价值永恒的个人主页 - 老虎社区

价值永恒

价值永恒

所谓的价值投资无非就是用格雷厄姆的价格去买入费雪的股票，然后再长期持有，与之一起成长。

IP属地：湖北

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0勋章

2024-10-07

要看是什么群体，相对价值投资者来说踏空更痛苦，对于投机者来说套牢更痛苦

2025-04-03

自家CEO都在减持，很明显是认为当前股价贵了

苹果CEO库克套现股票获利2400万美元，COO及法务主管也有减持

2025-04-03

$苹果(AAPL)$ 库克都在减持了，你们到底还在坚守什么

2025-11-06

$超微电脑(SMCI)$ 三季报这是腰斩了

2025-04-04

$英伟达(NVDA)$ 预期未来增速放缓，半导体强周期来临，成长股暂且沦为价值股，是继续持有还是割肉自己权衡

04-07

炸毁其桥梁，摧毁其电力，就能迫使伊朗投降？伊朗这么容易被打倒？

美国总统特朗普谈伊朗局势：我看过每一份提案，周二是最后期限

04-07

美以的缓兵之计，伊朗可别再上当

伊媒：伊朗拒绝美国停火提案，强调永久结束战争

2025-04-24

不管京东能不能赢，但今后都不会再是美团一家独大的局面，你们越卷就越利好消费者。

04-07

敢情伊朗是被吓大的

美国总统特朗普谈伊朗局势：我看过每一份提案，周二是最后期限

2025-11-29

“投资要去大海里打金鱼，不要在烂泥塘里挖泥鳅。”确实不应该在A股市场里捉泥鳅

但斌今天发声：国内能对标谷歌的公司，我觉得可能只有两家

去老虎APP查看更多动态

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23:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国总统特朗普：（谈伊朗）我看过每一份提案。周二是最后期限。如果他们（伊朗）按照要求去做，战争就能很快结束。</p><p>特朗普：如果伊朗不屈服，将一无所有。如果伊朗不让步，就不会有桥梁和发电。我们此刻就能撤军，但我想把事情做完。希望事态能尽快结束。</p><p>特朗普：美国人民希望我们获胜并回家。</p><p>特朗普表示美国正在“摧毁”伊朗。他对记者称：“我不愿这样做——但我们正在把它摧毁。”他表示：“他们将没有桥梁，没有发电厂。他们将一无所有。我不会再往下说，因为还有更糟的事情。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/e5f0667b28908ea81c4feafc83802afa","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194054606","content_text":"美国总统特朗普：（谈伊朗）我看过每一份提案。周二是最后期限。如果他们（伊朗）按照要求去做，战争就能很快结束。特朗普：如果伊朗不屈服，将一无所有。如果伊朗不让步，就不会有桥梁和发电。我们此刻就能撤军，但我想把事情做完。希望事态能尽快结束。特朗普：美国人民希望我们获胜并回家。特朗普表示美国正在“摧毁”伊朗。他对记者称：“我不愿这样做——但我们正在把它摧毁。”他表示：“他们将没有桥梁，没有发电厂。他们将一无所有。我不会再往下说，因为还有更糟的事情。”","news_type":1,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2}},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551100542478528,"gmtCreate":1775567941095,"gmtModify":1775567943506,"author":{"id":"4164429587384712","authorId":"4164429587384712","name":"价值永恒","avatar":"https://static.tigerbbs.com/09a3516f70fb25530e8bdbf3390c3277","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4164429587384712","idStr":"4164429587384712"},"themes":[],"title":"","htmlText":"美以的缓兵之计，伊朗可别再上当","listText":"美以的缓兵之计，伊朗可别再上当","text":"美以的缓兵之计，伊朗可别再上当","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551100542478528","repostId":"1125572627","repostType":2,"repost":{"id":"1125572627","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1775486400,"share":"https://www.laohu8.com/m/news/1125572627?lang=zh_CN&edition=full","pubTime":"2026-04-06 22:40","market":"us","language":"zh","title":"伊媒：伊朗拒绝美国停火提案，强调永久结束战争","url":"https://stock-news.laohu8.com/highlight/detail?id=1125572627","media":"老虎资讯综合","summary":"伊朗的答复包括十项条款。","content":"<html><head></head><body><p>据伊朗伊斯兰共和国通讯社（IRNA）：伊朗向巴基斯坦传达了对美国关于结束战争提案的回复，包括十项条款。</p><p>报道称伊朗拒绝停火，强调必须永久结束战争。伊朗要求解除制裁、进行重建。要求制定霍尔木兹海峡安全通行协议。</p></body></html>","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>伊媒：伊朗拒绝美国停火提案，强调永久结束战争</title>\n<style 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22:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据伊朗伊斯兰共和国通讯社（IRNA）：伊朗向巴基斯坦传达了对美国关于结束战争提案的回复，包括十项条款。</p><p>报道称伊朗拒绝停火，强调必须永久结束战争。伊朗要求解除制裁、进行重建。要求制定霍尔木兹海峡安全通行协议。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/492921a71a46ed6d9ca9d4d0824455f2","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125572627","content_text":"据伊朗伊斯兰共和国通讯社（IRNA）：伊朗向巴基斯坦传达了对美国关于结束战争提案的回复，包括十项条款。报道称伊朗拒绝停火，强调必须永久结束战争。伊朗要求解除制裁、进行重建。要求制定霍尔木兹海峡安全通行协议。","news_type":1,"symbols_score_info":{".SPX":2,".IXIC":2,".DJI":2}},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":505256342512360,"gmtCreate":1764389313470,"gmtModify":1764389316388,"author":{"id":"4164429587384712","authorId":"4164429587384712","name":"价值永恒","avatar":"https://static.tigerbbs.com/09a3516f70fb25530e8bdbf3390c3277","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4164429587384712","idStr":"4164429587384712"},"themes":[],"title":"","htmlText":"“投资要去大海里打金鱼，不要在烂泥塘里挖泥鳅。”确实不应该在A股市场里捉泥鳅","listText":"“投资要去大海里打金鱼，不要在烂泥塘里挖泥鳅。”确实不应该在A股市场里捉泥鳅","text":"“投资要去大海里打金鱼，不要在烂泥塘里挖泥鳅。”确实不应该在A股市场里捉泥鳅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/505256342512360","repostId":"2586787562","repostType":2,"repost":{"id":"2586787562","kind":"highlight","pubTimestamp":1764335490,"share":"https://www.laohu8.com/m/news/2586787562?lang=zh_CN&edition=full","pubTime":"2025-11-28 21:11","market":"hk","language":"zh","title":"但斌今天发声：国内能对标谷歌的公司，我觉得可能只有两家","url":"https://stock-news.laohu8.com/highlight/detail?id=2586787562","media":"格隆汇","summary":"不要辜负一个伟大的时代","content":"<html><body><p><b><span><span>11</span></span><span><span>月</span></span><span><span>28</span></span><span><span>日，东方港湾董事长但斌在新浪分析师大会上以</span></span><span><span>“</span></span><span><span>不要辜负一个伟大的时代</span></span><span><span>”</span></span><span><span>为主题，分享了他的投资感悟。</span></span></b></p><p><span><span>但斌强调，推动人类财富增长的根本动力是技术进步。</span></span></p><p><span><span>面对</span></span><span><span>2022</span></span><span><span>年开启的人工智能时代，东方港湾做出了简单的战略性抉择，将资金集中于以<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>为代表的公司。</span></span></p><p><span><span>他引用</span></span><span><span>“</span></span><span><span>投资要去大海里打金鱼，不要在烂泥塘里挖泥鳅</span></span><span><span>”</span></span><span><span>的比喻，说明选择的重要性。</span></span></p><p><b><span><span>针对当前</span></span><span><span>AI</span></span><span><span>泡沫的讨论，但斌认为</span></span><span><span>AI</span></span><span><span>刚刚起步。</span></span></b></p><p><span><span>他还特别提到了<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>对<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的建仓，将其视为对人工智能时代的重要认同，并期待伯克希尔像投资<a href=\"https://laohu8.com/S/AAPL\">苹果</a>一样持续增持<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>。</span></span></p><p><span><span>他推测，</span></span><span><span>AI Agent</span></span><span><span>如果能实现，或将彻底改变商业模式，</span></span></p><p><span><span>人工智能的这场竞争，任何一家公司都不可能放弃，都要全力以赴，并且大概率会非常激烈。