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BOCOM INTL: Hong Kong stocks/Chinese concept stocks will continue to benefit from the value reassessment brought about by technological innovation.
BOCOM INTL expects stable growth in performance for sub-industries including OTA/gaming/e-commerce, while the performance of advertising/lifestyle services/entertainment companies is varied.
Fund Update: OAKTREE CAPITAL MANAGEMENT LP Just Disclosed New Holdings
The hedge fund mogul in the US has significantly increased shareholding in Chinese concept stocks, once boldly claiming to "buy everything China assets."
① The USA hedge fund mogul David Tepper's Appaloosa LP significantly increased its shareholding in Chinese concept stocks and China Stocks ETF in the fourth quarter of last year; ② Appaloosa's holdings of Alibaba shares rose by 18%, reaching 11.8 million shares; JD.com's Hold Positions increased from about 7.3 million shares to about 10.5 million shares; PDD Holdings' Hold Positions increased by approximately 0.055 million shares to 5.4 million shares.
Institutional Investors Have a Lot Riding on JOYY Inc. (NASDAQ:YY) With 45% Ownership
DeepSeek Breakthrough Fuels Rally in Chinese Tech Stocks
Trending Industry Today: HUYA Inc Leads Losses In Live Streaming Stocks
