$苹果(AAPL)$
段永平的持仓被人扒出来了。
太成功、太有钱了。国内还有几百亿的茅台股。
身价妥妥地超过一千亿人民币。
在2023年第四季度末，该机构总共持有九家公司，总市值144.5亿美元，前四大持仓为114.98亿美元苹果、16.92亿美元伯克希尔哈撒韦、7.57亿美元谷歌、3.84亿美元的阿里巴巴，5到9位为迪士尼、西方石油、摩德纳、欢聚时代和美国银行。相比上一季度，新买入西方石油，增持阿里巴巴、摩德纳、美国银行，减持了苹果、伯克希尔、迪士尼和欢聚时代，清仓了拼多多。
继续搜索该机构的名称，可以确定H&H Internat- ional Investment,LLC是段永平先生控制的投资公司
H&H International Investment, LLC is a large advisory firm based in Menlo Park. It manages $920.05 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of California.
H&H International Investment provides portfolio management for individuals and small businesses. It doesn't provide financial planning
services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The company employs 2 people that are either part- or full-time employees.50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn't anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn't compensate employees in addition to the salary for bringing in new clients. Employees don't receive compensation from other entities for client referrals.#基金[超话]##财经##股票##投资#
段永平的持仓被人扒出来了。
太成功、太有钱了。国内还有几百亿的茅台股。
身价妥妥地超过一千亿人民币。
在2023年第四季度末，该机构总共持有九家公司，总市值144.5亿美元，前四大持仓为114.98亿美元苹果、16.92亿美元伯克希尔哈撒韦、7.57亿美元谷歌、3.84亿美元的阿里巴巴，5到9位为迪士尼、西方石油、摩德纳、欢聚时代和美国银行。相比上一季度，新买入西方石油，增持阿里巴巴、摩德纳、美国银行，减持了苹果、伯克希尔、迪士尼和欢聚时代，清仓了拼多多。
继续搜索该机构的名称，可以确定H&H Internat- ional Investment,LLC是段永平先生控制的投资公司
H&H International Investment, LLC is a large advisory firm based in Menlo Park. It manages $920.05 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of California.
H&H International Investment provides portfolio management for individuals and small businesses. It doesn't provide financial planning
services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The company employs 2 people that are either part- or full-time employees.50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn't anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn't compensate employees in addition to the salary for bringing in new clients. Employees don't receive compensation from other entities for client referrals.#基金[超话]##财经##股票##投资#
【0122新能源板块新闻】每天跟踪下重要事件，不一定全，欢迎补充。
1.数据显示，到2025年，节能与新能源汽车人才缺口预计将达到103万人；2023年四季度，新能源汽车行业的人才招聘需求也持续走高。
2.特斯拉首席执行官马斯克表示将在中国展示纯电动皮卡Cybertruck，而首批Cybertruck展车被曝已经运抵中国。
3.松下集团可能推迟在北美建立第三家电池工厂的计划。
4.东风汽车集团旗下的岚图品牌与华为签署战略合作协议，双方或通过HUAWEI INSIDE（HI）模式进行合作，将共同致力于打造卓越的智能出行体验。
5.华晟3.6GW、总投资54亿元的高效异质结电池项目在锡山经济技术开发区正式投产。
6.广东2023年7月1日以后新增并网的集中式光伏电站和陆上集中式风电项目，需配置10%*1h储能，未配置将解网。
/点评：今天有几条“返场”新闻，比如特斯拉皮卡亮相国内、比如松下美国电池厂推迟。再比如东风和华为合作（不过不是智选，应该就在岚图上智能化了），每天跟踪下新闻，有个好处就是能知道事情发展方向，以及重要事情是延续还是转折。继续坚持，积少成多。/
1.数据显示，到2025年，节能与新能源汽车人才缺口预计将达到103万人；2023年四季度，新能源汽车行业的人才招聘需求也持续走高。
2.特斯拉首席执行官马斯克表示将在中国展示纯电动皮卡Cybertruck，而首批Cybertruck展车被曝已经运抵中国。
3.松下集团可能推迟在北美建立第三家电池工厂的计划。
4.东风汽车集团旗下的岚图品牌与华为签署战略合作协议，双方或通过HUAWEI INSIDE（HI）模式进行合作，将共同致力于打造卓越的智能出行体验。
5.华晟3.6GW、总投资54亿元的高效异质结电池项目在锡山经济技术开发区正式投产。
6.广东2023年7月1日以后新增并网的集中式光伏电站和陆上集中式风电项目，需配置10%*1h储能，未配置将解网。
/点评：今天有几条“返场”新闻，比如特斯拉皮卡亮相国内、比如松下美国电池厂推迟。再比如东风和华为合作（不过不是智选，应该就在岚图上智能化了），每天跟踪下新闻，有个好处就是能知道事情发展方向，以及重要事情是延续还是转折。继续坚持，积少成多。/
1：
Eugène Lepoitevin
Soleil du soir sur les côtes de la Manche
1831
76.5 x 102.5 cm
Huile sur toile
Lepotvin often received official orders for historical themes, and he was at home with inspiring realist paintings, as well as romantic ones. His way of creation is influenced by Turner and Bonington both on a grand and micro scale."Evening on the Coast of La Manche" is a good example of learning from these masters. The light and shade arrangement of the picture has a decorative effect. The masts of the stranded ships cut through the overcast sky, the drooping sails fanned in tragic vain, and the hull remained forever on an unfinished course. As the busy
