Global capital markets diverged significantly in March 2026 under the strain of the Iran conflict.In the United States, the S&P 500 declined approximately 3% for the month - though a 2.9%rally on the final trading day, driven by ceasefire hopes, meaningfully cushioned the drawdown.The Nasdag fell roughly 8%, with the technology sector recording its fifth consecutive month oflosses - the longest such streak since 2002.

Bedrock Growth Fund SPC ranked in Top 10 for Equity Long-Bias category for February 2026

Should the future of AI be dominated by storage and connectivity, with computing accounting for only a small portion?

创始人谭聪和老朋友圣狮投资研习院两位创始人，进行了一次系统性的对话

Hello everyone, thank you for following! In this episode of the E24 podcast, BEDROCK Investment presents a special feature for our friends: "Embracing AI in the Spring Chill: Challenges and Expectations of a Post-95s Global Analyst."

This episode collaborates with financial blogger Trader JIU to discuss what the empowerment/replacement of humans means in the agent era. What impact will AI's reduction of human "thinking costs" have on traditional businesses? Finally, we'll talk about how to invest during periods of high volatility.

During the month, we maintained a high level of exposure, with key allocations acrosssemiconductors, advanced manufacturing, internet platforms, fintech, and consumer sectors.

The man who looks like a homeless person in the video is Rick Rubin, a nine-time Grammy Award-winning music producer who doesn't play any instruments. “I have no technical ability” “So what are you being paid for?” “The confidence that I have in my taste and my ability to express what I feel” This hilarious video, when viewed again in 2030, might seem incredibly real. In just two days, I used Claude's CoWork to "write" several thousand lines of code in human language, implem

It mainly focused on a multi-dimensional analysis of the AI ​​industry's development, covering the current status and prospects of AI applications, industry value and business models, industry structure and competitive landscape,

One of the most important macro developments to watch is the potential repositioning of theFederal Reserve under the possible appointment of Kevin Warsh as Chair. Should thisappointment materialize, the Fed may gradually shift toward a more traditional policyparadigm-insure the system, not asset prices.

Topic One: Looking Back on the Ordeal and Reflection During BEDROCK’s Survival Phase The impact of various “black swan” events in 2022 on NAV, company operations, BEDROCK’s investment methodology, self-doubt, and response Claire: Do you mind if I start with a rather sharp question? BEDROCK was founded at the end of 2021, and this year marks four years of entrepreneurship. Every startup goes through a survival phase—usually around three years. I’ve read BEDROCK’s articles and

Hello everyone, and welcome to this special New Year episode of the BEDROCK (BenShi Investment) podcast. This program was recorded as a heartfelt thank-you to all the friends who have followed and supported us along the way. Our team was founded at the end of 2021. Over the past few years, amid rapidly shifting internal and external conditions, we have gone through the inevitable survival phase faced by every startup team—and are now moving steadily into a stage of growth. Al

Global equity markets delivered broadly positive performance in 2025, Major indices includingthe S&P 500, the Hang Seng Index, and the CSl 300 rose by 16.4%, 27.8%, and 17.7%,respectively.

Investment Review In 2025, major global capital markets performed well overall, with the S&P 500, Hang Seng Index and CSI 300 rising by 16.4%, 27.8% and 17.7% respectively. The AI-related industry chain contributed significantly to structural alpha. However, the investment process was not as simple and smooth as the results suggest. At the beginning of the year, the market was concerned about an oversupply of AI computing power due to the efficiency improvements in models dri

As a global investment firm, we continue to bring our audience the latest observations on global investment themes. In this episode, we are joined by TC (CIO) and researcher Tracy to discuss the recently heated debate around an “AI bubble” and related industry topics.

Hello everyone, thank you for tuning in! In this episode, TC (CIO), Tracy (Analyst), and Claire (Host) from BEDROCK Investment bring you a forward-looking discussion on the trillion-dollar AI industry for 2026. As a global investment firm, we focus on high-quality growth opportunities in technology and consumer sectors, maintaining close research tracking of Sino-US macroeconomic shifts and the AI industry over the past few years. In this podcast, through an exchange of BEDRO

Our portfolio exposure decreased slightly in November and is currently at a high level. Our core investment focus remains unchanged-we continue to concentrate onsemiconductors, internet, cloud computing, consumer, and fintech sectors.Al continues to be a key cross-sector theme, spanning across internet, semiconductor, andcloud industries. Our investments are primarily focused on leading companies in Alapplications,infrastructure, and chip manufacturing.

In October, our overall equity exposure increased and is now at a relatively high level. Our key investment directions remain unchanged, focusing on semiconductors, internet, cloud computing, consumer, and fintech sectors.

TC Hello everyone, welcome to the Bedrock podcast. Tracy Hello, everyone. This is the 19th episode of the Bedrock podcast. Welcome to listening. Today we have invited Bill, who comes from the Bay Area and has both AI and Crypto backgrounds. He may be the AI entrepreneur who understands investment the best, making him a perfect fit for today’s topic. Today, we will discuss with him the application of AI in investment. Bill, why don’t you first introduce yourself to everyone? B