Zhong Guo Ji Jin Bao·2025-08-16 13:24Group 1 - Michael Burry has made a significant shift in his investment strategy, moving from bearish to bullish on Chinese stocks, clearing his put options and buying call options instead [1][3][6] - As of the end of Q2, Burry's Scion Asset Management held a total market value of $578 million in U.S. stocks, with the top ten holdings accounting for 92.37% of the portfolio [1] - The largest positions in Burry's portfolio include call options on UnitedHealth and Regeneron Pharmaceuticals, indicating a focus on healthcare [2][3] Group 2 - Burry's recent investments include new positions in companies such as Lululemon, Meta, and Alibaba, reflecting a diversified approach across various sectors [2][3] - In Q1 2024, Burry significantly increased his holdings in JD.com and Alibaba by 80% and 66.67% respectively, demonstrating confidence in these Chinese tech stocks [6][9] - The overall sentiment towards Chinese stocks has been mixed among global institutions, with some choosing to take profits while others continue to invest [8][9]