livevideopokeronline| Ten billion private equity added positions in the technology sector in the first quarter

◎ reporter Ma Jiayue

Intensive disclosure of listed companiesLivevideopokeronlineThe first quarterly report exposed the latest adjustment trend of 10 billion-level private equity. According to private placement network data, as of April 22, a total of 9 10 billion private equity companies have appeared in the top 10 liquidity shareholders of listed companies, with a market capitalization of more than 10 billion yuan. From the perspective of layout direction, the technology sector is very popular. Industry insiders said that with the arrival of the AI era, investment opportunities in the technology sector will continue to emerge, and high-quality enterprises such as AI computing power and applications deserve attention.

Data show that as of April 22, a total of 9 10 billion private equity products appeared in the list of the top 10 tradable shareholders of 16 listed companies at the end of the first quarter, with a total market value of 158.Livevideopokeronline.1.3 billion yuan. Specifically, the 10 billion-class private placement increased the shares of 5 listed companies, entered 5 new companies, kept the number of shares unchanged for 5, and reduced their holdings by 1.

From the perspective of the direction of increasing positions, a number of well-known 10 billion-level private equity fund managers have increased the size of technology stocks.

According to the first quarterly report of Lexin Technology, as of the end of the first quarter, Ruijun asset partner Dong Chengfei managed Ruijun No. 1 private equity fund, Ruijun Youfu No. 2 private equity fund and Ruixian Youfu No. 3 private equity fund held a total of 2.768 million shares. By the end of last year, the two products managed by Dong Chengfei were among the top ten circulating shareholders of Lexin Technology, with a total of 1.08 million shares.

According to the first quarterly report of Shenghong Technology, as of the end of the first quarter, Juming Investment's Juming Ruiyi Private Securities Investment Fund was among the top 10 tradable shareholders of the company, with 4.89 million shares and a market capitalization of 4.89 million shares and 118 million yuan respectively at the end of the period.

Some head private equity is also invested in the field of ETF plus technology. On April 9, Huaxia CSC full Index Information Technology ETF issued an announcement, as of April 3, Ruifeng Huibang assets' products appeared in the top 10 holders of the ETF; on March 12, the announcement issued by the Southern CSI computer ETF showed that as of March 8, two products owned by Hexi Investment appeared in the list of the top 10 holders of the ETF.

From the layout direction, AI computing power and application plate have attracted much attention.

Dan Bin, founder of Oriental Harbor, said in a recent roadshow that it is on the eve of the outbreak of the AI industry, and the future technological revolution will be the core driving factor of investment, so the company's investment direction is shifting to the field of artificial intelligence, and the research team is paying more attention to talents in the field of science and technology. From the specific investment direction, the high-quality enterprises in the field of AI application are worthy of attention.