我不知道他怎么懵对了_老虎社区_美港股上老虎

我不知道他怎么懵对了英伟达…我感觉再用 2 年，他会把过去赚的钱都赔了。预测看看，哈哈

私募大佬但斌：如果AI Agent成真了，腾讯有可能被颠覆

私募大佬、东方港湾董事长但斌近日在新浪财经“金麒麟”最佳分析师颁奖盛典上分享他的投资感悟时表示，如果AI Agent成真了，微信模式都要改写，即腾讯有可能被颠覆。今年，东方港湾做出方向调整。但斌表示，AI行业竞争非常激烈。一旦AI Agent实现，将来订飞机票可能只需要对着眼镜讲句话就搞定，连手机形态都可能消失。

私募大佬但斌：如果AI Agent成真了，腾讯有可能被颠覆

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":506359201223688,"tweetId":"506359201223688","gmtCreate":1764653532709,"gmtModify":1764653535451,"author":{"id":3484476934259199,"idStr":"3484476934259199","authorId":3484476934259199,"authorIdStr":"3484476934259199","name":"正直的人","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":9,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>我不知道他怎么懵对了英伟达…我感觉再用 2 年，他会把过去赚的钱都赔了。预测看看，哈哈</p></body></html>","htmlText":"<html><head></head><body><p>我不知道他怎么懵对了英伟达…我感觉再用 2 年，他会把过去赚的钱都赔了。预测看看，哈哈</p></body></html>","text":"我不知道他怎么懵对了英伟达…我感觉再用 2 年，他会把过去赚的钱都赔了。预测看看，哈哈","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/506359201223688","repostId":2588085407,"repostType":2,"repost":{"id":"2588085407","kind":"news","pubTimestamp":1764646708,"share":"https://www.laohu8.com/m/news/2588085407?lang=zh_CN&edition=full","pubTime":"2025-12-02 11:38","market":"sh","language":"zh","title":"私募大佬但斌：如果AI Agent成真了，腾讯有可能被颠覆","url":"https://stock-news.laohu8.com/highlight/detail?id=2588085407","media":"金融界","summary":"私募大佬、东方港湾董事长但斌近日在新浪财经“金麒麟”最佳分析师颁奖盛典上分享他的投资感悟时表示，如果AI Agent成真了，微信模式都要改写，即腾讯有可能被颠覆。今年，东方港湾做出方向调整。但斌表示，AI行业竞争非常激烈。一旦AI Agent实现，将来订飞机票可能只需要对着眼镜讲句话就搞定，连手机形态都可能消失。","content":"<html><body><div>\n<p>私募大佬、东方港湾董事长但斌近日在新浪财经“<span><a href=\"https://laohu8.com/S/603586\">金麒麟</a></span>”最佳分析师颁奖盛典上分享他的投资感悟时表示，如果AI Agent成真了，微信模式都要改写，即<a href=\"https://laohu8.com/S/00700\">腾讯</a>有可能被颠覆。</p><p>面对2022年开启的AI时代，但斌只做简单的战略性抉择，集中投资于以<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>为代表的公司。今年，东方港湾做出方向调整。“过去两年英伟达是第一大重仓，但今年初研究团队发现，AI对<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>有推动作用，并非负面影响，于是将<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>加仓至第二大重仓。”</p><p>但斌表示，AI行业竞争非常激烈。<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>今年研发投入1250亿美金，谷歌900亿，<a href=\"https://laohu8.com/S/MSFT\">微软</a>连同Open AI要投1000亿。一旦AI Agent实现，将来订飞机票可能只需要对着眼镜讲句话就搞定，连手机形态都可能消失。到时候，连腾讯微信的商业模式都有机会发生大变化。</p>\n<div>\n<p>港股频道更多独家策划、专家专栏，免费查阅&gt;&gt;</p>\n<div>\r\n            责任编辑：栎树\r\n          </div>\n</div>\n</div></body></html>","source":"jinrongjie_stock","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>私募大佬但斌：如果AI Agent成真了，腾讯有可能被颠覆</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; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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私募大佬但斌：如果AI Agent成真了，腾讯有可能被颠覆\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-02 11:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://hk.jrj.com.cn/2025/12/02113854519616.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>私募大佬、东方港湾董事长但斌近日在新浪财经“金麒麟”最佳分析师颁奖盛典上分享他的投资感悟时表示，如果AI Agent成真了，微信模式都要改写，即腾讯有可能被颠覆。面对2022年开启的AI时代，但斌只做简单的战略性抉择，集中投资于以英伟达为代表的公司。今年，东方港湾做出方向调整。“过去两年英伟达是第一大重仓，但今年初研究团队发现，AI对谷歌有推动作用，并非负面影响，于是将谷歌加仓至第二大重仓。”但斌...</p>\n\n<a href=\"https://hk.jrj.com.cn/2025/12/02113854519616.