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In response to investors' questions, Dongfang Harbor Chairman Dan Bin said that Yangtze River Oriental Port 2 is currently still in a full position. Prior to the deep correction in July, the fund held heavy positions in the AI industry chain and insisted on not making large-scale position cuts. This round followed the AI circuit and experienced a sharp retracement. Dongfang Harbor seized the global AI core opportunity represented by Nvidia in 2023. The layout of the A-share local AI industry chain started too late, and it wasn't until 2026 that it made full efforts to reposition itself. In the current round of sharp declines in July, Dongfang Port did not panic and cut meat, did not drastically reduce positions; only a very small percentage of structural adjustments were made.

Zhitongcaijing·08/11/2026 12:09:24
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In response to investors' questions, Dongfang Harbor Chairman Dan Bin said that Yangtze River Oriental Port 2 is currently still in a full position. Prior to the deep correction in July, the fund held heavy positions in the AI industry chain and insisted on not making large-scale position cuts. This round followed the AI circuit and experienced a sharp retracement. Dongfang Harbor seized the global AI core opportunity represented by Nvidia in 2023. The layout of the A-share local AI industry chain started too late, and it wasn't until 2026 that it made full efforts to reposition itself. In the current round of sharp declines in July, Dongfang Port did not panic and cut meat, did not drastically reduce positions; only a very small percentage of structural adjustments were made.