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The quarterly report of XINGZHENG Global Fund has been released! Xie Zhiyu has made significant adjustments to the portfolio, heavily investing in XIAOMI-W (01810).
Overall, the changes in holdings of products under Xie Zhiyu in the fourth quarter were significant. In the Xinchun He Yi Hybrid and Xinchun Social Value Three-Year Holding Hybrid, XIAOMI-W (01810) was newly included in the top ten and became the largest holding stock. Luxshare Precision Industry (002475.SZ) also received a large increase in holdings, becoming the largest holding stock in the Xinchun He Run Hybrid.
Hong Kong stocks movement | TIME INTERCON (01729) rose over 6% before noon, driven by high demand for AI-powered high-speed Copper cables. Shareholder Luxshare Precision Industry and the company are expected to benefit.
TIME INTERCON (01729) rose more than 6% in the morning, as of this report, it rose by 6.1%, priced at 4.35 Hong Kong dollars, with a transaction volume of 22.3346 million Hong Kong dollars.
The Silver Hua Fund's Li Xiaoxing has released the fourth quarter's Hold Positions! In the fourth quarter, there was a significant reduction in positions for Contemporary Amperex Technology (300750.SZ) while focusing on increasing shareholding in the Inte
Recently, the Fund managed by Li Xiaoxing disclosed its quarterly report.
GTJA: The demand for AI Servers is high, driving the upward performance of domestic liquid cooling, power supply, connectors, and Copper cable manufacturers.
Domestic Copper cable manufacturers are leading in layout, having entered the supply chains of major international and domestic clients, and will fully benefit in the future.
Luxshare Precision Industry's (SZSE:002475) Returns On Capital Not Reflecting Well On The Business
Ping An Securities: The subsidy policies for mobile phones and other devices have been introduced, Bullish about the replacement cycle under the AI context.
The focus of AI development is shifting towards mobile phones, PCs, and other terminal devices.