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","LU1044876610.USD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"ZU\" (USD) ACC","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0061477393.USD":"CT (LUX) I ASIA EQUITY INCOME \"AU\" (USD) ACC","LU0192582467.USD":"SCHRODER ISF ASIAN EQUITY YIELD \"A\" (USD) INC MF","00700":"腾讯控股","LU1504937902.USD":"CT (LUX) I ASIAN EQUITY INCOME \"DUP\" (EUR) INC","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","SG9999013353.USD":"SCHRODER ASIAN INCOME FUND\"A\" (USDHDG) INC","SG9999001093.SGD":"United Greater China Fund A Acc SGD","LU0918141887.USD":"安联亚洲实际收益股票基金","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU0149534421.HKD":"SCHRODER ISF HONG KONG EQ \"A\" ACC","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0862451837.USD":"JPM EMERGING MARKETS DIVIDEND \"A\" (USD) INC (M)","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE0032834883.USD":"FSSA ASIAN EQUITY PLUS \"I\" (USD) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2051468812.USD":"JPM EMERGING MARKETS ESG EQUITY \"A\" (USD) ACC","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","LU1282651121.HKD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (HKD) INC","LU1046422090.SGD":"Fidelity Pacific A-SGD","SG9999001846.SGD":"Schroder Asian Equity Yield A Dis SGD","LU0886674414.USD":"CT (LUX) I ASIAN EQUITY INCOME \"AUP\" (USD) INC","LU1224444064.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AM\" (USDHDG) INC","BK1586":"云计算","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0543330566.HKD":"TEMPLETON BRIC \"A\" (HKD) ACC","BK1531":"手游股","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU2293587155.HKD":"ALLIANZ ORIENTAL INCOME \"AT\" (HKD) ACC","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","LU1629966141.USD":"Aberdeen Standard SICAV I - Asia Pacific Multi Asset A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0651946864.USD":"贝莱德新兴市场股票收益A2","TCEHY":"腾讯控股ADR","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","HTCD.SI":"Tencent HK SDR 10to1","LU1282649141.HKD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (HKD) INC","LU0738912210.USD":"Blackrock Asia Pacific Equity Income A6 USD","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU0455707207.USD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (USD) INC","LU0051755006.USD":"摩根大通中国A (dist)"},"source_url":"https://hk.jrj.com.cn/2025/12/02113854519616.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2588085407","content_text":"私募大佬、东方港湾董事长但斌近日在新浪财经“金麒麟”最佳分析师颁奖盛典上分享他的投资感悟时表示，如果AI Agent成真了，微信模式都要改写，即腾讯有可能被颠覆。面对2022年开启的AI时代，但斌只做简单的战略性抉择，集中投资于以英伟达为代表的公司。今年，东方港湾做出方向调整。“过去两年英伟达是第一大重仓，但今年初研究团队发现，AI对谷歌有推动作用，并非负面影响，于是将谷歌加仓至第二大重仓。”但斌表示，AI行业竞争非常激烈。亚马逊今年研发投入1250亿美金，谷歌900亿，微软连同Open AI要投1000亿。一旦AI Agent实现，将来订飞机票可能只需要对着眼镜讲句话就搞定，连手机形态都可能消失。到时候，连腾讯微信的商业模式都有机会发生大变化。\n\n港股频道更多独家策划、专家专栏，免费查阅>>\n\r\n            责任编辑：栎树","news_type":1,"symbols_score_info":{"TCEHY":1.5,"HTCD.SI":0.6,"TCHmain":1.5,"00700":1.5}},"isVote":1,"tweetType":1,"viewCount":144,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":77,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}