CIK: 0001933952
申报总市值
US$1.4亿
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIDU | Baidu INC - Spon Adr | 股票-通信服务 | 14.74% | -9.51% | +10.71% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 10.43% | -7.13% | — | |
| 3 | AMD | Advanced Micro Devices | 股票-科技 | 9.25% | -0.97% | +232.14% | |
| 4 | CSIQ | Canadian Solar INC | 股票-其他 | 8.22% | -8.22% | EXIT | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 7.12% | -2.08% | — | |
| 6 | GDS | Gds Holdings LTD - Adr | 股票-其他 | 6.76% | -3.65% | +69.66% | |
| 7 | ATAT | Atour Lifestyle Holdings-adr | 股票-其他 | 6.54% | +1.38% | -11.27% | |
| 8 | SEI | Solaris Energy Infrastructur | 股票-能源 | 4.56% | -4.56% | EXIT | |
| 9 | AMKR | Amkor Technology INC | 股票-科技 | 4.50% | -4.50% | EXIT | |
| 10 | VNET | Vnet Group Inc-adr | 股票-其他 | 4.34% | -0.59% | +17.04% | |
| 11 | INTC | Intel CORP | 股票-科技 | 4.25% | -4.25% | EXIT | |
| 12 | FUTU | Futu Holdings Ltd-adr | 股票-金融 | 4.08% | -0.72% | +1088.89% | |
| 13 | PDD | Pdd Holdings INC | 股票-周期性消费 | 3.57% | -3.57% | EXIT | |
| 14 | AVGO | Broadcom INC | 股票-科技 | 3.57% | -3.57% | EXIT | |
| 15 | OLED | Universal Display CORP | 股票-科技 | 2.21% | -2.21% | EXIT | |
| 16 | CRDO | Credo Technology Group Holding Ltd | 股票-科技 | 2.21% | -2.21% | EXIT | |
| 17 | MU | Micron Technology INC | 股票-科技 | 1.86% | +7.33% | — | |
| 18 | IQ | Iqiyi Inc-adr | 股票-其他 | 1.79% | -1.79% | EXIT |