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葡萄基金
葡萄基金
·
06-14
$三倍做多FANG+指数-MicroSectors(FNGA)$
退市就再也没有了吗
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231
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1
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葡萄基金
葡萄基金
·
06-11
$3倍做多20年期以上国债ETF-Direxion(TMF)$
大爷，快熬不住了
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111
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1
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葡萄基金
葡萄基金
·
05-23
$3倍做多20年期以上国债ETF-Direxion(TMF)$
没想到，能跌这么惨
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333
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2
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葡萄基金
葡萄基金
·
04-11
$3倍做多20年期以上国债ETF-Direxion(TMF)$
跌成球毛了啊[开心] [开心] [开心]
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792
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葡萄基金
葡萄基金
·
04-10
$三倍做多半导体ETF-Direxion Daily(SOXL)$
跌起来这么恐怖？
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364
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葡萄基金
葡萄基金
·
04-04
$三倍做多半导体ETF-Direxion Daily(SOXL)$
不敢想象[开心]
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451
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编组 21备份 2
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葡萄基金
葡萄基金
·
02-22
这篇文章不错，转发给大家看看
乐观情绪消退，美国2月服务业PMI初值意外陷入萎缩
创2023年1月以来新低。
乐观情绪消退，美国2月服务业PMI初值意外陷入萎缩
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葡萄基金
葡萄基金
·
02-18
这篇文章不错，转发给大家看看
潘功胜：中国政府将实施更加积极的财政政策和适度宽松的货币政策
巩固和增强经济回升向好势头。
潘功胜：中国政府将实施更加积极的财政政策和适度宽松的货币政策
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564
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葡萄基金
葡萄基金
·
02-10
这篇文章不错，转发给大家看看
但斌四季度海外持仓曝光！大笔减持英伟达，加仓特斯拉
四季度其大笔减持英伟达，同时加仓特斯拉。此外，截至2024年底，东方港湾海外基金共持有14只标的，前五大重仓标的分别为：英伟达、FNGU、Meta、微软、苹果。大笔减持英伟达 加仓特斯拉具体来看，2024年四季度，东方港湾海外基金新买入3只股票，分别是Palantir、台积电、SoundHound AI;加仓特斯拉;减持英伟达和FNGU。与减持英伟达形成鲜明对比的是，东方港湾在此期间加仓特斯拉。
但斌四季度海外持仓曝光！大笔减持英伟达，加仓特斯拉
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跌起来这么恐怖？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422975257506168","isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420838687781104,"gmtCreate":1743775032527,"gmtModify":1743775033859,"author":{"id":"3462242473116216","authorId":"3462242473116216","name":"葡萄基金","avatar":"https://static.tigerbbs.com/1011b296ea7c5dd75b2ba181620ed957","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3462242473116216","authorIdStr":"3462242473116216"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a> 