</span></span></p><p><span><span>但斌进一步指出，</span></span><span><span>AI</span></span><span><span>竞争可能导致更垄断的商业模式，</span></span></p><p><span><span>而谷歌和英伟达很可能</span></span><span><span>“</span></span><span><span>比翼齐飞</span></span><span><span>”</span></span><span><span>，市值都达到</span></span><span><span>10</span></span><span><span>万亿美元；</span></span></p><p><span><span><b>而国内能对标谷歌的公司，大概有2家。</b></span></span></p><p><span><span><b>最后，他感慨虽已是老登的年龄，但仍然充满期待，他鼓励年轻人不要辜负伟大的时代，这是一个需要全力以赴、不要给自己留遗憾的时代。</b></span></span></p><p>投资报整理精选了但斌分享的精华内容如下：</p><h3><b><span><span><font color=\"#3daad6\">不要辜负</font></span></span></b></h3><h3><b><span><span><font color=\"#3daad6\">一个伟大的时代</font></span></span></b></h3><p><span><span><b>我今天跟大家分享的就是，从投资的角度来说，不要辜负一个伟大的时代。</b></span></span></p><p><span><span>首先我们看，目前就是一个智能革命。</span></span></p><p><span><span>在过去的几千年岁月当中，今天的此刻类似于瓦特蒸汽机开始的一个时代。</span></span></p><p><span><span>就我本人做投资的研究结果来看，其实真正推动人类财富增长，或者说人类社会根本的增长动力是技术进步。</span></span></p><p><span><span>我们刚刚经历了电子硬件时代、互联网时代和移动互联网这三个时代。</span></span></p><p><span><span>我们公司是</span></span><span><span>2004</span></span><span><span>年成立的，如果我们能够意识到，我们将迎来的是移动互联网时代的话，当时我们做投资就非常容易了。</span></span></p><p><span><span>我们应该把所有的钱换成港币去买<a href=\"https://laohu8.com/S/00700\">腾讯</a>，如果持有</span></span><span><span>21</span></span><span><span>年，现在的结果大概就是六、七百倍。</span></span></p><p><span><span>那我们今天应该怎么干呢？</span></span></p><p><span><span>到了</span></span><span><span>2022</span></span><span><span>年，我们迎来人工智能时代。</span></span></p><p><span><span>我们是不是应该也把所有的钱换成美金，去买以英伟达为主的一些公司。</span></span></p><p><span><span><b>这两年，东方港湾就是做了这么一个简单的战略抉择，</b></span></span></p><p><span><span><b>我们认为同样的时代来了，我们在年轻的时候该干什么，我们今天更应该干什么。</b></span></span></p><p><span><span>其实投资是个经验积累的行业，我们希望把这种经验变成我们宝贵的财富。</span></span></p><h3><font color=\"#3daad6\"><b><span><span>很多人认为</span></span></b><b><span><span>AI</span></span></b><b><span><span>有泡沫</span></span></b></font></h3><h3><b><span><span><font color=\"#3daad6\">我觉得它是刚刚开始</font></span></span></b></h3><p><b><span><span>另外，当下很多人认为</span></span><span><span>AI</span></span><span><span>是有泡沫的。</span></span></b></p><p><span><span>我们可以看到，腾讯是</span></span><span><span>2004</span></span><span><span>年上市的，其实是在互联网时代的中间甚至尾声的阶段，基本上腾讯大概也有六七百倍的回报。</span></span></p><p><span><span>巴菲特是</span></span><span><span>2016</span></span><span><span>年开始投资苹果的，</span></span></p><p><span><span>我们看到在移动互联网时代，其实哪怕在中间投资也有十倍的回报。</span></span></p><p><span><span>现在很多人在这个时刻认为</span></span><span><span>AI</span></span><span><span>有泡沫了，其实我觉得它是刚刚开始。</span></span></p><p><span><span>我个人认为要想真正赚到大钱，一定要养成一个习惯，</span></span></p><p><span><span>从产业的角度，横跨二、三十年的角度去处理投资。</span></span></p><p><span><span>这样我们的投资才有可能会有一个比较好的结果。</span></span></p><p><span><span>另外作为投资人来说，包括我在做研究员的时候，</span></span><span><span>“</span></span><span><span>知行合一</span></span><span><span>”</span></span><span><span>其实是最难的。</span></span></p><p><span><span>在我的职业生涯当中，我个人是这么认为的，投资其实是不要给自己留遗憾的一个事业，</span></span></p><p><span><span>当我们回顾从研究员到资产管理者，到自己创业，到此刻，甚至到未来的一生当中，我们不要给自己留遗憾。</span></span></p><h3><span><span><font color=\"#3daad6\">东方港湾今年加仓谷歌</font></span></span></h3><h3><span><span><font color=\"#3daad6\">伯克希尔、景林、段永平都在加仓</font></span></span></h3><p><span><span><b>我今年其实是做了一个方向的选择。</b></span></span></p><p><span><span>前两年英伟达一直是我们的第一大重仓，</span></span></p><p><span><span>今年年初，当时很多人认为谷歌受</span></span><span><span>AI</span></span><span><span>影响，所以它的估值一直比较低。</span></span></p><p><span><span>但是我们的研究团队发现，</span></span></p><p><span><span>其实</span></span><span><span>AI</span></span><span><span>对谷歌的业务是有推动作用的，并没有让它受负面影响，所以我们把谷歌加到了第二大重仓。</span></span></p><p><span><span>最近这一段时间大家看到了，其实美国的老登，包括巴菲特的伯克希尔，包括索罗斯，</span></span></p><p><span><span>包括美国几个很重要的投资人，像国内所熟知的段永平先生，包括景林，都不约而同地加仓谷歌。</span></span></p><p><span><span>而且我特别期待什么呢？</span></span></p><p><span><span>是伯克希尔在谷歌上的投资像苹果一样不断地增加。</span></span></p><p><span><span>我特别期待明年的一月中旬或者中下旬，我们能看到伯克希尔在谷歌上是不是有这种种变化。</span></span></p><h3><font color=\"#3daad6\"><b><span><span>AI Agent</span></span></b><b><span><span>如果能实现</span></span></b></font></h3><h3><b><span><span><font color=\"#3daad6\">将改变一套商业模式</font></span></span></b></h3><p><b><span><span>最近的谷歌涨了很多，但是以</span></span><span><span>Open AI</span></span><span><span>这个产业链为代表的一些公司跌了很多，其实这个竞争非常激烈。</span></span></b></p><p><span><span>为什么？</span></span></p><p><span><span>因为比方说我们看到了</span></span><span><span><a href=\"https://laohu8.com/S/META\">Meta</a></span></span><span><span>眼镜，</span></span></p><p><span><span>AI</span></span><span><span>眼镜，其实我很看好，包括马斯克也说未来五年很可能手机这个形态就没有了。</span></span></p><p><span><span>如果</span></span><span><span>AI Agent</span></span><span><span>实现的话，</span></span></p><p><span><span>类似于比方说我现在订一张飞机票，从上海飞深圳，那过去我还要通过手机。</span></span></p><p><span><span>未来我可能只需要通过我的眼镜，说一句话就订了一张票。</span></span></p><p><span><span>或者不是眼镜，是个耳环，手表，或者是一个别针。</span></span></p><p><span><span>这个</span></span><span><span>Agent</span></span><span><span>可以帮我实现，人工智能的这场竞争，任何一家公司都不可能放弃，都要全力以赴。</span></span></p><p><span><span>所以说我们看到美股的这些公司，在过去的一年，像<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>大概今年研发投入是</span></span><span><span>1250</span></span><span><span>亿美金，</span></span></p><p><span><span>谷歌今年是</span></span><span><span>900</span></span><span><span>亿美金，<a href=\"https://laohu8.com/S/MSFT\">微软</a>跟</span></span><span><span>Open AI</span></span><span><span>也联合宣布大概有</span></span><span><span>1000</span></span><span><span>亿美金，这样一场人工智能革命，它会非常激烈。</span></span></p><p><span><span>而且一旦成功以后，我自己感觉甚至连腾讯的微信这种商业模式，都有可能会发生很大的变化。</span></span></p><h3><b><span><span><font color=\"#3daad6\">谷歌、英伟达很可能</font></span></span></b></h3><h3><font color=\"#3daad6\"><b><span><span>都能达到</span></span></b><b><span><span>10</span></span></b><b><span><span>万亿美金市值</span></span></b></font></h3><p><span><span><b>所以说，我们看到了今年也是有点不约而同的，大家都投资<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>。</b></span></span></p><p><span><span>在国内来说，我自己认为，谷歌的</span></span><span><span>TPU</span></span><span><span>，包括它的</span></span><span><span>Gemini</span></span><span><span>，还有它的数据，</span></span></p><p><span><span><b>国内能对标的公司我觉得可能有两家，一个是<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>，一个是字节。