但斌最新海外持仓曝光：前五大重仓为英伟达、FNGU、META、微软、苹果

中证网2025-02-10

但斌旗下东方港湾海外基金ORIENTAL HARBOR INVESTMENT FUND向美国证券交易委员会（SEC）最新提交的美股持仓数据显示，截至2024年四季度末，该基金持仓总市值为9.95亿美元，较三季度的9.69亿美元小幅增加。　　据披露，2024年四季度，东方港湾海外基金新买入3只股票，分别是Palantir、台积电、SoundHound AI，加仓特斯拉，减持英伟达和FNGU（3倍...

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FUND向美国证券交易委员会（SEC）最新提交的美股持仓数据显示，截至2024年四季度末，该基金持仓总市值为9.95亿美元，较三季度的9.69亿美元小幅增加。\n　　据披露，2024年四季度，东方港湾海外基金新买入3只股票，分别是Palantir、台积电、SoundHound AI，加仓特斯拉，减持英伟达和FNGU（3倍做...</p>\n\n<a href=\"https://finance.sina.com.cn/money/fund/jjyj/2025-02-10/doc-ineiyyfa3522192.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0784384876.USD","symbol_name":"Blackrock Global Multi-Asset Income A6 USD","start_time":0,"source_url":"https://finance.sina.com.cn/money/fund/jjyj/2025-02-10/doc-ineiyyfa3522192.shtml","article_id":"2510611831","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2510611831","pubTimestamp":1739179260,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"但斌旗下东方港湾海外基金ORIENTAL HARBOR INVESTMENT FUND向美国证券交易委员会最新提交的美股持仓数据显示，截至2024年四季度末，该基金持仓总市值为9.95亿美元，较三季度的9.69亿美元小幅增加。　　据披露，2024年四季度，东方港湾海外基金新买入3只股票，分别是Palantir、台积电、SoundHound 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Apple","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDS.UK":0.6,"MACW.SI":0.6,"FNGU":1,"NVD2.UK":0.6,"NVDS":0.6,"MSFT":1,"NVD":0.6,"NVDY":0.6,"SNVD.UK":0.6,"AAPL":1,"META":1,"NVDU":0.6,"NVDD":0.6,"3NVD.UK":0.6,"NVDX":0.6,"NVIW.SI":0.6,"2NVD.UK":0.6,"NVD3.UK":0.6,"NVDA":1},"content_text":"但斌旗下东方港湾海外基金ORIENTAL HARBOR INVESTMENT FUND向美国证券交易委员会（SEC）最新提交的美股持仓数据显示，截至2024年四季度末，该基金持仓总市值为9.95亿美元，较三季度的9.69亿美元小幅增加。\n　　据披露，2024年四季度，东方港湾海外基金新买入3只股票，分别是Palantir、台积电、SoundHound AI，加仓特斯拉，减持英伟达和FNGU（3倍做多FANG+指数ETN）。此外，对META、微软、苹果、谷歌C、TQQQ（3倍做多纳斯达克100ETF）、亚马逊、NVDL（2倍做多英伟达ETE）、TNA（3倍做多小盘股ETE）的持仓保持不变。\n　　截至2024年底，东方港湾海外基金共持有14只标的，前五大重仓产品分别为：英伟达、FNGU、META、微软、苹果。\n　　2024年，东方港湾旗下产品业绩出色，不少代表产品获取了超过50%的收益率，在百亿私募中名列前茅。从但斌公开发言透露的信息来看，其管理的多只产品均选择了重仓美股的英伟达，而英伟达在2024年涨幅超170%，或是东方港湾业绩亮眼的主要原因。\n\nMACD金叉信号形成，这些股涨势不错！\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：何俊熹","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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