不敢想象[开心] ","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a> 不敢想象[开心] ","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$ 不敢想象[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420838687781104","isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":406203036004952,"gmtCreate":1740197368922,"gmtModify":1740197370767,"author":{"id":"3462242473116216","authorId":"3462242473116216","name":"葡萄基金","avatar":"https://static.tigerbbs.com/1011b296ea7c5dd75b2ba181620ed957","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3462242473116216","authorIdStr":"3462242473116216"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/406203036004952","repostId":"1196368014","repostType":4,"repost":{"id":"1196368014","kind":"news","pubTimestamp":1740149491,"share":"https://www.laohu8.com/m/news/1196368014?lang=&edition=full","pubTime":"2025-02-21 22:51","market":"us","language":"zh","title":"乐观情绪消退，美国2月服务业PMI初值意外陷入萎缩","url":"https://stock-news.laohu8.com/highlight/detail?id=1196368014","media":"智通财经网","summary":"创2023年1月以来新低。","content":"<html><head></head><body><p style=\"text-align: justify;\">周五，标普全球公布的数据显示，美国2月服务业PMI初值意外陷入萎缩，创2023年1月以来新低；此前诸多时间都疲软的制造业继续改善，再度扩张，且好于预期；受服务业拖累，2月Markit综合PMI初值创下2023年9月以来的最低。</p><p style=\"text-align: justify;\">美国2月Markit制造业PMI初值51.6，为连续第二个月录得扩张，预期51.4，前值51.2。50为荣枯分水岭。</p><p style=\"text-align: justify;\">美国2月Markit服务业PMI初值49.7，预期53，前值52.9。</p><p style=\"text-align: justify;\">美国2月Markit综合PMI初值50.4，为17个月以来的最低水平，预期53.2，前值52.7。</p><p style=\"text-align: justify;\">分析称，制造业的增长可能是暂时的，部分工厂为了抢在关税生效前提升产量，从而带动了短期增长。与此同时，作为美国经济主要驱动力的服务业指数两年来首次出现收缩。美国2月Markit综合PMI创一年多新低，反映出特朗普政府政策的不确定性对订单和商业预期产生了影响。</p><p style=\"text-align: justify;\">本次数据扭转了此前诸多时间服务业强劲、制造业衰退的局面。这是自2022年10月以来首次出现制造业扩张、但服务业收缩的情形。事实上，直到去年年底，美国服务业一直表现出稳健增长，但该指数已连续两个月走弱。新业务流入几乎陷入停滞，虽然仍在扩张，但扩张幅度为10个月以来的最小。</p><p style=\"text-align: justify;\">标普全球市场情报首席商业经济学家Chris Williamson在一份声明中表示：</p><blockquote><p style=\"text-align: justify;\">年初美国企业的乐观情绪已经消散。</p></blockquote></body></html>","source":"highlight_zhitongcaijin","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>乐观情绪消退，美国2月服务业PMI初值意外陷入萎缩</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { 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乐观情绪消退，美国2月服务业PMI初值意外陷入萎缩\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-21 22:51 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1253062.