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Trump instructs Pentagon to substantially reduce joint military exercises with South Korea_我的网站

一 |     上市公司半年报绘制的“藏宝图”正持续展开，百亿级私募在周期与科技之间展开激烈博弈。作为高毅资产旗下的明星基金经理，邓晓峰加仓万华化学、新进北新建材，试图在化工建材赛道复刻昔日紫金矿业式的周期投资神话；睿郡、聚鸣等机构则扎堆涌入半导体、物联网及智能制造领域，持续挖掘科技领域的价值富矿，海康威视更上演了连续减持与连续增持的“多空对峙”，机构间的观点大相径庭。    U.S. President Donald Trump said on Sunday he had instructed the Pentagon to substantially reduce joint military exercises with South Korea.    "I am not happy with the fact that the United States has, long ago, agreed to participate in Joint Military Exercises with South Korea," Trump wrote in a post on Truth Social.    "These exercises are not only costly, with much of these costs paid for by the United States of America (as usual!), but send a signal that is totally inappropriate and hostile," he said.    "Therefore, and based on the fact that it is too late to cancel, I have instructed Secretary of War, Pete Hegseth, to substantially reduce the Joint Military Exercises!" Trump said.    The U.S. president also mentioned Seoul's refusal to join U.S. actions to "denuclearize" Iran.                     。

二 | 不过，喧嚣的调仓底牌背后暗藏不确定性，在经历7月科技股剧烈回调后，这份投资图谱或已面目全非，盲目跟风者需警惕成为过期信号的买单人。（中证报）。

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