The Soros Fund drastically adjusted its holdings in the first quarter, betting on the AI, space communications, and Bitcoin mining industries, while withdrawing multiple technology equity stocks. According to the 13F report, Soros Fund increased its holdings of Nvidia, space satellite communications company AST SpaceMobile, J.P. Morgan Chase, and Bitcoin miner Cipher Mining in the first quarter. At the same time, the fund cleared ultra-microcomputers, Alibaba, and TSMC, and drastically reduced its holdings in Google and JD. It is worth noting that the Duquesne Family Office, which is managed by Juken Miller, another comrade of Soros and a well-known macro investor, acted in reverse and chose to add TSMC in the same season. According to market analysts, Soros Fund's operation this season shows that it is optimistic about AI and emerging technology infrastructure in the long term, while carefully adjusting the exposure ratio for high-base technology stocks to reflect the strategic asset restructuring of macro investors during the industrial rotation stage.

The Soros Fund drastically adjusted its holdings in the first quarter, betting on the AI, space communications, and Bitcoin mining industries, while withdrawing multiple technology equity stocks. According to the 13F report, Soros Fund increased its holdings of Nvidia, space satellite communications company AST SpaceMobile, J.P. Morgan Chase, and Bitcoin miner Cipher Mining in the first quarter. At the same time, the fund cleared ultra-microcomputers, Alibaba, and TSMC, and drastically reduced its holdings in Google and JD. It is worth noting that the Duquesne Family Office, which is managed by Juken Miller, another comrade of Soros and a well-known macro investor, acted in reverse and chose to add TSMC in the same season. According to market analysts, Soros Fund's operation this season shows that it is optimistic about AI and emerging technology infrastructure in the long term, while carefully adjusting the exposure ratio for high-base technology stocks to reflect the strategic asset restructuring of macro investors during the industrial rotation stage.