--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/43418840.md" description: "Stock god Duan Yongping reduced his holdings in a large amount of tech stocks $NVIDIA(NVDA.US) $Alphabet - C(GOOG.US) $Microsoft(MSFT.US) $Tesla(TSLA.US) $Apple(AAPL.US)Increased position in Chinese concept stocks $PDD(PDD.US), re-established position in $Alibaba(BABA.US) I don't understand many of Duan's movesIf I don't understand, I won't comment or touch itI only see one point: for value investing, you should sell when you need to 😂I also sold some $Apple(AAPL.US) and $BRK.B a while agoWe need to think independently 🤔" datetime: "2026-08-16T02:33:28.000Z" locales: - [en](https://longbridge.com/en/topics/43418840.md) - [zh-CN](https://longbridge.com/zh-CN/topics/43418840.md) - [zh-HK](https://longbridge.com/zh-HK/topics/43418840.md) author: "[价值&投资](https://longbridge.com/en/profiles/3090.md)" --- # Stock god Duan Yongping reduced his holdings in a … ### Related Stocks - [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md) - [PDD.US](https://longbridge.com/en/quote/PDD.US.md) - [09988.HK](https://longbridge.com/en/quote/09988.HK.md) - [89988.HK](https://longbridge.com/en/quote/89988.HK.md) - [HBBD.SG](https://longbridge.com/en/quote/HBBD.SG.md) - [BABA.US](https://longbridge.com/en/quote/BABA.US.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [AAPB.US](https://longbridge.com/en/quote/AAPB.US.md) - [AAPD.US](https://longbridge.com/en/quote/AAPD.US.md) - [AAPU.US](https://longbridge.com/en/quote/AAPU.US.md) - [APLY.US](https://longbridge.com/en/quote/APLY.US.md) - [AAPY.US](https://longbridge.com/en/quote/AAPY.US.md) - [AAPX.US](https://longbridge.com/en/quote/AAPX.US.md) - [AAPW.US](https://longbridge.com/en/quote/AAPW.US.md) - [PDDL.US](https://longbridge.com/en/quote/PDDL.US.md) - [MSFD.US](https://longbridge.com/en/quote/MSFD.US.md) - [MSFU.US](https://longbridge.com/en/quote/MSFU.US.md) - [MSFY.US](https://longbridge.com/en/quote/MSFY.US.md) - [MSFX.US](https://longbridge.com/en/quote/MSFX.US.md) - [MSFO.US](https://longbridge.com/en/quote/MSFO.US.md) - [MSFL.US](https://longbridge.com/en/quote/MSFL.US.md) - [MSFW.US](https://longbridge.com/en/quote/MSFW.US.md) - [TSL.US](https://longbridge.com/en/quote/TSL.US.md) - [TSLL.US](https://longbridge.com/en/quote/TSLL.US.md) - [TSLQ.US](https://longbridge.com/en/quote/TSLQ.US.md) - [TSLS.US](https://longbridge.com/en/quote/TSLS.US.md) - [TSLW.US](https://longbridge.com/en/quote/TSLW.US.md) - [TSDD.US](https://longbridge.com/en/quote/TSDD.US.md) - [TSLR.US](https://longbridge.com/en/quote/TSLR.US.md) - [TSLZ.US](https://longbridge.com/en/quote/TSLZ.US.md) - [TSLY.US](https://longbridge.com/en/quote/TSLY.US.md) - [TSLT.US](https://longbridge.com/en/quote/TSLT.US.md) - [TSLP.US](https://longbridge.com/en/quote/TSLP.US.md) - [CRSH.US](https://longbridge.com/en/quote/CRSH.US.md) - [TSLG.US](https://longbridge.com/en/quote/TSLG.US.md) - [TSLO.US](https://longbridge.com/en/quote/TSLO.US.md) - [07766.HK](https://longbridge.com/en/quote/07766.HK.md) - [09366.HK](https://longbridge.com/en/quote/09366.HK.md) - [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [NVDS.US](https://longbridge.com/en/quote/NVDS.US.md) - [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md) - [NVDW.US](https://longbridge.com/en/quote/NVDW.US.md) - [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md) - [DIPS.US](https://longbridge.com/en/quote/DIPS.US.