[The three heads' private placement disclosed the "group" of US stock holdings plus technology and Zhonggai Internet] Recently, the US stock holdings of Gaoyi Assets, Jinglin Assets and Hillhouse Capital have been exposed, and the latest position adjustment direction has also emerged. From the perspective of overweight, Zhonggai Internet sector and technology enterprises are favored by the head private placement. For example, Hillhouse Capital newly entered and increased its holdings in Alibaba, Vipshop, NetEase, Ctrip, etc. in the second quarter, Jinglin Asset made a big investment in TSMC, Nvidia, etc. in the second quarter. Industry insiders believe that against the backdrop of the surging AI wave, investment opportunities will continue to emerge in the technology sector. At the same time, with the steady recovery of the domestic economy, the cost performance advantage of the China Internet sector has become increasingly prominent.