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外资不跑
11-13 13:55
$艾迪康控股(09860)$
开始炒流感了,资金高低切换
外资不跑
11-13 13:51
$嘉和生物-B(06998)$
盘中大涨
外资不跑
11-13 13:50
$百济神州(06160)$
气势如虹
外资不跑
11-06
$艾迪康控股(09860)$
在Al+医疗领域已经形成了技术、数据、商业化这三方面的护城河,中长期看,战略转型有望带动业绩回暖。
外资不跑
11-06
$腾讯控股(00700)$
威武!!!
外资不跑
11-06
$蜜雪集团(02097)$
王不再了
外资不跑
11-06
$小米集团-W(01810)$
终于红了
外资不跑
10-28
$艾迪康控股(09860)$
AI+ 在医学诊断方面的商业落地可行性有较大炒作空间
外资不跑
10-28
$百度集团-SW(09888)$
2025年10月28日,中港股市昨日均有好表现。A股方面,上综指继续维持强势,并以接近全日最高位收市,收报3,996点,上升1.2%,再创逾10年新高,距离4,000点关口仅一步之遥;深成指亦有好表现,升逾1.5%,收报13,489点,创约半个月高位,两市总成交重上两万亿水平,达到2.36万亿元人民币。
外资不跑
10-28
“当下的观众情绪,是内容创作最需要聆听的‘回响’,也是实现内容价值破壁的强动能。”在2026腾讯视频V视界大会(后简称V视界大会)上,腾讯在线视频联席总裁兼首席内容官王娟的这句表述清晰有力地道出了当下内容创作的核心。
@真探ZT:从洞察到回响:腾讯视频剧集「升维」
外资不跑
10-28
$蜜雪集团(02097)$
今天弱了
外资不跑
10-23
$东阳光药(06887)$
创新药的业绩爆发期在明年,景气度至少看3-5年,现在需要做的就是控制好节奏,逢低买入。
外资不跑
10-23
但斌执掌的东方港湾海外基金,向美国证监会提交了13F报告,公布了其2025年三季度的持仓动态。 东方港湾海外基金三季度管理规模约12.92亿美元(约92亿元人民币),较二季度的11.27亿美元有所增长,持仓标的从二季度的13只增加至17只。 前十大重仓股依旧以科技龙头为主,合计权重92.45%,分别是英伟达、谷歌C、3倍做多FANG+指数ETN、3倍做多纳斯达克100ETF、Meta、微软、特斯拉、苹果、COINBASE和阿里巴巴。
但斌最新持仓来了!首次买入阿里巴巴
外资不跑
10-23
$霍尼韦尔(HON)$
美股盘前涨近4%!公司第三季度营收、每股收益均超市场预期;财报显示,2025年Q3财报实现营收104.08亿美元,前值为97.28亿美元,预期值为101.586亿美元;每股收益为2.82美元,前值为2.58美元,预期值为2.56美元。
外资不跑
10-16
$艾迪康控股(09860)$
医保控费(DRG/DIP改革)迫使医院外包高成本检测项目,ICL(独立医学实验室)成为性价比最优解。
外资不跑
10-16
$恒生指数(HSI)$
不要再跌了
外资不跑
10-16
$小米集团-W(01810)$
明天怎么走?
外资不跑
10-10
$美的置业(03990)$
今天还好吧
外资不跑
10-10
$东阳光药(06887)$
搞了个AI药物研发平台,把临床前候选药筛选时间从2-3年缩到1.5年,效率杠杠的
外资不跑
10-10
$中远海能(01138)$
还有机会吗?
去老虎APP查看更多动态
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</a> 盘中大涨","text":"$嘉和生物-B(06998)$ 盘中大涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499661116625800","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499660398055616,"gmtCreate":1763013048251,"gmtModify":1763013050053,"author":{"id":"4214529501700820","authorId":"4214529501700820","name":"外资不跑","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214529501700820","authorIdStr":"4214529501700820"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06160\">$百济神州(06160)$ </a> 气势如虹","listText":"<a href=\"https://laohu8.com/S/06160\">$百济神州(06160)$ </a> 气势如虹","text":"$百济神州(06160)$ 气势如虹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499660398055616","isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497216201888176,"gmtCreate":1762413365329,"gmtModify":1762413369902,"author":{"id":"4214529501700820","authorId":"4214529501700820","name":"外资不跑","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214529501700820","authorIdStr":"4214529501700820"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09860\">$艾迪康控股(09860)$ </a> 在Al+医疗领域已经形成了技术、数据、商业化这三方面的护城河,中长期看,战略转型有望带动业绩回暖。 ","listText":"<a href=\"https://laohu8.com/S/09860\">$艾迪康控股(09860)$ </a> 在Al+医疗领域已经形成了技术、数据、商业化这三方面的护城河,中长期看,战略转型有望带动业绩回暖。 ","text":"$艾迪康控股(09860)$ 在Al+医疗领域已经形成了技术、数据、商业化这三方面的护城河,中长期看,战略转型有望带动业绩回暖。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497216201888176","isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497215073689680,"gmtCreate":1762413332703,"gmtModify":1762413337286,"author":{"id":"4214529501700820","authorId":"4214529501700820","name":"外资不跑","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214529501700820","authorIdStr":"4214529501700820"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> 威武!!!","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> 威武!!!","text":"$腾讯控股(00700)$ 威武!