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11:23
Pan Xing Plaza Liquidates Alphabet Position, Simultaneously Initiates Position in Microsoft
According to DataInsight Beating monitoring, Reuters reported that renowned investor Bill Ackman's hedge fund company, Pershing Square Capital Management, established a new position in tech giant Microsoft after its recent stock price decline, and sold off its long-held shares of Google's parent company, Alphabet, to help fund this investment. Pershing Square still held some Alphabet shares at the end of the first quarter, but a person familiar with its portfolio indicated that Bill Ackman no longer holds any Alphabet shares and has completely exited his position in the second quarter. Ackman believes that, following the recent price drop, Microsoft's current valuation is "extremely attractive." He stated that investing in Microsoft is the latest in a series of tech investments, all of which have attractive valuations and long-term dominant growth potential. Ackman also noted that Microsoft has two of the most valuable enterprise tech businesses - its Azure cloud services division and the M365 Office productivity suite, which includes the $30 per month Copilot AI assistant, positioning Microsoft at the core of rapid growth in enterprise AI applications.
11:12
Legendary investor Jim Rogers: Hold on to gold and silver, sell stocks, as a major global market correction could happen at any time
Glonghui, May 16 | According to Phoenix TV, legendary investor and Quantum Fund co-founder Jim Rogers, who accurately predicted the 1987 stock market crash, the 2000 internet bubble, and the 2008 subprime crisis, has once again issued a warning: the most severe financial crisis in history may sweep across the globe this year, with the trigger pointing directly to the artificial intelligence bubble and the continued rise in national debts. Rogers stated bluntly: "The United States is the largest debtor nation in history, and the situation is continuing to deteriorate. I know our era is about to end—or rather, is approaching its end. Because no country can maintain this situation forever without problems arising. I don't want to say this, but I must face reality." In the face of rising global inflation and currency devaluation, how should investors defend and position themselves? Rogers provided clear allocation directions: first, gold and silver. He said, "If the price of gold falls, I will continue to buy. I will also increase my holdings of silver." Third, market vigilance—Rogers reminded that when markets are generally optimistic and everyone is celebrating, it is precisely the time to be cautious, as a major correction in global markets could come at any moment.
10:46
THORChain official: No refund or airdrop plans have been carried out
THORChain has officially reminded the community that there have been false messages circulating in the market regarding "refunds," "airdrops," and "compensation." Preliminary investigations indicate that the security incident has not resulted in any user fund losses, and there are currently no such plans in place. Any information to the contrary is false. Further updates on the investigation will be announced separately.
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