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Deutsche Bank: The sell-off of USA Assets has been excessive.
Deutsche Bank pointed out that at the beginning of April, the USA market experienced significant volatility, but the panic regarding the dollar, USA Consumer data, and overall confidence in USA Assets may be exaggerated. From a relative valuation perspective, some cyclical USA Consumer stocks may begin to show investment attractiveness. Although policy volatility may persist, the narrative of "selling dollar Assets" may have reached its peak.
Is creating a copy of Berkshire Hathaway by learning from stock gods? Ackman claims he wants to align with Buffett.
① Berkshire Hathaway has confirmed in a statement that Buffett will step down as CEO at the end of this year; ② The leadership transition at Berkshire has caused quite a stir in the market, and at this time, Bill Ackman's Pershing Square announced that it would study Berkshire's diversified investment framework; ③ Pershing Square has acquired a Real Estate company and plans to acquire an Insurance company as well, with Ackman stating that he aims to create a "modern version of Berkshire."
Fearless of the "Trump headwind"? Blackstone's president: There is still a lot of room for growth in AI Datacenter demand!
① Blackstone Group President Jonathan Gray believes that although Trump's tariff policy may pose a threat to AI development, the demand for Datacenter will continue to grow; ② Gray pointed out that Datacenters controlled by the USA can alleviate security concerns and emphasized that the AI field is still in its early stages, with significant growth every year.
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U.S. stocks closed: The three major Indexes all fell, with Berkshire dropping over 5%.
① Apple issued bonds for the first time in two years; ② The Board of Directors of Berkshire Hathaway voted to appoint Abel as CEO, while Buffett continues as Chairman; ③ The reorganization plan of OpenAI had to change and will continue to be controlled by a nonprofit entity.
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With Buffett stepping down as CEO and performance falling short of expectations, Berkshire's stock dropped over 6% during the day.
Warren Buffett handed over control just as the company's stock price hit a historic high last Friday, marking a triumphant exit. Berkshire's stock faced pressure on Monday as investors digested the sudden announcement of the famed investor's resignation. Analysts believe that, at the operational level, Berkshire is not expected to undergo major changes; under Abel's leadership, its corporate culture and Global Strategy will remain unchanged. The decline in Berkshire's stock price on Monday may also be influenced by the company's Earnings Reports for the first quarter. Wall Street notable Bill Ackman anticipates that Berkshire may increase Cash / Money Market returns to Shareholders moving forward, expressing confidence in Abel's ability to manage Berkshire.
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