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- 塞巴斯蒂安巴赫塞巴斯蒂安巴赫
  ·02-10
  这不是全错了么，特斯拉四季度末就开跌了啊
  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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- 塞巴斯蒂安巴赫塞巴斯蒂安巴赫
  ·2024-11-27
  $微博(WB)$ 我来开个户转个补贴你还从我这里割韭菜，我一买入你就跌，一卖你就涨，你要干什么？！
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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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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但斌四季度海外持仓曝光！大笔减持英伟达，加仓特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-10 22:10 北京时间&nbsp;&nbsp;&nbsp;<a 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","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU2552382132.HKD":"WELLINGTON US BRAND POWER 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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":1304,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3523587098717559","authorId":"3523587098717559","name":"沧海一粟涛涛","avatar":"https://static.tigerbbs.com/2fa748518a2483ea79bacfdb91ea26ef","crmLevel":9,"crmLevelSwitch":0,"idStr":"3523587098717559","authorIdStr":"3523587098717559"},"content":"看季度持仓滞后性太强了。人家可能是2024年四季度初10月中旬加仓的呢？说不定一月初已经把加仓的部分卖了呢？说不定现在又准备加仓呢？一切都有可能，特拉斯本身股价就波动大，做个波段可操作性很强。所以这则新闻，没有什么参考价值。","text":"看季度持仓滞后性太强了。人家可能是2024年四季度初10月中旬加仓的呢？说不定一月初已经把加仓的部分卖了呢？说不定现在又准备加仓呢？一切都有可能，特拉斯本身股价就波动大，做个波段可操作性很强。所以这则新闻，没有什么参考价值。","html":"看季度持仓滞后性太强了。人家可能是2024年四季度初10月中旬加仓的呢？说不定一月初已经把加仓的部分卖了呢？说不定现在又准备加仓呢？一切都有可能，特拉斯本身股价就波动大，做个波段可操作性很强。所以这则新闻，没有什么参考价值。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375517238747624,"gmtCreate":1732720701173,"gmtModify":1732720973363,"author":{"id":"4195106633527622","authorId":"4195106633527622","name":"塞巴斯蒂安巴赫","avatar":"https://static.tigerbbs.com/fbd9c760deddfec09136e059fdb0cccc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4195106633527622","authorIdStr":"4195106633527622"},"themes":[],"htmlText":"<a 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