根据当地时间5月15日提交给美国证券交易委员会（SEC）的监管文件，"股神"巴菲特旗下伯克希尔哈撒韦一季度减持花旗银行、美国银行和第一资本金融 公司的部分持股，主要持仓股依旧是苹果、美国运通、可口可乐、美银、雪佛龙。 减持银行股、啤酒制造商持仓翻倍 根据13F文件，伯克希尔出售了1,463.95万股花旗集团股票；文件还显示，该公司出售了4,866.01万股美国银行股票，减持比例超过7%；截至3月31日，伯克 希尔仍持有超过6.315亿股美国银行股票。伯克希尔还减持了30万股第一资本金融公司股票，减持比例约为4%。 伯克希尔本季度最大的买入是啤酒制造商星座品牌公司，购入了638.47万股，持仓增加超过113%，总持股数达到1,200.90万股。此外，该公司加倍持有了泳 池设备供应商Pool Corp。 每经编辑｜杜宇 另外，伯克希尔在第一季度清仓了其持有的Nu Holdings股份，后者运营着巴西数字银行Nubank，清仓规模为4000万股。伯克希尔将其在Liberty Formula One 的投资削减了约一半，降至350万股。 苹果仍是第一大持仓 目前，苹果公司仍是伯克希尔最大的单一持仓，持有3亿股，占其整 ...

Core Viewpoint - Beijing Lier High Temperature Materials Co., Ltd. plans to invest in Shanghai Zhenliang Intelligent Technology Co., Ltd. through a capital increase, with a total investment of RMB 20 million, aiming to hold 11.43% of the shares post-investment [2][3][11] Summary by Sections 1. Overview of Related Transactions - The company will jointly sign an investment agreement with PowerTensors Technology Limited and others to invest in Shanghai Zhenliang, with the company contributing RMB 20 million for a capital increase of RMB 6,919.0069 million [2][3] - The chairman, Zhao Wei, will invest RMB 5 million, resulting in ownership stakes of 11.43% for the company and 2.86% for Zhao Wei in Shanghai Zhenliang [2][3] 2. Related Party Information - Zhao Wei, the chairman, is a key figure in the transaction and has recused himself from voting due to his position [3][11] - The transaction does not require shareholder approval or constitute a major asset restructuring as per regulations [3][11] 3. Financial and Operational Background of Shanghai Zhenliang - Shanghai Zhenliang was established in May 2020, focusing on AI chip development and has produced two generations of AI chips, with plans for large-scale delivery in 2025 [5][11] - The company has a registered capital of RMB 50,366.3003 million and is involved in various AI-related services and products [5] 4. Investment Rationale and Market Context - The investment aligns with the company's strategy to explore emerging industries, particularly in AI, which is expected to see increased demand for chips due to growing applications [10][11] - The investment is based on a pre-investment valuation of RMB 1.5 billion, reflecting a fair market assessment considering the competitive landscape and Shanghai Zhenliang's technological capabilities [8][10] 5. Impact on the Company - The investment is expected to support the company's long-term growth in the high-temperature materials sector while diversifying into the AI industry [10][11] - The funding will come from the company's own resources and is not anticipated to significantly impact its normal operations [10][11]

01 国常会，重磅定调！提及楼市、股市 4月18日，国务院总理李强主持召开国务院常务会议。会议研究稳就业稳经济推动高质量发展的若干举措，听 取"3·15"晚会曝光问题处置情况汇报，讨论《中华人民共和国社会救助法(草案)》，审议通过《中华人民共和 国植物新品种保护条例(修订草案)》。 会议指出，面对复杂严峻的外部环境，要深入贯彻中央经济工作会议部署，加力落实《政府工作 报告》明确 的政策措施，锚定经济社会发展目标，加大逆周期调节力度，着力稳就业稳外贸，着力促消费扩内需，着 力优结构提质量，做强国内大循环，推动经济高质量发展。 会议还指出，要持续稳定股市，持续推动房地产市场平稳健康发展。相关举措一旦推出，要直达企业和群众， 提高落地效率，确保实施效果。 详情参见： 《最新！国常会，重磅定调！提及楼市、股市》 02 白宫将设工作组，紧急处理对中国加征关税危机 据央视新闻，当地时间4月18日，美国哥伦比亚广播公司报道称，多名消息人士透露，由于特朗普政府对中国 商品加征的畸高关税将导致供应链危机， 特朗普政府内部已开始讨论组建一个工作组，以便在未能与中国政 府谈判取得突破的情况下紧急处理这些问题。 据玉渊谭天，截至当地 ...