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The high-performing QDII funds' heavyweight stocks have been exposed, with NVIDIA, Taiwan Semiconductor, and Tesla being the "common choices". How to invest in 2025?
① Most of the well-performing QDII funds will allocate significant positions to Technology sectors focused on AI, Semiconductors, and especially stocks like NVIDIA, Taiwan Semiconductor, and Microsoft. ② Global investment remains a theme, and increasing allocations across different countries in various Industries can smooth risks from a single market.
Likes, Loops, and Little RedNote: Here's the List of Chinese Companies Going Global
The total fortune exceeds one trillion dollars! The most eye-catching aspect of Trump's inauguration ceremony is actually the " billionaire entourage"?
Five "leaders" of the "Seven Giants" of USA Technology attended the inauguration ceremony, watching Trump take the oath of office and delivering a 30-minute inaugural speech; According to industry sources' Statistics, the total market value of the companies under these "billionaire teams" exceeds 12 trillion dollars, and their combined net worth also exceeds 1 trillion dollars.
Nvidia, Apple-Supplier TSMC Halts Production As 6.4 Magnitude Earthquake Strikes Taiwan
Recently, the Siasun Robot&Automation Industry Chain has been continuously catalyzed, and Institutions remain Bullish on Sector investment opportunities.
① According to media reports, recently, Professor Gong Wei, a member of the Provincial Political Consultative Conference and Vice President of Wuhan University, introduced to reporters that the Tianwen project is moving from the laboratory to the production line, with plans for mass production in 2025. ② Cui Yan from Minsheng Securities analyzed that the technology of humanoid robots is evolving rapidly, with the industrial trend continuously strengthening, and the long-term potential consistently expanding, remaining bullish on investment opportunities in the humanoid robot sector.
SA Asks: Will Nvidia See Major Growth From Robotics?
Fed Officials Signaled No Hurry to Cut Rates