Company - Hillhouse Capital (高瓴HHLR) disclosed a significant increase in its U.S. stock holdings, with a total market value surge of $7 billion, indicating a continued focus on increasing investments in Chinese assets [2] - Google plans to invest $40 billion in building data centers in Texas, reflecting its commitment to expanding its infrastructure and operations in the region [2] - Oracle bonds faced sell-off due to heightened investor concerns over artificial intelligence investments, indicating potential volatility in the tech sector [3] - Walmart CEO Doug McMillon will retire in January after 12 years at the helm, marking a significant leadership change for the company [3] Industry - The European Union has imposed a €3 billion fine on Google, raising concerns about the potential dismantling of its advertising empire [3] - The tech sector is experiencing scrutiny over profit quality, with notable short-seller Michael Burry questioning accounting practices among major U.S. tech firms [3] - The geopolitical risks are driving up oil prices, while gold and copper prices are experiencing declines, indicating a complex landscape for commodity markets [3]
11月15日隔夜要闻:油价上涨 黄金下跌 桥水大幅减持英伟达 甲骨文债券遭抛售 大空头质疑美国...