编者按：财联社将每天整理各大投行针对全球宏观、公司和产业、商品等各个纬度的最新研究观点，为投资者投资决策提供全方位的支持。 宏观 高盛：美国供应链拥堵维持低位 物流体系接近疫情前水平 高盛最新供应链追踪报告显示，截至5月26日，美国供应链拥堵指数维持在“2”级，远低于2021至2022年新冠疫情高峰时期的“10”级，整体物流流动性已接近疫情前正常水平。 本周综合拥堵指数环比上升10%，但整体压力仍较低。美西等待靠港的集装箱船由0艘升至1艘，美东及墨西哥湾沿岸积压由4艘升至5艘，港口拥堵总体仍温和。 铁路运输方面，美西两大铁路公司UNP与BNSF的联运货运量同比增速明显加快，平均增长约9%，显示货物流动性改善。其中UNP货运量同比增长8.4%，较此前一周的-0.8%显著反弹。 海运价格仍处于上涨趋势，但涨幅放缓。中国/东亚至美国西海岸集装箱运价约2810美元，同比上涨14%，低于此前一周18%的增速。与此同时，港口集装箱平均滞留时间维持在约2.6天，远低于2022年高峰期。 目前市场关注的核心问题，已从疫情后的供应链紊乱，转向关税政策与地缘政治冲突对全球贸易流向的影响。该行指出，如果未来供应链压力继续缓解，美国供应链拥堵指数有望在2026年进一步稳定在“1”级区间，即接近完全畅通状态。 全球央行 瑞银：债券市场仍不相信AI将带来生产率革命 当前债券市场对AI推动生产率大幅提升的叙事仍保持怀疑，市场尚未将AI视为能够显著压低长期利率或改善财政状况的“革命性冲击”。 自2023年以来，全球已发布超过30个重要AI模型，但美国国债收益率在这些模型发布日并未出现明显波动。这意味着，债券市场更倾向于将AI视为“渐进式扩散”，而非短期内迅速改变经济结构的力量。 AI当前面临多项结构性障碍，包括数据中心高能耗、芯片供应瓶颈、监管与安全问题，以及劳动力再培训速度缓慢。因此，AI在短期内甚至可能更偏向“通胀性”而非“通缩性”。报告援引欧洲央行官员观点称，AI相关基础设施投资和能源需求，可能在未来数年推高成本压力。 美联储未来可能进入“更少前瞻指引、更高波动”的新阶段。，被视为潜在美联储主席人选的凯文·沃什主张结束过去伯南克时代高度透明、渐进式的政策沟通模式，转向更依赖会议即时决策的“冷火鸡式（cold turkey）”政策风格。这可能导致长期利率波动率结构性上升，并削弱美联储对长期利率...

“工作仍然是人类经验的一个基本维度，因为它不仅是维持生计的手段，也是表达自我、建立人际关系和为社会做出贡献的场所” 教皇利奥十四世。图：视觉中国 【财新网】 5月25日，教皇利奥十四世发布了题为《人类的伟大：论人工智能时代如何维护人性》的首份通谕。 这位天主教会的领导者在通谕中写道，人类如今正面临一个关键的选择，要么建造一座新的巴别塔，要么建造一座上帝与人类共同居住的城市。 利奥十四世还表示，技术并非与人类对抗的力量，也并非本质上是邪恶的。然而，技术从来不是中立的，因为它会带有设计者、资助者、监管者和使用者的特征。 因此，利奥十四世呼吁人们为了共同利益而建设，并保持人性，以便世界认识到人心是上帝渴望居住的地方。

美国国家交通安全委员会（NTSB）26日要求联邦航空局（FAA）修订暴雨天气下的机场跑道安全评估标准，以降低飞机冲出湿滑跑道的风险。NTSB对2008年至2022年发生的11起飞机冲出湿滑跑道事故展开调查，发现FAA对机场跑道情况评估失准导致事故风险攀升，因此对它提出多项安全建议，包括把机轮制动摩擦系数会随降雨强度增大而持续下降等因素也纳入考量范围。（央视新闻）

