科技股方面,德鲁肯米勒Q4清仓了Meta,加仓了谷歌与Sea。德鲁肯米勒与贝森特、沃什的“师徒”关系让市场推测,“德鲁肯米勒经济学”——即反赤字、反通胀、反关税——可能通过贝森特和沃什渗透至政策制定中。美东时间2月14日周五美股盘后,递交美国证监会(SEC)的13F文件披露,传奇投资人斯坦利·德鲁肯米勒(Stanley Druckenmiller)旗下的杜肯家族办公室(Duquesne ...
Source Link科技股方面,德鲁肯米勒Q4清仓了Meta,加仓了谷歌与Sea。德鲁肯米勒与贝森特、沃什的“师徒”关系让市场推测,“德鲁肯米勒经济学”——即反赤字、反通胀、反关税——可能通过贝森特和沃什渗透至政策制定中。美东时间2月14日周五美股盘后,递交美国证监会(SEC)的13F文件披露,传奇投资人斯坦利·德鲁肯米勒(Stanley Druckenmiller)旗下的杜肯家族办公室(Duquesne ...
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