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周五，标普全球公布的数据显示，美国2月服务业PMI初值意外陷入萎缩，创2023年1月以来新低；此前诸多时间都疲软的制造业继续改善，再度扩张，且好于预期；受服务业拖累，2月Markit综合PMI初值创下2023年9月以来的最低。美国2月Markit制造业PMI初值51.6，为连续第二个月录得扩张，预期51.4，前值51.2。50为荣枯分水岭。美国2月Markit服务业PMI初值49.7，预期53，...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1253062.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c95bdb75bbd57d223ce4095a2f438cc","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/1253062.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1196368014","content_text":"周五，标普全球公布的数据显示，美国2月服务业PMI初值意外陷入萎缩，创2023年1月以来新低；此前诸多时间都疲软的制造业继续改善，再度扩张，且好于预期；受服务业拖累，2月Markit综合PMI初值创下2023年9月以来的最低。美国2月Markit制造业PMI初值51.6，为连续第二个月录得扩张，预期51.4，前值51.2。50为荣枯分水岭。美国2月Markit服务业PMI初值49.7，预期53，前值52.9。美国2月Markit综合PMI初值50.4，为17个月以来的最低水平，预期53.2，前值52.7。分析称，制造业的增长可能是暂时的，部分工厂为了抢在关税生效前提升产量，从而带动了短期增长。与此同时，作为美国经济主要驱动力的服务业指数两年来首次出现收缩。美国2月Markit综合PMI创一年多新低，反映出特朗普政府政策的不确定性对订单和商业预期产生了影响。本次数据扭转了此前诸多时间服务业强劲、制造业衰退的局面。这是自2022年10月以来首次出现制造业扩张、但服务业收缩的情形。事实上，直到去年年底，美国服务业一直表现出稳健增长，但该指数已连续两个月走弱。新业务流入几乎陷入停滞，虽然仍在扩张，但扩张幅度为10个月以来的最小。标普全球市场情报首席商业经济学家Chris Williamson在一份声明中表示：年初美国企业的乐观情绪已经消散。","news_type":1,"symbols_score_info":{".DJI":1.1}},"isVote":1,"tweetType":1,"viewCount":719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":404918818492856,"gmtCreate":1739881589126,"gmtModify":1739881590369,"author":{"id":"3462242473116216","authorId":"3462242473116216","name":"葡萄基金","avatar":"https://static.tigerbbs.com/1011b296ea7c5dd75b2ba181620ed957","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3462242473116216","authorIdStr":"3462242473116216"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/404918818492856","repostId":"1105810612","repostType":2,"repost":{"id":"1105810612","kind":"news","pubTimestamp":1739880216,"share":"https://www.laohu8.com/m/news/1105810612?lang=&edition=full","pubTime":"2025-02-18 20:03","market":"us","language":"zh","title":"潘功胜：中国政府将实施更加积极的财政政策和适度宽松的货币政策","url":"https://stock-news.laohu8.com/highlight/detail?id=1105810612","media":"中国人民银行","summary":"巩固和增强经济回升向好势头。","content":"<html><head></head><body><p>2025年2月16日，中国人民银行行长潘功胜应邀出席由国际货币基金组织与沙特联合主办的新兴市场经济体研讨会，并作主旨发言。</p><p style=\"text-align: justify;\">潘功胜指出，近年来，许多新兴市场经济体在货币政策框架、外汇储备管理、债务结构等方面取得明显进展，抵御外部风险能力持续增强，经济韧性明显提升。新兴市场经济体已成为全球经济增长的重要引擎，全球影响力持续提升。与此同时，当前世界格局正在经历深刻变革，存在诸多不确定性，新兴市场经济体也面临诸多挑战，比如地缘政治和经济碎片化风险、贸易保护主义上升、全球经济中期增长动能不足、金融市场波动和跨境资本流动压力以及全球公共债务风险等。