但斌再上热搜，看好谷歌和英伟达市值达到10万亿美元

每日经济新闻2025-12-03

近期私募基金管理人但斌再度因大胆言论冲上热搜。　　在11月28日媒体举办的一场论坛上，东方港湾创始人兼董事长但斌驳斥“AI泡沫论”，称“我觉得它是刚刚开始”，他认为“AI Agent如果能实现将改变一套商业模式”。　　但斌还大胆预测：“谷歌与英伟达等巨头有望“比翼齐飞”，共同迈向十万亿美元市值大关。而国内能对标谷歌的公司，大概有2家——阿里巴巴、字节跳动。”　　截至目前，字节跳动尚未上市，而重仓...

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