Duan Yongping's latest portfolio adjustment: a substantial bet on AI, shifting from Apple, oil to AI computing power and data infrastructure

It is reported that recently Duan Yongping has reduced his holdings in Apple, Occidental Petroleum, and Alibaba, significantly betting on AI.

He not only significantly increased his holdings in NVIDIA but also started positions in three AI industry chain stocks: CoreWeave, Credo, and Tempu.

CRWV is a dedicated cloud service provider focused on AI and high-performance computing, listed on Nasdaq. The company is deeply tied to NVIDIA, with its main business renting high-end GPU computing power from NVIDIA, serving AI training/inference, high-performance computing, rendering, etc.

CRDO is a leading semiconductor company providing high-speed connectivity solutions for AI data centers, listed on Nasdaq. Its core business involves active cables and high-speed chips, serving as the "blood vessel" supplier for AI computing networks.

TEM is a leading company in AI-driven precision medicine, listed on Nasdaq, focusing on precise tumor diagnosis and treatment + medical big data + AI applications, regarded as a benchmark enterprise in the medical AI field.

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