</b></span></span></p><p><b><span><span>如果从</span></span><span><span>TPU</span></span><span><span>，</span></span><span><span>GPU</span></span><span><span>这个角度，可能也就是阿里，</span></span></b></p><p><span><span>所以说，你可以看到这个季度很多国内市场的投资人，都把阿里巴巴加到了持仓里面。</span></span></p><p><span><span>我觉得</span></span><span><span>AI</span></span><span><span>的竞争，很可能是更加垄断的一种商业模式的竞争。</span></span></p><p><span><span>其实我们经历的互联网、移动互联网，我们看到的商业模式越来越集中。</span></span></p><p><span><span>而人工智能</span></span><span><span>AI Agent</span></span><span><span>的实现，很可能让全世界被几家公司给控制，他们的市值最后会大得让你不可思议。</span></span></p><p><span><span>所以，我在两年前说很可能英伟达市值会超过</span></span><span><span>10</span></span><span><span>万亿美金。</span></span></p><p><span><span>那今天看起来不仅仅是英伟达会超过</span></span><span><span>10</span></span><span><span>万亿，很可能谷歌和英伟达会比翼齐飞，都达到</span></span><span><span>10</span></span><span><span>万亿美金。</span></span></p><h3><b><span><span><font color=\"#3daad6\">这是一个需要全力以赴</font></span></span></b></h3><h3><b><span><span><font color=\"#3daad6\">不给自己留遗憾的时代</font></span></span></b></h3><p><span><span><b>我们经历的是一个波澜壮阔的伟大时代，就跟我年轻的时候感受到互联网时代一样。</b></span></span></p><p><span><span>当时我曾经动员过一个朋友，我说拿</span></span><span><span>100</span></span><span><span>万美金我们去买<a href=\"https://laohu8.com/S/SOHU\">搜狐</a>、新浪、<a href=\"https://laohu8.com/S/NTES\">网易</a>，我们去迎接一个伟大的时代。</span></span></p><p><span><span>今天我有同样的感受，我已经是老登的年龄了，快</span></span><span><span>60</span></span><span><span>了。但是我的心还像年轻人一样，充满着期待。</span></span></p><p><span><span>其实就我们这个年龄，可能也就是最后一次机会了。</span></span></p><p><span><span>在</span></span><span><span>20</span></span><span><span>年以后，我们都</span></span><span><span>80</span></span><span><span>了。</span></span></p><p><span><span><b>但在座的可能还有几个时代，但对我们来说，这是一个需要全力以赴、不要给自己留遗憾的时代。</b></span></span></p></body></html>","source":"gelonghui_highlight","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>但斌今天发声：国内能对标谷歌的公司，我觉得可能只有两家</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n但斌今天发声：国内能对标谷歌的公司，我觉得可能只有两家\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-28 21:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/3289217><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>11月28日，东方港湾董事长但斌在新浪分析师大会上以“不要辜负一个伟大的时代”为主题，分享了他的投资感悟。但斌强调，推动人类财富增长的根本动力是技术进步。面对2022年开启的人工智能时代，东方港湾做出了简单的战略性抉择，将资金集中于以英伟达为代表的公司。他引用“投资要去大海里打金鱼，不要在烂泥塘里挖泥鳅”的比喻，说明选择的重要性。针对当前AI泡沫的讨论，但斌认为AI刚刚起步。他还特别提到了伯克希尔...</p>\n\n<a href=\"https://www.gelonghui.com/p/3289217\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/d83bc-7e7f504c-91ed-4eaf-b2d3-466eece27cf2.jpg?guru_height=853&guru_width=1280&guru_size=432532","relate_stocks":{"LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK4602":"量子计算概念","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis 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INC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC"},"source_url":"https://www.gelonghui.com/p/3289217","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2586787562","content_text":"11月28日，东方港湾董事长但斌在新浪分析师大会上以“不要辜负一个伟大的时代”为主题，分享了他的投资感悟。但斌强调，推动人类财富增长的根本动力是技术进步。面对2022年开启的人工智能时代，东方港湾做出了简单的战略性抉择，将资金集中于以英伟达为代表的公司。他引用“投资要去大海里打金鱼，不要在烂泥塘里挖泥鳅”的比喻，说明选择的重要性。针对当前AI泡沫的讨论，但斌认为AI刚刚起步。他还特别提到了伯克希尔对谷歌的建仓，将其视为对人工智能时代的重要认同，并期待伯克希尔像投资苹果一样持续增持谷歌。他推测，AI Agent如果能实现，或将彻底改变商业模式，人工智能的这场竞争，任何一家公司都不可能放弃，都要全力以赴，并且大概率会非常激烈。但斌进一步指出，AI竞争可能导致更垄断的商业模式，而谷歌和英伟达很可能“比翼齐飞”，市值都达到10万亿美元；而国内能对标谷歌的公司，大概有2家。最后，他感慨虽已是老登的年龄，但仍然充满期待，他鼓励年轻人不要辜负伟大的时代，这是一个需要全力以赴、不要给自己留遗憾的时代。投资报整理精选了但斌分享的精华内容如下：不要辜负一个伟大的时代我今天跟大家分享的就是，从投资的角度来说，不要辜负一个伟大的时代。首先我们看，目前就是一个智能革命。在过去的几千年岁月当中，今天的此刻类似于瓦特蒸汽机开始的一个时代。就我本人做投资的研究结果来看，其实真正推动人类财富增长，或者说人类社会根本的增长动力是技术进步。我们刚刚经历了电子硬件时代、互联网时代和移动互联网这三个时代。我们公司是2004年成立的，如果我们能够意识到，我们将迎来的是移动互联网时代的话，当时我们做投资就非常容易了。我们应该把所有的钱换成港币去买腾讯，如果持有21年，现在的结果大概就是六、七百倍。那我们今天应该怎么干呢？到了2022年，我们迎来人工智能时代。我们是不是应该也把所有的钱换成美金，去买以英伟达为主的一些公司。这两年，东方港湾就是做了这么一个简单的战略抉择，我们认为同样的时代来了，我们在年轻的时候该干什么，我们今天更应该干什么。其实投资是个经验积累的行业，我们希望把这种经验变成我们宝贵的财富。很多人认为AI有泡沫我觉得它是刚刚开始另外，当下很多人认为AI是有泡沫的。我们可以看到，腾讯是2004年上市的，其实是在互联网时代的中间甚至尾声的阶段，基本上腾讯大概也有六七百倍的回报。巴菲特是2016年开始投资苹果的，我们看到在移动互联网时代，其实哪怕在中间投资也有十倍的回报。现在很多人在这个时刻认为AI有泡沫了，其实我觉得它是刚刚开始。我个人认为要想真正赚到大钱，一定要养成一个习惯，从产业的角度，横跨二、三十年的角度去处理投资。这样我们的投资才有可能会有一个比较好的结果。另外作为投资人来说，包括我在做研究员的时候，“知行合一”其实是最难的。在我的职业生涯当中，我个人是这么认为的，投资其实是不要给自己留遗憾的一个事业，当我们回顾从研究员到资产管理者，到自己创业，到此刻，甚至到未来的一生当中，我们不要给自己留遗憾。东方港湾今年加仓谷歌伯克希尔、景林、段永平都在加仓我今年其实是做了一个方向的选择。前两年英伟达一直是我们的第一大重仓，今年年初，当时很多人认为谷歌受AI影响，所以它的估值一直比较低。但是我们的研究团队发现，其实AI对谷歌的业务是有推动作用的，并没有让它受负面影响，所以我们把谷歌加到了第二大重仓。最近这一段时间大家看到了，其实美国的老登，包括巴菲特的伯克希尔，包括索罗斯，包括美国几个很重要的投资人，像国内所熟知的段永平先生，包括景林，都不约而同地加仓谷歌。而且我特别期待什么呢？是伯克希尔在谷歌上的投资像苹果一样不断地增加。我特别期待明年的一月中旬或者中下旬，我们能看到伯克希尔在谷歌上是不是有这种种变化。AI Agent如果能实现将改变一套商业模式最近的谷歌涨了很多，但是以Open AI这个产业链为代表的一些公司跌了很多，其实这个竞争非常激烈。为什么？因为比方说我们看到了Meta眼镜，AI眼镜，其实我很看好，包括马斯克也说未来五年很可能手机这个形态就没有了。如果AI Agent实现的话，类似于比方说我现在订一张飞机票，从上海飞深圳，那过去我还要通过手机。未来我可能只需要通过我的眼镜，说一句话就订了一张票。或者不是眼镜，是个耳环，手表，或者是一个别针。这个Agent可以帮我实现，人工智能的这场竞争，任何一家公司都不可能放弃，都要全力以赴。所以说我们看到美股的这些公司，在过去的一年，像亚马逊大概今年研发投入是1250亿美金，谷歌今年是900亿美金，微软跟Open AI也联合宣布大概有1000亿美金，这样一场人工智能革命，它会非常激烈。而且一旦成功以后，我自己感觉甚至连腾讯的微信这种商业模式，都有可能会发生很大的变化。谷歌、英伟达很可能都能达到10万亿美金市值所以说，我们看到了今年也是有点不约而同的，大家都投资阿里巴巴。在国内来说，我自己认为，谷歌的TPU，包括它的Gemini，还有它的数据，国内能对标的公司我觉得可能有两家，一个是阿里巴巴，一个是字节。如果从TPU，GPU这个角度，可能也就是阿里，所以说，你可以看到这个季度很多国内市场的投资人，都把阿里巴巴加到了持仓里面。我觉得AI的竞争，很可能是更加垄断的一种商业模式的竞争。其实我们经历的互联网、移动互联网，我们看到的商业模式越来越集中。而人工智能AI Agent的实现，很可能让全世界被几家公司给控制，他们的市值最后会大得让你不可思议。所以，我在两年前说很可能英伟达市值会超过10万亿美金。那今天看起来不仅仅是英伟达会超过10万亿，很可能谷歌和英伟达会比翼齐飞，都达到10万亿美金。这是一个需要全力以赴不给自己留遗憾的时代我们经历的是一个波澜壮阔的伟大时代，就跟我年轻的时候感受到互联网时代一样。当时我曾经动员过一个朋友，我说拿100万美金我们去买搜狐、新浪、网易，我们去迎接一个伟大的时代。今天我有同样的感受，我已经是老登的年龄了，快60了。但是我的心还像年轻人一样，充满着期待。其实就我们这个年龄，可能也就是最后一次机会了。在20年以后，我们都80了。