Market Dynamics - NVIDIA CEO Jensen Huang plans to sell up to 6 million shares, valued at approximately $809 million [1] - Notable investor Jim Rogers warns that global markets have entered a frenzy phase, having cleared out most of his U.S. stock holdings [1] - Michael Burry's fund has nearly liquidated its U.S. stock positions, retaining only a small amount of Estée Lauder shares [1] - Other prominent investors like Warren Buffett, Ray Dalio, and Li Lu have also net sold U.S. stocks in the first quarter, with Buffett reducing holdings for ten consecutive quarters [1] - Despite a strong rebound in U.S. stocks driven by retail investors since April 7, the selling actions of institutions and major investors may signal caution [1] Gold Market Insights - On May 30, spot gold prices fell below $3,300, leading to a decline in domestic gold jewelry prices [2] - Zheshang Securities believes the market has moved past initial panic, with short-term gold prices likely to remain volatile [3] - UBS Wealth Management predicts gold prices could reach $3,500 per ounce by Q1 next year due to ongoing geopolitical risks and expectations of lower real interest rates [3] - Goldman Sachs holds a more optimistic view, forecasting gold prices to reach $4,000 per ounce by mid-next year [4] - Schroders Investment indicates that the long-term fundamentals for gold are positive, as it moves away from the role of the U.S. dollar as a reserve currency [5] Investment Opportunities - Lumos Robotics has completed an angel++ round of financing, with funds aimed at product enhancement and deepening industry collaboration [6] - Shenzhen Xinyuan New Materials has completed a Series C financing round, focusing on the R&D and industrialization of silicon carbide packaging materials [7] - Zhiyuan Robotics has received new investment from Shanghai State-owned Capital Fund, setting a record for cumulative financing in the domestic embodiment intelligence sector [8] Corporate Developments - Debon Securities has undergone a board restructuring, with Liang Lei appointed as chairman [9] - Wang Sheng has been appointed as the new general manager of Shenwan Hongyuan Research Institute [11] - Kaiyuan Securities has received approval for a public fund license, establishing its subsidiary Peng'an Fund for public and private asset management [12]
什么信号?黄仁勋、罗杰斯等大佬都在减仓… 德邦证券“换帅” 梁雷新任董事长;开源证券全资设立公募基金子公司迎新进展 | 私募透视镜
Sou Hu Cai Jing·2025-05-30 13:50