Meta Platforms(US:META) 天天基金网·2025-08-11 05:09Group 1 - The core viewpoint of the article highlights significant adjustments in the overseas holdings of domestic private equity firms, particularly focusing on the changes in the portfolio of Jinglin Asset Management, which has shifted towards internet giants while liquidating several prominent tech stocks [2][3] Group 2 - Jinglin Asset's top holding is Meta, accounting for 25.46% of its portfolio, with a market value exceeding $730 million. The total value of its U.S. stock holdings reached $2.873 billion, approximately 20.6 billion RMB, as of the end of Q2 2025 [2] - The firm has sold off key stocks including Apple, UnitedHealth Group, Regeneron Pharmaceuticals, Pfizer, Legend Biotech, and ZTO Express, indicating a strategic pivot towards internet-related investments [2] - Other significant holdings include NetEase, Manbang Group, Pinduoduo, Futu Holdings, and 360 DigiTech, with Nvidia, Beike, New Oriental, and Yandex also featured in the top ten [2] Group 3 - Jinglin Asset expresses optimism about China's future development, noting a shift in the competitive strength of Chinese companies from being undervalued to potentially attracting global investment [3] - The new generation of Chinese entrepreneurs is seen as having advantages over the previous generation, leveraging a robust supply chain, a large pool of engineers, and improved global channel capabilities to foster successful startups [3] - Dongfang Harbor's overseas fund has also accelerated its portfolio adjustments, reducing holdings in Nvidia, Amazon, and Apple, while increasing positions in Alphabet, Montreal Bank, and initiating purchases in Tesla, Netflix, and Coinbase [3]