但在座的可能还有几个时代，但对我们来说，这是一个需要全力以赴、不要给自己留遗憾的时代。","news_type":1,"symbols_score_info":{"GOOGL":1.5,"GOOG":1.5,"USJW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497008506433896,"gmtCreate":1762362896059,"gmtModify":1762362897800,"author":{"id":"4164429587384712","authorId":"4164429587384712","name":"价值永恒","avatar":"https://static.tigerbbs.com/09a3516f70fb25530e8bdbf3390c3277","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4164429587384712","idStr":"4164429587384712"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> 三季报这是腰斩了","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> 三季报这是腰斩了","text":"$超微电脑(SMCI)$ 三季报这是腰斩了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/497008506433896","isVote":1,"tweetType":1,"viewCount":3448,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3450398809409245","authorId":"3450398809409245","name":"A胜天半子","avatar":"https://static.tigerbbs.com/7650a9e667bfb4b915410e236ed3b4d2","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3450398809409245","idStr":"3450398809409245"},"content":"乍一看我没有发表评论啊 [捂脸]","text":"乍一看我没有发表评论啊 [捂脸]","html":"乍一看我没有发表评论啊 [捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427919162635088,"gmtCreate":1745493000837,"gmtModify":1745499522584,"author":{"id":"4164429587384712","authorId":"4164429587384712","name":"价值永恒","avatar":"https://static.tigerbbs.com/09a3516f70fb25530e8bdbf3390c3277","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4164429587384712","idStr":"4164429587384712"},"themes":[],"title":"","htmlText":"不管京东能不能赢，但今后都不会再是美团一家独大的局面，你们越卷就越利好消费者。","listText":"不管京东能不能赢，但今后都不会再是美团一家独大的局面，你们越卷就越利好消费者。","text":"不管京东能不能赢，但今后都不会再是美团一家独大的局面，你们越卷就越利好消费者。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427919162635088","isVote":1,"tweetType":1,"viewCount":3857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421725851075024,"gmtCreate":1743991200512,"gmtModify":1743991202528,"author":{"id":"4164429587384712","authorId":"4164429587384712","name":"价值永恒","avatar":"https://static.tigerbbs.com/09a3516f70fb25530e8bdbf3390c3277","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4164429587384712","idStr":"4164429587384712"},"themes":[],"title":"","htmlText":"这是动了日本、韩国的蛋糕了？","listText":"这是动了日本、韩国的蛋糕了？","text":"这是动了日本、韩国的蛋糕了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/421725851075024","repostId":"1154386952","repostType":2,"repost":{"id":"1154386952","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1743989526,"share":"https://www.laohu8.com/m/news/1154386952?lang=zh_CN&edition=full","pubTime":"2025-04-07 09:32","market":"nz","language":"zh","title":"异动解读 | 比亚迪股份盘中大跌13.29%，德国诉讼升级或影响欧洲市场布局","url":"https://stock-news.laohu8.com/highlight/detail?id=1154386952","media":"异动解读","summary":"4月7日早盘，比亚迪股份股价出现大幅下跌，盘中跌幅一度达到13.29%，引发市场广泛关注。这一诉讼升级可能对比亚迪在欧洲市场的布局产生重大影响，成为今日股价大跌的主要原因。这不仅可能影响比亚迪在德国的销售，还可能波及其整个欧洲市场战略。此次诉讼如果对比亚迪不利，可能会给公司在欧洲的扩张计划带来阻碍。","content":"<p>4月7日早盘，比亚迪股份（01211）股价出现大幅下跌，盘中跌幅一度达到13.29%，引发市场广泛关注。</p>\n\n<p>消息面上，据报道，日本专利许可机构IP Bridge与韩国Sol IP公司近日向慕尼黑第一地方法院提交修订诉状，要求对比亚迪在德国境内销售搭载4G/5G技术的车辆实施永久禁令。这一诉讼升级可能对比亚迪在欧洲市场的布局产生重大影响，成为今日股价大跌的主要原因。</p>\n\n<p>值得注意的是，此次诉讼升级将诉求从损害赔偿扩大到销售禁令，若获批，最早可能于2026年初生效。这不仅可能影响比亚迪在德国的销售，还可能波及其整个欧洲市场战略。作为全球新能源汽车销量冠军，比亚迪近年来积极布局欧洲市场，在匈牙利投资超50亿欧元建设整车生产基地，计划于2025年底投产。此次诉讼如果对比亚迪不利，可能会给公司在欧洲的扩张计划带来阻碍。</p>","source":"ai_movement_cn","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\" 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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-04-07 09:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>4月7日早盘，比亚迪股份（01211）股价出现大幅下跌，盘中跌幅一度达到13.29%，引发市场广泛关注。</p>\n\n<p>消息面上，据报道，日本专利许可机构IP Bridge与韩国Sol IP公司近日向慕尼黑第一地方法院提交修订诉状，要求对比亚迪在德国境内销售搭载4G/5G技术的车辆实施永久禁令。这一诉讼升级可能对比亚迪在欧洲市场的布局产生重大影响，成为今日股价大跌的主要原因。</p>\n\n<p>值得注意的是，此次诉讼升级将诉求从损害赔偿扩大到销售禁令，若获批，最早可能于2026年初生效。这不仅可能影响比亚迪在德国的销售，还可能波及其整个欧洲市场战略。作为全球新能源汽车销量冠军，比亚迪近年来积极布局欧洲市场，在匈牙利投资超50亿欧元建设整车生产基地，计划于2025年底投产。此次诉讼如果对比亚迪不利，可能会给公司在欧洲的扩张计划带来阻碍。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01211":"比亚迪股份"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154386952","content_text":"4月7日早盘，比亚迪股份（01211）股价出现大幅下跌，盘中跌幅一度达到13.29%，引发市场广泛关注。\n消息面上，据报道，日本专利许可机构IP Bridge与韩国Sol IP公司近日向慕尼黑第一地方法院提交修订诉状，要求对比亚迪在德国境内销售搭载4G/5G技术的车辆实施永久禁令。这一诉讼升级可能对比亚迪在欧洲市场的布局产生重大影响，成为今日股价大跌的主要原因。\n值得注意的是，此次诉讼升级将诉求从损害赔偿扩大到销售禁令，若获批，最早可能于2026年初生效。这不仅可能影响比亚迪在德国的销售，还可能波及其整个欧洲市场战略。作为全球新能源汽车销量冠军，比亚迪近年来积极布局欧洲市场，在匈牙利投资超50亿欧元建设整车生产基地，计划于2025年底投产。此次诉讼如果对比亚迪不利，可能会给公司在欧洲的扩张计划带来阻碍。","news_type":1,"symbols_score_info":{"01211":1}},"isVote":1,"tweetType":1,"viewCount":1542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420651963404544,"gmtCreate":1743729010729,"gmtModify":1743729012598,"author":{"id":"4164429587384712","authorId":"4164429587384712","name":"价值永恒","avatar":"https://static.tigerbbs.com/09a3516f70fb25530e8bdbf3390c3277","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4164429587384712","idStr":"4164429587384712"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 预期未来增速放缓，半导体强周期来临，成长股暂且沦为价值股，是继续持有还是割肉自己权衡","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 预期未来增速放缓，半导体强周期来临，成长股暂且沦为价值股，是继续持有还是割肉自己权衡","text":"$英伟达(NVDA)$ 预期未来增速放缓，半导体强周期来临，成长股暂且沦为价值股，是继续持有还是割肉自己权衡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420651963404544","isVote":1,"tweetType":1,"viewCount":3552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420484084375872,"gmtCreate":1743687983809,"gmtModify":1743687985400,"author":{"id":"4164429587384712","authorId":"4164429587384712","name":"价值永恒","avatar":"https://static.tigerbbs.com/09a3516f70fb25530e8bdbf3390c3277","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4164429587384712","idStr":"4164429587384712"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 库克都在减持了，你们到底还在坚守什么","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 库克都在减持了，你们到底还在坚守什么","text":"$苹果(AAPL)$ 