However, Bin responded to the doubt: Dongfang Harbor did not significantly reduce its position during the deep retracement in July, only making minimal structural adjustments to a small extent.

August 11th. In response to investor inquiries, Dong Bin, Chairman of Oriental Harbor, stated that Yangtze River Delta Harbor No. 2 is currently still fully invested. Prior to the deep retracement in July, the fund was heavily invested in the AI industry chain, holding steady all the way without significant reduction. This round, following the AI track, experienced a significant pullback.

In 2023, Oriental Harbor seized the global AI core opportunity represented by NVIDIA, and started late in laying out the A-share domestic AI industry chain, fully committing to a heavy position only in 2026.

During the sharp market decline in July, Oriental Harbor did not panic sell or drastically reduce its holdings, only making minimal structural adjustments.