DeepSeek broke the circle and hit the US chip stocks QDII crazy to change positions and reduce positions

On January 28th, industry experts judged that DeepSeek's breaking circle may accelerate fund managers to reduce their positions in US stock chips. As of the end of December 2024, Nvidia alone had more than 60 QDII holdings, but there were also many QDII funds that began to clear US stock chip stocks and turned the sold position funds to the class A share technology track. Many fund companies also predict that class A shares may experience a spring offensive led by technology stocks after the festival.