Author: xjadmin

On May 4th, the “Investment · Kewei | 2025 China Investor Summit” in Omaha, co hosted by Xingzheng Global Fund, Caixin, and Tencent News, is currently underway. Li Yuanhai, Director of Research and Investment Manager at Ningquan Asset Management, mentioned that in this wave of technology, the focus is on the progress of AI applications. He believes that a new technological revolution will ultimately be reflected in improving human efficiency and the revenue realization of related products. Therefore, in the selection of investment products, we will try to avoid chasing hot targets with high valuations, and prefer technology companies with mature technology, simple business models, and stable cash flows. At present, Ningquan Asset focuses on industries and sector allocation, with a particular emphasis on areas related to domestic demand growth, such as real estate and property, public utilities, household appliance consumption, chemicals, and new energy. (Reporter Zhou Xiaoya)

On May 4th, in response to the attack on Ben Gurion International Airport on the morning of May 4th local time, Israeli Defense Minister Katz stated in a statement that Israel will take “double” retaliation against the attackers. Another Israeli media reported, citing military insiders, that “the possibility of direct airstrikes by the Israeli military against the Houthi militants in Yemen cannot be ruled out.” Previously, Israeli military officials had stated that there were no plans to take direct action against the Houthi militants at this stage, as the recent airstrikes by the US military against them were already “effective enough.

On May 4th, Australian Prime Minister Albanese led the ruling Labor Party to win the 2025 federal elections. After the Canadian election, the ‘Trump factor’ also affected the Australian election results, becoming one of the reasons for the Labour Party’s overwhelming support rate. Both the Liberal Party and the Labour Party acknowledge that the ‘Trump factor’ has influenced the election situation. This is a significant blow to the conservative political party in Australia, “said Senator James Patterson, spokesperson for the Liberal Party.” I believe that (US President Trump) has always been a factor. A similar situation has also occurred in Canada. Under the influence of the “Trump factor,” the Canadian Liberal Party, which advocates for “strengthening the US,” achieved a comeback in support and ultimately won the election in April. (CCTV)

On May 4th, during the “Investment · Kewei | 2025 China Investor Summit” held in Omaha, co hosted by Xingzheng Global Fund, Caixin, and Tencent News, the founder of Munger Academy, Shi Hongjun, shared his insights on the inheritance of value investing during the roundtable discussion. Faced with uncertainty, Shi Hongjun emphasized Munger’s wisdom of “always thinking in reverse” and the need to examine economic trends from a long-term perspective, firmly believing in the future potential of the Chinese market. He combines his publishing experience to suggest that investment is similar to book selection, requiring a deep cultivation of one’s ability circle and a focus on real problems. “Successful long-term thinking requires dynamic expansion of cognition, rather than blindly crossing boundaries. When it comes to opportunities, he said that “good opportunities are rare, but we need to focus on striking out”, and called on investors to remain rational in the century long changes, filter risks with a list based thinking, and capture the dividends of the times. (Reporter Wu Yuqi from Caixin News Agency)

On May 4th, the “Investment · Kewei | 2025 China Investor Summit” in Omaha, co hosted by Xingzheng Global Fund, Caixin, and Tencent News, is currently underway. During the roundtable discussion, Chang Jin, Vice Chairman of Himalaya Capital, believed that Buffett’s inheritance arrangement marked the beginning of a new era. Berkshire Hathaway achieved its current scale through the power of compound interest and long-term shareholder mentality. Its holding of huge amounts of cash is not only to cope with major opportunities, but also to ensure capital resilience under systemic risks. When it comes to global opportunities, Chang Jin emphasizes “fishing in places with plenty of fish”, seeking high-quality enterprises with sustained competitive advantages and the ability to create long-term cash flow, and believes that economic growth is the foundation of compound interest. For the Chinese market, he suggests that investors focus on the micro level, rationally shield short-term emotions, and support excellent enterprises. Changjin summarized: “Value investing is a great cause, and we play a positive role in helping enterprises grow.” (Wu Yuqi, reporter from Caixin News Agency)

On May 4, 2025, Liu Jinsong, Director General of the Asia Department of the Ministry of Foreign Affairs, made solemn representations to the Chief Ambassador of the Japanese Embassy in China, Akira Yokota, regarding the invasion of China’s Diaoyu Islands airspace by Japanese right-wing elements flying civilian planes. He urged Japan to immediately stop its illegal infringement activities and take effective measures to prevent similar incidents from happening again. China will resolutely safeguard its territorial sovereignty and maritime rights and interests.

On the morning of May 4th local time, the Israeli Defense Forces announced that they had detected a missile being launched from Yemen towards Israel, and the Israeli air defense system was intercepting it. As a result, air raid sirens were sounded in many parts of Israel, including Tel Aviv. In addition, according to reports, Ben Gurion International Airport in Tel Aviv has been temporarily closed due to the impact of the attack. According to media reports, multiple explosions were heard in the area where Ben Gurion International Airport is located. The video circulating on social media shows missile debris falling in the relevant area, and thick smoke rising from the scene. (CCTV News)

On May 4th, the Yemeni Presidential Leadership Council appointed Salim Saleh bin Brick as the new Prime Minister of Yemen. Salim served as the Minister of Finance of the Yemeni government before his appointment. Earlier on the 3rd, Ahmed Awad bin Mubarak issued a statement stating that he had submitted his resignation from the position of Prime Minister after meeting with the Chairman of the Yemeni Presidential Leadership Council, Ali Mi. Mubarak stated that he has made every effort to restore state institutions and combat corruption, but still faces many difficulties and challenges. Therefore, he has submitted his resignation.

On May 4th, local time, the “Humanitarian Action Coordination Center” controlled by the Houthis announced a decision to prohibit ships exporting, re exporting, transporting, loading, purchasing, transferring or selling US crude oil from US ports from passing through the Red Sea, the Strait of Mandeb, the Gulf of Aden, the Arabian Sea and the Indian Ocean, and stated that these ships may become targets of attack anywhere the Houthis can strike.

On May 4th, California Governor Gavin Newson said in an interview with Japanese media Nikkei Asia online that the Trump administration’s tariff policies have caused huge damage to California and that California will continue to “open its trade doors” to China. Newson said that California has always been a “stable trading partner” for China. Both parties have signed a series of memorandums of cooperation between provinces, prefectures, counties, and cities. Last year during his visit to China, he extended his connections with China to the national level. He emphasized that California is “open to all trading partners, including China,” because global trade is not a zero sum game, and “we are interdependent with each other.