<p>对于许多投资者来说，财报季是每个季度的巅峰。大多数 <strong>标准普尔 500</strong> 公司在六周内报告其运营结果，为投资者提供了关于美国经济健康状况的宝贵信息。</p>
<p>但财报季并不是季度内唯一重要的数据发布。8 月 14 日是资产管理规模至少为 1 亿美元的机构投资者向证券交易委员会提交 13F 表格的截止日期。13F 表格为投资者提供了华尔街最聪明的投资者在最新季度买卖哪些股票的简明快照。</p>
<p>尽管沃伦·巴菲特是所有资金经理中最受关注的，但他并不是唯一一个追求超额回报的亿万富翁。杜克斯家族办公室的亿万富翁老板斯坦利·德鲁肯米勒以提供超高回报和发现隐藏的绝佳交易而闻名。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzM0OTkvbW9uZXktbWFuYWdlci1zdG9jay1jaGFydC1yZWZsZWN0aW9uLWdsYXNzZXMtbGFwdG9wLWJ1eS1zZWxsLWdldHR5LmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="466" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzM0OTkvbW9uZXktbWFuYWdlci1zdG9jay1jaGFydC1yZWZsZWN0aW9uLWdsYXNzZXMtbGFwdG9wLWJ1eS1zZWxsLWdldHR5LmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<p>在与关税相关的波动中，德鲁肯米勒在第二季度可谓忙得不可开交。他购买了 35 只新证券，增持了 13 个现有头寸，减少了杜克斯在 18 只股票中的持股，并将另外 18 只持股清仓。</p>
<p>也许这些举动中最令人惊讶的是他抛售了其基金在电动车制造商 <strong>特斯拉</strong>(TSLA 7.21%) 的持股，随后又大量买入了可以被称为华尔街上周最热门的股票。</p>
<h2>特斯拉是否面临崩溃？</h2>
<p>在斯坦利·德鲁肯米勒于 6 月结束的季度中被抛弃的 18 只股票中，特斯拉或许是最引人注目的。杜克斯的投资主管在第一季度削减了其基金在特斯拉的持股 50%，并在最新季度抛售了剩余的 18,838 股。</p>
<p>德鲁肯米勒对投资市场领先企业并不陌生，而特斯拉无疑符合这一定义。它是半个多世纪以来第一家从零开始建立起大规模生产的汽车制造商。此外，它是唯一一家证明自己能够持续盈利的纯电动车制造商。特斯拉正在努力实现连续第六年的盈利。</p>
<p>德鲁肯米勒购买特斯拉股票的时机（2024 年第四季度）也表明他可能是顺应了情绪的潮流。特斯拉首席执行官埃隆·马斯克是唐纳德·特朗普总统竞选的公开支持者，并最终获得了帮助政府效率部（DOGE）的特殊角色。特朗普和马斯克保持密切关系被认为对特斯拉是个利好。</p>
<p>但这位 “七大奇迹” 成员绝非完美——德鲁肯米勒可能对此心知肚明。</p>
<p>特斯拉面临的第一个问题是其电动车的需求已经减弱。尽管进行了超过六次大幅降价，汽车收入在第二季度同比下降了 16%，全球车辆库存上升了 33%，达到了 24 天。日益激烈的竞争对特斯拉造成了冲击，其汽车利润率也因此受到影响。</p>
<p>更糟糕的是，随着特朗普的旗舰法案 “美丽的大法案” 成为法律，美国对电动车的汽车监管税收抵免即将取消。特斯拉依赖汽车监管抵免和现金的净利息收入来推动其超过一半的税前收入。这表明，这家曾经辉煌的公司如今面临多么危险的境地。</p>
<p>德鲁肯米勒的退出也可能是由于公司创新失败所致。就所有意图而言，Cybertruck 的销售令人失望，而特斯拉在德克萨斯州奥斯汀推出的机器人出租车服务非常有限且令人失望。</p>
