但斌80亿持仓披露:新进Coinbase当季大涨超100%,抄底特斯拉,英伟达仍是第一大重仓

格隆汇
31 Jul

但斌执掌的东方港湾海外基金Oriental Harbor Investment Master Fund,近日向美国证监会提交了13F报告,公布了其2025年二季度的持仓动向。首先,持仓规模上涨至11.27亿美元,折合人民币超80亿元,持仓标的增加到13只。二季度美股在关税冲击后,迅速回暖,在震荡中不断突破新高,自4月11日以来,截至7月29日,纳指涨幅达到28.75%,东方港湾持有的标的也呈现普遍...

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