去年12月以来，已有9个国家退出由捷克发起的供乌克兰弹药采购倡议，参与这个采购倡议的国家比高峰期少了一半。捷克总统、北约军事委员会前主席彼得·帕维尔希望在7月北约峰会上讨论该采购机制的存续问题。自2024年以来，所谓“捷克倡议”的参与国家已向乌克兰提供超过400万枚大口径炮弹，约占供乌大口径弹药总量的50%。参与国家去年一度达18个，如今降至9个，引发对其内部责任分摊及其前景的疑虑。帕维尔告诉《金融时报》，定于7月在土耳其首都安卡拉举行的北约峰会理应将该倡议存续问题纳入议程。（新华社）

高盛集团策略师预计今年标普500指数回报将达17%，加入摩根士丹利和德意志银行同行之列。由Ben Snider领导的高盛团队表示，人工智能(AI)热潮推动的盈利增长将进一步提振股市，因此他们将该美国基准指数的年底目标点位上调至8,000点，放弃了此前7,600点的预测。“持续的盈利增长应能推动股市持续上行，”策略师在报告中写道。“上调回报预测反映了在第一季度财报季表现异常强劲之后，对标普500指数盈利预期的上调。”（财联社）

Actress Drew Barrymore’s 280-year-old weekend retreat has an offer, just weeks after it was put on the market for $4.99 million, following her dramatic restoration.

Donny DBM/iStock via Getty Images Summary • Our conviction in the global opportunity set remains intact. Although geopolitical risks are high, earnings growth remains healthy, the AI infrastructure buildout continues to accelerate, and many other secular and cyclical themes provide tailwinds. • We have adjusted our positioning to be more balanced across cyclical and defensive cohorts, while maintaining our emphasis on thematic growth exposure. • Positioning shifts include moderating our exposure to financials and increasing exposure to businesses that are less vulnerable to near-term macroeconomic risks. • Optical networking, robotics, and space represent three secular growth themes where we see especially strong tailwinds and are actively investing across the value chain. Investment Manager Discussion We entered 2026 with optimism, as the global rebalancing we anticipated was gaining traction, supported by stimulative fiscal policies, a weak dollar environment, and broadening secular growth themes. While we remain optimistic and our underlying conviction in the global opportunity set remains intact, we have updated our positioning to be more balanced across cyclical and defensive cohorts while continuing to emphasize thematic growth exposure. The most significant new variable driving our positioning is the Middle East war and the disruption to commodity flows through the Strait of Hormuz. A prolonged disruption through the second quarter would create significant headwinds for the global economy, particularly in Europe and parts of Asia, where reliance on imported energy commodities is greater than in the United States. Central banks are already responding to the potential inflationary implications of higher energy prices with more hawkish messaging. While conditions in the Middle East represent the most significant unknown, we are also mindful of other potential risks to economic growth. Private credit markets, which expanded by roughly 14% annually through the pos...

Institutional capital is crowding into physical AI infrastructure as fixed-pricing frameworks and a structural supply deficit trigger historic margin expansion. Micron Technology NASDAQ: MU has officially crossed the $1 trillion market capitalization threshold, driven by a nearly 20% intraday surge and an unprecedented structural supply deficit in artificial intelligence (AI) memory chips. Micron Technology Today MU Micron Technology $918.83 +22.95 (+2.56%) 52-Week Range $92.22 ▼ $956.16 Dividend Yield 0.07% P/E Ratio 44.02 Price Target $571.47 Add to Watchlist Wall Street has historically treated semiconductor memory as a cyclical commodity, trapped in endless boom-and-bust pricing cycles. That framework is fundamentally broken. The physical limitations of next-generation AI data centers have handed total pricing power back to the suppliers. Get Micron Technology alerts: Sign Up With Micron's Q3 guidance pointing to a healthy $33.5 billion in revenue and 81% gross margins, institutional capital is aggressively crowding into the stock as long-term supply agreements permanently lock in Micron Technology's massive free cash flow expansion. Investors might consider this price action not as a late-stage cyclical top, but as a secular re-rating of the entire memory complex. Forward Multiples Signal a Fundamental Reset Trading around $895 after jumping on 174% relative volume, Micron's stock exhibits massive momentum. Market bears quickly point to the trailing price-to-earnings ratio (P/E) of 42 as evidence of exhaustion. That backward-looking metric misses the structural earnings acceleration entirely. The forward P/E ratio has compressed drastically to 15, signaling that underlying profit generation is severely outpacing share price appreciation. Analysts are rushing to update antiquated valuation models to reflect this new reality. UBS recently issued a structural upgrade, raising its price target from $535 to a Street-high $1,625. The core thesis relies on earnings pe...

