Duan Yongping increased his NVIDIA holdings by 11 times in Q4, reflecting changes in his portfolio during last year's fourth quarter. He also established new positions in CoreWeave, Credo, and Tempus AI. At the same time, he reduced holdings in stocks such as Alibaba, Apple, and Western Petroleum.


Compared to A-shares:
- CoreWeave (computing power leasing): Inspur Information
- Credo (data transmission/chips): Recurrent Energy
- Tempus AI (medical data): KingMed Diagnostics
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