但斌最新91亿持仓曝光，用杠杆加码谷歌，押注AI商业化

格隆汇01-30

但斌执掌的东方港湾海外基金Oriental Harbor Investment Master Fund，近日向美国证监会提交了13F报告，披露了其2025年四季度的持仓动向。报告显示，东方港湾四季度末持仓规模达到13.16亿美元，约合人民币91.43亿元，持仓数量从17只锐减至10只，集中度显著提升。谷歌取代英伟达成为第一大重仓股，占比30.85%，而且基金还通过二倍做多谷歌等杠杆工具，进一步强化...

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