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BTC $80,490.20 +0.99%
ETH $2,344.44 +1.61%
BNB $741.72 +2.81%
XRP $1.30 +2.37%
SOL $101.38 +1.54%
TRX $0.3290 -0.02%
DOGE $0.0770 +1.67%
ADA $0.2048 +0.76%
BCH $275.50 +1.68%
LINK $11.40 +0.29%
HYPE $76.93 +2.25%
AAVE $136.09 +0.96%
SUI $0.9161 -1.24%
XLM $0.1690 +0.18%
ZEC $1,210.33 +5.58%
AAPL $347.00 +0.09%
AMZN $249.11 +0.66%
GOOGL $320.83 +0.49%
MSFT $523.75 +0.35%
META $642.58 +0.46%
NVDA $212.61 +0.68%
TSLA $372.32 +0.72%
SNDK $1,251.41 +2.76%
INTC $87.15 +1.81%
SPCX $148.87 +2.16%
MU $891.58 +2.35%
AMD $522.25 +1.70%

但斌美股科技板块“大调仓”:加仓美光、闪迪与英伟达,减仓 AMD、博通与 Lumentum

2026-10-25 22:27:45

ChainCatcher 消息,东方港湾基金董事长但斌在科技板块“大调仓”。私募排排网统计数据显示,截至 2026 年三季度末,东方港湾海外基金共持有 13 只美股标的,持股市值合计约为 14.69 亿美元。

从行业分布来看,AI 仍是东方港湾布局重点,截至三季度末谷歌为东方港湾海外基金的第一大重仓股。但从加减仓动作来看,但斌对于 AI 产业细分赛道的偏好相较于二季度发生明显变化。

据统计今年三季度,东方港湾海外基金减持了二季度新进买入的超威半导体(AMD)、博通、Lumentum 等标的,同时加仓存储巨头美光科技、闪迪以及英伟达、谷歌-C、台积电等。

解读
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