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Fidelity increases its Shareholding in China Stocks, betting on the return of "animal spirits" and the AI craze.
Fidelity portfolio manager Taosha Wang stated that Fidelity International has increased its Shareholding in China Stocks and has given an overweight allocation. In addition to economic fundamentals and 'animal spirits,' exciting new AI tools like DeepSeek will also create opportunities.
Goldman Sachs: Strong earnings reports drive hedge funds to become major buyers of U.S. stocks, making large purchases of technology stocks.
Hedge Funds became major buyers in the US stock market last week after stronger-than-expected earnings reports, changing their previous Put stance.
Express News | The Taiwan Semiconductor Board of Directors may decide to accelerate the transfer of advanced processes to the USA.
Is the first shot fired to abandon NVIDIA? OpenAI's first self-developed chip is about to arrive.
OpenAI is developing the first generation of internal AI silicon chips to meet its chip supply needs and advance its plan to reduce reliance on Nvidia.
How could OpenAI succeed with a quote of 100 billion? But do not underestimate Musk.
Analysis points out that Musk's move is not really to directly acquire OpenAI's non-profit entity, but rather targets the profitable Assets that Altman must purchase to restructure the company. Musk's Quote has set a price benchmark that could force Altman to pay a higher price than anticipated to complete OpenAI's transformation.
Dan Bin's US stock holdings were revealed! NVIDIA is still the largest holding stock, with new positions in Palantir, Taiwan Semiconductor, and SoundHoundAI.
The Dongfang Harbor Overseas Fund holds a total of 14 symbols, with the top five heavily invested products being: NVIDIA, FNGU (3x long FANG+ Index ETN), META, Microsoft, and Apple.