<p>这反映了特斯拉首席执行官的不幸主题：过度承诺和持续未能兑现。马斯克有倾向做出无法兑现的承诺，例如在连续 11 年内承诺实现 5 级自动驾驶，而他的公司在这段时间内一直停留在 2 级自动驾驶。</p>
<p>最后，杜克斯的亿万富翁投资者可能被特斯拉的估值吓到了。尽管预计 2025 年的净销售额将下降 5%，但其股票的估值为预测每股收益（EPS）的 234 倍。与此同时，大多数汽车股票的交易估值接近预测每股收益的 10 倍。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzM0OTkvc3RyZWFtaW5nLXZpZGVvLW9uLWRlbWFuZC1uZmx4LXRhYmxldC1zdWJzY3JpcHRpb24tdHYtZ2V0dHkuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="467" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzM0OTkvc3RyZWFtaW5nLXZpZGVvLW9uLWRlbWFuZC1uZmx4LXRhYmxldC1zdWJzY3JpcHRpb24tdHYtZ2V0dHkuanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<h2>斯坦利·德鲁肯米勒大量购买这只飙升的媒体股票</h2>
<p>在另一端，杜克斯家族办公室的首席投资者购买了近三十只新证券，包括看涨期权。根据上周发生的事情，这些购买中最引人注目的似乎是传统媒体公司 <strong>华纳兄弟探索</strong>(WBD 16.33%)。</p>
<p>在 4 月 1 日至 6 月 30 日期间，德鲁肯米勒监督购买了 6,537,160 股华纳兄弟探索的股票。由于其股票上周上涨了 56%，这一头寸的价值可能增加了超过 4400 万美元（假设在当前季度没有额外的股票被购买或出售）。</p>
<p>华纳兄弟之所以成为华尔街的热门话题，是因为有传言称，截至 9 月 12 日下午，<strong>派拉蒙·斯凯丹斯</strong>(PSKY 7.62%) 正在准备对该公司进行收购，消息来源于《华尔街日报》。尽管尚未正式提出收购要约，但预计大部分报价将以现金形式出现，这对那些目睹牛市将他们抛在身后的华纳兄弟探索股东来说尤其诱人。</p>
<p>媒体合并的猜测之所以更加引人注目，是因为这紧随华纳兄弟探索在六月宣布计划拆分为两家独立媒体公司的消息。在一端，将是其流媒体与制片公司（S&amp;S），包括华纳兄弟电视、电影制片厂、HBO 和 HBO Max。另一端是全球网络，涵盖体育和新闻电视品牌，以及 Discovery+ 流媒体服务。</p>
<p>派拉蒙斯凯丹与华纳兄弟之间的潜在合并/收购可能会引发对华纳兄弟探索 S&amp;S 部门的竞标战，一些华尔街分析师暗示该部门可能会被出售以改善资产负债表的灵活性。</p>
<p>但在派拉蒙斯凯丹竞标传闻之前，还有其他迹象表明华纳兄弟探索是一个绝佳的投资机会。特别是，该公司的流媒体部门运营结果大幅改善。销售、一般和行政成本正在下降，而收入在全球用户稳定增长的背景下大幅上升。截至六月三十日，其国际用户数量较去年同期增长了 34%，达到 6790 万。</p>
<p>此外，广告收入迟早会成为华纳兄弟探索的助力，而不是阻力。尽管不确定性最近迫使企业削减营销预算，但长期的经济扩张期有利于像华纳兄弟探索这样的广告驱动型企业。</p>
<p>最后，该公司的股票在过去几年一直低于其账面价值，直到上周最后两个交易日。这为像亿万富翁斯坦利·德鲁肯米勒这样的机会投资者提供了出手的窗口。</p>

