近期,私募大佬但斌的三季度一系列动作引发市场高度关注:约两个月前,他卸任东方港湾总经理职务,仅保留经理头衔,同时身份信息由 “中国”变更为“中国香港”。结合其长期对美股的投资偏好,市场猜测这一身份调整或为海外资产配置与资金募集提供便利。近日,但斌执掌的东方港湾海外基金向美国证监会提交2025年三季度13F报告,12.92亿美元(约92亿元人民币)的持仓版图与调仓路径随之曝光,持仓标的首次增至17只...
Source Link近期,私募大佬但斌的三季度一系列动作引发市场高度关注:约两个月前,他卸任东方港湾总经理职务,仅保留经理头衔,同时身份信息由 “中国”变更为“中国香港”。结合其长期对美股的投资偏好,市场猜测这一身份调整或为海外资产配置与资金募集提供便利。近日,但斌执掌的东方港湾海外基金向美国证监会提交2025年三季度13F报告,12.92亿美元(约92亿元人民币)的持仓版图与调仓路径随之曝光,持仓标的首次增至17只...
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