CIK: 0001660531
申报总市值
US$7.2亿
| # | 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 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 26.05% | -0.21% | +1.91% | |
| 2 | AMD | Advanced Micro Devices | 股票-科技 | 15.53% | +2.11% | +553.22% | |
| 3 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 12.44% | +0.40% | — | |
| 4 | TAL | Tal Education Group- Adr | 股票-非周期性消费 | 11.47% | -0.24% | +29.83% | |
| 5 | NTES | Netease Inc-adr | 股票-通信服务 | 9.02% | +0.09% | — | |
| 6 | GLW | Corning INC | 股票-科技 | 8.16% | -2.88% | EXIT | |
| 7 | TER | Teradyne INC | 股票-科技 | 4.29% | +8.06% | NEW | |
| 8 | ✓ | Bitdeer Technologies Group | 股票-其他 | 3.06% | — | — | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.29% | +0.47% | -67.93% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.20% | +1.34% | NEW | |
| 11 | DQ | Daqo New Energy Corp-adr | 股票-其他 | 1.47% | -0.34% | EXIT | |
| 12 | U | Unity Software INC | 股票-科技 | 1.45% | -4.31% | EXIT | |
| 13 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.24% | — | -50.07% | |
| 14 | VSXY | Victoria's Secret & Co | 股票-周期性消费 | 0.72% | — | — | |
| 15 | PDD | Pdd Holdings INC | 股票-周期性消费 | 0.61% | — | — |