库克都在减持了，你们到底还在坚守什么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420484084375872","isVote":1,"tweetType":1,"viewCount":3632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420478861774848,"gmtCreate":1743687109351,"gmtModify":1743687115193,"author":{"id":"4164429587384712","authorId":"4164429587384712","name":"价值永恒","avatar":"https://static.tigerbbs.com/09a3516f70fb25530e8bdbf3390c3277","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4164429587384712","idStr":"4164429587384712"},"themes":[],"title":"","htmlText":"自家CEO都在减持，很明显是认为当前股价贵了","listText":"自家CEO都在减持，很明显是认为当前股价贵了","text":"自家CEO都在减持，很明显是认为当前股价贵了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420478861774848","repostId":"1150921376","repostType":2,"repost":{"id":"1150921376","kind":"news","pubTimestamp":1743654189,"share":"https://www.laohu8.com/m/news/1150921376?lang=zh_CN&edition=full","pubTime":"2025-04-03 12:23","market":"us","language":"zh","title":"苹果CEO库克套现股票获利2400万美元，COO及法务主管也有减持","url":"https://stock-news.laohu8.com/highlight/detail?id=1150921376","media":"IT之家","summary":"此次出售的股票已转入库克的信托账户。","content":"<html><head></head><body><p>科技媒体 MacRumors 昨日（4 月 2 日）发布博文，报道称苹果公司首席执行官蒂姆・库克近日通过出售公司股票，获利超 2400 万美元。</p><p style=\"text-align: justify;\">根据美国证券交易委员会（SEC）文件披露，库克于 4 月 1 日解禁了 108136 股限制性股票（RSU）后将其售出。这些股票来自 2020 年授予的限制性股票单位（RSU）计划，当时库克获得的分批解禁股票中，三分之一已在 2023 年解禁，剩余部分在 2024 年和 2025 年陆续释放。</p><p style=\"text-align: justify;\">此次出售的股票已转入库克的信托账户。RSU 是苹果高管薪酬的重要组成部分，旨在通过长期绑定激励管理层留任，库克自 2011 年接任 CEO 以来，已多次获得此类奖励。</p><p style=\"text-align: justify;\">除库克外，苹果首席运营官杰夫・威廉姆斯和法务主管凯瑟琳・亚当斯近期也分别抛售了价值 795 万美元和 866 万美元的股票。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4b8a24d4fd44a38f890ba2bac791fde\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","source":"ithome","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>苹果CEO库克套现股票获利2400万美元，COO及法务主管也有减持</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果CEO库克套现股票获利2400万美元，COO及法务主管也有减持\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-03 12:23 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ithome.com/0/842/741.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>科技媒体 MacRumors 昨日（4 月 2 日）发布博文，报道称苹果公司首席执行官蒂姆・库克近日通过出售公司股票，获利超 2400 万美元。根据美国证券交易委员会（SEC）文件披露，库克于 4 月 1 日解禁了 108136 股限制性股票（RSU）后将其售出。这些股票来自 2020 年授予的限制性股票单位（RSU）计划，当时库克获得的分批解禁股票中，三分之一已在 2023 年解禁，剩余部分在 ...</p>\n\n<a href=\"https://www.ithome.com/0/842/741.htm\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/13f224bb016b853641f590b6753763d1","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.ithome.com/0/842/741.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150921376","content_text":"科技媒体 MacRumors 昨日（4 月 2 日）发布博文，报道称苹果公司首席执行官蒂姆・库克近日通过出售公司股票，获利超 2400 万美元。根据美国证券交易委员会（SEC）文件披露，库克于 4 月 1 日解禁了 108136 股限制性股票（RSU）后将其售出。这些股票来自 2020 年授予的限制性股票单位（RSU）计划，当时库克获得的分批解禁股票中，三分之一已在 2023 年解禁，剩余部分在 2024 年和 2025 年陆续释放。此次出售的股票已转入库克的信托账户。RSU 是苹果高管薪酬的重要组成部分，旨在通过长期绑定激励管理层留任，库克自 2011 年接任 CEO 以来，已多次获得此类奖励。除库克外，苹果首席运营官杰夫・威廉姆斯和法务主管凯瑟琳・亚当斯近期也分别抛售了价值 795 万美元和 866 万美元的股票。","news_type":1,"symbols_score_info":{"AAPL":1.1}},"isVote":1,"tweetType":1,"viewCount":1573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417020522529040,"gmtCreate":1742830702313,"gmtModify":1742831021390,"author":{"id":"4164429587384712","authorId":"4164429587384712","name":"价值永恒","avatar":"https://static.tigerbbs.com/09a3516f70fb25530e8bdbf3390c3277","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4164429587384712","idStr":"4164429587384712"},"themes":[],"title":"","htmlText":"高盛：等别人卖了我再找机会抄底","listText":"高盛：等别人卖了我再找机会抄底","text":"高盛：等别人卖了我再找机会抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417020522529040","repostId":"2521725225","repostType":2,"repost":{"id":"2521725225","kind":"news","pubTimestamp":1742819176,"share":"https://www.laohu8.com/m/news/2521725225?lang=zh_CN&edition=full","pubTime":"2025-03-24 20:26","market":"us","language":"zh","title":"高盛：将超微电脑评级下调至卖出","url":"https://stock-news.laohu8.com/highlight/detail?id=2521725225","media":"格隆汇","summary":"格隆汇3月24日｜高盛：将超微电脑(SMCI.US)评级从中性下调至卖出，目标价从40美元下调至32美元。","content":"<html><body><article><p>格隆汇3月24日｜<a href=\"https://laohu8.com/S/GS\">高盛</a>：将<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>(SMCI.US)评级从中性下调至卖出，目标价从40美元下调至32美元。</p></article></body></html>","source":"tencent","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>高盛：将超微电脑评级下调至卖出</title>\n<style 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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>苹果CEO库克套现股票获利2400万美元，COO及法务主管也有减持</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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三季报这是腰斩了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/497008506433896","isVote":1,"tweetType":1,"viewCount":3448,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3450398809409245","authorId":"3450398809409245","name":"A胜天半子","avatar":"https://static.tigerbbs.com/7650a9e667bfb4b915410e236ed3b4d2","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3450398809409245","idStr":"3450398809409245"},"content":"乍一看我没有发表评论啊 [捂脸]","text":"乍一看我没有发表评论啊 [捂脸]","html":"乍一看我没有发表评论啊 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预期未来增速放缓，半导体强周期来临，成长股暂且沦为价值股，是继续持有还是割肉自己权衡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420651963404544","isVote":1,"tweetType":1,"viewCount":3552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551102162534528,"gmtCreate":1775568358576,"gmtModify":1775568361201,"author":{"id":"4164429587384712","authorId":"4164429587384712","name":"价值永恒","avatar":"https://static.tigerbbs.com/09a3516f70fb25530e8bdbf3390c3277","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4164429587384712","idStr":"4164429587384712"},"themes":[],"title":"","htmlText":"炸毁其桥梁，摧毁其电力，就能迫使伊朗投降？伊朗这么容易被打倒？","listText":"炸毁其桥梁，摧毁其电力，就能迫使伊朗投降？伊朗这么容易被打倒？","text":"炸毁其桥梁，摧毁其电力，就能迫使伊朗投降？伊朗这么容易被打倒？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551102162534528","repostId":"1194054606","repostType":2,"repost":{"id":"1194054606","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1775488360,"share":"https://www.laohu8.com/m/news/1194054606?lang=zh_CN&edition=full","pubTime":"2026-04-06 23:12","market":"us","language":"zh","title":"美国总统特朗普谈伊朗局势：我看过每一份提案，周二是最后期限","url":"https://stock-news.laohu8.com/highlight/detail?id=1194054606","media":"老虎资讯综合","summary":"如果他们（伊朗）按要求去做，战争能很快结束。","content":"<html><head></head><body><p>美国总统特朗普：（谈伊朗）我看过每一份提案。