 905,600 shares to reach 1.72 million shares, a rise of approximately 111.9%, elevating its position to the sixth-largest holding [2] - Alphabet and Meta were also among the increased holdings, with Alphabet's shares rising by 2.56 million to 5.6 million shares (an 84.1% increase) and Meta's shares increasing by 381,000 to 807,000 shares (an increase of 89.6%) [2] Other Notable Holdings - Uber and Johnson & Johnson received significant increases, with Uber's shares rising by 3.14 million (531% increase) and Johnson & Johnson's shares increasing by over 1.99 million (667.8% increase) [3] - In contrast, Amazon and AMD saw reductions in holdings, with Amazon's shares decreasing by approximately 795,500 (6% decrease) and AMD's shares down by 408,900 (18.9% decrease) [3] Chinese Stocks - Bridgewater completely exited its positions in Chinese stocks, including Alibaba and Baidu, which had previously seen significant increases in Q1 [4] - This move has raised concerns about the future performance of Chinese stocks in the market [4] New Positions - The firm initiated new positions in several companies, including Arm (474,000 shares), Intuit (59,000 shares), EQT (787,000 shares), Lyft (247,900 shares), and Ulta Beauty (58,000 shares), although these positions represent a small percentage of the total portfolio [4] Core Holdings - The SPDR S&P 500 ETF (SPY) remains Bridgewater's largest holding, despite a reduction of 732,000 shares (21.9% decrease) [5] - The SPDR Gold ETF (GLD) maintained its position with approximately 1.11 million shares, while other significant holdings like iShares Core S&P 500 ETF (IVV) and Salesforce saw increases [5] Market Outlook - The adjustments in Bridgewater's portfolio reflect its optimistic outlook on the technology sector while indicating caution regarding Chinese stocks, influenced by geopolitical and market valuation factors [6]

Group 1 - Bridgewater Associates, one of the largest hedge funds globally, significantly increased its holdings in major U.S. tech companies during Q2 of this year, particularly in Nvidia [1] - The fund raised its stake in Nvidia by nearly 4.39 million shares, bringing its total holdings to 7.23 million shares, a growth of over 154% compared to the end of Q1 [1] - Bridgewater also added to its positions in other tech giants, including Alphabet, Microsoft, and Meta, while completely exiting positions in Alibaba and Chevron [1] Group 2 - In Q2, Bridgewater initiated a new position in chip design company Arm with approximately 474,000 shares, representing 0.31% of its total holdings [1] - The fund also entered new positions in Intuit (approximately 59,000 shares), EQT (787,000 shares), Lyft (approximately 247,900 shares), and Ulta Beauty (over 58,000 shares), with respective holdings of 0.19%, 0.19%, 0.16%, and 0.11% [1]

Core Viewpoint - Bridgewater Associates has made significant changes to its investment portfolio in the second quarter, indicating a strategic shift towards certain technology stocks while divesting from others [1] Group 1: New Investments - Bridgewater initiated positions in Arm Holdings, Intuit, EQT, and Lyft during the second quarter [1] Group 2: Increased Holdings - The fund increased its stake in Nvidia by approximately 4.39 million shares, representing a 154.37% increase [1] - Microsoft saw an increase of 111.88% in its holdings [1] - Google A shares were increased by 84.08% [1] - Additional increases were noted in Meta and Uber [1] Group 3: Divestments - Bridgewater completely exited positions in Alibaba, Pinduoduo, Baidu, JD.com, and Chevron [1] Group 4: Reduced Holdings - The fund reduced its holdings in SPDR S&P 500 ETF Trust, nuclear power stock CEG, Apple, United Airlines, and Chubb [1] Group 5: Major Holdings - Bridgewater's major holdings include SPDR S&P 500 ETF Trust, iShares Core S&P 500 ETF, Nvidia, iShares Core MSCI Emerging Markets ETF, and Google A [1]