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497215073689680","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497155337125960,"gmtCreate":1762413316003,"gmtModify":1762413317631,"author":{"id":"4214529501700820","authorId":"4214529501700820","name":"外资不跑","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214529501700820","authorIdStr":"4214529501700820"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02097\">$蜜雪集团(02097)$ </a> 王不再了","listText":"<a href=\"https://laohu8.com/S/02097\">$蜜雪集团(02097)$ </a> 王不再了","text":"$蜜雪集团(02097)$ 王不再了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497155337125960","isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497213437030960,"gmtCreate":1762413299316,"gmtModify":1762413301169,"author":{"id":"4214529501700820","authorId":"4214529501700820","name":"外资不跑","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214529501700820","authorIdStr":"4214529501700820"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 终于红了","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 终于红了","text":"$小米集团-W(01810)$ 终于红了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497213437030960","isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494056371225336,"gmtCreate":1761646026044,"gmtModify":1761646027904,"author":{"id":"4214529501700820","authorId":"4214529501700820","name":"外资不跑","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214529501700820","authorIdStr":"4214529501700820"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09860\">$艾迪康控股(09860)$ </a> AI+ 在医学诊断方面的商业落地可行性有较大炒作空间 ","listText":"<a href=\"https://laohu8.com/S/09860\">$艾迪康控股(09860)$ </a> AI+ 在医学诊断方面的商业落地可行性有较大炒作空间 ","text":"$艾迪康控股(09860)$ AI+ 在医学诊断方面的商业落地可行性有较大炒作空间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494056371225336","isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494059192115488,"gmtCreate":1761645987755,"gmtModify":1761646837132,"author":{"id":"4214529501700820","authorId":"4214529501700820","name":"外资不跑","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214529501700820","authorIdStr":"4214529501700820"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$ </a> 2025年10月28日,中港股市昨日均有好表现。A股方面,上综指继续维持强势,并以接近全日最高位收市,收报3,996点,上升1.2%,再创逾10年新高,距离4,000点关口仅一步之遥;深成指亦有好表现,升逾1.5%,收报13,489点,创约半个月高位,两市总成交重上两万亿水平,达到2.36万亿元人民币。","listText":"<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$ </a> 2025年10月28日,中港股市昨日均有好表现。A股方面,上综指继续维持强势,并以接近全日最高位收市,收报3,996点,上升1.2%,再创逾10年新高,距离4,000点关口仅一步之遥;深成指亦有好表现,升逾1.5%,收报13,489点,创约半个月高位,两市总成交重上两万亿水平,达到2.36万亿元人民币。","text":"$百度集团-SW(09888)$ 2025年10月28日,中港股市昨日均有好表现。A股方面,上综指继续维持强势,并以接近全日最高位收市,收报3,996点,上升1.2%,再创逾10年新高,距离4,000点关口仅一步之遥;深成指亦有好表现,升逾1.5%,收报13,489点,创约半个月高位,两市总成交重上两万亿水平,达到2.36万亿元人民币。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494059192115488","isVote":1,"tweetType":1,"viewCount":4975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494056781652688,"gmtCreate":1761645952413,"gmtModify":1761645955034,"author":{"id":"4214529501700820","authorId":"4214529501700820","name":"外资不跑","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214529501700820","authorIdStr":"4214529501700820"},"themes":[],"htmlText":"“当下的观众情绪,是内容创作最需要聆听的‘回响’,也是实现内容价值破壁的强动能。”在2026腾讯视频V视界大会(后简称V视界大会)上,腾讯在线视频联席总裁兼首席内容官王娟的这句表述清晰有力地道出了当下内容创作的核心。","listText":"“当下的观众情绪,是内容创作最需要聆听的‘回响’,也是实现内容价值破壁的强动能。”