但斌二季度持仓大动作:重仓英伟达还不够,科技主线外还有“暗线”?

每日经济新闻
31 Jul

每经记者:杨建每经编辑:肖芮冬今年二季度,美股在关税摩擦冲击后迅速回暖,并不断突破新高。近期,私募大佬但斌执掌的东方港湾海外基金公布了其2025年二季度的持仓动向。数据显示,其持仓规模上涨至11.27亿美元,持仓标的也增加到13只。从但斌的美股持仓来看,仍以科技龙头为主,英伟达继续位居第一重仓股,谷歌则跃升为第二大重仓股。值得一提的是,但斌在加密资产领域展开尝试,首次买入Coinbase,而该季度...

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