Dan Bin adjusts his holdings in US stocks, changes in AI layout focus

Dongfang Gangwan Overseas Fund leader Dan Bin has made significant adjustments in the technology sector. As of the end of the third quarter of 2026, the fund holds 13 U.S. stock targets, with a market value of approximately 1.469 billion dollars. Google is the largest holding, but there has been a change in preference for AI industry segments, reducing positions in Advanced Micro Devices, Broadcom, and increasing positions in Micron Technology, NVIDIA, and Taiwan Semiconductor Manufacturing Company.