千亿景林持仓曝光！与东方港湾但斌不谋而合！共识是AI应用！

私募排排网02-10 14:41

当地时间2月6日，私募巨头景林资产的海外主体景林资产管理香港有限公司，向美国证券交易委员会（SEC）提交了截至2025年末的美股持仓数据，持仓市值约为40.45亿美元，有8家公司持仓市值过亿美元。其中增持力度最大的公司是谷歌，持股数量升至269万股，对比上季末增持幅度高达52.81%，持仓占比大增11.18%至20.82%，谷歌也因此成为景林第一大持仓股。减持方面，景林减持力度最大的是英伟达，去年...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210144455a6e93900&s=b><strong>私募排排网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间2月6日，私募巨头景林资产的海外主体景林资产管理香港有限公司，向美国证券交易委员会（SEC）提交了截至2025年末的美股持仓数据，持仓市值约为40.45亿美元，有8家公司持仓市值过亿美元。其中增持力度最大的公司是谷歌，持股数量升至269万股，对比上季末增持幅度高达52.81%，持仓占比大增11.18%至20.82%，谷歌也因此成为景林第一大持仓股。减持方面，景林减持力度最大的是英伟达，去年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210144455a6e93900&s=b\">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":"LU0211326755.USD","symbol_name":"TEMPLETON GLOBAL INCOME \"A\" (USD) 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It coincides with Oriental Harbor Dan Bin! The consensus is AI applications!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"04336":1.8,"GOU":0.6,"BIDU":1.82,"NVDA":1.88,"00700":1.81,"GOOG":0.9,"GGLS":0.6,"GOOY":0.6,"USJW.SI":0.6,"GGLL":0.6,"GOOGL":1.95,"AMAT":1.8,"09888":1.82,"GOOW":0.6,"TCEHY":1.81,"GOOP":0.6,"GOOX":0.6},"content_text":"当地时间2月6日，私募巨头景林资产的海外主体景林资产管理香港有限公司，向美国证券交易委员会（SEC）提交了截至2025年末的美股持仓数据，持仓市值约为40.45亿美元，有8家公司持仓市值过亿美元。其中增持力度最大的公司是谷歌，持股数量升至269万股，对比上季末增持幅度高达52.81%，持仓占比大增11.18%至20.82%，谷歌也因此成为景林第一大持仓股。减持方面，景林减持力度最大的是英伟达，去年四季度合计卖出154.09万股，减持幅度高达64.78%，英伟达在景林投资组合中的占比降至3.86%。景林资产管理合伙人、基金经理高云程认为，对作为重要AI应用入口或者平台的公司都应该重视。能称为世界级入口或者平台型的公司大约也只有几家，例如谷歌、Meta、苹果、字节跳动、腾讯、OpenAI等。2026年很可能是AI Agent真正普及的元年。无独有偶的是，东方港湾但斌在2025年四季度同样大笔买入谷歌。其中，谷歌-C在2025年第四季度增持比例超40%，成为截至2025年末的第一大重仓股，仓位占比高达30.85%。近期，但斌在接受媒体采访时表示：“如果说2025年是人工智能的起步蓄力阶段，那么2026年很可能成为AI应用万马奔腾的一年”。","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,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2610165366","isCrawlerRequest":true}