面对挑战，新兴市场经济体应进一步提升自身韧性，继续完善货币政策框架，提升汇率弹性，加强公共债务管理，强化宏观审慎管理和金融监管。同时新兴市场经济体要坚持多边主义，坚持合作共赢，在更大范围、更广领域、更深层次开展南南合作，加强国际宏观经济政策协调，共同促进全球经济增长，维护本国和区域金融稳定。</p><p style=\"text-align: justify;\">中方愿与基金组织继续加强合作，共同推进全球金融治理改革。基金组织应增加对发展中国家的支持，持续提升双边和多边监督有效性，努力消除贸易、投资与供给方面的限制，推动全球治理朝着公正合理的方向发展。同时，份额占比调整对于基金组织治理、代表性和合法性至关重要。当前份额占比已难以反映新兴市场经济体在全球经济中的实际地位，基金组织应加快改革进程。</p><p style=\"text-align: justify;\">潘功胜指出，2024年，中国经济持续回升向好，实现了全年5%的经济增长目标。特别是去年9月下旬以来，中国政府推出了一揽子增量政策，有效提振社会信心，经济明显回升。<strong>下一步，中国政府将实施更加积极的财政政策和适度宽松的货币政策，强化宏观经济政策的逆周期调节，持续推动中国经济增长模式转型，巩固和增强经济回升向好势头。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44ec94d065c17663c1d4e09e95c3bd04\" tg-width=\"450\" tg-height=\"600\"/></p></body></html>","source":"111133","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>潘功胜：中国政府将实施更加积极的财政政策和适度宽松的货币政策</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潘功胜：中国政府将实施更加积极的财政政策和适度宽松的货币政策\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-18 20:03 北京时间 <a href=http://www.pbc.gov.cn/goutongjiaoliu/113456/113469/5595753/index.html><strong>中国人民银行</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2025年2月16日，中国人民银行行长潘功胜应邀出席由国际货币基金组织与沙特联合主办的新兴市场经济体研讨会，并作主旨发言。潘功胜指出，近年来，许多新兴市场经济体在货币政策框架、外汇储备管理、债务结构等方面取得明显进展，抵御外部风险能力持续增强，经济韧性明显提升。新兴市场经济体已成为全球经济增长的重要引擎，全球影响力持续提升。与此同时，当前世界格局正在经历深刻变革，存在诸多不确定性，新兴市场经济体也...</p>\n\n<a href=\"http://www.pbc.gov.cn/goutongjiaoliu/113456/113469/5595753/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c34c809115b2b1d82a068ba5bc69d6e0","relate_stocks":{"000001.SH":"上证指数"},"source_url":"http://www.pbc.gov.cn/goutongjiaoliu/113456/113469/5595753/index.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105810612","content_text":"2025年2月16日，中国人民银行行长潘功胜应邀出席由国际货币基金组织与沙特联合主办的新兴市场经济体研讨会，并作主旨发言。潘功胜指出，近年来，许多新兴市场经济体在货币政策框架、外汇储备管理、债务结构等方面取得明显进展，抵御外部风险能力持续增强，经济韧性明显提升。新兴市场经济体已成为全球经济增长的重要引擎，全球影响力持续提升。与此同时，当前世界格局正在经历深刻变革，存在诸多不确定性，新兴市场经济体也面临诸多挑战，比如地缘政治和经济碎片化风险、贸易保护主义上升、全球经济中期增长动能不足、金融市场波动和跨境资本流动压力以及全球公共债务风险等。面对挑战，新兴市场经济体应进一步提升自身韧性，继续完善货币政策框架，提升汇率弹性，加强公共债务管理，强化宏观审慎管理和金融监管。同时新兴市场经济体要坚持多边主义，坚持合作共赢，在更大范围、更广领域、更深层次开展南南合作，加强国际宏观经济政策协调，共同促进全球经济增长，维护本国和区域金融稳定。中方愿与基金组织继续加强合作，共同推进全球金融治理改革。基金组织应增加对发展中国家的支持，持续提升双边和多边监督有效性，努力消除贸易、投资与供给方面的限制，推动全球治理朝着公正合理的方向发展。同时，份额占比调整对于基金组织治理、代表性和合法性至关重要。当前份额占比已难以反映新兴市场经济体在全球经济中的实际地位，基金组织应加快改革进程。潘功胜指出，2024年，中国经济持续回升向好，实现了全年5%的经济增长目标。特别是去年9月下旬以来，中国政府推出了一揽子增量政策，有效提振社会信心，经济明显回升。