特斯拉

2 倍做空特斯拉 ETF - GraniteShares

2 倍做多特斯拉 ETF - Direxion

2 倍做空特斯拉 ETF - Tradr

XI二南特斯-U

南方两倍做多特斯拉

南方两倍做空特斯拉

2 倍做多 TSLA ETF - GraniteShares

<p>亿万富翁投资者斯坦利·德鲁肯米勒显著减少了他在特斯拉的持股，出售了所有剩余股份，此前他已将持仓削减了 50%。这一决定是在特斯拉电动车需求下降和竞争加剧的背景下做出的，导致汽车收入下降了 16%。相比之下，德鲁肯米勒在华纳兄弟探索公司进行了大量投资，收购了超过 650 万股，因为该股票上周上涨了 56%，反映了他在最近的财报季节中投资重点的战略转变</p>

<p>For a lot of investors, earnings season is the pinnacle of each quarter. The six-week period where a majority of <strong>S&amp;P 500</strong> businesses report their operating results gives investors invaluable information on the health of the U.S. economy.</p>
<div class="lb-trans"><p>对于许多投资者来说，财报季是每个季度的巅峰。大多数 <strong>标准普尔 500</strong> 公司在六周内报告其运营结果，为投资者提供了关于美国经济健康状况的宝贵信息。</p>
</div><p>But earnings season isn't the only important data dump of the quarter. Aug. 14 marked the deadline for institutional investors with at least $100 million in assets under management to file Form 13F with the Securities and Exchange Commission. A 13F provides a concise snapshot for investors of which stocks the smartest investors on Wall Street bought and sold in the latest quarter.</p>
<div class="lb-trans"><p>但财报季并不是季度内唯一重要的数据发布。8 月 14 日是资产管理规模至少为 1 亿美元的机构投资者向证券交易委员会提交 13F 表格的截止日期。13F 表格为投资者提供了华尔街最聪明的投资者在最新季度买卖哪些股票的简明快照。</p>
</div><p>Though Warren Buffett is the most closely monitored of all money managers, he's not the only billionaire with a penchant for outsized returns. Duquesne Family Office's billionaire boss Stanley Druckenmiller is known to deliver supercharged returns and spot amazing deals hiding in plain sight.</p>
<div class="lb-trans"><p>尽管沃伦·巴菲特是所有资金经理中最受关注的，但他并不是唯一一个追求超额回报的亿万富翁。杜克斯家族办公室的亿万富翁老板斯坦利·德鲁肯米勒以提供超高回报和发现隐藏的绝佳交易而闻名。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzM0OTkvbW9uZXktbWFuYWdlci1zdG9jay1jaGFydC1yZWZsZWN0aW9uLWdsYXNzZXMtbGFwdG9wLWJ1eS1zZWxsLWdldHR5LmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F833499%2Fmoney-manager-stock-chart-reflection-glasses-laptop-buy-sell-getty.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><p>Druckenmiller was nothing short of a busy bee amid tariff-related volatility during the second quarter. He purchased 35 new securities, added to 13 existing positions, reduced Duquesne's stake in 18 stocks, and sent another 18 holdings packing.</p>
<div class="lb-trans"><p>在与关税相关的波动中，德鲁肯米勒在第二季度可谓忙得不可开交。他购买了 35 只新证券，增持了 13 个现有头寸，减少了杜克斯在 18 只股票中的持股，并将另外 18 只持股清仓。</p>
</div><p>Perhaps the most surprising of these moves was jettisoning his fund's position in electric-vehicle (EV) manufacturer <strong>Tesla</strong>(TSLA 7.21%), and subsequently piling into what can be described as Wall Street's hottest stock over the last week.</p>
<div class="lb-trans"><p>也许这些举动中最令人惊讶的是他抛售了其基金在电动车制造商 <strong>特斯拉</strong>(TSLA 7.21%) 的持股，随后又大量买入了可以被称为华尔街上周最热门的股票。</p>
</div><h2>Is Tesla headed for a breakdown?</h2>
<div class="lb-trans"><h2>特斯拉是否面临崩溃？</h2>
