Duan Yongping makes a major bet on AI

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Deep Tide TechFlow News, February 18 — According to the 13F filing disclosed by H&H International Investment, managed by Pan Yongping, they also reduced their Apple holdings in Q4 2025. Notably, Pan Yongping is heavily betting on AI, having increased his Nvidia holdings by 6.6393 million shares in Q4, with the position soaring by 1110.62%. The total shares held reached 7.2371 million, with a market value jumping to $1.35 billion, making it the third-largest holding in his portfolio (accounting for 7.72%).

Pan Yongping also built new positions in CoreWeave, Credo, and Tempus, covering three key nodes in the AI industry chain: computing power, connectivity, and applications. The new positions are 299,900 shares, 141,300 shares, and 110,000 shares, respectively. (21 Finance)

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