Hot track for overseas institutions to reduce their holdings

The latest positions of large overseas active management fund companies have been disclosed, and the overall holdings of popular industries are mainly reduced. All major institutions have the same operating logic in the fields of science and technology and consumption. They reduce their holdings of large-scale science and technology and consumption, but they have increased their positions in some high-quality China concept Internet targets that oversold last year. In the new energy stocks, institutions have differences on Tesla's positions, but some forces Nouvelles have received the full opening treatment of many institutions. In addition, the overall concept of the epidemic situation has been reduced, and Buffett has reduced most of the pharmaceutical stocks added in 2020.