Dan Bin Confirms No Large-Scale Reductions in AI Chain Holdings Despite Sector Pullback

Orient Harbor chairman Dan Bin asserts Changjiang Orient Harbor 2 remains fully invested in AI stocks. The fund avoided panic selling during July's correction, maintaining heavy positions despite sector downturn.

Woofun AI reports that Dan Bin, chairman of Orient Harbor, addressed investor concerns regarding portfolio adjustments on Weibo. He confirmed that Changjiang Orient Harbor 2 maintains a fully invested status, having held substantial positions in AI industry chain companies prior to July's significant market correction.

The fund experienced a valuation pullback driven by the broader AI sector downturn but executed only minimal structural fine-tuning rather than large-scale reductions. While Orient Harbor captured global AI opportunities led by NVIDIA in 2023, it focused its efforts on China's domestic AI supply chain starting in 2026, maintaining these holdings through the recent volatility.