格隆汇5月27日｜据央视，近期，中国驻印尼使领馆接到多起中国公民遭遇电诈的求助案件，不少同胞蒙受惨重经济损失。有迹象表明，越来越多曾在柬埔寨等国从事电诈的人员正转移至印尼作案，印尼方已捣毁多处电诈窝点。当前在印尼发生的电诈类型主要有冒充政府机构工作人员诈骗、换汇诈骗、签证诈骗、“杀猪盘”“仙人跳”诈骗、买卖投资诈骗等。中国驻印尼使领馆提醒广大中国公民提高安全防范意识，警惕各类诈骗陷阱，不向陌生人透露个人信息，更不要轻易转账或点击不明链接，切实保护自身财产安全。如不幸上当受骗，请尽快报警，并向中国驻印尼使领馆求助。

Source: Bloomberg, 4:53

格隆汇5月27日｜长鑫科技科创板IPO获上市委会议通过。

上交所：长鑫科技集团股份有限公司首发过会 2026-05-27 17:04:05 来源： 同花顺7x24快讯 分享 上交所官网显示，长鑫科技集团股份有限公司首发过会，融资金额295亿元。

格隆汇5月27日｜北京科锐公告，公司与全球知名储能系统提供商T公司于2026年5月26日签署了《合作协议》与《系统买卖协议》。根据协议，在2026自然年度内，北京科锐承诺采购T公司提供的储能系统，采购的装机容量不低于200MWh。在2027自然年度及2028自然年度内，北京科锐承诺分别向T公司采购总装机容量不低于200MWh的储能系统。此次合作旨在开拓国内外储能市场，发挥双方在储能领域的优势，实现资源整合与互补。

Key Points Coleman and Tepper sold UnitedHealth Group stock in Q1. However, Wall Street analysts remain overwhelmingly bullish about the health insurance stock. The disconnect probably isn't as significant as it may appear. 10 stocks we like better than UnitedHealth Group › UnitedHealth Group (NYSE: UNH) has been a steady winner throughout most of its history. It's a blue chip stock that has been a favorite for many risk-averse investors. But the opinions on UnitedHealth are decidedly mixed these days. Billionaires Chase Coleman and David Tepper reduced their hedge funds' exposure to UnitedHealth Group in the first quarter of 2026, according to 13F filings. However, analysts are overwhelmingly bullish about the stock. Do Coleman and Tepper know something about UnitedHealth that Wall Street doesn't? Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Why the billionaires may have sold UnitedHealth Coleman's Tiger Global Management hedge fund sold roughly 17% of its UnitedHealth Group stake during Q1. Tepper's Appaloosa hedge fund slashed its position in the health insurance stock by 55%. Neither Coleman nor Tepper has commented publicly about their reasons for selling UnitedHealth. However, we can make some reasonable guesses about why they sold the stock. UnitedHealth Group faces more challenges than when either billionaire first initiated their positions. The company's medical cost trends have risen, squeezing profit margins. There's greater uncertainty about Medicare Advantage rates than in the past. UnitedHealth is also under investigation by the U.S. Department of Justice. It's possible, though, that Coleman's and Tepper's decisions to sell UnitedHealth stock weren't related to these issues. The billionaires could simply be reallocating capital to other investments they think have greater growth o...

