Monday, 17 August 2026 · World
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EUROS The World Financial Report
Nº 37 Monday, 17 August 2026 · World Edition
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Chinese hedge funds rotate out of Nvidia and US hyperscalers in evolving AI trade

Business - South China Morning Post · 1h ago · 🇨🇳 China
Chinese hedge funds rotate out of Nvidia and US hyperscalers in evolving AI trade

China’s biggest hedge funds cut holdings of US hyperscalers and Nvidia and migrated into the hardware makers on the AI supply chain in the second quarter, marking a shift of their playbook on overseas investment in response to evolving market dynamics. Perseverance Asset Management International slashed its position on Nvidia by 72 per cent last quarter, while significantly adding holdings of memory chipmaker Micron Technology and flash memory product maker SanDisk, according to its latest 13F...

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