下一步，中国政府将实施更加积极的财政政策和适度宽松的货币政策，强化宏观经济政策的逆周期调节，持续推动中国经济增长模式转型，巩固和增强经济回升向好势头。","news_type":1,"symbols_score_info":{"000001.SH":1.1}},"isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402139625910608,"gmtCreate":1739196988701,"gmtModify":1739196990550,"author":{"id":"3462242473116216","authorId":"3462242473116216","name":"葡萄基金","avatar":"https://static.tigerbbs.com/1011b296ea7c5dd75b2ba181620ed957","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3462242473116216","authorIdStr":"3462242473116216"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402139625910608","repostId":"2510857795","repostType":2,"repost":{"id":"2510857795","kind":"news","pubTimestamp":1739196645,"share":"https://www.laohu8.com/m/news/2510857795?lang=&edition=full","pubTime":"2025-02-10 22:10","market":"us","language":"zh","title":"但斌四季度海外持仓曝光！大笔减持英伟达，加仓特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=2510857795","media":"智通财经","summary":"四季度其大笔减持英伟达，同时加仓特斯拉。此外，截至2024年底，东方港湾海外基金共持有14只标的，前五大重仓标的分别为：英伟达、FNGU、Meta、微软、苹果。大笔减持英伟达 加仓特斯拉具体来看，2024年四季度，东方港湾海外基金新买入3只股票，分别是Palantir、台积电、SoundHound AI;加仓特斯拉;减持英伟达和FNGU。与减持英伟达形成鲜明对比的是，东方港湾在此期间加仓特斯拉。","content":"<html><head></head><body><p>2月10日，但斌旗下东方港湾海外基金ORIENTAL HARBOR INVESTMENT FUND向美国证券交易委员会(SEC)最新提交的美股持仓数据显示，截至2024年四季度末，该基金持仓总市值为9.95亿美元，较三季度的9.69亿美元小幅增加。四季度其大笔减持<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)，同时加仓<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)。</p><p>此外，截至2024年底，东方港湾海外基金共持有14只标的，前五大重仓标的分别为：英伟达、FNGU(3倍做多FANG+指数ETN)、Meta(META.US)、<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc2ba4e1f8f38cba313d3e770a417cd8\" tg-width=\"1240\" tg-height=\"497\"/></p><p>此前但斌表示，展望未来，目前从全球来看，最大的机遇仍然是人工智能。环顾全球，没有一个产业能像人工智能这样，有潜力创造巨大的、颠覆性的财富变革。未来五到十年，人工智能都是一个非常好的选择方向。它的崛起，不仅仅是技术的进步，更是人类智慧与机器智能完美结合的体现。它正在深刻地改变着我们的生产方式、生活方式乃至思维方式。从无人驾驶到智能家居，从智能制造到智慧医疗，人工智能的应用场景正在不断扩展，其潜力几乎无法估量。</p><p><strong>大笔减持英伟达，加仓特斯拉</strong></p><p>具体来看，2024年四季度，东方港湾海外基金新买入3只股票，分别是Palantir、<a href=\"https://laohu8.com/S/TSM\">台积电</a>、SoundHound AI;加仓特斯拉;减持英伟达和FNGU。此外，该基金对Meta、微软、苹果、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>C、TQQQ(3倍做多纳斯达克100ETF)、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、NVDL(2倍做多英伟达ETF)、TNA(3倍做多小盘股ETF)的持仓保持不变。</p><p>值得注意的是，东方港湾对英伟达的持股在第四季度中经历了显著的减持，减幅达到67.6万股，持股量从208.23万股降至140.63万股，转折后的市值依然高达1.89亿美元，依旧稳居该基金的第一大重仓股。显然，英伟达的表现仍然是东方港湾的投资信心所在，尽管减持的决策显示出但斌对市场变化的审慎思考。</p><p>与减持英伟达形成鲜明对比的是，东方港湾在此期间加仓特斯拉。数据显示，基金对特斯拉的持股量从5.62万股增至12.15万股，显示出对电动车行业未来发展的强烈看好。这个变化不仅反映出特斯拉在全球范围内的成长潜力，同时也显示出东方港湾在新能源汽车领域的战略布局。</p><p>截至2024年底，东方港湾海外基金共持有14只标的，前五大重仓标的分别为：英伟达、FNGU、Meta、微软、苹果。