财联社5月27日讯（编辑 周子意） 韩国央行周三（5月27日）公布的数据显示，今年第一季度韩国的海外金融资产达到了新的历史高位，这一增长得益于其对美国的直接投资增加。 据韩国央行的初步数据，截至3月底，该国的对外金融资产为2.88万亿美元，较三个月前增加了150亿美元。 这一数字创下了有史以来的最高纪录，不过其增长速度较第四季度增长的1050亿美元水平有所放缓。 直接投资增加 在外部金融资产方面，受海外投资增长的推动，尤其是对美国投资的增加，韩国一季度的直接投资较上一季度增加了154亿美元，达到8517亿美元。 截至3月底，居民的证券投资总额较上一季度减少了151亿美元，降至1.24万亿美元，主要原因是美国股市在第一季度表现不佳。 同期，韩国的外债则是增加了1471亿美元，达到创纪录的2.13万亿美元，原因是随着韩国本地股市的大幅增长，外资不断增持韩国境内证券。 由于外债的增长速度超过了外部金融资产的增长速度，韩国的净国际投资头寸较上年同期减少了1321亿美元，降至7536亿美元。

In this article BP CRH Follow your favorite stocks CREATE FREE ACCOUNT A customer fills up a vehicle with fuel at a BP Plc petrol station in London, UK, on Monday, Aug. 4, 2025. Bloomberg | Bloomberg | Getty Images Former BP Chairman Albert Manifold has pushed back against accusations over his conduct following his shock departure from the British energy major. In an emailed statement to CNBC, Manifold said he'd been removed from his post "without warning and without explanation" and that he disputes "entirely the characterisation" of his conduct. His comments come after BP's board on Tuesday announced the removal of Manifold due to "serious concerns" relating to governance standards, oversight and conduct. Amanda Blanc, senior independent director at BP, thanked Manifold's contribution to BP's ongoing transformation but said the board had been "surprised and disappointed to learn of governance oversight and conduct issues it deems unacceptable." Multiple media outlets reported Manifold had acted aggressively with different colleagues during his brief tenure at the company, citing anonymous sources. CNBC has contacted a BP spokesperson and is awaiting a response. Manifold, the former boss of Irish building materials giant CRH, had only been in post for around seven months, and his dismissal has once again raised questions about BP's corporate governance. "During my time as chairman I worked to drive genuine change at BP - cutting costs, challenging excess, and holding the organisation to higher standards," Manifold said. "I dispute entirely the characterisation of my conduct and I will not allow a false narrative to go unchallenged," he added. London-listed shares of BP traded 1.7% lower on Wednesday morning. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

German Economy Minister Katherina Reiche said the European Union should ensure that any measures it applies on Chinese trade don’t harm the bloc’s exports to the country. In comments to reporters on Wednesday during her visit to Beijing, just days before Brussels officials consider whether to strengthen their stance on sales from the world’s second-biggest economy, she emphasized that any EU response shouldn’t get out of hand. “As an exporting nation, we have two interests,” Reiche said. “We need to counter unfair competition, for example, in steel and ferroalloys, with appropriate measures, while at the same time ensuring that our companies can continue to export.” The visit is taking place just as tensions grow between Beijing and the EU, with Brussels officials set to discuss possible new tools to address overcapacities in Chinese manufacturing at a meeting on Friday. Their worry is that an influx of goods, supported by subsidies and an undervalued currency, is threatening Europe’s industries and jobs. Germany is particularly exposed. Its trade deficit with China widened to a record €90 billion ($105 billion) last year, and Goldman Sachs economists have estimated that the Asian country’s growth model will cost Germany 0.9% of gross domestic product by the end of 2029. Reiche’s tone was conciliatory, reflective of her stated goal to seek out common interests despite differences on trade. She spoke after meeting Commerce Minister Wang Wentao . “It is not just the companies accompanying me; many thousands of companies in Germany depend on being able to export to the large Chinese market,” Reiche said. “So in Brussels, we are advocating for a balanced approach — effective protective measures while also maintaining openness to exports.” The remarks underscore Berlin’s sense of hesitation when engaging with Beijing despite warnings of the danger to prosperity posed by Chinese competition. A report this month by the think tank Centre for European Reform argued that Germ...