周二是最后期限。如果他们（伊朗）按照要求去做，战争就能很快结束。</p><p>特朗普：如果伊朗不屈服，将一无所有。如果伊朗不让步，就不会有桥梁和发电。我们此刻就能撤军，但我想把事情做完。希望事态能尽快结束。</p><p>特朗普：美国人民希望我们获胜并回家。</p><p>特朗普表示美国正在“摧毁”伊朗。他对记者称：“我不愿这样做——但我们正在把它摧毁。”他表示：“他们将没有桥梁，没有发电厂。他们将一无所有。我不会再往下说，因为还有更糟的事情。”</p></body></html>","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>美国总统特朗普谈伊朗局势：我看过每一份提案，周二是最后期限</title>\n<style 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23:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国总统特朗普：（谈伊朗）我看过每一份提案。周二是最后期限。如果他们（伊朗）按照要求去做，战争就能很快结束。</p><p>特朗普：如果伊朗不屈服，将一无所有。如果伊朗不让步，就不会有桥梁和发电。我们此刻就能撤军，但我想把事情做完。希望事态能尽快结束。</p><p>特朗普：美国人民希望我们获胜并回家。</p><p>特朗普表示美国正在“摧毁”伊朗。他对记者称：“我不愿这样做——但我们正在把它摧毁。”他表示：“他们将没有桥梁，没有发电厂。他们将一无所有。我不会再往下说，因为还有更糟的事情。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/e5f0667b28908ea81c4feafc83802afa","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ 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22:40","market":"us","language":"zh","title":"伊媒：伊朗拒绝美国停火提案，强调永久结束战争","url":"https://stock-news.laohu8.com/highlight/detail?id=1125572627","media":"老虎资讯综合","summary":"伊朗的答复包括十项条款。","content":"<html><head></head><body><p>据伊朗伊斯兰共和国通讯社（IRNA）：伊朗向巴基斯坦传达了对美国关于结束战争提案的回复，包括十项条款。</p><p>报道称伊朗拒绝停火，强调必须永久结束战争。伊朗要求解除制裁、进行重建。要求制定霍尔木兹海峡安全通行协议。</p></body></html>","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>伊媒：伊朗拒绝美国停火提案，强调永久结束战争</title>\n<style 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22:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据伊朗伊斯兰共和国通讯社（IRNA）：伊朗向巴基斯坦传达了对美国关于结束战争提案的回复，包括十项条款。</p><p>报道称伊朗拒绝停火，强调必须永久结束战争。伊朗要求解除制裁、进行重建。要求制定霍尔木兹海峡安全通行协议。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/492921a71a46ed6d9ca9d4d0824455f2","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 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23:12","market":"us","language":"zh","title":"美国总统特朗普谈伊朗局势：我看过每一份提案，周二是最后期限","url":"https://stock-news.laohu8.com/highlight/detail?id=1194054606","media":"老虎资讯综合","summary":"如果他们（伊朗）按要求去做，战争能很快结束。","content":"<html><head></head><body><p>美国总统特朗普：（谈伊朗）我看过每一份提案。周二是最后期限。如果他们（伊朗）按照要求去做，战争就能很快结束。</p><p>特朗普：如果伊朗不屈服，将一无所有。如果伊朗不让步，就不会有桥梁和发电。我们此刻就能撤军，但我想把事情做完。希望事态能尽快结束。</p><p>特朗普：美国人民希望我们获胜并回家。</p><p>特朗普表示美国正在“摧毁”伊朗。他对记者称：“我不愿这样做——但我们正在把它摧毁。”他表示：“他们将没有桥梁，没有发电厂。他们将一无所有。我不会再往下说，因为还有更糟的事情。”</p></body></html>","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>美国总统特朗普谈伊朗局势：我看过每一份提案，周二是最后期限</title>\n<style 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23:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国总统特朗普：（谈伊朗）我看过每一份提案。周二是最后期限。如果他们（伊朗）按照要求去做，战争就能很快结束。</p><p>特朗普：如果伊朗不屈服，将一无所有。如果伊朗不让步，就不会有桥梁和发电。我们此刻就能撤军，但我想把事情做完。希望事态能尽快结束。</p><p>特朗普：美国人民希望我们获胜并回家。</p><p>特朗普表示美国正在“摧毁”伊朗。他对记者称：“我不愿这样做——但我们正在把它摧毁。”他表示：“他们将没有桥梁，没有发电厂。他们将一无所有。我不会再往下说，因为还有更糟的事情。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/e5f0667b28908ea81c4feafc83802afa","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194054606","content_text":"美国总统特朗普：（谈伊朗）我看过每一份提案。周二是最后期限。如果他们（伊朗）按照要求去做，战争就能很快结束。特朗普：如果伊朗不屈服，将一无所有。如果伊朗不让步，就不会有桥梁和发电。我们此刻就能撤军，但我想把事情做完。希望事态能尽快结束。特朗普：美国人民希望我们获胜并回家。特朗普表示美国正在“摧毁”伊朗。他对记者称：“我不愿这样做——但我们正在把它摧毁。”他表示：“他们将没有桥梁，没有发电厂。他们将一无所有。我不会再往下说，因为还有更糟的事情。”","news_type":1,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2}},"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":505256342512360,"gmtCreate":1764389313470,"gmtModify":1764389316388,"author":{"id":"4164429587384712","authorId":"4164429587384712","name":"价值永恒","avatar":"https://static.tigerbbs.com/09a3516f70fb25530e8bdbf3390c3277","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4164429587384712","idStr":"4164429587384712"},"themes":[],"title":"","htmlText":"“投资要去大海里打金鱼，不要在烂泥塘里挖泥鳅。”确实不应该在A股市场里捉泥鳅","listText":"“投资要去大海里打金鱼，不要在烂泥塘里挖泥鳅。”确实不应该在A股市场里捉泥鳅","text":"“投资要去大海里打金鱼，不要在烂泥塘里挖泥鳅。”确实不应该在A股市场里捉泥鳅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/505256342512360","repostId":"2586787562","repostType":2,"repost":{"id":"2586787562","kind":"highlight","pubTimestamp":1764335490,"share":"https://www.laohu8.com/m/news/2586787562?lang=zh_CN&edition=full","pubTime":"2025-11-28 21:11","market":"hk","language":"zh","title":"但斌今天发声：国内能对标谷歌的公司，我觉得可能只有两家","url":"https://stock-news.laohu8.com/highlight/detail?id=2586787562","media":"格隆汇","summary":"不要辜负一个伟大的时代","content":"<html><body><p><b><span><span>11</span></span><span><span>月</span></span><span><span>28</span></span><span><span>日，东方港湾董事长但斌在新浪分析师大会上以</span></span><span><span>“</span></span><span><span>不要辜负一个伟大的时代</span></span><span><span>”</span></span><span><span>为主题，分享了他的投资感悟。</span></span></b></p><p><span><span>但斌强调，推动人类财富增长的根本动力是技术进步。</span></span></p><p><span><span>面对</span></span><span><span>2022</span></span><span><span>年开启的人工智能时代，东方港湾做出了简单的战略性抉择，将资金集中于以<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>为代表的公司。</span></span></p><p><span><span>他引用</span></span><span><span>“</span></span><span><span>投资要去大海里打金鱼，不要在烂泥塘里挖泥鳅</span></span><span><span>”</span></span><span><span>的比喻，说明选择的重要性。</span></span></p><p><b><span><span>针对当前</span></span><span><span>AI</span></span><span><span>泡沫的讨论，但斌认为</span></span><span><span>AI</span></span><span><span>刚刚起步。</span></span></b></p><p><span><span>他还特别提到了<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>对<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的建仓，将其视为对人工智能时代的重要认同，并期待伯克希尔像投资<a href=\"https://laohu8.com/S/AAPL\">苹果</a>一样持续增持<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>。</span></span></p><p><span><span>他推测，</span></span><span><span>AI Agent</span></span><span><span>如果能实现，或将彻底改变商业模式，</span></span></p><p><span><span>人工智能的这场竞争，任何一家公司都不可能放弃，都要全力以赴，并且大概率会非常激烈。