The big names in the investment world announced their holdings in the fourth quarter of 2023 last week.。Quarterly reports from investment moguls such as Warren Buffett, Bill Ackerman, David Tepper, and Dan Loeb are in the spotlight, and investors want to know which companies and industries these successful investors favor。

Notably, these reports are mandatory for institutional investors managing more than $100 million in assets and reflect their equity holdings at the end of December.。The report does not reflect subsequent changes and does not include stock purchase prices or selling profits。

Here are some highlights from the report:

1.Tech stocks are favored: Many investors have stepped up their investments in tech stocks, especially AI-related companies such as Amazon, Nvidia and Intel。Hedge fund Bridgewater Associates increased its stake in Nvidia almost sixfold to 268,489 shares。

2.Energy and utilities in the spotlight: At the same time, some high-profile investors have turned their eyes to energy and utilities, with Warren Buffett's Berkshire Hathaway cutting its position in technology stocks and increasing its investments in Chevron and Eurasia Petroleum。

3.Consumer stocks have suffered a cold reception: consumer stocks have become less attractive, especially in the context of persistent inflation and high interest rates in the United States, with less investment in industries such as automobiles, travel, home improvement and catering.。Bill Ackerman's Pershing Square slashes holdings in Lowe's and Chipotle Mexican Grill。

4.* Home construction market optimism: There are signs that investors are optimistic about the outlook for the home construction market, hoping to benefit from the Federal Reserve's interest rate cut。Some investors have increased their holdings in related companies such as real estate development and management company Howard Hughes.。

These shareholding adjustments reflect the level of investor confidence in different industries and companies, as well as their expectations for future market movements.。