【长鑫科技科创板IPO获上市委会议通过】财联社5月27日电，长鑫科技集团股份有限公司科创板IPO获上市委会议通过。长鑫科技招股说明书（申报稿）显示，公司2026年上半年实现营业收入1100亿元至1200亿元，同比增长612.53%至677.31%；实现归母净利润500亿元至570亿元，同比增长2244.03%至2544.19%。公司此次IPO拟募资295亿元，用于存储器晶圆制造量产线技术升级改造项目、DRAM存储器技术升级项目、动态随机存取存储器前瞻技术研究与开发项目等项目。

邵逸夫獎公布得獎名單，三個獎項由7位科學家奪得。 三個獎項分別是天文學獎、生命科學與醫學獎、數學科學獎。天文學獎由日本科學家野本憲一，和美國天體物理學教授斯坦福‧伍斯利奪得，表彰恆星爆炸和元素起源研究。 至於生命科學與醫學獎，由兩名法國學者和一名中國學者奪得，分別是安妮‧德尚、戴宇閣和陳竺，表彰他們在急性早幼粒細胞白血病研究，以及開創協同標靶治療方案。 獲數學科學獎的是兩名美國學者，分別伊曼紐爾‧康德斯，以及卡米‧德‧雷列斯奪得，表彰運用深刻數學分析技術，解決重要應用取得的突破貢獻。每項獎金達120萬美元，折合約940萬港元。

Alex Wong/Getty Images News The ‌Trump administration is planning to maintain tariffs on Mexico and Canada, U.S. Trade Representative Jamieson Greer said, as the first round of negotiations for the United States–Mexico–Canada Agreement (USMCA) begins. "Even with somebody ​like Mexico, or other countries in our own hemisphere, we're going to have tariffs as ⁠long as we have a giant trade deficit," Greer said at a Council on Foreign Relations event on Tuesday. U.S. goods trade deficit with Mexico rose ~15% Y/Y to $196.9B in 2025. U.S. officials are currently in Mexico for USMCA talks, which the USTR said will cover "rules of origin in a way that enhances U.S. content in goods." "I want more production in the U.S. and avoid a situation where lower cost regulatory arbitrage jurisdictions in Asia, where they have less of an opportunity to use Mexico and Canada as an export hub," he added. Last month, Greer reportedly told Mexico's auto and steel industries that tariffs on their sectors would remain in place even if the USMCA is revised. Canada won't be joining the talks in Mexico, with Greer saying there are some "significant" trade challenges with Canada. Most countries removed some tariffs and non-tariff barriers in response to President Trump's trade policies. But Canada, like China, took a different approach and retaliated to U.S. tariffs, Greer said. He pointed out that U.S.-Canada trade in energy, minerals and fertilizers has continued without any trouble. "Those are areas of common economic benefit. When it comes to some manufactured goods, we have a different view," he said . "On some of these issues, I think it will be challenging to negotiate, but on some sectors of the economy, it has and will be fine." More on tariffs Inflation Troubles, Now And Ahead U.S. Customs processing $20.6B in tariff refunds Tariff refunds surge faster than expected, BofA says Trump says tariffs not discussed, avoids pushing Xi on Iran

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。 据伊朗塔斯尼姆通讯社27日报道，伊朗议会国家安全和外交政策委员会成员布鲁杰迪表示，最终与美国签署的协议必定符合伊朗国家利益。 布鲁杰迪说，根据伊朗与美国初步协议草案，美国第一步将承诺，实现在包括黎巴嫩在内的所有战线为期60天的全面停火。该协议草案还要求解冻伊朗大部分被冻结的资产并解除海上封锁。 布鲁杰迪说，伊朗外交机构和国家体制不会根据美国总统特朗普的帖文作出决策。对伊朗来说，重要的是谈判最终结果，最终签署的任何文件都必定是在伊朗体制的红线框架内制定的，并且符合伊朗人民和国家利益。（央视） 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