Core Viewpoint - The U.S. tech giants index experienced a decline of 0.31%, closing at 190.22 points, moving away from its historical closing high and failing to maintain the intraday historical high of 191.88 points [1] Company Performance - Microsoft and Meta Platforms saw declines of up to 1.64% [1] - Nvidia, Alphabet (Google A), and Tesla experienced declines of up to 0.86% [1] - Amazon and Apple recorded gains of at least 1.40% [1] - TSMC ADR fell by 1.17% [1] - Berkshire Hathaway Class B shares rose by 1.47% [1] - Eli Lilly saw an increase of 3.29% [1] - AMD experienced a significant rise of 5.41% [1]

Market Overview - Major U.S. index futures are showing positive movement, with Dow futures up 0.20%, S&P 500 futures up 0.52%, and Nasdaq futures up 1.12% [1] Chinese Stocks - Chinese stocks are experiencing a pre-market rally, with Alibaba up 2.91%, Pinduoduo up 2.21%, NetEase up 4.6%, JD.com up 1.28%, Trip.com up 3.67%, Baidu up 1.91%, and Li Auto up 3.63% [2] AI Talent Acquisition - Microsoft is intensifying efforts to recruit AI talent from Meta, implementing a competitive hiring process to match Meta's lucrative compensation packages, including multi-million dollar signing bonuses [2] Economic Outlook - UBS has adopted a rare "firmly bearish" stance on the U.S. economy, the dollar, and U.S. equities, predicting a sharp slowdown in Q4 GDP growth to 0.9% from 2.0% in Q2, significantly below market expectations. UBS maintains a long-term bearish view on the dollar and warns of risks related to overvaluation in U.S. equities, particularly in tech stocks [2] Stock Price Adjustments - Morgan Stanley has lowered the target price for Eli Lilly from $1,135 to $1,028 while maintaining an "overweight" rating [2] Webtoon Entertainment - Webtoon Entertainment, a subsidiary of South Korea's Naver, saw its stock rise over 40% in pre-market trading after reporting better-than-expected Q2 earnings and announcing a partnership with Disney. JPMorgan has raised its target price from $9 to $14 per share [3] Apple Response - Apple has responded to Elon Musk's antitrust allegations, asserting that its App Store operates on fair principles without favoritism. Apple emphasized that its platform uses objective standards for app recommendations to ensure a safe environment for users and fair competition for developers [3] Cryptocurrency IPO - Bullish, a cryptocurrency exchange operator and owner of CoinDesk, successfully raised $1.1 billion through its IPO, selling 30 million shares at $37 each, exceeding the previously advertised price range of $32 to $33 [3] CoreWeave Financials - CoreWeave, known as "NVIDIA's favorite," saw its stock drop nearly 10% after reporting a significant increase in adjusted net losses for Q2, reaching $130.8 million compared to $5 million in the same period last year, with analysts expecting a loss of $96.3 million [4]

Core Insights - Morgan Stanley's total market value for Q2 2025 reached $1.53 trillion, up from $1.37 trillion in the previous quarter, indicating a growth of approximately 11.7% [1][2] - The fund added 682 new stocks, increased holdings in 2,614 stocks, reduced holdings in 3,312 stocks, and completely sold out of 939 stocks during the quarter [1][2] - The top ten holdings accounted for 25.16% of the total market value, reflecting a concentrated investment strategy [1][2] Holdings Overview - The largest holding is Microsoft (MSFT), with 157 million shares valued at approximately $78.12 billion, representing 5.11% of the portfolio, a 10.6% increase in shares from the previous quarter [2][3] - Nvidia (NVDA) ranks second, holding 462 million shares valued at about $73.08 billion, which is 4.78% of the portfolio, with a 9.85% increase in shares [2][3] - Apple (AAPL) is third, with 214 million shares valued at around $44.03 billion, making up 2.88% of the portfolio, reflecting a 7.98% increase [3] - Amazon (AMZN) is fourth, holding 193 million shares valued at approximately $42.30 billion, which is 2.77% of the portfolio, showing a decrease of 3.71% in shares [3] - Meta (META) is fifth, with 54.72 million shares valued at about $40.39 billion, accounting for 2.64% of the portfolio, down by 5.97% [3] Trading Activity - The top five purchases by percentage change in the portfolio included Nvidia, Microsoft, Broadcom (AVGO), SPDR S&P 500 ETF put options, and SPDR S&P 500 ETF call options [5] - The top five sales by percentage change included UnitedHealth (UNH), SPDR S&P 500 ETF (SPY), McDonald's (MCD), Berkshire Hathaway (BRK.B), and Mastercard (MA) [5]

