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Monthly Report -202503
The total portfolio position was slightly reduced in March, but the overall position remainsrelatively high. Key investment areas included the internet, semiconductors, cloud computingconsumer goods, and financial technology.

BedRock
3 days ago0 min read
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Monthly Report -202502
In February, we maintained a high position level. Key investment areas included the internet,semiconductors, cloud computing, consumer goods, and fintech, with continued increases ininvestments in fintech and emerging markets.

BedRock
Mar 210 min read
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Monthly Report -202501
In January, the company maintained a high position, focusing on investments in the Internet, semiconductors, cloud computing, consumption an

BedRock
Feb 230 min read
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Monthly Report -202412
In 2024, we maintained a high position, focusing on sectors such as internet, semiconductors, cloud computing, consumer goods, and fintech.

BedRock
Jan 220 min read
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Monthly Report -202411
In November, we maintained a high portfolio position and increased investments in AI applications and emerging market Super Apps.

BedRock
Dec 24, 20240 min read
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Monthly Report -202410
In October, we maintained a high position, focusing on the internet, cloud computing,semiconductors, consumer sectors, and financial te...

BedRock
Nov 22, 20240 min read
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Monthly Report -202409
In September, we maintained a high position, focusing on the internet, cloud computing,semiconductors, consumer sectors, and financial ...

BedRock
Oct 23, 20240 min read
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Monthly Report -202408
In August, we maintained a high position, focusing on the internet, cloud computing,semiconductors, consumer sectors, and financial techn..

BedRock
Sep 23, 20240 min read
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Monthly Report -202407
In July, we maintained a high position, focusing on internet, cloud computing, semiconductors, consumer goods, and fintech. The proportion o

BedRock
Aug 21, 20241 min read
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Monthly Report -202406
In the first half of the year, the performances of the A-shares, Hong Kong stocks, and U.S. stocks diverged significantly. The A-share exper

BedRock
Jul 1, 20240 min read
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Monthly Report -202405
Overall, there was little change in positions in May. We increased investment in Latin American internet while slightly reducing the holding

BedRock
Jun 1, 20240 min read
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Monthly Report -202404
In April, the net value of the products experienced some pullback. On one hand, although the position was slightly reduced, the level of hol

BedRock
May 1, 20240 min read
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Monthly Report -202403
Operational Review: Adjusting the structure of technology holdings, increasing investment in consumer and financial technology sectors In...

BedRock
Apr 1, 20245 min read
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Monthly Report -202402
Operation Review: Slightly increased investment in U.S. consumer stocks, maintaining a high position The changes in investment in...

BedRock
Mar 1, 20244 min read
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BEDROCK Monthly Report and Happy New Year!!! -202401
Investment Strategy Review: Adjusting AI Investment Structure, Maintaining High Positions In January, we made minor adjustments to our...

BedRock
Feb 1, 20244 min read
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BEDROCK 2023 Review and 2024 Outlook
I: 2023 Investment Review: Focus on Method Optimization and Expanded Research Coverage In 2023, the most crucial aspect was optimizing...

BedRock
Jan 1, 20246 min read
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Monthly Report-202311
Market Review: Rapid Decline in U.S. Treasury Yields, Rising Expectations for Interest Rate Cuts Domestically, the overall trend...

BedRock
Dec 1, 20234 min read
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Monthly Report-202310
Market review: Domestic policies ensure the baseline is maintained, while high interest rates in the U.S. increase market volatility....

BedRock
Nov 7, 20234 min read
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Monthly Report-202309
Market Review The domestic economy in China faced various challenges this year, including the drag from the real estate sector, exposure...

BedRock
Oct 9, 20232 min read
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Monthly Report-202308
Market Review: Positive Impact of Domestic Stabilizing Policies, Higher Likelihood of a U.S. "Soft Landing" Domestic policies aimed at...

BedRock
Sep 1, 20233 min read
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