Duan Yongping's Latest Portfolio Adjustment: A Bold Bet on AI
According to reports, Duan Yongping recently reduced his holdings in Apple, Western Oil, and Alibaba, heavily betting on AI. He not only significantly increased his position in Nvidia but also built 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 integrated with Nvidia, primarily renting out Nvidia's high-end GPU computing power to support AI training/inference, high-performance computing, rendering, and more. CRDO is a leading semiconductor company specializing in high-speed connection solutions for AI data centers, listed on NASDAQ. Its core business involves active cables and high-speed chips, serving as the "vascular" supplier for AI computing networks. TEM is a leading AI-driven precision medical company listed on NASDAQ, specializing in tumor precision diagnosis and treatment, medical big data, and AI applications. It is regarded as a benchmark enterprise in the medical AI field.
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Duan Yongping's Latest Portfolio Adjustment: A Bold Bet on AI
According to reports, Duan Yongping recently reduced his holdings in Apple, Western Oil, and Alibaba, heavily betting on AI.
He not only significantly increased his position in Nvidia but also built 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 integrated with Nvidia, primarily renting out Nvidia's high-end GPU computing power to support AI training/inference, high-performance computing, rendering, and more.
CRDO is a leading semiconductor company specializing in high-speed connection solutions for AI data centers, listed on NASDAQ. Its core business involves active cables and high-speed chips, serving as the "vascular" supplier for AI computing networks.
TEM is a leading AI-driven precision medical company listed on NASDAQ, specializing in tumor precision diagnosis and treatment, medical big data, and AI applications. It is regarded as a benchmark enterprise in the medical AI field.