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作者:安公华建 来源:原创 发布日期:08-21

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特朗普披露6月投资组合“大换血”:减持Meta 买入伯克希尔等股票_我的网站

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An illustration of the “5A Framework” for enterprise intelligent transformation unveiled at the 2026 Digital Intelligent Economy Forum in Langfang, North China’s Hebei Province, on August 12, 2026. Photo: people.cn
    An illustration of the “5A Framework” for enterprise intelligent transformation unveiled at the 2026 Digital Intelligent Economy Forum in Langfang, North China’s Hebei Province, on August 12, 2026. Photo: people.cn     
    

The 2026 Digital Intelligent Economy Forum was held in Langfang, North China’s Hebei Province, on Wednesday. At the forum, organizer People's Daily Cultural Technology Corporation unveiled a “5A Framework” for enterprise intelligent transformation, aimed at helping businesses comprehensively innovate their business models, organizational structures and service systems in the artificial intelligence (AI) era.
A To A: Exploring new models for agent collaboration
AI is pushing the internet into a new stage characterized by the widespread participation of AI agents. In the future, China could develop an ecosystem comprising tens of billions of agent applications, while the global “digital population” could reach hundreds of billions. Following To B (business-oriented) and To C (consumer-oriented) models, enterprises and institutions should actively explore the emerging To A (agent-oriented) model. To enable better interaction and coordination among agents, unified data, technology, interface and service standards need to be established, while new business systems and service models should be cultivated.
AI-friendly: Building machine-readable data infrastructure
Today’s internet user interfaces are primarily designed for human browsing. The first step, therefore, should be to build an “AI-friendly” data system that is better suited to being read, understood and accessed by AI. By structuring content resources and turning them into organized knowledge, while strengthening ontology systems and knowledge graphs, such a system can improve AI’s ability to understand and apply information. On this basis, integrated hardware and software infrastructure combining computing architecture with data systems can be developed for AI applications.
AI-native teams: Reshaping organizations and workflows
AI is profoundly reshaping organizational structures and ways of working. AI-native teams should redefine job responsibilities, organizational structures and business processes around the A-To-A model and AI-friendly services, enabling “everyone to have multiple AI agents.” Professional capabilities and business experience can be encapsulated into “digital employees,” promoting autonomous learning by agents, multi-agent collaboration and the evolution of collective intelligence, thereby multiplying per-capita productivity.
AI for good: Putting values first, serving social development
AI also requires values-based guidance. Guided by the principle of “being people-centered and using AI for good,” efforts should follow the approach of “governing AI with AI and guiding intelligence with wisdom,” ensuring that AI always serves social development, the public interest and people’s needs. The “Mainstream Values Corpus,” whose development was launched by the People’s Daily in May 2023, has already begun to take shape and has been validated through numerous large-model applications.
Inclusive AI: Protecting cultural diversity, advancing global sustainable development
AI should not become merely “a game for rich countries and rich people,” but should benefit all countries. Efforts should be made to actively participate in global initiatives for inclusive AI, bridge the digital and intelligent divide, and enable more organizations and individuals to share the benefits of development on an equal footing, so that AI can truly become a powerful positive force for improving the well-being of all humanity and advancing human civilization.
This was translated and compiled by the Global Times, based on an article originally published on people.cn on August 12, 2026.

。    K图 META_0K图 BRK_A_0  美国总统唐纳德·特朗普最新披露了其6月份进行了超过1000笔金融交易,这似乎是他投资组合的大规模调整。
  根据特朗普8月22日提交的最新文件显示,他于整个6月在股票、债券和交易所交易基金(ETF)之间频繁进出,这些交易总额介于7810万美元至2.631亿美元之间,具体金额并未明确列出,而是以每次买卖的区间形式呈现。

二 |   他的证券买入总额超过4900万美元,而卖出总额至少为2850万美元。  尽管这份文件揭示了特朗普的资产配置动向,但并未清晰展示其整体投资组合的具体持仓情况。买卖金额未作具体说明,也未透露特朗普持有任何特定证券的数额。  交易详情  在1051笔交易中,最大的一笔是6月22日出售500万至2500万美元的先锋股息增值指数基金ETF(Vanguard Dividend Appreciation Index Fund ETF)股份;同一天,他还分别购买了价值100万至500万美元的富达国民信息服务公司(FIS)和家得宝公司的股票。

三 | 这些是6月内大额买入交易中的最大的几笔。  6月18日,特朗普出售了价值100万至500万美元的Meta和摩托罗拉股票,当天在同一金额范围内购入了伯克希尔·哈撒韦、Cintas、Visa和Mastercard的股份。值得一提的是,这些交易发生在市场因对货币政策走向担忧而下跌的前一天。

四 |   6月份特朗普的其他投资还包括多只ETF,例如iShares美国国债ETF、State Street科技精选行业SPDR ETF以及iShares GSCI大宗商品动态滚动策略ETF。此外,特朗普还购买了数只市政债券。  特朗普出售的ETF包括先锋短期债券指数基金ETF、State Street Consumer Discretionary Select Sector SPDR ETF以及先锋富时欧洲ETF。这些ETF交易总额介于100万至500万美元之间。  期间,总统还频繁买卖国防承包商Palantir Technologies的股票,6月3日买入金额在1,001至15,000美元之间,6月16日卖出金额在15,001至50,000美元,此外其6月18日又出售了价值50万至100万美元的股份。6月14日,美国与伊朗达成和平协议。  另外两家国防公司RTX和Northrop Grumman也出现在总统的交易记录中。特朗普于6月12日买入RTX股票约10万至25万美元,同日卖出Northrop 1,001至15,000美元的股份。随后,他在6月23日再次买入Northrop,6月24日又将其卖出。

五 |   特朗普6月总计有25笔交易涉及股票、债券和ETF的买卖。根据规定,特朗普只需披露超过1000美元的证券交易即可。  此外,整个月份内,随着比特币价格下跌,特朗普还在Coinbase平台进行加密资产的买卖。从6月12日至6月23日,他出售了价值11.6万至31.5万美元的代币,随后在6月24日又购入了5万至10万美元的代币。

六 |   目前白宫尚未对此有任何表态。不过参考今年5月,在特朗普披露第一季度交易记录后,白宫发言人Davis Ingle表示,总统的资产由其子女管理的信托基金持有。

七 |   Davis Ingle当时在声明中表示,“不存在利益冲突,特朗普总统始终以美国公众的最大利益为行动准则——正因如此,尽管虚假新闻媒体多年来对他及其企业不断散布谎言和诬陷,他们仍以压倒性多数支持他连任。

八 | ”(文章来源:财联社)。

九 |

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