In recent weeks, the financial landscape in China has been buzzing with significant developmentsFollowing the remarkable merger of CRRC, creating what has been dubbed the "China God Car," the maritime industry is witnessing a similar wave of consolidationChina State Shipbuilding Corporation and China Shipbuilding Industry Corporation have publicly announced their ambitions to forge the "China God Ship." Additionally, two major securities firms, Guotai Junan and Haitong Securities, are also gearing up for a merger to form a "brokerage aircraft carrier." This flurry of activity has invigorated both the shipbuilding and brokerage sectors, leading to impressive surges in their respective stock pricesHistorically, these high-profile initiatives often stir market enthusiasm, sparking a possible resurgence of bullish trends in A-shares

Investors are keenly eyeing whether this pattern will repeat itself amidst the current market conditions.

The global markets are not without their own fluctuationsFollowing NVIDIA's recent earnings report, the company faced a significant backlash, with its stock plummeting over 16% across six trading days, resulting in a staggering loss of valuation exceeding $400 billion or nearly 30 trillion RMBAs NVIDIA experiences these turbulent times, the ramifications extend to its followers in the A-share market, who are transitioning from a bullish stance to a more cautious approachHowever, despite the downturn, notable investors remain undeterred, continuing to swim against the tide.

Could Selling NVIDIA Equal Missing Out on Wealth?

A pervasive consensus within the market attributes NVIDIA's substantial decline in stock price to its recent performance falling short of expectations

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However, Haung Haow, Chief Economist at SRI Group, argues otherwiseAccording to him, "NVIDIA reported sales of $30.04 billion, surpassing expectations of $28.86 billion and management's guidance of $28 billionThe percentage of exceeding expectations aligns with historical performance, yet NVIDIA's current sales figures are six times those from three years agoWhy then do so many assert that NVIDIA's performance is disappointing?"

In Haung's view, the sell-off of NVIDIA shares stems from major stakeholders missing significant profits"NVIDIA's sales exceeded expectations, profitability surpassed projections, and forward guidance indicates growth confidence... and yet, the stock plummetedIs this an indication that both domestic and foreign investors are shying away from becoming billionaires?" he posits.

Dan Bin, Chairman of Oriental Harbor and a prominent Chinese investor in NVIDIA, attributes the stock's downturn to two key factors: ongoing antitrust investigations and the news that NVIDIA plans to revise the RTX 50 series graphics card to improve yield, which may delay its release until mid-2025. Dan Bin states, "I believe these two factors are more secondary in the grand scope of history and do not constitute the main reasons

Additionally, the recent declines might also reflect a correction after significant gains—it's not easy to make money! As the saying in the north goes: 'Making money is hard, eating dung is harder,' which underscores the difficulty of profit-making..."

Furthermore, Dan Bin underscores that the true driving factors behind NVIDIA's volatility lie within the company's inherent business challenges and its capability to establish a platform advantage from its T-B business, as these elements will ultimately shape its long-term trajectory.

Despite the turbulence surrounding NVIDIA and the era of artificial intelligence it leads, Dan Bin remains bullish"Among my friends who invest in American stocks abroad, there is a unanimous view that in 2-3 weeks, the U.Smarket is expected to drop, and this time everyone is preparing for the downturn by purchasing sizable put options

As we enter September, there are expectations of interest rate cuts, commencing a dovish cycle for U.Sstocks, followed by an unpredictable election period that could significantly influence the marketPersonally, I maintain a bullish stance, as the strongest trend of the era revolves around artificial intelligence—this is the primary factor, while others are secondary... We shall see how it unfolds!"

Dan Bin's optimism about NVIDIA and the burgeoning AI sector isn't merely talkIn the first half of this year, he has aggressively increased his stakes in AI-related investmentsHis company, Oriental Harbor, is notably involved with several NASDAQ-related ETFs, accumulating a staggering 749 million shares spread across eight fundsThe most substantial positions are held in the Huaxin NASDAQ 100 ETF and the Invesco NASDAQ Technology Market Cap Weighted ETF, which contributes notably to his investment strategy.

Analyzing the asset composition of these NASDAQ-associated ETFs, it’s clear they primarily consist of equities, with their top holdings reflecting the "Magnificent Seven" tech giants of the United States: Microsoft, Apple, NVIDIA, Amazon, Meta, Google (both A and C shares), and Tesla

The remaining significant stakes are held in Broadcom, another semiconductor powerhouse, along with Costco, an investment favored by Warren Buffett.

NVIDIA leads among the major holdings within the Invesco NASDAQ Technology Market Cap Weighted ETF, and ranks third in the top ten holdings of other ETFs.

While strategically investing via ETFs in the AI arena, Dan Bin is also vigilant about A-share companies that are tangentially related to artificial intelligenceAccording to recent corporate announcements, Oriental Harbor has made its presence felt in investor research lists for companies such as Tom Cat, which are pivotal to the AI sector.

Notably, several renowned investors are making tangible investments in the A-share AI domainOne prominent figure, Zhao Jianping, recently emerged among the top ten circulating shareholders of another AI company, Kangxi Communication