正直的人
12-02
我不知道他怎么懵对了英伟达…我感觉再用 2 年，他会把过去赚的钱都赔了。预测看看，哈哈
私募大佬但斌：如果AI Agent成真了，腾讯有可能被颠覆
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href=\"https://laohu8.com/S/NVDA\">英伟达</a>为代表的公司。今年，东方港湾做出方向调整。“过去两年英伟达是第一大重仓，但今年初研究团队发现，AI对<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>有推动作用，并非负面影响，于是将<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>加仓至第二大重仓。”</p><p>但斌表示，AI行业竞争非常激烈。<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>今年研发投入1250亿美金，谷歌900亿，<a href=\"https://laohu8.com/S/MSFT\">微软</a>连同Open AI要投1000亿。一旦AI Agent实现，将来订飞机票可能只需要对着眼镜讲句话就搞定，连手机形态都可能消失。到时候，连腾讯微信的商业模式都有机会发生大变化。</p>\n<div>\n<p>港股频道更多独家策划、专家专栏，免费查阅>></p>\n<div>\r\n 责任编辑：栎树\r\n </div>\n</div>\n</div></body></html>","source":"jinrongjie_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>私募大佬但斌：如果AI Agent成真了，腾讯有可能被颠覆</title>\n<style 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href=\"https://hk.jrj.com.cn/2025/12/02113854519616.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","LU1044876610.USD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"ZU\" (USD) ACC","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0061477393.USD":"CT (LUX) I ASIA EQUITY INCOME \"AU\" (USD) ACC","LU0192582467.USD":"SCHRODER ISF ASIAN EQUITY YIELD \"A\" (USD) INC MF","00700":"腾讯控股","LU1504937902.USD":"CT (LUX) I ASIAN EQUITY INCOME \"DUP\" (EUR) INC","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","SG9999013353.USD":"SCHRODER ASIAN INCOME FUND\"A\" (USDHDG) 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