On August 11, Dan Bin, the Chairman of Oriental Bay, addressed investor concerns, clarifying that the Changjiang Oriental Bay No. 2 fund continues to operate at full capacity. Prior to the significant market downturn in July, the fund had a substantial allocation to stocks within the AI industry chain and refrained from significantly reducing its holdings. Consequently, it experienced notable declines in tandem with the AI sector. Oriental Bay capitalized on the core global AI opportunities, particularly those represented by NVIDIA, in 2023. However, its investment deployment in the A-share domestic AI industry chain was relatively delayed, with full investment not achieved until 2026. During the sharp market decline in July, Oriental Bay maintained its composure, avoiding panic selling or significant position reductions, and instead opted for minor structural adjustments.