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Demand continues to be strong! Taiwan Semiconductor's sales in July increased by 44.7% year-on-year.
Thanks to the strong demand for AI and expected price increases, Taiwan Semiconductor's sales in July increased to NT$256.95 billion. Morgan Stanley has listed Taiwan Semiconductor as its preferred stock, stating that its valuation is more attractive after recent sell-offs.
Express News | Jinglin Assets, a private equity giant, exposed its holdings in US stocks.
After the sharp drop on Black Monday, the US stock market basically "recovered" in one week. Will roller coaster rides be the norm from now on?
This volatility is mainly due to excessive trader behavior, rather than significant deterioration in economic fundamentals.
Revealing Greenwoods' Q2 U.S. Stock Holdings! Significant Increases in PDD and TSMC, New Position in Apple, Reduced Holdings in Meta and Nvidia
On Friday evening Beijing time, Greenwoods Asset Management, a private equity giant managing over 100 billion yuan, submitted its U.S. stock holdings report (Form 13F) to the SEC, revealing its portfolio as of the end of the second quarter. According to Greenwoods' latest disclosure, the firm significantly increased its holdings in PDD and TSMC during Q2 and established a new position in Apple. Additionally, it reduced its positions in Meta and Nvidia.
Top 20 transaction amount | Tesla: Taking measures to introduce the electric semi-trailer truck Semi into the European market; Weight loss drugs are conceptually strong, Eli Lilly and Co. rose nearly 11% last week.
On Friday, Nvidia, which ranked first in the trading volume of US stocks, fell by 0.21% with a trading volume of 30.51 billion US dollars; Tesla, which ranked second, rose by 0.58% with a trading volume of 11.64 billion US dollars.
Express News | Hedge fund Greenwoods Asset Management's 13F filing: cleared position on JD.com in Q2, increased shareholding on PDD Holdings and Alibaba.