在2026腾讯视频V视界大会(后简称V视界大会)上,腾讯在线视频联席总裁兼首席内容官王娟的这句表述清晰有力地道出了当下内容创作的核心。","text":"“当下的观众情绪,是内容创作最需要聆听的‘回响’,也是实现内容价值破壁的强动能。”在2026腾讯视频V视界大会(后简称V视界大会)上,腾讯在线视频联席总裁兼首席内容官王娟的这句表述清晰有力地道出了当下内容创作的核心。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494056781652688","repostId":"494055289041368","repostType":1,"repost":{"id":494055289041368,"gmtCreate":1761645461935,"gmtModify":1761645804935,"author":{"id":"3543979609075238","authorId":"3543979609075238","name":"真探ZT","avatar":"https://static.tigerbbs.com/cfcb51dd57ea32a5abbbca5c353c7a42","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3543979609075238","authorIdStr":"3543979609075238"},"themes":[],"title":"从洞察到回响:腾讯视频剧集「升维」","htmlText":"作者|吕玥 “当下的观众情绪,是内容创作最需要聆听的‘回响’,也是实现内容价值破壁的强动能。”在2026腾讯视频V视界大会(后简称V视界大会)上,腾讯在线视频联席总裁兼首席内容官王娟的这句表述清晰有力地道出了当下内容创作的核心。 “情绪价值”并非新词,但今年却成为了整个内容行业的“共识”。然而,当概念越来越高热,大家对其内涵的感知反而是越来越模糊——曾经的甜宠剧就能满足大家对爱情的甜蜜幻想,浮夸的爽剧也有逃离现实的“爽感”,那么现在讲“情绪”究竟有何不同?当不少创作者都以情绪为核心,真正落地在内容策略上又有何差异? 本次V视界大会的主题“扎根当下,共创回响”,正体现出了关键性差异所在——腾讯视频并非停留于以单一内容制造短暂的情绪波动,而是在构建一套从感知到沉淀的完整闭环:以对当代社会集体情绪的深度洞察为起点,驱动内容策略的迭代与升级,再通过生态化运营将用户共鸣沉淀为可长期增值的“情感资产”。 换句话说,腾讯视频正着力将模糊的“情绪”,系统性转化为持续轰鸣的“回响”。 腾讯在线视频联席总裁兼首席内容官王娟 从社会情绪“质变”中,找内容新原点 在当下复杂多变的社会环境里,深刻的情绪变迁正在发生:用户开始对传统“宏大叙事”保持疏离,对制造焦虑的内容产生本能抗拒。 宏大叙事,容易让普通人越来越感到自身的渺小与无力。于是“反宏大”成为一种集体本能——大家更在意个人感受与情绪价值,更希望从个体出发,关注“我”的体验与处境。 同时“反焦虑”也成为普遍诉求。随着信息传播加速,大家日常生活中的高压与焦虑也在“信息茧房”中被持续放大。用户自然希望转向能提供心灵庇护和稳定感的文化产品。 这种情绪拐点,正在深刻改变内容消费逻辑。 内容层面,用户不再满足于遥远的“他者叙事”,而希望从剧集中找到现实参照,汲取情感支持。能够传递幸福感、获得感与治愈感的“积极内容”,因其提供了稀缺的“确定性情感补偿”,正","listText":"作者|吕玥 “当下的观众情绪,是内容创作最需要聆听的‘回响’,也是实现内容价值破壁的强动能。”在2026腾讯视频V视界大会(后简称V视界大会)上,腾讯在线视频联席总裁兼首席内容官王娟的这句表述清晰有力地道出了当下内容创作的核心。 “情绪价值”并非新词,但今年却成为了整个内容行业的“共识”。然而,当概念越来越高热,大家对其内涵的感知反而是越来越模糊——曾经的甜宠剧就能满足大家对爱情的甜蜜幻想,浮夸的爽剧也有逃离现实的“爽感”,那么现在讲“情绪”究竟有何不同?当不少创作者都以情绪为核心,真正落地在内容策略上又有何差异? 本次V视界大会的主题“扎根当下,共创回响”,正体现出了关键性差异所在——腾讯视频并非停留于以单一内容制造短暂的情绪波动,而是在构建一套从感知到沉淀的完整闭环:以对当代社会集体情绪的深度洞察为起点,驱动内容策略的迭代与升级,再通过生态化运营将用户共鸣沉淀为可长期增值的“情感资产”。 换句话说,腾讯视频正着力将模糊的“情绪”,系统性转化为持续轰鸣的“回响”。 腾讯在线视频联席总裁兼首席内容官王娟 从社会情绪“质变”中,找内容新原点 在当下复杂多变的社会环境里,深刻的情绪变迁正在发生:用户开始对传统“宏大叙事”保持疏离,对制造焦虑的内容产生本能抗拒。 宏大叙事,容易让普通人越来越感到自身的渺小与无力。于是“反宏大”成为一种集体本能——大家更在意个人感受与情绪价值,更希望从个体出发,关注“我”的体验与处境。 同时“反焦虑”也成为普遍诉求。随着信息传播加速,大家日常生活中的高压与焦虑也在“信息茧房”中被持续放大。用户自然希望转向能提供心灵庇护和稳定感的文化产品。 这种情绪拐点,正在深刻改变内容消费逻辑。 内容层面,用户不再满足于遥远的“他者叙事”,而希望从剧集中找到现实参照,汲取情感支持。能够传递幸福感、获得感与治愈感的“积极内容”,因其提供了稀缺的“确定性情感补偿”,正","text":"作者|吕玥 “当下的观众情绪,是内容创作最需要聆听的‘回响’,也是实现内容价值破壁的强动能。”在2026腾讯视频V视界大会(后简称V视界大会)上,腾讯在线视频联席总裁兼首席内容官王娟的这句表述清晰有力地道出了当下内容创作的核心。 “情绪价值”并非新词,但今年却成为了整个内容行业的“共识”。然而,当概念越来越高热,大家对其内涵的感知反而是越来越模糊——曾经的甜宠剧就能满足大家对爱情的甜蜜幻想,浮夸的爽剧也有逃离现实的“爽感”,那么现在讲“情绪”究竟有何不同?当不少创作者都以情绪为核心,真正落地在内容策略上又有何差异? 本次V视界大会的主题“扎根当下,共创回响”,正体现出了关键性差异所在——腾讯视频并非停留于以单一内容制造短暂的情绪波动,而是在构建一套从感知到沉淀的完整闭环:以对当代社会集体情绪的深度洞察为起点,驱动内容策略的迭代与升级,再通过生态化运营将用户共鸣沉淀为可长期增值的“情感资产”。 换句话说,腾讯视频正着力将模糊的“情绪”,系统性转化为持续轰鸣的“回响”。 腾讯在线视频联席总裁兼首席内容官王娟 从社会情绪“质变”中,找内容新原点 在当下复杂多变的社会环境里,深刻的情绪变迁正在发生:用户开始对传统“宏大叙事”保持疏离,对制造焦虑的内容产生本能抗拒。 宏大叙事,容易让普通人越来越感到自身的渺小与无力。于是“反宏大”成为一种集体本能——大家更在意个人感受与情绪价值,更希望从个体出发,关注“我”的体验与处境。 同时“反焦虑”也成为普遍诉求。随着信息传播加速,大家日常生活中的高压与焦虑也在“信息茧房”中被持续放大。用户自然希望转向能提供心灵庇护和稳定感的文化产品。 这种情绪拐点,正在深刻改变内容消费逻辑。 内容层面,用户不再满足于遥远的“他者叙事”,而希望从剧集中找到现实参照,汲取情感支持。