买股卖币！美国散户抄底区别对待，比特币自2020年7月来首次跌破生产成本，这话题听起来像热闹市 场里的两拨人同时唱反调，一拨在抢股票的便宜货，一拨在甩手里头的加密币，这段热闹里藏着资金流 向和市场情绪的裂缝，后面要说清楚谁在买谁在卖，还有一个可能改变局面的日期等待敲定。 11月里美国散户分成两边行动，一边拼命买入股票ETF，到11月18日为止，全球股票ETF本月净流入已 经有960亿美元，照这个节奏，整个11月可能冲到约1600亿美元； 加密市场这波抛售不是从传统加密玩家开始的，10月那会儿原生加密投资者通过永续合约大幅去杠杆之 后，11月的去杠杆动作平稳数据看是非原生投资者——主要是通过现货比特币和以太坊ETF的散户，成 为了这波下跌的主力； 比特币价格在11月里出现一个明显信号，它跌破了摩根大通估算的约9.4万美元"生产成本"，这是自 2020年7月以来首次出现的情况，这个"生产成本"是拿挖矿成本来算的，意味着挖矿那档子成本不再给 价格提供足够的支撑； 股票这边，散户仍然保持热情，除了大额净流入，杠杆股票ETF也有约70亿美元的资金流入，到11月18 日为止这类资金也在往里涌，说明有一部分散户还是想用放大 ...

Millions of Americans could be getting stimulus checks of $2,000 or more, according to President Donald Trump. While the new stimulus checks are not official, they could serve as relief for higher prices and macroeconomic uncertainty and also serve as future stock investments by some consumers.Here's a look back at how consumers who chose to invest their three stimulus checks from 2020 and 2021 into stocks previously did.Trump Promises Tariff Dividend ChecksThe future stimulus checks have been given many ti ...

日本东京股市两大股指19日继续承压下跌。日经225种股票平均价格指数收盘下跌0.34%，东京证券交易所股票价格指数下跌0.17%。 当天，投资者对中日关系恶化的忧虑继续影响市场，资生堂、寿司郎公司以及打造漫画作品"鬼灭之刃"和凯蒂猫等IP的企业索尼集团和三丽鸥等中国市场 相关股票反弹乏力、继续下跌。分析人士指出，当前局势下，相关公司业绩前景难料，投资者或会避免投资其股票。 至收盘时，日经股指下跌165.28点，收于48537.70点；东证股指下跌5.52点，收于3245.58点。 从板块来看，东京证券交易所33个行业板块涨跌不一，机械、金属制品、水产和农林业等板块跌幅靠前，石油及煤炭制品、零售业、房地产业等板块领 涨。 由于东京股市两大股指此前三个交易日连续下跌，日经股指累计下跌超过2500点，19日早盘部分投资者逢低买入操作增加，两大股指小幅高开。其后，受 隔夜纽约股市三大股指全面下跌、英伟达财报即将发布前投资者观望情绪浓重等因素影响，半导体相关股票全面承压，大盘上涨乏力。 ...

SynopsisGQG Partners significantly boosted its stake in five Adani Group companies, including Adani Energy Solutions and Adani Enterprises, through substantial block deals totaling over ₹4,500 crore. The investment firm also expanded its portfolio with new positions in GMR Airports and other major Indian corporations like Bharti Airtel and State Bank of India. ...

Shares of Alphabet Inc. surged in premarket trading on Monday after Berkshire Hathaway Inc. revealed a major new position in the Google parent company, marking its most significant portfolio addition in the third quarter of 2025. A regulatory filing on Friday showed that Berkshire acquired 17.8 million Class A shares of Alphabet, valued at $4. ...

