但斌91亿元美股持仓揭晓：谷歌取代英伟达成第一重仓股，清仓奈飞、台积电、博通

格隆汇01-28

美国证券交易委员会(SEC)官网披露但斌掌舵的东方港湾旗下海外基金2025年四季度美股持仓数据显示，2025年末东方港湾共持有10只美股标的，持股市值合计13.16亿美元，折合人民币超91亿元，相比2025年三季度末约12.92亿美元持股市值略有增长。2025年四季度，东方港湾在美股进行了一定幅度的调仓换股，更加聚焦美股的科技巨头。四季度，东方港湾清仓Coinbase、奈飞、AsteraLabs...

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