$PDD(PDD.US) Trust in the vision of the great path.
Duan Yongping's Q2 big bet on AI: Google's holdings surged by 75%, NVIDIA increased its position by nearly 50%, while also adding to Apple and PDD
H&H Fund's latest portfolio adjustments include: aggressively increasing its holdings in Alphabet - C by 830,000 shares (an increase of 75.17%) and NVIDIA by 320,000 shares (an increase of 49.56%), firmly reaffirming its "faith recharge" in AI. At the same time, it reversed the previous trend by increasing its position in Apple by 2.61%, while PDD received an 11.72% increase, maintaining its position as the third-largest holding; on the reduction side, Occidental Petroleum decreased its holdings by 1.95%, while Alibaba, Microsoft, and others were also reduced, leading to a significant increase in portfolio concentration
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
