景林资产二季度持仓曝光 非常看好中国资产

Core Insights - Jinglin Asset has significantly adjusted its top holdings in the U.S. stock market, with major internet giants included and several star tech stocks completely sold off [1] - The largest holding is Meta, accounting for 25.46% of the portfolio, with a market value exceeding $730 million [1] Investment Outlook - Jinglin Asset expresses strong optimism regarding China's development prospects over the next few years, highlighting a shift in the competitive strength of Chinese companies from being undervalued to potentially attracting global investment [1] - Despite facing macroeconomic pressures, many companies are showing substantial investment opportunities at the micro level [1]