According to Cailian Press, Stephen Yiu, fund manager of Blue Whale Growth, said in an interview that the investment fund sold all its Meta shares after Trump announced the reciprocal tariffs on April 2. Technology stocks account for about 40% of its portfolio; Meta's allocation ratio is about 3%. The investment fund supported by billionaire Peter Hargreaves also cleared out Microsoft shares due to concerns about Microsoft's heavy investment in artificial intelligence. In the past few weeks, it has been taking advantage of the price drop to buy Nvidia, and the stock's holding ratio in the entire portfolio has increased from 7% at the end of 2024 to 10%.