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In the fourth quarter of last year, both Buffett and Li Lu did not sell Apple, while Duan Yongping was selling Apple while increasing his holdings in PDD Holdings.
Duan Yongping has reduced his Hold Positions in Apple and increased his investment in PDD Holdings (the Market Cap held at the end of last year already exceeded 0.7 billion dollars); like Buffett, he continues to buy Occidental Petroleum, buying more as it falls, but in the fourth quarter, Duan Yongping has increased his Shareholding significantly.
CITIC SEC: DeepSeek, currently an investment catalyst in the AI Industry Chain.
CITIC SEC: Bullish on the growth of domestic computing power demand, the continuous expansion of AI+ application scenarios, and the ongoing increase in the popularity of edge AI and other related investment opportunities.
Top Institutions' Q4 holdings in US stocks are disclosed! The "seven giants" have experienced varying degrees of Shareholding reduction, while stocks like Applovin and Tempus AI have surfaced.
Berkshire did not further reduce its Shareholding in Apple in Q4. The attitudes of Bridgewater, ARK Invest, and other major players towards Technology giants have shown divergence. Additionally, Bridgewater and ARK Invest have increased their positions in application stocks Applovin and Tempus AI. What signals are hidden behind the actions of these capital giants?