能够传递幸福感、获得感与治愈感的“积极内容”,因其提供了稀缺的“确定性情感补偿”,正","images":[{"img":"https://static.tigerbbs.com/03411c126d57ca93bba2efac8100e01a","width":"1080","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494055289041368","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494056770150504,"gmtCreate":1761645901903,"gmtModify":1761645903783,"author":{"id":"4214529501700820","authorId":"4214529501700820","name":"外资不跑","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214529501700820","authorIdStr":"4214529501700820"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02097\">$蜜雪集团(02097)$ </a> 今天弱了","listText":"<a href=\"https://laohu8.com/S/02097\">$蜜雪集团(02097)$ </a> 今天弱了","text":"$蜜雪集团(02097)$ 今天弱了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494056770150504","isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492316861272320,"gmtCreate":1761215374404,"gmtModify":1761215376221,"author":{"id":"4214529501700820","authorId":"4214529501700820","name":"外资不跑","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214529501700820","authorIdStr":"4214529501700820"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06887\">$东阳光药(06887)$ </a> 创新药的业绩爆发期在明年,景气度至少看3-5年,现在需要做的就是控制好节奏,逢低买入。 ","listText":"<a href=\"https://laohu8.com/S/06887\">$东阳光药(06887)$ </a> 创新药的业绩爆发期在明年,景气度至少看3-5年,现在需要做的就是控制好节奏,逢低买入。 ","text":"$东阳光药(06887)$ 创新药的业绩爆发期在明年,景气度至少看3-5年,现在需要做的就是控制好节奏,逢低买入。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492316861272320","isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492315460268864,"gmtCreate":1761215316200,"gmtModify":1761215616311,"author":{"id":"4214529501700820","authorId":"4214529501700820","name":"外资不跑","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214529501700820","authorIdStr":"4214529501700820"},"themes":[],"htmlText":"但斌执掌的东方港湾海外基金,向美国证监会提交了13F报告,公布了其2025年三季度的持仓动态。 东方港湾海外基金三季度管理规模约12.92亿美元(约92亿元人民币),较二季度的11.27亿美元有所增长,持仓标的从二季度的13只增加至17只。 前十大重仓股依旧以科技龙头为主,合计权重92.45%,分别是英伟达、谷歌C、3倍做多FANG+指数ETN、3倍做多纳斯达克100ETF、Meta、微软、特斯拉、苹果、COINBASE和阿里巴巴。","listText":"但斌执掌的东方港湾海外基金,向美国证监会提交了13F报告,公布了其2025年三季度的持仓动态。 东方港湾海外基金三季度管理规模约12.92亿美元(约92亿元人民币),较二季度的11.27亿美元有所增长,持仓标的从二季度的13只增加至17只。 前十大重仓股依旧以科技龙头为主,合计权重92.45%,分别是英伟达、谷歌C、3倍做多FANG+指数ETN、3倍做多纳斯达克100ETF、Meta、微软、特斯拉、苹果、COINBASE和阿里巴巴。","text":"但斌执掌的东方港湾海外基金,向美国证监会提交了13F报告,公布了其2025年三季度的持仓动态。 东方港湾海外基金三季度管理规模约12.92亿美元(约92亿元人民币),较二季度的11.27亿美元有所增长,持仓标的从二季度的13只增加至17只。 前十大重仓股依旧以科技龙头为主,合计权重92.45%,分别是英伟达、谷歌C、3倍做多FANG+指数ETN、3倍做多纳斯达克100ETF、Meta、微软、特斯拉、苹果、COINBASE和阿里巴巴。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492315460268864","repostId":"2577940376","repostType":4,"repost":{"id":"2577940376","kind":"news","pubTimestamp":1761211820,"share":"https://www.laohu8.com/m/news/2577940376?lang=&edition=full","pubTime":"2025-10-23 17:30","market":"hk","language":"zh","title":"但斌最新持仓来了!首次买入阿里巴巴","url":"https://stock-news.laohu8.com/highlight/detail?id=2577940376","media":"ETF进化论","summary":"三季度最引人注目的操作是买入阿里,新买入22.1万股,占组合比重3.06%,新晋前十大重仓榜单。强化AI产业链布局,新进两家重要半导体公司:博通和Astera Labs。对亚马逊与奈飞持股数分别减持了50%和71.5%。","content":"<html><head></head><body><p>但斌执掌的东方港湾海外基金,向美国证监会提交了13F报告,公布了其2025年三季度的持仓动态。</p><p style=\"text-align: justify;\">东方港湾海外基金三季度管理规模约12.92亿美元(约92亿元人民币),较二季度的11.27亿美元有所增长,持仓标的从二季度的13只增加至17只。</p><p style=\"text-align: justify;\">前十大重仓股依旧以科技龙头为主,合计权重92.45%,分别是英伟达、谷歌C、3倍做多FANG+指数ETN、3倍做多纳斯达克100ETF、Meta、微软、特斯拉、苹果、COINBASE和阿里巴巴。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f50084753d90dacd33766e82960eb861\" alt=\"图片\" title=\"图片\" tg-width=\"1080\" tg-height=\"1205\"/><span>图片</span></p><p style=\"text-align: center;\">(本文内容均为客观数据信息罗列,不构成任何投资建议)</p><p style=\"text-align: justify;\"><strong>但斌三季度的调仓可以概括为“三大买入”和“两大减持”:</strong></p><p style=\"text-align: justify;\"><strong>“三大买入”:</strong></p><p style=\"text-align: justify;\"><strong>①首次买入阿里巴巴:</strong>这是三季度最引人注目,且重磅的操作之一,新买入22.1万股,且是有13F记录以来首次买入,占组合比重3.06%,新晋前十大重仓榜单。