fishermen finish their work in the dark corner, our eyes are taken to the distant cliffs partially visible in the sun. These clever details show that his paintings stand up to bold partial scrutiny.
2:
Jules Noel （1818-1881）
La débarque de poisons
Vers 1852
50.5 x 32.5 cm
Huile sur toile
Born in Campere, France, Noel studied painting at an early age under the guidance of his father and is considered a pioneer of Impressionism.He specialises in two subjects: landscape and sea, and is based mainly in Normandy and Brittany. Noel participated in the Salon art exhibition between 1840 and1879, and he also taught painting. ln 1845 he was commissioned to create sculptural illustrations for Maurice Alhoy's Bagna: Historical Types, Mysterious Things.
Although born in a city, Noel prefers the seaside. His paintings often show waves crashing on rocks, stranded ships and shipwrecks. The traditional skills he mastered, after strict training, are still very heavy, similar to the painting style of the Dutch school. Driven by this style, his sea is often choppy, full of tragic colors, detailed and picturesque reality. The freedom of the frame reflects a romantic vision, like a meditation on fate, as if there is an established convention behind the genre, which is to express symbolic metaphysics.
Eugène Lepoitevin
Soleil du soir sur les côtes de la Manche
1831
76.5 x 102.5 cm
Huile sur toile
Lepotvin often received official orders for historical themes, and he was at home with inspiring realist paintings, as well as romantic ones. His way of creation is influenced by Turner and Bonington both on a grand and micro scale."Evening on the Coast of La Manche" is a good example of learning from these masters. The light and shade arrangement of the picture has a decorative effect. The masts of the stranded ships cut through the overcast sky, the drooping sails fanned in tragic vain, and the hull remained forever on an unfinished course. As the busy
fishermen finish their work in the dark corner, our eyes are taken to the distant cliffs partially visible in the sun. These clever details show that his paintings stand up to bold partial scrutiny.
2:
Jules Noel （1818-1881）
La débarque de poisons
Vers 1852
50.5 x 32.5 cm
Huile sur toile
Born in Campere, France, Noel studied painting at an early age under the guidance of his father and is considered a pioneer of Impressionism.He specialises in two subjects: landscape and sea, and is based mainly in Normandy and Brittany. Noel participated in the Salon art exhibition between 1840 and1879, and he also taught painting. ln 1845 he was commissioned to create sculptural illustrations for Maurice Alhoy's Bagna: Historical Types, Mysterious Things.
Although born in a city, Noel prefers the seaside. His paintings often show waves crashing on rocks, stranded ships and shipwrecks. The traditional skills he mastered, after strict training, are still very heavy, similar to the painting style of the Dutch school. Driven by this style, his sea is often choppy, full of tragic colors, detailed and picturesque reality. The freedom of the frame reflects a romantic vision, like a meditation on fate, as if there is an established convention behind the genre, which is to express symbolic metaphysics.
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