Xin Lang Cai Jing·2025-08-15 19:29Group 1 - H&H International Investment, managed by Duan Yongping, reported a total portfolio value of $11.53 billion as of the end of Q2, with Apple being the largest holding at $7.2 billion, accounting for over 62% of the portfolio [1][2] - Apple's stock price experienced a decline due to "reciprocal tariffs," reaching a near two-year low, but rebounded nearly 15% within two weeks following CEO Tim Cook's market activities, prompting Duan to increase his Apple holdings by 894,000 shares, a 2.61% increase [1] - Duan Yongping showed significant interest in AI stocks, particularly Nvidia, increasing his holdings by 320,000 shares, a 49.56% rise, as Nvidia's stock price doubled since the beginning of the year [1] Group 2 - In the Chinese concept stock sector, Duan Yongping demonstrated confidence by purchasing over 900,000 additional shares of Pinduoduo in Q2, resulting in an 11.72% increase in holdings, making it the third-largest position in his portfolio [2] - Duan's investment strategy reflects a cautious yet opportunistic approach, focusing on companies with strong business models and demonstrating a commitment to industry giants and trends, particularly in technology and AI sectors [2]