grampus
07-30
话说得很漂亮，谁都懂，但实际上是怎么回事？
东方港湾但斌：大跌一定要敢买 已将“剩余子弹打光”
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href=\"https://laohu8.com/S/SKHY\">SK海力士</a>(SKHY.US)已经成为这一轮AI行情阶段性的标志性公司之一，当前市场调整节奏较快，短期方向大概率很快就会见分晓。</strong></p><p>不过，但斌也强调，投资者更应关注企业的长期基本面，而非短期股价波动。他表示，从更长时间维度来看，只有供需格局持续优化、盈利能力稳步改善的企业，才有机会穿越一轮又一轮行业周期，为投资者创造持续回报。</p><p>近年来，但斌持续看好人工智能产业发展，并将AI视为未来十年的核心投资主线。公开披露的海外持仓显示，其长期重仓<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等AI产业链龙头企业，同时也持续关注包括存储芯片在内的AI硬件赛道。他此前曾表示，相信AI产业仍处于长期成长周期，即便市场经历阶段性调整，优质公司的长期价值仍有望不断兑现。</p></body></html>","source":"stock_zhitongcaijing","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>东方港湾但斌：大跌一定要敢买 已将“剩余子弹打光”</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1473489.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","SMH":"半导体指数ETF-HOLDRs","DIPS":"做空NVDA期权收益策略ETF-YieldMax","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2047632596.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A\" (USD) ACC","LU2100268510.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"AX\" (USD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU3102509885.SGD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A8P\" (SGDHDG) INC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC","LU1778281490.HKD":"HSBC GIF 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