2025年第二季度,但斌执掌的东方港湾再度上调了美股持仓规模。根据向SEC提交的13F报告显示,截至二季度末,东方港湾海外基金“Oriental Harbor Investment Fund”共持有13只美股标的,市值总计11.26亿美元,折合人民币超80亿元。较一季度末的8.68亿美元显著上升。从核心重仓逻辑未变,到新兴标的首度现身,但斌二季度在美股的调仓操作既显稳健又不乏突破,在全球科技脉络中...
Source Link2025年第二季度,但斌执掌的东方港湾再度上调了美股持仓规模。根据向SEC提交的13F报告显示,截至二季度末,东方港湾海外基金“Oriental Harbor Investment Fund”共持有13只美股标的,市值总计11.26亿美元,折合人民币超80亿元。较一季度末的8.68亿美元显著上升。从核心重仓逻辑未变,到新兴标的首度现身,但斌二季度在美股的调仓操作既显稳健又不乏突破,在全球科技脉络中...
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