On April 22nd, the first quarter reports of public funds were gradually disclosed. According to the latest disclosed holdings of QDII funds, some fund managers have significantly reduced their holdings in US stocks and instead increased their holdings in A-shares and Hong Kong stocks. Several industry insiders have stated that considering the current uncertainties, global funds hold a cautious attitude towards US stocks. At the same time, new breakthroughs in China’s technology sector have made Chinese assets significantly attractive on a global scale. Despite recent adjustments in some individual stocks, the logic of China’s asset revaluation has not changed.
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