alexsl/iStock via Getty Images Stock futures tilted positive Wednesday morning as a powerful tech rally countered ongoing geopolitical jitters. While recent U.S. military strikes in Iran sparked initial caution, broader market losses were capped by structural optimism surrounding a potential 60-day ceasefire framework. Here are some of Wednesday's biggest stock movers: Biggest stock gainers Digital Turbine ( APPS ) +18% - Shares soared after reporting a strong FQ4 beat and issuing FY2027 guidance above expectations. Q4 adjusted EPS came in at $0.16, topping estimates by $0.08, while revenue rose 20% Y/Y to $142.5M, ahead of consensus. Adjusted EBITDA jumped 53% to $31.4M, reflecting improved operating leverage and margin expansion. The company also guided FY2027 revenue to $630M-$650M and adjusted EBITDA to $135M-$145M, both above current analyst expectations. Semtech ( SMTC ) +6% - Shares rose after reporting Q1 results that topped expectations and issuing stronger-than-expected Q2 guidance. Q1 non-GAAP EPS of $0.51 beat by $0.06, while revenue rose 15.9% Y/Y to $291M, ahead of consensus by $7.5M. For Q2 FY2027, Semtech forecasts revenue of $328M ± $5M versus the $308M consensus and adjusted EPS of $0.61 ± $0.02, above expectations of $0.55, signaling continued momentum in its semiconductor business and margin expansion. Biggest stock losers Verra Mobility ( VRRM ) -41% - Shares tumbled after the company announced that Avis Budget Group will terminate its contract with the company effective September 2026, prompting a sharp cut to its 2026 outlook. Verra said the loss of the major customer, which accounted for more than 10% of revenue, is expected to reduce annualized Commercial Services revenue by $135M-$145M and segment profit by $120M-$125M before cost reductions. The company said it was “surprised and disappointed” by the notice and is taking steps to reduce costs and reallocate resources. Zscaler ( ZS ) -21% - Shares plunged as the cybersecurity company’s mixe...

北京科锐公告，公司与全球知名储能系统提供商T公司于2026年5月26日签署了《合作协议》与《系统买卖协议》。根据协议，在2026自然年度内，北京科锐承诺采购T公司提供的储能系统，采购的装机容量不低于200MWh。在2027自然年度及2028自然年度内，北京科锐承诺分别向T公司采购总装机容量不低于200MWh的储能系统。此次合作旨在开拓国内外储能市场，发挥双方在储能领域的优势，实现资源整合与互补。

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Leuthold Group LLC decreased its holdings in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 34.7% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 19,970 shares of the social networking company's stock after selling 10,622 shares during the quarter. Meta Platforms accounts for approximately 1.4% of Leuthold Group LLC's holdings, making the stock its 10th biggest holding. Leuthold Group LLC's holdings in Meta Platforms were worth $13,182,000 at the end of the most recent quarter. A number of other hedge funds also recently made changes to their positions in the business. Vanguard Group Inc. raised its stake in shares of Meta Platforms by 3.8% in the 4th quarter. Vanguard Group Inc. now owns 199,995,630 shares of the social networking company's stock valued at $132,015,115,000 after buying an additional 7,269,279 shares in the last quarter. State Street Corp increased its position in shares of Meta Platforms by 1.9% during the 2nd quarter. State Street Corp now owns 86,925,674 shares of the social networking company's stock worth $64,158,971,000 after purchasing an additional 1,650,435 shares in the last quarter. Capital World Investors increased its position in shares of Meta Platforms by 0.7% during the 3rd quarter. Capital World Investors now owns 39,247,690 shares of the social networking company's stock worth $28,823,375,000 after purchasing an additional 278,180 shares in the last quarter. Invesco Ltd. increased its position in shares of Meta Platforms by 0.8% during the 3rd quarter. Invesco Ltd. now owns 17,153,754 shares of the social networking company's stock worth $12,597,374,000 after purchasing an additional 142,229 shares in the last quarter. Finally, Legal & General Group Plc increased its position in shares of Meta Platforms by 4.1% during the 3rd quarter. Legal & General Group Plc now owns 14,332,168 shares of the social networking company's stock worth $10,525,258,000 af...