</p><p style=\"text-align: justify;\">9月17日,但斌在社交媒体上直言,阿里、腾讯等互联网巨头能创历史新高,非常有意义!他以阿里巴巴的为例,该股当前市值仅为亚马逊的15.25%,认为<strong>中国的互联网公司相对于美股巨头存在巨大的价值重估空间。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6529b7d44960a9dc808e4575a0ca5f09\" alt=\"图片\" title=\"图片\" tg-width=\"1080\" tg-height=\"1493\"/><span>图片</span></p><p>值得一提的是,今年9月22日,华尔街明星基金经理'木头姐时隔四年首次建仓阿里巴巴,并同步增持百度等中国科技股,此后还持续加仓这两只个股,引发市场对中国科技板块价值重估的热议。</p><p style=\"text-align: justify;\"><strong>②强化AI产业链布局,新进了两家重要的半导体公司:博通和Astera Labs。</strong></p><p style=\"text-align: justify;\">但斌认为,博通的定制化ASIC芯片与英伟达的GPU是互补而非替代关系,两者将并行发展以满足差异化的AI基础设施需求,标志着其AI投资从核心芯片龙头向更广泛的产业链环节延伸。</p><p style=\"text-align: justify;\"><strong>③涉足加密资产领域,新买入BitMine Immersion Technologies</strong>(BMNRD,这是一家业务涵盖加密货币挖矿和冷却技术的公司),延续了二季度新进加密资产标的Coinbase的操作,反映了但斌对加密货币这类新兴资产的兴趣。</p><p style=\"text-align: justify;\"><strong>“两大减持”:</strong></p><p style=\"text-align: justify;\"><strong>①大幅减持亚马逊与奈飞:</strong>对这两家公司持股数分别减持了50%和71.5%,导致它们退出了前十大重仓股行列。</p><p style=\"text-align: justify;\">这两家公司股价在三季度均处于相对高位,且后者三季度高位回调10%。</p><p style=\"text-align: justify;\">因三季度营业利润率不及预期,隔夜奈飞跌超10%,创2020年4月份以来最大单日跌幅。</p><p style=\"text-align: justify;\">华尔街大行亦纷纷下调奈飞目标价,摩根大通将奈飞目标价从1300美元下调至1275美元,韦德布什证券、派杰投资将奈飞目标价从1500美元下调至1400美元。</p><p style=\"text-align: justify;\"><strong>②调整杠杆产品:</strong>在杠杆工具方面,新进了2倍做多GOOGL ETF,同时清仓了二倍做多英伟ETF。</p><p style=\"text-align: justify;\"><strong>这一操作在维持杠杆产品总体占比(21%)的前提下,可能体现了但斌对谷歌AI业务发展确定性的进一步看好,或是对英伟达短期涨幅过快的战术性调整。</strong></p><p style=\"text-align: justify;\">值得关注的是,但斌今年上半年连续两个季度坚减持英伟达的同时,加仓谷歌,第二季度大手笔加仓谷歌约26.7万股,使其从第六大重仓股跃升为第二大重仓股,反映但斌对AI布局的思路进化。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2543a2d952feb55b7595342d8b4f69c6\" alt=\"图片\" title=\"图片\" tg-width=\"1080\" tg-height=\"927\"/><span>图片</span></p><p style=\"text-align: justify;\">但斌多次公开表示,人工智能并非短期热点,而是一场可能持续10-30年的重大技术革命。</p><p style=\"text-align: justify;\"><strong>他认为,投资必须抓住这个时代机遇。因此,东方港湾的持仓紧密围绕AI全产业链布局,当前布局领域主要集中在AI基础层(英伟达),同时也关注AI垂直应用层,谷歌、Meta在扮演了AI应用落地和生态赋能的关键角色。</strong></p><p style=\"text-align: justify;\">东方港湾的近两年的业绩表现也的确可圈可点,东方港湾在2023、2024连续两年获得了百亿私募业绩冠军,今年4月惊魂回撤后V型拉升,业绩也重新走强。</p><p style=\"text-align: justify;\">对于近期围绕OpenAI形成“AI万亿资本闭环”带来的泡沫论,但斌10月8日谈及英伟达与OpenAI合作带来的争议时表示:始终坚定看好AI:</p><p style=\"text-align: justify;\">“也许是还没有及时反应过来,也许是市场本身的规律在起作用,在华尔街担心了一天‘AI泡沫’之后,今晚截止目前相关公司基本都是涨甚至大涨的。还是那句话:<strong>‘此刻,错失一个时代的风险,远大于泡沫的风险’</strong>。”</p><p style=\"text-align: justify;\">在8月被问及对人工智能时代的看法,但斌的回答毫不意外:<strong>人工智能!</strong></p><p style=\"text-align: justify;\">他认为:</p><p style=\"text-align: justify;\">【未来十年有望成为人工智能发展的关键核心期,这将是投资者拥抱时代级变革、把握历史性机遇的重要窗口。智能革命(AI)堪比蒸汽革命,预计将开启新一轮社会财富扩张。】</p><p style=\"text-align: justify;\"><strong>后续的投资方向有哪些?</strong></p><p style=\"text-align: justify;\">但斌的回答是:</p><p style=\"text-align: justify;\">【目前,投资布局人工智能领域是我们的主要方向之一,同时也会关注A股、港股和美股等市场中优质的投资标的。在投资思路上,我们会以成熟的行业龙头企业为主,同时也会关注和寻找新兴领域可能存在的投资机会。】</p></body></html>","source":"lsy1653219549182","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>但斌最新持仓来了!首次买入阿里巴巴</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n但斌最新持仓来了!首次买入阿里巴巴\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-23 17:30 北京时间 <a href=https://mp.weixin.qq.com/s/D2D-dBCVTTOgG4rPEr2EQQ><strong>ETF进化论</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>但斌执掌的东方港湾海外基金,向美国证监会提交了13F报告,公布了其2025年三季度的持仓动态。