</div><p>Among the 18 stocks given the heave-ho by billionaire Stanley Druckenmiller during the June-ended quarter, perhaps none is more an eyebrow-raiser than Tesla. Duquesne's investment chief slashed his fund's stake in Tesla by 50% during the first quarter and dumped the remaining 18,838 shares in the latest quarter.</p>
<div class="lb-trans"><p>在斯坦利·德鲁肯米勒于 6 月结束的季度中被抛弃的 18 只股票中，特斯拉或许是最引人注目的。杜克斯的投资主管在第一季度削减了其基金在特斯拉的持股 50%，并在最新季度抛售了剩余的 18,838 股。</p>
</div><p>Druckenmiller is no stranger to investing in market-leading businesses, of which Tesla has certainly met the definition. It's the first automaker in more than a half-century to have built itself from the ground up to mass production. Further, it's the only pure-play EV maker that's demonstrated it can be profitable on a recurring basis. Tesla is working on what could be its sixth consecutive year of profit.</p>
<div class="lb-trans"><p>德鲁肯米勒对投资市场领先企业并不陌生，而特斯拉无疑符合这一定义。它是半个多世纪以来第一家从零开始建立起大规模生产的汽车制造商。此外，它是唯一一家证明自己能够持续盈利的纯电动车制造商。特斯拉正在努力实现连续第六年的盈利。</p>
</div><p>The timing of Druckenmiller's purchase of Tesla stock (the fourth quarter of 2024) also suggests he may have been riding a wave of sentiment. Tesla CEO Elon Musk was an outspoken supporter of Donald Trump's presidential campaign and ultimately earned a special role helping out the Department of Government Efficiency (DOGE). Trump and Musk remaining close was believed to be a positive for Tesla.</p>
<div class="lb-trans"><p>德鲁肯米勒购买特斯拉股票的时机（2024 年第四季度）也表明他可能是顺应了情绪的潮流。特斯拉首席执行官埃隆·马斯克是唐纳德·特朗普总统竞选的公开支持者，并最终获得了帮助政府效率部（DOGE）的特殊角色。特朗普和马斯克保持密切关系被认为对特斯拉是个利好。</p>
</div><p>But this member of the &#34;Magnificent Seven&#34; is anything but perfect -- and Druckenmiller likely knows it.</p>
<div class="lb-trans"><p>但这位 “七大奇迹” 成员绝非完美——德鲁肯米勒可能对此心知肚明。</p>
</div><p>The first issue for Tesla is that demand for its EVs has waned. In spite of more than a half-dozen sweeping price cuts, automotive revenue plunged by 16% in the second quarter from the prior-year period, with global vehicle inventory rising by 33% to 24 days. Increasing competition is doing a number on Tesla, and its automotive margin is paying the price.</p>
<div class="lb-trans"><p>特斯拉面临的第一个问题是其电动车的需求已经减弱。尽管进行了超过六次大幅降价，汽车收入在第二季度同比下降了 16%，全球车辆库存上升了 33%，达到了 24 天。日益激烈的竞争对特斯拉造成了冲击，其汽车利润率也因此受到影响。</p>
</div><p>To add fuel to the fire, the U.S. automotive regulatory tax credit for EVs is going away following Trump's flagship &#34;Big, Beautiful Bill&#34; becoming law. Tesla has relied on automotive regulatory credits and net interest income on its cash to drive more than half of its pre-tax income. It demonstrates just how perilous things have become for this once-magnificent company.</p>
<div class="lb-trans"><p>更糟糕的是，随着特朗普的旗舰法案 “美丽的大法案” 成为法律，美国对电动车的汽车监管税收抵免即将取消。特斯拉依赖汽车监管抵免和现金的净利息收入来推动其超过一半的税前收入。这表明，这家曾经辉煌的公司如今面临多么危险的境地。</p>
</div><p>Druckenmiller's exit may have also been spurred by the company's failed innovations. For all intents and purposes, Cybertruck sales have been a disappointment, and Tesla's robotaxi launch in Austin, TX, was very limited and underwhelming.</p>
