In September, we maintained a high position, focusing on the internet, cloud computing,semiconductors, consumer sectors, and financial ...

In August, we maintained a high position, focusing on the internet, cloud computing,semiconductors, consumer sectors, and financial techn..

In July, we maintained a high position, focusing on internet, cloud computing, semiconductors, consumer goods, and fintech. The proportion o

We have assessed the computational power requirements for future large model training, concluding that with each generation upgrade, the...

Edge AI has received increasing attention recently. Here we share some recent research insights: 1. A new phone replacement cycle? Last...

This interview comes from: Anna, TC, Tracy BEDROCK Channels, XIAOYUZHOU and YOUTUBE are now online, where we periodically share our...

In the first half of the year, the performances of the A-shares, Hong Kong stocks, and U.S. stocks diverged significantly. The A-share exper

This interview comes from: Oliver, TC, Tracy BEDROCK Channels, XIAOYUZHOU and YOUTUBE are now online, where we periodically share our...

This interview comes from: Oliver (BR analyst), TC, Tracy Topics discussed in this issue include: *Overall perception of Latin American...

In recent years, Latin America, as a region full of diversity and potential, has gradually caught the attention of global investors....

After understanding the macroeconomic situation in Latin America, we recognize it as a typical emerging market characterized by...

The e-commerce market in Latin America is facing new opportunities and challenges, especially with the rise of platforms like Mercado...

Overall, there was little change in positions in May. We increased investment in Latin American internet while slightly reducing the holding

In April, the net value of the products experienced some pullback. On one hand, although the position was slightly reduced, the level of hol

Operational Review: Adjusting the structure of technology holdings, increasing investment in consumer and financial technology sectors In...

This interview was conducted a month ago, but it’s time to listen to it now. I hope it will be helpful to everyone. Guest of this issue:...

BEDROCK Channels, XIAOYUZHOU, XIMALAYA and YOUTUBE are now online, where we periodically share our insights and reflections on...

Operation Review: Slightly increased investment in U.S. consumer stocks, maintaining a high position  The changes in investment in...

Investment Strategy Review: Adjusting AI Investment Structure, Maintaining High Positions In January, we made minor adjustments to our...