</span></span></p><p><span><span>但斌进一步指出，</span></span><span><span>AI</span></span><span><span>竞争可能导致更垄断的商业模式，</span></span></p><p><span><span>而谷歌和英伟达很可能</span></span><span><span>“</span></span><span><span>比翼齐飞</span></span><span><span>”</span></span><span><span>，市值都达到</span></span><span><span>10</span></span><span><span>万亿美元；</span></span></p><p><span><span><b>而国内能对标谷歌的公司，大概有2家。</b></span></span></p><p><span><span><b>最后，他感慨虽已是老登的年龄，但仍然充满期待，他鼓励年轻人不要辜负伟大的时代，这是一个需要全力以赴、不要给自己留遗憾的时代。</b></span></span></p><p>投资报整理精选了但斌分享的精华内容如下：</p><h3><b><span><span><font color=\"#3daad6\">不要辜负</font></span></span></b></h3><h3><b><span><span><font color=\"#3daad6\">一个伟大的时代</font></span></span></b></h3><p><span><span><b>我今天跟大家分享的就是，从投资的角度来说，不要辜负一个伟大的时代。</b></span></span></p><p><span><span>首先我们看，目前就是一个智能革命。</span></span></p><p><span><span>在过去的几千年岁月当中，今天的此刻类似于瓦特蒸汽机开始的一个时代。</span></span></p><p><span><span>就我本人做投资的研究结果来看，其实真正推动人类财富增长，或者说人类社会根本的增长动力是技术进步。</span></span></p><p><span><span>我们刚刚经历了电子硬件时代、互联网时代和移动互联网这三个时代。</span></span></p><p><span><span>我们公司是</span></span><span><span>2004</span></span><span><span>年成立的，如果我们能够意识到，我们将迎来的是移动互联网时代的话，当时我们做投资就非常容易了。</span></span></p><p><span><span>我们应该把所有的钱换成港币去买<a href=\"https://laohu8.com/S/00700\">腾讯</a>，如果持有</span></span><span><span>21</span></span><span><span>年，现在的结果大概就是六、七百倍。</span></span></p><p><span><span>那我们今天应该怎么干呢？</span></span></p><p><span><span>到了</span></span><span><span>2022</span></span><span><span>年，我们迎来人工智能时代。</span></span></p><p><span><span>我们是不是应该也把所有的钱换成美金，去买以英伟达为主的一些公司。</span></span></p><p><span><span><b>这两年，东方港湾就是做了这么一个简单的战略抉择，</b></span></span></p><p><span><span><b>我们认为同样的时代来了，我们在年轻的时候该干什么，我们今天更应该干什么。</b></span></span></p><p><span><span>其实投资是个经验积累的行业，我们希望把这种经验变成我们宝贵的财富。</span></span></p><h3><font color=\"#3daad6\"><b><span><span>很多人认为</span></span></b><b><span><span>AI</span></span></b><b><span><span>有泡沫</span></span></b></font></h3><h3><b><span><span><font color=\"#3daad6\">我觉得它是刚刚开始</font></span></span></b></h3><p><b><span><span>另外，当下很多人认为</span></span><span><span>AI</span></span><span><span>是有泡沫的。</span></span></b></p><p><span><span>我们可以看到，腾讯是</span></span><span><span>2004</span></span><span><span>年上市的，其实是在互联网时代的中间甚至尾声的阶段，基本上腾讯大概也有六七百倍的回报。</span></span></p><p><span><span>巴菲特是</span></span><span><span>2016</span></span><span><span>年开始投资苹果的，</span></span></p><p><span><span>我们看到在移动互联网时代，其实哪怕在中间投资也有十倍的回报。</span></span></p><p><span><span>现在很多人在这个时刻认为</span></span><span><span>AI</span></span><span><span>有泡沫了，其实我觉得它是刚刚开始。</span></span></p><p><span><span>我个人认为要想真正赚到大钱，一定要养成一个习惯，</span></span></p><p><span><span>从产业的角度，横跨二、三十年的角度去处理投资。</span></span></p><p><span><span>这样我们的投资才有可能会有一个比较好的结果。</span></span></p><p><span><span>另外作为投资人来说，包括我在做研究员的时候，</span></span><span><span>“</span></span><span><span>知行合一</span></span><span><span>”</span></span><span><span>其实是最难的。</span></span></p><p><span><span>在我的职业生涯当中，我个人是这么认为的，投资其实是不要给自己留遗憾的一个事业，</span></span></p><p><span><span>当我们回顾从研究员到资产管理者，到自己创业，到此刻，甚至到未来的一生当中，我们不要给自己留遗憾。</span></span></p><h3><span><span><font color=\"#3daad6\">东方港湾今年加仓谷歌</font></span></span></h3><h3><span><span><font color=\"#3daad6\">伯克希尔、景林、段永平都在加仓</font></span></span></h3><p><span><span><b>我今年其实是做了一个方向的选择。</b></span></span></p><p><span><span>前两年英伟达一直是我们的第一大重仓，</span></span></p><p><span><span>今年年初，当时很多人认为谷歌受</span></span><span><span>AI</span></span><span><span>影响，所以它的估值一直比较低。</span></span></p><p><span><span>但是我们的研究团队发现，</span></span></p><p><span><span>其实</span></span><span><span>AI</span></span><span><span>对谷歌的业务是有推动作用的，并没有让它受负面影响，所以我们把谷歌加到了第二大重仓。</span></span></p><p><span><span>最近这一段时间大家看到了，其实美国的老登，包括巴菲特的伯克希尔，包括索罗斯，</span></span></p><p><span><span>包括美国几个很重要的投资人，像国内所熟知的段永平先生，包括景林，都不约而同地加仓谷歌。</span></span></p><p><span><span>而且我特别期待什么呢？</span></span></p><p><span><span>是伯克希尔在谷歌上的投资像苹果一样不断地增加。</span></span></p><p><span><span>我特别期待明年的一月中旬或者中下旬，我们能看到伯克希尔在谷歌上是不是有这种种变化。</span></span></p><h3><font color=\"#3daad6\"><b><span><span>AI Agent</span></span></b><b><span><span>如果能实现</span></span></b></font></h3><h3><b><span><span><font color=\"#3daad6\">将改变一套商业模式</font></span></span></b></h3><p><b><span><span>最近的谷歌涨了很多，但是以</span></span><span><span>Open AI</span></span><span><span>这个产业链为代表的一些公司跌了很多，其实这个竞争非常激烈。</span></span></b></p><p><span><span>为什么？</span></span></p><p><span><span>因为比方说我们看到了</span></span><span><span><a href=\"https://laohu8.com/S/META\">Meta</a></span></span><span><span>眼镜，</span></span></p><p><span><span>AI</span></span><span><span>眼镜，其实我很看好，包括马斯克也说未来五年很可能手机这个形态就没有了。</span></span></p><p><span><span>如果</span></span><span><span>AI Agent</span></span><span><span>实现的话，</span></span></p><p><span><span>类似于比方说我现在订一张飞机票，从上海飞深圳，那过去我还要通过手机。</span></span></p><p><span><span>未来我可能只需要通过我的眼镜，说一句话就订了一张票。</span></span></p><p><span><span>或者不是眼镜，是个耳环，手表，或者是一个别针。</span></span></p><p><span><span>这个</span></span><span><span>Agent</span></span><span><span>可以帮我实现，人工智能的这场竞争，任何一家公司都不可能放弃，都要全力以赴。</span></span></p><p><span><span>所以说我们看到美股的这些公司，在过去的一年，像<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>大概今年研发投入是</span></span><span><span>1250</span></span><span><span>亿美金，</span></span></p><p><span><span>谷歌今年是</span></span><span><span>900</span></span><span><span>亿美金，<a href=\"https://laohu8.com/S/MSFT\">微软</a>跟</span></span><span><span>Open AI</span></span><span><span>也联合宣布大概有</span></span><span><span>1000</span></span><span><span>亿美金，这样一场人工智能革命，它会非常激烈。</span></span></p><p><span><span>而且一旦成功以后，我自己感觉甚至连腾讯的微信这种商业模式，都有可能会发生很大的变化。</span></span></p><h3><b><span><span><font color=\"#3daad6\">谷歌、英伟达很可能</font></span></span></b></h3><h3><font color=\"#3daad6\"><b><span><span>都能达到</span></span></b><b><span><span>10</span></span></b><b><span><span>万亿美金市值</span></span></b></font></h3><p><span><span><b>所以说，我们看到了今年也是有点不约而同的，大家都投资<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>。