盐财经·2026-02-19 09:22Core Insights - The article discusses the investment strategy of Duan Yongping, highlighting significant changes in his portfolio as of the end of 2025, with a total market value of approximately $17.489 billion, equivalent to over 120 billion RMB [2]. Group 1: Portfolio Adjustments - Duan Yongping significantly reduced his position in Apple, which was previously his largest holding, with a decrease of 7.09% in shares held [4]. - He increased his stake in Nvidia by over 1,110.62%, raising his holdings to 7,237,100 shares valued at approximately $1.35 billion [4]. - Duan also added to his positions in Google and Pinduoduo, while drastically cutting his investment in ASML by 87.63% [3][4]. Group 2: New Investments - Duan initiated small positions in three AI-focused companies: CoreWeave, Credo Technology, and Tempus AI, with respective portfolio allocations of 0.12%, 0.12%, and 0.04% [2][4]. - The portfolio reflects a strategic shift towards technology and AI sectors, indicating a focus on emerging trends in the market [2].