Requisite Capital Management LLC lifted its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 174.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,165 shares of the social networking company's stock after purchasing an additional 1,375 shares during the period. Meta Platforms accounts for approximately 0.3% of Requisite Capital Management LLC's portfolio, making the stock its 28th largest position. Requisite Capital Management LLC's holdings in Meta Platforms were worth $1,429,000 at the end of the most recent quarter. A number of other institutional investors also recently modified their holdings of META. Brighton Jones LLC boosted its holdings in shares of Meta Platforms by 1.7% during the fourth quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company's stock worth $20,230,000 after purchasing an additional 570 shares during the period. Revolve Wealth Partners LLC boosted its holdings in shares of Meta Platforms by 10.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company's stock worth $5,537,000 after purchasing an additional 875 shares during the period. Headwater Capital Co Ltd boosted its holdings in shares of Meta Platforms by 294.7% during the first quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company's stock worth $86,454,000 after purchasing an additional 112,000 shares during the period. Dymon Asia Capital Singapore PTE. LTD. purchased a new stake in shares of Meta Platforms during the second quarter worth about $213,000. Finally, Capital & Planning LLC purchased a new stake in shares of Meta Platforms during the second quarter worth about $322,000. 79.91% of the stock is currently owned by hedge funds and other institutional investors. Get Meta Platforms alerts: Sign Up Insider Buying and Selling at Meta Platforms In...

L & S Advisors Inc boosted its holdings in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 7.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 30,445 shares of the social networking company's stock after buying an additional 2,076 shares during the quarter. Meta Platforms makes up about 1.8% of L & S Advisors Inc's holdings, making the stock its 7th largest position. L & S Advisors Inc's holdings in Meta Platforms were worth $20,097,000 at the end of the most recent quarter. Several other large investors have also recently bought and sold shares of META. Brighton Jones LLC increased its holdings in Meta Platforms by 1.7% in the fourth quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company's stock valued at $20,230,000 after buying an additional 570 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in Meta Platforms by 10.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company's stock valued at $5,537,000 after buying an additional 875 shares during the last quarter. Headwater Capital Co Ltd increased its holdings in Meta Platforms by 294.7% in the first quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company's stock valued at $86,454,000 after buying an additional 112,000 shares during the last quarter. Dymon Asia Capital Singapore PTE. LTD. purchased a new position in Meta Platforms in the second quarter valued at $213,000. Finally, Capital & Planning LLC purchased a new position in Meta Platforms in the second quarter valued at $322,000. Hedge funds and other institutional investors own 79.91% of the company's stock. Get Meta Platforms alerts: Sign Up Insider Buying and Selling at Meta Platforms In other news, CFO Susan J. Li sold 56,571 shares of the stock in a transaction dated Friday, February 27th. The shares were sold at an av...

Pacific Heights Asset Management LLC boosted its holdings in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 18.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 190,000 shares of the social networking company's stock after purchasing an additional 30,000 shares during the quarter. Meta Platforms makes up about 4.7% of Pacific Heights Asset Management LLC's investment portfolio, making the stock its 5th largest holding. Pacific Heights Asset Management LLC's holdings in Meta Platforms were worth $125,417,000 as of its most recent SEC filing. A number of other hedge funds have also recently added to or reduced their stakes in the business. Gamco Investors INC. ET AL boosted its holdings in Meta Platforms by 0.4% in the fourth quarter. Gamco Investors INC. ET AL now owns 51,508 shares of the social networking company's stock worth $34,000,000 after purchasing an additional 220 shares during the period. Dougherty & Associates LLC acquired a new position in Meta Platforms in the fourth quarter worth $2,080,000. High Note Wealth LLC boosted its holdings in Meta Platforms by 3.5% in the fourth quarter. High Note Wealth LLC now owns 5,158 shares of the social networking company's stock worth $3,405,000 after purchasing an additional 174 shares during the period. Gabelli Funds LLC boosted its holdings in Meta Platforms by 0.8% in the fourth quarter. Gabelli Funds LLC now owns 171,409 shares of the social networking company's stock worth $113,145,000 after purchasing an additional 1,438 shares during the period. Finally, Requisite Capital Management LLC boosted its holdings in shares of Meta Platforms by 174.1% during the fourth quarter. Requisite Capital Management LLC now owns 2,165 shares of the social networking company's stock valued at $1,429,000 after acquiring an additional 1,375 shares during the period. Institutional investors and hedge funds own 79.91% of the ...