</b></span></span></p><p><span><span>在国内来说，我自己认为，谷歌的</span></span><span><span>TPU</span></span><span><span>，包括它的</span></span><span><span>Gemini</span></span><span><span>，还有它的数据，</span></span></p><p><span><span><b>国内能对标的公司我觉得可能有两家，一个是<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>，一个是字节。</b></span></span></p><p><b><span><span>如果从</span></span><span><span>TPU</span></span><span><span>，</span></span><span><span>GPU</span></span><span><span>这个角度，可能也就是阿里，</span></span></b></p><p><span><span>所以说，你可以看到这个季度很多国内市场的投资人，都把阿里巴巴加到了持仓里面。</span></span></p><p><span><span>我觉得</span></span><span><span>AI</span></span><span><span>的竞争，很可能是更加垄断的一种商业模式的竞争。</span></span></p><p><span><span>其实我们经历的互联网、移动互联网，我们看到的商业模式越来越集中。</span></span></p><p><span><span>而人工智能</span></span><span><span>AI Agent</span></span><span><span>的实现，很可能让全世界被几家公司给控制，他们的市值最后会大得让你不可思议。</span></span></p><p><span><span>所以，我在两年前说很可能英伟达市值会超过</span></span><span><span>10</span></span><span><span>万亿美金。</span></span></p><p><span><span>那今天看起来不仅仅是英伟达会超过</span></span><span><span>10</span></span><span><span>万亿，很可能谷歌和英伟达会比翼齐飞，都达到</span></span><span><span>10</span></span><span><span>万亿美金。</span></span></p><h3><b><span><span><font color=\"#3daad6\">这是一个需要全力以赴</font></span></span></b></h3><h3><b><span><span><font color=\"#3daad6\">不给自己留遗憾的时代</font></span></span></b></h3><p><span><span><b>我们经历的是一个波澜壮阔的伟大时代，就跟我年轻的时候感受到互联网时代一样。</b></span></span></p><p><span><span>当时我曾经动员过一个朋友，我说拿</span></span><span><span>100</span></span><span><span>万美金我们去买<a href=\"https://laohu8.com/S/SOHU\">搜狐</a>、新浪、<a href=\"https://laohu8.com/S/NTES\">网易</a>，我们去迎接一个伟大的时代。</span></span></p><p><span><span>今天我有同样的感受，我已经是老登的年龄了，快</span></span><span><span>60</span></span><span><span>了。但是我的心还像年轻人一样，充满着期待。</span></span></p><p><span><span>其实就我们这个年龄，可能也就是最后一次机会了。</span></span></p><p><span><span>在</span></span><span><span>20</span></span><span><span>年以后，我们都</span></span><span><span>80</span></span><span><span>了。</span></span></p><p><span><span><b>但在座的可能还有几个时代，但对我们来说，这是一个需要全力以赴、不要给自己留遗憾的时代。</b></span></span></p></body></html>","source":"gelonghui_highlight","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>但斌今天发声：国内能对标谷歌的公司，我觉得可能只有两家</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n但斌今天发声：国内能对标谷歌的公司，我觉得可能只有两家\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-28 21:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/3289217><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>11月28日，东方港湾董事长但斌在新浪分析师大会上以“不要辜负一个伟大的时代”为主题，分享了他的投资感悟。但斌强调，推动人类财富增长的根本动力是技术进步。面对2022年开启的人工智能时代，东方港湾做出了简单的战略性抉择，将资金集中于以英伟达为代表的公司。他引用“投资要去大海里打金鱼，不要在烂泥塘里挖泥鳅”的比喻，说明选择的重要性。针对当前AI泡沫的讨论，但斌认为AI刚刚起步。他还特别提到了伯克希尔...</p>\n\n<a href=\"https://www.gelonghui.com/p/3289217\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/d83bc-7e7f504c-91ed-4eaf-b2d3-466eece27cf2.jpg?guru_height=853&guru_width=1280&guru_size=432532","relate_stocks":{"LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK4602":"量子计算概念","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis 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INC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC"},"source_url":"https://www.gelonghui.com/p/3289217","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2586787562","content_text":"11月28日，东方港湾董事长但斌在新浪分析师大会上以“不要辜负一个伟大的时代”为主题，分享了他的投资感悟。但斌强调，推动人类财富增长的根本动力是技术进步。面对2022年开启的人工智能时代，东方港湾做出了简单的战略性抉择，将资金集中于以英伟达为代表的公司。他引用“投资要去大海里打金鱼，不要在烂泥塘里挖泥鳅”的比喻，说明选择的重要性。针对当前AI泡沫的讨论，但斌认为AI刚刚起步。他还特别提到了伯克希尔对谷歌的建仓，将其视为对人工智能时代的重要认同，并期待伯克希尔像投资苹果一样持续增持谷歌。他推测，AI Agent如果能实现，或将彻底改变商业模式，人工智能的这场竞争，任何一家公司都不可能放弃，都要全力以赴，并且大概率会非常激烈。但斌进一步指出，AI竞争可能导致更垄断的商业模式，而谷歌和英伟达很可能“比翼齐飞”，市值都达到10万亿美元；而国内能对标谷歌的公司，大概有2家。最后，他感慨虽已是老登的年龄，但仍然充满期待，他鼓励年轻人不要辜负伟大的时代，这是一个需要全力以赴、不要给自己留遗憾的时代。投资报整理精选了但斌分享的精华内容如下：不要辜负一个伟大的时代我今天跟大家分享的就是，从投资的角度来说，不要辜负一个伟大的时代。首先我们看，目前就是一个智能革命。在过去的几千年岁月当中，今天的此刻类似于瓦特蒸汽机开始的一个时代。就我本人做投资的研究结果来看，其实真正推动人类财富增长，或者说人类社会根本的增长动力是技术进步。我们刚刚经历了电子硬件时代、互联网时代和移动互联网这三个时代。我们公司是2004年成立的，如果我们能够意识到，我们将迎来的是移动互联网时代的话，当时我们做投资就非常容易了。我们应该把所有的钱换成港币去买腾讯，如果持有21年，现在的结果大概就是六、七百倍。那我们今天应该怎么干呢？到了2022年，我们迎来人工智能时代。我们是不是应该也把所有的钱换成美金，去买以英伟达为主的一些公司。这两年，东方港湾就是做了这么一个简单的战略抉择，我们认为同样的时代来了，我们在年轻的时候该干什么，我们今天更应该干什么。其实投资是个经验积累的行业，我们希望把这种经验变成我们宝贵的财富。很多人认为AI有泡沫我觉得它是刚刚开始另外，当下很多人认为AI是有泡沫的。我们可以看到，腾讯是2004年上市的，其实是在互联网时代的中间甚至尾声的阶段，基本上腾讯大概也有六七百倍的回报。巴菲特是2016年开始投资苹果的，我们看到在移动互联网时代，其实哪怕在中间投资也有十倍的回报。现在很多人在这个时刻认为AI有泡沫了，其实我觉得它是刚刚开始。我个人认为要想真正赚到大钱，一定要养成一个习惯，从产业的角度，横跨二、三十年的角度去处理投资。这样我们的投资才有可能会有一个比较好的结果。另外作为投资人来说，包括我在做研究员的时候，“知行合一”其实是最难的。在我的职业生涯当中，我个人是这么认为的，投资其实是不要给自己留遗憾的一个事业，当我们回顾从研究员到资产管理者，到自己创业，到此刻，甚至到未来的一生当中，我们不要给自己留遗憾。东方港湾今年加仓谷歌伯克希尔、景林、段永平都在加仓我今年其实是做了一个方向的选择。前两年英伟达一直是我们的第一大重仓，今年年初，当时很多人认为谷歌受AI影响，所以它的估值一直比较低。但是我们的研究团队发现，其实AI对谷歌的业务是有推动作用的，并没有让它受负面影响，所以我们把谷歌加到了第二大重仓。最近这一段时间大家看到了，其实美国的老登，包括巴菲特的伯克希尔，包括索罗斯，包括美国几个很重要的投资人，像国内所熟知的段永平先生，包括景林，都不约而同地加仓谷歌。而且我特别期待什么呢？是伯克希尔在谷歌上的投资像苹果一样不断地增加。我特别期待明年的一月中旬或者中下旬，我们能看到伯克希尔在谷歌上是不是有这种种变化。AI Agent如果能实现将改变一套商业模式最近的谷歌涨了很多，但是以Open AI这个产业链为代表的一些公司跌了很多，其实这个竞争非常激烈。为什么？因为比方说我们看到了Meta眼镜，AI眼镜，其实我很看好，包括马斯克也说未来五年很可能手机这个形态就没有了。如果AI Agent实现的话，类似于比方说我现在订一张飞机票，从上海飞深圳，那过去我还要通过手机。未来我可能只需要通过我的眼镜，说一句话就订了一张票。或者不是眼镜，是个耳环，手表，或者是一个别针。这个Agent可以帮我实现，人工智能的这场竞争，任何一家公司都不可能放弃，都要全力以赴。所以说我们看到美股的这些公司，在过去的一年，像亚马逊大概今年研发投入是1250亿美金，谷歌今年是900亿美金，微软跟Open AI也联合宣布大概有1000亿美金，这样一场人工智能革命，它会非常激烈。而且一旦成功以后，我自己感觉甚至连腾讯的微信这种商业模式，都有可能会发生很大的变化。谷歌、英伟达很可能都能达到10万亿美金市值所以说，我们看到了今年也是有点不约而同的，大家都投资阿里巴巴。在国内来说，我自己认为，谷歌的TPU，包括它的Gemini，还有它的数据，国内能对标的公司我觉得可能有两家，一个是阿里巴巴，一个是字节。如果从TPU，GPU这个角度，可能也就是阿里，所以说，你可以看到这个季度很多国内市场的投资人，都把阿里巴巴加到了持仓里面。我觉得AI的竞争，很可能是更加垄断的一种商业模式的竞争。其实我们经历的互联网、移动互联网，我们看到的商业模式越来越集中。而人工智能AI Agent的实现，很可能让全世界被几家公司给控制，他们的市值最后会大得让你不可思议。所以，我在两年前说很可能英伟达市值会超过10万亿美金。那今天看起来不仅仅是英伟达会超过10万亿，很可能谷歌和英伟达会比翼齐飞，都达到10万亿美金。这是一个需要全力以赴不给自己留遗憾的时代我们经历的是一个波澜壮阔的伟大时代，就跟我年轻的时候感受到互联网时代一样。当时我曾经动员过一个朋友，我说拿100万美金我们去买搜狐、新浪、网易，我们去迎接一个伟大的时代。今天我有同样的感受，我已经是老登的年龄了，快60了。但是我的心还像年轻人一样，充满着期待。其实就我们这个年龄，可能也就是最后一次机会了。在20年以后，我们都80了。但在座的可能还有几个时代，但对我们来说，这是一个需要全力以赴、不要给自己留遗憾的时代。","news_type":1,"symbols_score_info":{"GOOGL":1.5,"GOOG":1.5,"USJW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}