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [NVDG.US](https://longbridge.com/en/quote/NVDG.US.md) - [NVDO.US](https://longbridge.com/en/quote/NVDO.US.md) - [NVD.US](https://longbridge.com/en/quote/NVD.US.md) - [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md) - [07788.HK](https://longbridge.com/en/quote/07788.HK.md) - [09388.HK](https://longbridge.com/en/quote/09388.HK.md) ## Comments (55) - **日积月累的金灿灿 · 2026-08-18T14:46:43.000Z**: Bro Value is the GOAT - **Aaron 与龙共舞 · 2026-08-18T12:33:34.000Z**: Ah Duan's logic seems a bit confused recently. - **不要频繁浇花 · 2026-08-17T00:22:00.000Z · 👍 1**: The only standard for stock trading: do not touch any stocks containing 'China'. - **ricky.sun · 2026-08-16T15:46:25.000Z · 👍 2**: Avoid Chinese concept stocks~ With so many good companies, why choose one with insufficient regulation~ - **柏莱塔92 · 2026-08-16T15:29:46.000Z**: Selling Nvidia, adding PDD Holdings. I just sneer. - **刘一！ · 2026-08-16T14:19:33.000Z**: Bro, is Alibaba's performance a bit better this quarter? The Hang Seng Tech Index will depend on next week's performance 😂 - **家有元宝 · 2026-08-16T12:36:18.000Z · 👍 2**: I feel Dan Bin is much stronger than him. - **文风子** (2026-08-17T06:31:13.000Z): Dan Bin is quite straightforward, while Old Duan is a real slick operator. - **SAKKI · 2026-08-16T12:11:08.000Z**: Alibaba should be cheap enough... plus Qwen is starting to gain momentum - **纳斯达克大赌场 · 2026-08-16T09:27:14.000Z · 👍 3**: There are so many good US stocks to buy, I don't know what people who don't understand how to buy 'China C' are thinking. - **纪律如金 · 2026-08-16T09:00:34.000Z**: Overall, Chinese concept stocks are just a small position for him! PDD might be trapped, so he needs to average down to lower the cost basis! - **马大红不fomo · 2026-08-16T07:49:14.000Z**: Probably got called away. - **相信概率 · 2026-08-16T07:33:48.000Z · 👍 1**: No need to pay attention to his operations; they have little reference value. It's better to focus on Miller's portfolio adjustments. - **我的小钱钱 · 2026-08-16T07:11:37.000Z**: Agreed, with value investing, you should sell when it's time to sell and not let profits pull back 😂 - **Tony_Xu · 2026-08-16T05:36:00.000Z · 👍 1**: I stay away from Chinese concept stocks and Hong Kong dramas alike; the K-line trends for both HK stocks and Chinese concepts are a mess, completely incomprehensible. However, regarding US stocks, I just cleared my positions a few days ago and am waiting for the broader market to pull back before bu - **金法横行天下 · 2026-08-16T05:31:23.000Z · 👍 1**: The track record of stock gods is illusory; following them for a year or two may not yield results. - **Jason4HK · 2026-08-16T05:27:37.000Z · 👍 1**: Don't get it 🇲🇲A, not going in, congrats to them on getting rich - **稳稳复利100+ · 2026-08-16T05:08:30.000Z**: Don't get it, PDD has been falling for half a year, no dividends and no buybacks, the dividend yield is pitiful. Why hold it? - **控制好回撤 · 2026-08-16T04:43:43.000Z**: I don't understand the logic, did Pinduoduo's Mr. Huang contact him? - **Jason4HK** (2026-08-16T05:28:51.000Z): He was brought up by the boss of PDD. - **FreeBird2025 · 2026-08-16T03:55:01.000Z**: Value investing bigwigs also do day trading; I'm completely lost. - **林鹰大道 · 2026-08-16T03:46:45.000Z · 👍 4**: I've added to my China concept stock positions three times, each time at a lower price. It feels like there's no bottom anymore. I don't feel like adding more recently; it's just a hard loss. So, better not to do unnecessary things.