东方港湾海外基金三季度管理规模约12.92亿美元(约92亿元人民币),较二季度的11.27亿美元有所增长,持仓标的从二季度的13只增加至17只。前十大重仓股依旧以科技龙头为主,合计权重92.45%,分别是英伟达、谷歌C、3倍做多FANG+指数ETN、3倍做多纳斯达克100ETF、Meta、微软、特斯拉、...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/D2D-dBCVTTOgG4rPEr2EQQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/29b8033e4695abff98dfb30c0a2836c1","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://mp.weixin.qq.com/s/D2D-dBCVTTOgG4rPEr2EQQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2577940376","content_text":"但斌执掌的东方港湾海外基金,向美国证监会提交了13F报告,公布了其2025年三季度的持仓动态。东方港湾海外基金三季度管理规模约12.92亿美元(约92亿元人民币),较二季度的11.27亿美元有所增长,持仓标的从二季度的13只增加至17只。前十大重仓股依旧以科技龙头为主,合计权重92.45%,分别是英伟达、谷歌C、3倍做多FANG+指数ETN、3倍做多纳斯达克100ETF、Meta、微软、特斯拉、苹果、COINBASE和阿里巴巴。图片(本文内容均为客观数据信息罗列,不构成任何投资建议)但斌三季度的调仓可以概括为“三大买入”和“两大减持”:“三大买入”:①首次买入阿里巴巴:这是三季度最引人注目,且重磅的操作之一,新买入22.1万股,且是有13F记录以来首次买入,占组合比重3.06%,新晋前十大重仓榜单。9月17日,但斌在社交媒体上直言,阿里、腾讯等互联网巨头能创历史新高,非常有意义!他以阿里巴巴的为例,该股当前市值仅为亚马逊的15.25%,认为中国的互联网公司相对于美股巨头存在巨大的价值重估空间。图片值得一提的是,今年9月22日,华尔街明星基金经理'木头姐时隔四年首次建仓阿里巴巴,并同步增持百度等中国科技股,此后还持续加仓这两只个股,引发市场对中国科技板块价值重估的热议。②强化AI产业链布局,新进了两家重要的半导体公司:博通和Astera Labs。但斌认为,博通的定制化ASIC芯片与英伟达的GPU是互补而非替代关系,两者将并行发展以满足差异化的AI基础设施需求,标志着其AI投资从核心芯片龙头向更广泛的产业链环节延伸。③涉足加密资产领域,新买入BitMine Immersion Technologies(BMNRD,这是一家业务涵盖加密货币挖矿和冷却技术的公司),延续了二季度新进加密资产标的Coinbase的操作,反映了但斌对加密货币这类新兴资产的兴趣。“两大减持”:①大幅减持亚马逊与奈飞:对这两家公司持股数分别减持了50%和71.5%,导致它们退出了前十大重仓股行列。这两家公司股价在三季度均处于相对高位,且后者三季度高位回调10%。因三季度营业利润率不及预期,隔夜奈飞跌超10%,创2020年4月份以来最大单日跌幅。华尔街大行亦纷纷下调奈飞目标价,摩根大通将奈飞目标价从1300美元下调至1275美元,韦德布什证券、派杰投资将奈飞目标价从1500美元下调至1400美元。②调整杠杆产品:在杠杆工具方面,新进了2倍做多GOOGL 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东方港湾海外基金三季度管理规模约12.92亿美元(约92亿元人民币),较二季度的11.27亿美元有所增长,持仓标的从二季度的13只增加至17只。 前十大重仓股依旧以科技龙头为主,合计权重92.45%,分别是英伟达、谷歌C、3倍做多FANG+指数ETN、3倍做多纳斯达克100ETF、Meta、微软、特斯拉、苹果、COINBASE和阿里巴巴。","text":"但斌执掌的东方港湾海外基金,向美国证监会提交了13F报告,公布了其2025年三季度的持仓动态。 东方港湾海外基金三季度管理规模约12.92亿美元(约92亿元人民币),较二季度的11.27亿美元有所增长,持仓标的从二季度的13只增加至17只。 前十大重仓股依旧以科技龙头为主,合计权重92.45%,分别是英伟达、谷歌C、3倍做多FANG+指数ETN、3倍做多纳斯达克100ETF、Meta、微软、特斯拉、苹果、COINBASE和阿里巴巴。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492315460268864","repostId":"2577940376","repostType":4,"repost":{"id":"2577940376","kind":"news","pubTimestamp":1761211820,"share":"https://www.laohu8.com/m/news/2577940376?lang=&edition=full","pubTime":"2025-10-23 17:30","market":"hk","language":"zh","title":"但斌最新持仓来了!首次买入阿里巴巴","url":"https://stock-news.laohu8.com/highlight/detail?id=2577940376","media":"ETF进化论","summary":"三季度最引人注目的操作是买入阿里,新买入22.1万股,占组合比重3.06%,新晋前十大重仓榜单。强化AI产业链布局,新进两家重要半导体公司:博通和Astera Labs。对亚马逊与奈飞持股数分别减持了50%和71.5%。","content":"<html><head></head><body><p>但斌执掌的东方港湾海外基金,向美国证监会提交了13F报告,公布了其2025年三季度的持仓动态。</p><p style=\"text-align: justify;\">东方港湾海外基金三季度管理规模约12.92亿美元(约92亿元人民币),较二季度的11.27亿美元有所增长,持仓标的从二季度的13只增加至17只。</p><p style=\"text-align: justify;\">前十大重仓股依旧以科技龙头为主,合计权重92.45%,分别是英伟达、谷歌C、3倍做多FANG+指数ETN、3倍做多纳斯达克100ETF、Meta、微软、特斯拉、苹果、COINBASE和阿里巴巴。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f50084753d90dacd33766e82960eb861\" alt=\"图片\" title=\"图片\" tg-width=\"1080\" tg-height=\"1205\"/><span>图片</span></p><p style=\"text-align: center;\">(本文内容均为客观数据信息罗列,不构成任何投资建议)</p><p style=\"text-align: justify;\"><strong>但斌三季度的调仓可以概括为“三大买入”和“两大减持”:</strong></p><p style=\"text-align: justify;\"><strong>“三大买入”:</strong></p><p style=\"text-align: justify;\"><strong>①首次买入阿里巴巴:</strong>这是三季度最引人注目,且重磅的操作之一,新买入22.1万股,且是有13F记录以来首次买入,占组合比重3.06%,新晋前十大重仓榜单。