但斌Q2持仓曝光：大手笔加仓谷歌，新进买入特斯拉、奈飞、Coinbase

华尔街见闻2025-07-30

但斌执掌的东方港湾美股持仓近日曝光。美国证券交易委员会（SEC）披露的13F报告显示，截至二季度末，东方港湾海外基金“Oriental Harbor Investment Fund”（简称“东方港湾海外”）共持有13只美股标的，市值总计11.27亿美元，相比一季度末显著增长。从调仓动作来看，东方港湾海外二季度大手笔加仓了谷歌，并新进买入特斯拉、奈飞公司和数字货币交易平台Coinbase。但斌在...

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Mode等新功能实现了双位数增长，YouTube Shorts在多个国家的单小时收益已追平传统视频，展现出广告变现的新潜力。另外，财报显示，谷歌母公司Alphabet将2025年资本支出从此前预估的750亿美元上调至850亿美元，超出华尔街此前普遍预期的730亿美元。持仓现新面孔除了加码谷歌，东方港湾海外在二季度还新进了多只科技相关标的。数据显示，二季度东方港湾海外新进买入了特斯拉、奈飞公司和COINBASE，期末持股市值分别为6296万美元、5726万美元和5498万美元。具体来看，Coinbase作为美国最大的数字货币交易平台，其业务范围覆盖法币加密资产兑换、托管服务、链上基础设施及开发者工具平台，近年来在Web3生态中地位逐步上升。奈飞公司则为美国视频流媒体服务提供商，今年二季度，该公司实现营业收入110.79亿美元，同比增长16%，实现净利润31.25亿美元，同比增长46%。偏爱科技赛道事实上，但斌执掌的东方港湾，近年来一直对科技板块青睐有加。据私募排排网统计，截至2024年底，东方港湾国内产品共重仓了7只与美股关联密切的ETF基金，持仓总市值约为9.31亿元。相关ETF的前十大成分股高度集中于微软、苹果、谷歌、英伟达、亚马逊等美股科技巨头。近日，但斌在路演活动中表示，从2022年起，东方港湾在投资战略上进行了调整，逐步将投资视野从聚焦中国内地及香港市场转向全球市场。东方港湾意识到，在当前人工智能时代，需要抓住发展机遇，因此在保持扎根中国的同时，要积极走向世界，努力对标国内一流企业，成为深度融合国内国际双市场、实现双向赋能的管理人。但斌认为，人工智能时代并非短期浪潮，其演进周期更类似于电子硬件、互联网及移动互联网等重大技术革命，拥有10年以上的周期。鉴于人工智能技术进步的颠覆性以及创造的社会财富潜力，预期该领域未来的整体市场价值规模，相较前述技术时代，存在显著的成长空间。据但斌透露，东方港湾的核心秘诀是力争投资于那些“能改变世界的公司”和“不被世界改变的公司”。在扎根内地时，主要致力于投资不被世界改变的公司，而在香港或海外投资时，则更侧重于改变世界的商业模式。目前，东方港湾的投资重点集中在改变世界的商业模式上。本文作者：马嘉悦，来源：上海证券报，原文标题：《但斌，持仓曝光！》","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":3,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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