Jinglin Asset Management, a private equity firm managing over 100 billions, made significant investments in technology and consumer sectors in the first quarter

Data shows that as of the end of the first quarter, Greenwoods Asset Management held shares in 25 companies in the US stock market, with a total market value exceeding $3.8 billion. In terms of portfolio adjustments, Greenwoods Asset Management increased its holdings in companies such as Google, Pinduoduo, Intel, Amazon, and Trip.com in the first quarter. According to sources, Greenwoods Asset Management believes that April marked the beginning of the end of the geopolitical conflict, and high-quality companies presented good opportunities for contrarian positioning due to being mispriced. Specifically, there are structural opportunities in areas such as AI infrastructure and applications, China’s advanced manufacturing and overseas expansion, new consumption, and innovative pharmaceuticals. The "micro alpha pool" in the Chinese market remains sufficiently deep. (Shanghai Securities News)