GaoYi Asset's second quarter adjustment: Micron and SanDisk saw significant increases in holdings, while technology stocks like Nvidia were reduced.

Specifically, in the second quarter, Gao Yi significantly increased its holdings in Micron Technology and SanDisk, with the number of shares in Micron increasing by 283.48% quarter-on-quarter, and the market value of the holdings around $39.73 million; the number of shares in SanDisk increased by approximately 192%, with the market value around $36.38 million, ranking sixth and seventh among its largest positions, respectively. In addition, Gao Yi increased its holdings in BOSS Zhipin, Trip.com, Beike, Huazhu Group, Yum China, and Pinduoduo; new positions were established in Weidai Technology, Wenyuan Zhixing, Visa, and Alibaba. On the reduction side, Gao Yi decreased its positions in NVIDIA, NetEase, iQIYI, and Fogcore Technology, with the number of shares in NVIDIA and NetEase decreasing by 72.41% and 76.47%, respectively, and completely liquidated positions in Futu, Lumentum, Xiaopeng Motors, and NIO, among others.