最新披露！大举买入！

Core Viewpoint - Major hedge fund managers, including Michael Burry and David Tepper, have significantly increased their investments in Chinese stocks during the third quarter of this year, indicating a bullish sentiment towards the Chinese market [1][4][6]. Group 1: Investment Activities - Michael Burry's Scion Asset Management increased its total holdings to approximately $130 million by the end of Q3, up from about$52.5 million at the end of Q2 [6]. - David Tepper's Appaloosa Management raised its investment in Chinese stocks and ETFs, with the allocation increasing from 26% to 38% of its portfolio [4]. - Tepper notably increased his holdings in Pinduoduo by over 100%, while also adding to positions in JD.com and Beike [5]. - Soros Fund Management added 280,000 shares of Alibaba, bringing its total to 1.306 million shares, with a market value of $140 million [6]. - The emerging hedge fund Keystone Investors Pte also made significant purchases of Chinese stocks and related ETFs during Q3 [6]. Group 2: Changes in Holdings - Hedge funds have been reducing their positions in major U.S. tech stocks, with a reported$11 billion decrease in Amazon holdings [9][10]. - Berkshire Hathaway cut its Apple holdings by approximately 25%, with a remaining market value of $70 billion [10]. - Overall, hedge funds' positions in tech stocks remain high at 21%, but there is a notable shift towards financial stocks, which saw the largest increase in allocation during Q3 [10].