</p><p>对于2024年取得的成绩，但斌本人在社交媒体发文表示：“即便在全球资产管理的舞台上，中国人也是能参与竞争的，当然，这仅仅是一年的情况，来日方长，希望持续努力奋斗。”</p><p>此外，在2024年，东方港湾旗下的多只产品也表现优异，有不少产品的收益率超过50%，在百亿私募中名列前茅。从但斌公开的发言来看，其管理的多只产品均选择了重仓美股的英伟达，而英伟达在2024年涨幅超170%，或是东方港湾业绩亮眼的主要原因。</p><p>这无疑是但斌投资理念的集中体现，尤其是在智能科技的不断发展中，人工智能无疑是最大的投资机会之一。</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\" 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href=http://www.zhitongcaijing.com/content/detail/1248041.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月10日，但斌旗下东方港湾海外基金ORIENTAL HARBOR INVESTMENT FUND向美国证券交易委员会(SEC)最新提交的美股持仓数据显示，截至2024年四季度末，该基金持仓总市值为9.95亿美元，较三季度的9.69亿美元小幅增加。四季度其大笔减持英伟达(NVDA.US)，同时加仓特斯拉(TSLA.US)。此外，截至2024年底，东方港湾海外基金共持有14只标的，前五大重仓标的分别...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1248041.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" 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(A)","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU2087625088.SGD":"ALLSPRING US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1248041.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2510857795","content_text":"2月10日，但斌旗下东方港湾海外基金ORIENTAL HARBOR INVESTMENT FUND向美国证券交易委员会(SEC)最新提交的美股持仓数据显示，截至2024年四季度末，该基金持仓总市值为9.95亿美元，较三季度的9.69亿美元小幅增加。四季度其大笔减持英伟达(NVDA.US)，同时加仓特斯拉(TSLA.US)。此外，截至2024年底，东方港湾海外基金共持有14只标的，前五大重仓标的分别为：英伟达、FNGU(3倍做多FANG+指数ETN)、Meta(META.US)、微软(MSFT.US)、苹果(AAPL.US)。此前但斌表示，展望未来，目前从全球来看，最大的机遇仍然是人工智能。环顾全球，没有一个产业能像人工智能这样，有潜力创造巨大的、颠覆性的财富变革。未来五到十年，人工智能都是一个非常好的选择方向。它的崛起，不仅仅是技术的进步，更是人类智慧与机器智能完美结合的体现。它正在深刻地改变着我们的生产方式、生活方式乃至思维方式。从无人驾驶到智能家居，从智能制造到智慧医疗，人工智能的应用场景正在不断扩展，其潜力几乎无法估量。大笔减持英伟达，加仓特斯拉具体来看，2024年四季度，东方港湾海外基金新买入3只股票，分别是Palantir、台积电、SoundHound AI;加仓特斯拉;减持英伟达和FNGU。此外，该基金对Meta、微软、苹果、谷歌C、TQQQ(3倍做多纳斯达克100ETF)、亚马逊、NVDL(2倍做多英伟达ETF)、TNA(3倍做多小盘股ETF)的持仓保持不变。值得注意的是，东方港湾对英伟达的持股在第四季度中经历了显著的减持，减幅达到67.6万股，持股量从208.23万股降至140.63万股，转折后的市值依然高达1.89亿美元，依旧稳居该基金的第一大重仓股。显然，英伟达的表现仍然是东方港湾的投资信心所在，尽管减持的决策显示出但斌对市场变化的审慎思考。与减持英伟达形成鲜明对比的是，东方港湾在此期间加仓特斯拉。数据显示，基金对特斯拉的持股量从5.62万股增至12.15万股，显示出对电动车行业未来发展的强烈看好。这个变化不仅反映出特斯拉在全球范围内的成长潜力，同时也显示出东方港湾在新能源汽车领域的战略布局。截至2024年底，东方港湾海外基金共持有14只标的，前五大重仓标的分别为：英伟达、FNGU、Meta、微软、苹果。对于2024年取得的成绩，但斌本人在社交媒体发文表示：“即便在全球资产管理的舞台上，中国人也是能参与竞争的，当然，这仅仅是一年的情况，来日方长，希望持续努力奋斗。”此外，在2024年，东方港湾旗下的多只产品也表现优异，有不少产品的收益率超过50%，在百亿私募中名列前茅。从但斌公开的发言来看，其管理的多只产品均选择了重仓美股的英伟达，而英伟达在2024年涨幅超170%，或是东方港湾业绩亮眼的主要原因。这无疑是但斌投资理念的集中体现，尤其是在智能科技的不断发展中，人工智能无疑是最大的投资机会之一。","news_type":1,"symbols_score_info":{"NVDA":1.1,"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}