Core Viewpoint - Citigroup's second-quarter 13F filing reveals a total market value of $204 billion, reflecting a 4.08% increase from the previous quarter's $196 billion, with significant changes in stock positions [1][2]. Holdings Summary - Total market value increased to $204 billion from $196 billion, a rise of approximately 4.08% [1][2]. - New purchases amounted to 520 stocks, while 1,720 stocks were added to existing positions, 3,015 stocks were reduced, and 427 stocks were completely sold out [1][2]. - The top ten holdings represent 19.82% of the total market value [1][2]. Top Holdings - Nvidia (NVDA) is the largest holding with 46.52 million shares valued at approximately $7.35 billion, accounting for 3.61% of the portfolio, with a decrease of 9.35% in shares held [3][5]. - Microsoft (MSFT) follows with 11.89 million shares valued at about $5.91 billion, making up 2.90% of the portfolio, down 9.66% in shares held [3][5]. - Apple (AAPL) ranks third with 231.26 million shares valued at around $4.74 billion, representing 2.33% of the portfolio, with a decrease of 5.14% in shares held [3][5]. - iShares Russell 2000 ETF put options (IWM) are fourth, with 21.37 million shares valued at approximately $4.61 billion, increasing by 9.47% in shares held [3][5]. - Amazon (AMZN) is fifth with 19.34 million shares valued at about $4.24 billion, accounting for 2.08% of the portfolio, with a slight decrease of 0.61% in shares held [3][5]. Notable Changes - Tesla put options (TSLA) saw a significant increase of 38.77% in holdings during the second quarter [4][5]. - The top five new purchases included Meta put options (META), Tesla put options (TSLA), Microsoft put options (MSFT), iShares 7-10 Year Treasury ETF call options (IEF), and Carvana put options (CVNA) [5][7]. - The top five sales included Invesco QQQ Trust put options (QQQ), SPDR Gold Shares ETF call options (GLD), iShares 20+ Year Treasury ETF call options (TLT), Apple (AAPL), and iShares iBoxx High Yield Corporate Bond ETF put options (HYG) [6][7].

8月13日，亚马逊在官网发布公告，宣布旗下安卓端应用商店（Amazon Appstore）将在 2025 年 8 月 20 日终止服务。 店 同时根据公告内容，FireTV 电视盒和 Fire 平板上亚马逊应用商店不受此次终止服务影响，使用这两款设备的用户仍可以继续使用亚马逊应用商店。 亚马逊也表示用户在应用商店的余额将在终止服务后自动退回，但具体退款细节仍需等待官方确认。同时用户可以在应用商店的"账户服务"页面终止自动 扣费、应用订阅。 记者在微软官网后发现，亚马逊应用商店曾是 Win11 系统中"安卓子系统"（Windows Subsystem for Android，简称 WSA）的默认应用商店，不过微软已经 在今年 3 月停止开发、支持 WSA，整体对 Win11 用户影响不大。 （江南都市报） 亚马逊在公告中表示，他们无法保证用户下载的应用在 8 月 20 日后能正常运行。 ▲ Microsoft Store 上的亚马逊应用商 ...