Jinglin Asset's second quarter holdings exposure, very bullish on Chinese assets.
Recently, Jinglin Asset disclosed its holding situation at the end of the second quarter of US stocks. The top ten heavy stock list of Jinglin Asset has undergone a significant adjustment, with many Chinese and foreign internet giants entering the list, but at the same time clearing out many star tech stocks. Among them, the largest heavy stock is the US social media giant Meta, with a holding ratio as high as 25.46%, and a market value exceeding 730 million US dollars. Jinglin recently expressed strong optimism to high-net-worth clients about the future development prospects of China in the coming years at this time point. With the changes in global geopolitical and industrial structure, the competitive strength of Chinese companies is undergoing a transformation from being significantly undervalued and marginalized to gradually being re-recognized, and is expected to attract global funds to reinvest. Although there are some pressures macroscopically at present, many enterprises are showing considerable investment opportunities microscopically.
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