<div class="lb-trans"><p>德鲁肯米勒的退出也可能是由于公司创新失败所致。就所有意图而言，Cybertruck 的销售令人失望，而特斯拉在德克萨斯州奥斯汀推出的机器人出租车服务非常有限且令人失望。</p>
</div><p>This speaks to an unfortunate theme with Tesla's CEO: overpromising and consistently underdelivering. Musk has a tendency to make claims that can't be kept, such as promising Level 5 autonomy for 11 consecutive years when his company has been stuck at Level 2 autonomy the entire time.</p>
<div class="lb-trans"><p>这反映了特斯拉首席执行官的不幸主题：过度承诺和持续未能兑现。马斯克有倾向做出无法兑现的承诺，例如在连续 11 年内承诺实现 5 级自动驾驶，而他的公司在这段时间内一直停留在 2 级自动驾驶。</p>
</div><p>Lastly, Duquesne's billionaire investor might have been scared off by Tesla's valuation. Shares are valued at 234 times forecast earnings per share (EPS) in 2025 despite an expected 5% <em>decline</em> in net sales. Meanwhile, most auto stocks trade closer to 10 times forecast EPS.</p>
<div class="lb-trans"><p>最后，杜克斯的亿万富翁投资者可能被特斯拉的估值吓到了。尽管预计 2025 年的净销售额将下降 5%，但其股票的估值为预测每股收益（EPS）的 234 倍。与此同时，大多数汽车股票的交易估值接近预测每股收益的 10 倍。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzM0OTkvc3RyZWFtaW5nLXZpZGVvLW9uLWRlbWFuZC1uZmx4LXRhYmxldC1zdWJzY3JpcHRpb24tdHYtZ2V0dHkuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F833499%2Fstreaming-video-on-demand-nflx-tablet-subscription-tv-getty.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Stanley Druckenmiller loaded up on shares of this skyrocketing media stock</h2>
<div class="lb-trans"><h2>斯坦利·德鲁肯米勒大量购买这只飙升的媒体股票</h2>
</div><p>On the other end of the spectrum, Duquesne Family Office's head investor purchased nearly three dozen new securities, including call options. Based on what transpired last week, the most intriguing of these buys looks to be legacy media company <strong>Warner Bros. Discovery</strong>(WBD 16.33%).</p>
<div class="lb-trans"><p>在另一端，杜克斯家族办公室的首席投资者购买了近三十只新证券，包括看涨期权。根据上周发生的事情，这些购买中最引人注目的似乎是传统媒体公司 <strong>华纳兄弟探索</strong>(WBD 16.33%)。</p>
</div><p>Between April 1 and June 30, Druckenmiller oversaw the purchase of 6,537,160 shares of Warner Bros. Discovery stock. With its shares up 56% last week, the value of this position may have increased by more than $44 million (assuming no additional shares were purchased or sold in the current quarter).</p>
<div class="lb-trans"><p>在 4 月 1 日至 6 月 30 日期间，德鲁肯米勒监督购买了 6,537,160 股华纳兄弟探索的股票。由于其股票上周上涨了 56%，这一头寸的价值可能增加了超过 4400 万美元（假设在当前季度没有额外的股票被购买或出售）。</p>
</div><p>The reason Warner Bros. is the buzz of Wall Street has to do with rumors that, as of this writing in the late afternoon on Sept. 12, <strong>Paramount Skydance</strong>(PSKY 7.62%) is preparing a bid for the company, according to <em>The Wall Street Journal</em>. Though no bid has been officially presented, the expectation is that most of the offer will come in the form of cash, which could be especially tantalizing to Warner Bros. Discovery shareholders who've watched the bull market leave them in the dust.</p>
