巴菲特大手笔清仓银行股！外资狂买中概股，高瓴一季度增仓23%

Group 1 - Berkshire Hathaway's recent quarterly report indicates a cautious stance towards the banking sector, as it completely exited positions in Citigroup and Nu Holdings, and reduced its stake in Bank of America by approximately 48.66 million shares [1][3] - In contrast, Berkshire maintained its core holding of 300 million shares in Apple, reflecting continued confidence in technology giants [1][3] - International capital is increasingly interested in Chinese assets, with Soros Capital Management re-establishing positions in FXI, Yum China, and Alibaba, ranking them as the 5th, 7th, and 8th largest holdings respectively [1] Group 2 - Hillhouse Capital's HHLR fund increased its investment in the Chinese market, with total holdings rising from $2.887 billion to $3.539 billion, a nearly 23% increase [2] - The fund added nearly 20 Chinese concept stocks, including new positions in Atour Group, Huazhu Group, Baidu, and Li Auto, while also increasing stakes in Futu Holdings, Pinduoduo, NetEase, and Beike [2] - Tiger Global Management also showed interest in Chinese assets, increasing its holdings in Pinduoduo by 1.78 million shares, Nvidia by 128,000 shares, and TSMC by 60,000 shares, while completely exiting Qualcomm and Arm [2]