Duan Yongping said he is unlikely to sell Pop Mart over the next decade. He also disclosed that part of the capital from assigned Apple-related positions has been shifted into U.S. Treasuries. In addition, he plans to write put options on SpaceX, Tesla, Micron and Palantir as part of his AI positioning. Duan also said he intends to moderately increase holdings in Alphabet and Berkshire Hathaway (BRK.B), while keeping his Nvidia position unchanged. The remarks outlined a portfolio adjustment spanning consumer, technology and defensive assets, with U.S. government bonds added alongside continued exposure to major AI-linked names. No further details on position size or timing were disclosed in the source material.
Duan Yongping said he is unlikely to sell Pop Mart over the next 10 years.
He also disclosed that part of the capital from assigned Apple-related positions has been moved into U.S. Treasuries. He said he plans to write put options on SpaceX, Tesla, Micron and Palantir as part of an AI-focused positioning strategy. At the same time, he intends to moderately add to Alphabet and Berkshire Hathaway (BRK.B) and keep his Nvidia holding in place.
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