但斌拿下全球投资大师_老虎社区_美港股上老虎

但斌拿下全球投资大师收益率第一！最新发言：要保持求知欲，培养耐心持有的心性

Q4东方港湾海外基金加仓特斯拉，减持英伟达，新进Palantir、台积电、SoundHound AI三只股票，还是坚定看好美股。

巴克莱分析师大幅上调英伟达目标价至200美元，预计其股价仍有近四成上涨空间，市值或逼近5万亿美元。这一乐观预期基于英伟达新一代Blackwell AI平台的部署进展以及公司未来盈利能力的看好。【本周虽然局势动荡，但英伟达股价仍然稳定在143-145稳定震荡，大家觉得英伟达是否能称得上“避险资金”？你看好后续突破$200吗？】

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