</p><p style=\"text-align: justify;\">9月17日,但斌在社交媒体上直言,阿里、腾讯等互联网巨头能创历史新高,非常有意义!他以阿里巴巴的为例,该股当前市值仅为亚马逊的15.25%,认为<strong>中国的互联网公司相对于美股巨头存在巨大的价值重估空间。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6529b7d44960a9dc808e4575a0ca5f09\" alt=\"图片\" title=\"图片\" tg-width=\"1080\" tg-height=\"1493\"/><span>图片</span></p><p>值得一提的是,今年9月22日,华尔街明星基金经理'木头姐时隔四年首次建仓阿里巴巴,并同步增持百度等中国科技股,此后还持续加仓这两只个股,引发市场对中国科技板块价值重估的热议。</p><p style=\"text-align: justify;\"><strong>②强化AI产业链布局,新进了两家重要的半导体公司:博通和Astera Labs。</strong></p><p style=\"text-align: justify;\">但斌认为,博通的定制化ASIC芯片与英伟达的GPU是互补而非替代关系,两者将并行发展以满足差异化的AI基础设施需求,标志着其AI投资从核心芯片龙头向更广泛的产业链环节延伸。</p><p style=\"text-align: justify;\"><strong>③涉足加密资产领域,新买入BitMine Immersion Technologies</strong>(BMNRD,这是一家业务涵盖加密货币挖矿和冷却技术的公司),延续了二季度新进加密资产标的Coinbase的操作,反映了但斌对加密货币这类新兴资产的兴趣。</p><p style=\"text-align: justify;\"><strong>“两大减持”:</strong></p><p style=\"text-align: justify;\"><strong>①大幅减持亚马逊与奈飞:</strong>对这两家公司持股数分别减持了50%和71.5%,导致它们退出了前十大重仓股行列。</p><p style=\"text-align: justify;\">这两家公司股价在三季度均处于相对高位,且后者三季度高位回调10%。</p><p style=\"text-align: justify;\">因三季度营业利润率不及预期,隔夜奈飞跌超10%,创2020年4月份以来最大单日跌幅。</p><p style=\"text-align: justify;\">华尔街大行亦纷纷下调奈飞目标价,摩根大通将奈飞目标价从1300美元下调至1275美元,韦德布什证券、派杰投资将奈飞目标价从1500美元下调至1400美元。</p><p style=\"text-align: justify;\"><strong>②调整杠杆产品:</strong>在杠杆工具方面,新进了2倍做多GOOGL ETF,同时清仓了二倍做多英伟ETF。</p><p style=\"text-align: justify;\"><strong>这一操作在维持杠杆产品总体占比(21%)的前提下,可能体现了但斌对谷歌AI业务发展确定性的进一步看好,或是对英伟达短期涨幅过快的战术性调整。</strong></p><p style=\"text-align: justify;\">值得关注的是,但斌今年上半年连续两个季度坚减持英伟达的同时,加仓谷歌,第二季度大手笔加仓谷歌约26.7万股,使其从第六大重仓股跃升为第二大重仓股,反映但斌对AI布局的思路进化。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2543a2d952feb55b7595342d8b4f69c6\" alt=\"图片\" title=\"图片\" tg-width=\"1080\" tg-height=\"927\"/><span>图片</span></p><p style=\"text-align: justify;\">但斌多次公开表示,人工智能并非短期热点,而是一场可能持续10-30年的重大技术革命。</p><p style=\"text-align: justify;\"><strong>他认为,投资必须抓住这个时代机遇。因此,东方港湾的持仓紧密围绕AI全产业链布局,当前布局领域主要集中在AI基础层(英伟达),同时也关注AI垂直应用层,谷歌、Meta在扮演了AI应用落地和生态赋能的关键角色。</strong></p><p style=\"text-align: justify;\">东方港湾的近两年的业绩表现也的确可圈可点,东方港湾在2023、2024连续两年获得了百亿私募业绩冠军,今年4月惊魂回撤后V型拉升,业绩也重新走强。</p><p style=\"text-align: justify;\">对于近期围绕OpenAI形成“AI万亿资本闭环”带来的泡沫论,但斌10月8日谈及英伟达与OpenAI合作带来的争议时表示:始终坚定看好AI:</p><p style=\"text-align: justify;\">“也许是还没有及时反应过来,也许是市场本身的规律在起作用,在华尔街担心了一天‘AI泡沫’之后,今晚截止目前相关公司基本都是涨甚至大涨的。还是那句话:<strong>‘此刻,错失一个时代的风险,远大于泡沫的风险’</strong>。”</p><p style=\"text-align: justify;\">在8月被问及对人工智能时代的看法,但斌的回答毫不意外:<strong>人工智能!</strong></p><p style=\"text-align: justify;\">他认为:</p><p style=\"text-align: justify;\">【未来十年有望成为人工智能发展的关键核心期,这将是投资者拥抱时代级变革、把握历史性机遇的重要窗口。智能革命(AI)堪比蒸汽革命,预计将开启新一轮社会财富扩张。】</p><p style=\"text-align: justify;\"><strong>后续的投资方向有哪些?</strong></p><p style=\"text-align: justify;\">但斌的回答是:</p><p style=\"text-align: justify;\">【目前,投资布局人工智能领域是我们的主要方向之一,同时也会关注A股、港股和美股等市场中优质的投资标的。在投资思路上,我们会以成熟的行业龙头企业为主,同时也会关注和寻找新兴领域可能存在的投资机会。】</p></body></html>","source":"lsy1653219549182","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>但斌最新持仓来了!首次买入阿里巴巴</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n但斌最新持仓来了!首次买入阿里巴巴\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-23 17:30 北京时间 <a href=https://mp.weixin.qq.com/s/D2D-dBCVTTOgG4rPEr2EQQ><strong>ETF进化论</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>但斌执掌的东方港湾海外基金,向美国证监会提交了13F报告,公布了其2025年三季度的持仓动态。