<div class="lb-trans"><p>华纳兄弟之所以成为华尔街的热门话题，是因为有传言称，截至 9 月 12 日下午，<strong>派拉蒙·斯凯丹斯</strong>(PSKY 7.62%) 正在准备对该公司进行收购，消息来源于《华尔街日报》。尽管尚未正式提出收购要约，但预计大部分报价将以现金形式出现，这对那些目睹牛市将他们抛在身后的华纳兄弟探索股东来说尤其诱人。</p>
</div><p>What makes media merger speculation even more intriguing is that it follows Warner Bros. Discovery's June announcement of a planned split into two separate media companies. On one end will be its Streaming &amp; Studios (S&amp;S) company that consists of Warner Bros. Television, its movie studios, HBO and HBO Max. On the other end is Global Networks, which features sports and news television brands, as well as the Discovery+ streaming service.</p>
<div class="lb-trans"><p>媒体合并的猜测之所以更加引人注目，是因为这紧随华纳兄弟探索在六月宣布计划拆分为两家独立媒体公司的消息。在一端，将是其流媒体与制片公司（S&amp;S），包括华纳兄弟电视、电影制片厂、HBO 和 HBO Max。另一端是全球网络，涵盖体育和新闻电视品牌，以及 Discovery+ 流媒体服务。</p>
</div><p>A potential merger/acquisition between Paramount Skydance and Warner Bros. may initiate a bidding war for Warner Bros. Discovery's S&amp;S segment, which some analysts on Wall Street have intimated may be sold to improve balance sheet flexibility.</p>
<div class="lb-trans"><p>派拉蒙斯凯丹与华纳兄弟之间的潜在合并/收购可能会引发对华纳兄弟探索 S&amp;S 部门的竞标战，一些华尔街分析师暗示该部门可能会被出售以改善资产负债表的灵活性。</p>
</div><p>But there were other signs prior to the Paramount Skydance bid rumor that Warner Bros. Discovery represented a screaming bargain. In particular, the company's streaming segment has been delivering much-improved operating results. Selling, general &amp; administrative costs are declining, while revenue roars higher amid a steady influx of global subscribers. Its international subscriber count jumped 34% from the prior-year period to 67.9 million, as of June 30.</p>
<div class="lb-trans"><p>但在派拉蒙斯凯丹竞标传闻之前，还有其他迹象表明华纳兄弟探索是一个绝佳的投资机会。特别是，该公司的流媒体部门运营结果大幅改善。销售、一般和行政成本正在下降，而收入在全球用户稳定增长的背景下大幅上升。截至六月三十日，其国际用户数量较去年同期增长了 34%，达到 6790 万。</p>
</div><p>Additionally, it's only a matter of time before advertising revenue acts as a tailwind and not a headwind for Warner Bros. Discovery. Though uncertainties have coerced businesses to pare back their marketing budgets recently, long-winded periods of economic expansion favor ad-driven businesses like Warner Bros. Discovery.</p>
<div class="lb-trans"><p>此外，广告收入迟早会成为华纳兄弟探索的助力，而不是阻力。尽管不确定性最近迫使企业削减营销预算，但长期的经济扩张期有利于像华纳兄弟探索这样的广告驱动型企业。</p>
</div><p>Lastly, shares of the company had traded well below their book value for years until the final two trading days of last week. This gave opportunistic investors like billionaire Stanley Druckenmiller a window to pounce.</p>
<div class="lb-trans"><p>最后，该公司的股票在过去几年一直低于其账面价值，直到上周最后两个交易日。这为像亿万富翁斯坦利·德鲁肯米勒这样的机会投资者提供了出手的窗口。</p>
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Billionaire Stanley Druckenmiller Dumped His Fund's Stake in Tesla and Is Piling Into a Stock That Rallied 56% Last Week Amid Buyout Rumors

- 投资者关注的财报季为美国经济健康提供重要信息。  
- 杜克恩家族办公室的斯坦利·德鲁肯米勒在第二季度大幅调整投资组合。  
- 他减持特斯拉股票并增持华纳兄弟探索公司，后者因并购传闻受到关注。

亿万富翁斯坦利·德鲁肯米勒抛售了他基金持有的特斯拉股份，并正在大量买入一只上周因收购传闻而上涨 56% 的股票