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Asset management giants are currently in the process of reallocating global assets, with Chinese assets becoming an important option for increasing positions. In the early hours of May 15th Beijing time, the world's top hedge fund Bridgewater and the private equity giant Sunlin disclosed their holdings as of the end of the first quarter of this year. Data shows that in the first quarter of this year, both institutions made significant purchases of Alibaba, with Bridgewater Fund also increasing positions in Baidu, Pinduoduo, and other Chinese concept stocks, while Sunlin Assets increased holdings in Beike, TSMC, and others. Industry insiders indicate that with the improvement of market sentiment, the global competitiveness of Chinese companies continues to strengthen, the gradual recovery of the Chinese economy, and the "alpha" opportunities of Chinese assets will further manifest their cost-effectiveness on a global scale. Data shows that as of May 15th, a total of 333 foreign institutions have conducted research on A-share companies. Companies in industries such as industrial machinery, electronic components, integrated circuits, and healthcare equipment are particularly favored. (People's Financial News).
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