Dan Bin said Oriental Harbor did not panic sell during July's sharp AI-sector correction and that Changjiang Oriental Harbor No. 2 remained broadly fully invested, making only limited structural adjustments despite investor criticism after a 35.4-percentage-point July drop and a 7-percentage-point rebound in early August. Separately, Simuwang data and second-quarter SEC 13F filings showed the firm's offshore fund increased the value of its 13 U.S.-stock portfolio to about $1.65 billion from $1.133 billion, kept Alphabet Class C as the largest holding at about $371 million or 22.5%, and rotated away from Apple, Tesla and leveraged products toward AI chips, memory and semiconductor infrastructure, reducing exposure to consumer-facing end markets.