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Macro US Stocks

China’s top 100 private funds hold $91.35B in stocks

China’s 55 top-tier private funds appeared among the top 10 circulating shareholders of 264 listed companies, with combined holdings worth 913.51 billion yuan ($135 billion). Food and beverage stocks led by market value, followed by electronics and computers, reflecting a barbell strategy of defensive dividends and tech growth. Managers say the market is shifting from sentiment to earnings verification.

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