东方港湾海外基金三季度管理规模约12.92亿美元(约92亿元人民币),较二季度的11.27亿美元有所增长,持仓标的从二季度的13只增加至17只。前十大重仓股依旧以科技龙头为主,合计权重92.45%,分别是英伟达、谷歌C、3倍做多FANG+指数ETN、3倍做多纳斯达克100ETF、Meta、微软、特斯拉、...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/D2D-dBCVTTOgG4rPEr2EQQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/29b8033e4695abff98dfb30c0a2836c1","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://mp.weixin.qq.com/s/D2D-dBCVTTOgG4rPEr2EQQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2577940376","content_text":"但斌执掌的东方港湾海外基金,向美国证监会提交了13F报告,公布了其2025年三季度的持仓动态。东方港湾海外基金三季度管理规模约12.92亿美元(约92亿元人民币),较二季度的11.27亿美元有所增长,持仓标的从二季度的13只增加至17只。前十大重仓股依旧以科技龙头为主,合计权重92.45%,分别是英伟达、谷歌C、3倍做多FANG+指数ETN、3倍做多纳斯达克100ETF、Meta、微软、特斯拉、苹果、COINBASE和阿里巴巴。图片(本文内容均为客观数据信息罗列,不构成任何投资建议)但斌三季度的调仓可以概括为“三大买入”和“两大减持”:“三大买入”:①首次买入阿里巴巴:这是三季度最引人注目,且重磅的操作之一,新买入22.1万股,且是有13F记录以来首次买入,占组合比重3.06%,新晋前十大重仓榜单。9月17日,但斌在社交媒体上直言,阿里、腾讯等互联网巨头能创历史新高,非常有意义!他以阿里巴巴的为例,该股当前市值仅为亚马逊的15.25%,认为中国的互联网公司相对于美股巨头存在巨大的价值重估空间。图片值得一提的是,今年9月22日,华尔街明星基金经理'木头姐时隔四年首次建仓阿里巴巴,并同步增持百度等中国科技股,此后还持续加仓这两只个股,引发市场对中国科技板块价值重估的热议。②强化AI产业链布局,新进了两家重要的半导体公司:博通和Astera Labs。但斌认为,博通的定制化ASIC芯片与英伟达的GPU是互补而非替代关系,两者将并行发展以满足差异化的AI基础设施需求,标志着其AI投资从核心芯片龙头向更广泛的产业链环节延伸。③涉足加密资产领域,新买入BitMine Immersion Technologies(BMNRD,这是一家业务涵盖加密货币挖矿和冷却技术的公司),延续了二季度新进加密资产标的Coinbase的操作,反映了但斌对加密货币这类新兴资产的兴趣。“两大减持”:①大幅减持亚马逊与奈飞:对这两家公司持股数分别减持了50%和71.5%,导致它们退出了前十大重仓股行列。这两家公司股价在三季度均处于相对高位,且后者三季度高位回调10%。因三季度营业利润率不及预期,隔夜奈飞跌超10%,创2020年4月份以来最大单日跌幅。华尔街大行亦纷纷下调奈飞目标价,摩根大通将奈飞目标价从1300美元下调至1275美元,韦德布什证券、派杰投资将奈飞目标价从1500美元下调至1400美元。②调整杠杆产品:在杠杆工具方面,新进了2倍做多GOOGL ETF,同时清仓了二倍做多英伟ETF。这一操作在维持杠杆产品总体占比(21%)的前提下,可能体现了但斌对谷歌AI业务发展确定性的进一步看好,或是对英伟达短期涨幅过快的战术性调整。值得关注的是,但斌今年上半年连续两个季度坚减持英伟达的同时,加仓谷歌,第二季度大手笔加仓谷歌约26.7万股,使其从第六大重仓股跃升为第二大重仓股,反映但斌对AI布局的思路进化。图片但斌多次公开表示,人工智能并非短期热点,而是一场可能持续10-30年的重大技术革命。他认为,投资必须抓住这个时代机遇。因此,东方港湾的持仓紧密围绕AI全产业链布局,当前布局领域主要集中在AI基础层(英伟达),同时也关注AI垂直应用层,谷歌、Meta在扮演了AI应用落地和生态赋能的关键角色。东方港湾的近两年的业绩表现也的确可圈可点,东方港湾在2023、2024连续两年获得了百亿私募业绩冠军,今年4月惊魂回撤后V型拉升,业绩也重新走强。对于近期围绕OpenAI形成“AI万亿资本闭环”带来的泡沫论,但斌10月8日谈及英伟达与OpenAI合作带来的争议时表示:始终坚定看好AI:“也许是还没有及时反应过来,也许是市场本身的规律在起作用,在华尔街担心了一天‘AI泡沫’之后,今晚截止目前相关公司基本都是涨甚至大涨的。还是那句话:‘此刻,错失一个时代的风险,远大于泡沫的风险’。”在8月被问及对人工智能时代的看法,但斌的回答毫不意外:人工智能!他认为:【未来十年有望成为人工智能发展的关键核心期,这将是投资者拥抱时代级变革、把握历史性机遇的重要窗口。智能革命(AI)堪比蒸汽革命,预计将开启新一轮社会财富扩张。】后续的投资方向有哪些?但斌的回答是:【目前,投资布局人工智能领域是我们的主要方向之一,同时也会关注A股、港股和美股等市场中优质的投资标的。在投资思路上,我们会以成熟的行业龙头企业为主,同时也会关注和寻找新兴领域可能存在的投资机会。】","news_type":1,"symbols_score_info":{"09988":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492461810982992,"gmtCreate":1761215275855,"gmtModify":1761215277885,"author":{"id":"4214529501700820","authorId":"4214529501700820","name":"外资不跑","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4214529501700820","idStr":"4214529501700820"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HON\">$霍尼韦尔(HON)$ </a> 美股盘前涨近4%!公司第三季度营收、每股收益均超市场预期;财报显示,2025年Q3财报实现营收104.08亿美元,前值为97.28亿美元,预期值为101.586亿美元;每股收益为2.82美元,前值为2.58美元,预期值为2.56美元。","listText":"<a href=\"https://laohu8.com/S/HON\">$霍尼韦尔(HON)$ </a> 美股盘前涨近4%!公司第三季度营收、每股收益均超市场预期;财报显示,2025年Q3财报实现营收104.08亿美元,前值为97.28亿美元,预期值为101.586亿美元;每股收益为2.82美元,前值为2.58美元,预期值为2.56美元。","text":"$霍尼韦尔(HON)$ 美股盘前涨近4%!公司第三季度营收、每股收益均超市场预期;财报显示,2025年Q3财报实现营收104.08亿美元,前值为97.28亿美元,预期值为101.586亿美元;每股收益为2.82美元,前值为2.58美元,预期值为2.56美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492461810982992","isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}