Core Viewpoint - Berkshire Hathaway, led by Warren Buffett, has made significant changes to its stock portfolio in the third quarter, including a new investment in Alphabet and a reduction in its holdings of Apple [3][12]. Group 1: Portfolio Changes - Berkshire Hathaway initiated a position in Alphabet, purchasing approximately 17.8 million shares valued at about $4.34 billion, representing 1.62% of its total portfolio [7][10]. - The total market value of Berkshire's stock holdings reached $267 billion, with the top ten holdings accounting for 86.69% of the total portfolio [5][6]. - In the third quarter, Berkshire sold off about 41.8 million shares of Apple, reducing its stake by 14.92%, while still holding over 238 million shares valued at approximately $60.66 billion, making Apple its largest holding [12][14]. Group 2: Increased Holdings - Berkshire increased its stake in Chubb Limited (formerly known as ACE Limited) by approximately 4.3 million shares, raising its market value by $1.21 billion, with the holding percentage increasing from 3.04% to 3.31% [9][10]. - Additional increases were noted in Sirius XM, Domino's Pizza, and Lennar Corporation, reflecting a strategic focus on these companies [9]. Group 3: Reduced Holdings - The company further reduced its holdings in Bank of America by approximately 37.2 million shares, decreasing its stake from 11.12% to 10.96% [12][14]. - Berkshire completely exited its position in D.R. Horton, selling all 1.485 million shares, which is significant given the company's role as a barometer for the U.S. housing market [14][15].

Group 1 - HHLR Advisors Ltd. initiated positions in Baidu and Barrick Gold in the third quarter [1] - The firm increased its holdings in Alibaba and Pinduoduo [1] - HHLR has significant positions in Pinduoduo, Alibaba, and Futu [1]

Core Insights - Berkshire Hathaway has made a significant investment in Alphabet, purchasing 17.8 million shares worth $4.3 billion as of September 30, indicating a potential shift in investment strategy before Warren Buffett steps down as CEO [1] - Buffett has historically avoided technology investments, focusing instead on companies within his "circle of competence," but this move may signal a new era for the company [2] Investment Activity - In the third quarter, Berkshire spent $6.4 billion on stocks while selling $12.5 billion, marking the twelfth consecutive quarter as net sellers [3] - The company has faced challenges in finding attractive deals due to high stock prices and increased competition, leading to a struggle in making acquisitions [3] Financial Position - Berkshire's cash reserves reached a record $358 billion after subtracting Treasury payables, presenting a significant opportunity for the incoming CEO, Greg Abel, to deploy this capital effectively [4] - Despite the challenges in the investment landscape, Buffett remains optimistic about future opportunities for Berkshire [4]

Group 1 - Dominion Energy is trading cautiously as investors assess the company's restructuring progress, pending rate-case decisions, and an uncertain interest-rate environment, with recent stock stabilization indicating easing downside pressures [2] - The stock is currently within a support zone ($57.83 – $63.91), where it has historically rebounded, achieving an average peak return of 13.2% over the last 10 years [3] - Dominion's Q3 2025 results and reaffirmed guidance are supported by solid demand from expanding data-center infrastructure and progress on its offshore wind project, although macro headwinds such as rising capital costs and regulatory scrutiny persist [4] Group 2 - Key financial metrics for Dominion Energy include a revenue growth of 5.3% LTM and an average of 7.5% over the last 3 years, with a PE multiple of 22.7 [8] - The company has faced significant stock-specific risks in the past, with declines of about 25% during the Dot-Com Bubble and 2018 Correction, and a 52% drop during the Inflation Shock [6]

Core Insights - Innodata (INOD) stock has experienced a significant decline of 25.3% in less than a month, dropping from $82.98 on October 15, 2025, to $61.95 currently, with further declines anticipated due to its very high valuation [2] - A plausible price target for Innodata is $43, as the stock has previously reached this level at least once in the past five years [2] Historical Performance - Historically, the median return for the 12-month period following sharp dips (defined as a decline of 30% or more within 30 days) has been 59%, with a median peak return of 72% [3][7] - Innodata has experienced 13 instances of sharp dips since January 1, 2010, indicating a pattern of volatility [6] Investment Strategy - Strategic allocation and diversification are recommended to mitigate the risks associated with individual stock volatility [4] - The Trefis High Quality (HQ) Portfolio includes stocks with a proven history of outperforming benchmarks like the S&P 500, S&P mid-cap, and Russell 2000, yielding higher returns with reduced risk [6]