风筝_3343
08-17
花一个亿给歩步高打广告呢！站在门外的人赚的很爽啊！
段永平抛出1亿赌局，但斌回应来了！
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
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15:47","market":"hk","language":"zh","title":"段永平抛出1亿赌局，但斌回应来了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2659111942","media":"格隆汇","summary":"持仓又有新变化","content":"<html><body><p>知名投资人段永平，最新动向来了。</p><p>昨日，段永平抛出一个赌注约：为期10年的1亿“赌局”。</p><p>网友向段永平提出建议：能否参考巴菲特当年的十年之约，用一个公开、长达十年的投资赌局，给A股乃至所有投资者上一堂关于时间复利的课：看看在A股，低成本买入好公司并长期持有，10年之后到底能不能跑赢所谓的“聪明钱”？</p><p>段永平真的答应了，以1亿元人民币为赌金，10年为限国内任何基金的投资收益，都无法跑赢<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>的表现。</p><p><img src=\"https://img3.gelonghui.com/ac93e-f105bcb8-2e52-44af-975a-1a0a1cd73a21.jpg?guru_height=572&guru_width=885&guru_size=95435\"/></p><p>段永平称：“我赌没人应战，大家可以选择看不见的。”</p><p>对此，多位网友建议但斌应战这场1亿“赌局”。</p><p>8月13日晚，东方港湾董事长但斌发文回应“1亿赌局”。</p><p>但斌表示，国内舆论与市场环境并不适合公开金钱对赌，回想2017年与苏姓教授关于龙头白酒的论战，他当时公开抛出1亿元赌约，最终市场验证其判断正确，但“即便我赢了这场论战，我也一分钱没要”。</p><p>在但斌看来：“无需赌局，无需噱头，时间就是最公平的裁判”。十年之后，私募业绩全部公开可查，高下立判，无需通过一场对赌来定输赢。</p><p>谈及龙头白酒，但斌的态度依然没有改变：只要赤水河的水流淌、中国白酒文化延续不变，它就是中国稀缺的液体金山。</p><p>与此同时，但斌也再次强调，投资需要与时俱进、放眼全球，在人工智能大时代下，半导体等赛道的成长性更强。</p><p>但斌表示，时代在变、产业迭代在加速，坚守核心价值的同时，拥抱AI与半导体的<a href=\"https://laohu8.com/S/00166\">新时代</a>红利，才是更完整的长期主义。</p><p><img src=\"https://img3.gelonghui.com/d9d2a-e7d9cb30-2b9a-4d10-b2a3-774d14a4df5b.jpg?guru_height=1222&guru_width=828&guru_size=155823\"/></p><p>虽然这场“十年赌局”目前并没有真正开局，但今年以来，国内投资圈几乎每个月，都会为阿段沸腾一次。</p><p>网友调侃：段永平退休了25年，却活成了2026年最勤奋的投资博主。</p><p>1月，段永平晒出<a href=\"https://laohu8.com/S/AAPL\">苹果</a>14年累计1623%的收益单；</p><p>2月，他松口评价马斯克“产品确实很了不起”；</p><p>3月，他对<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>“收回不投资的说法”；</p><p>4月，宣布转变为“王宁的粉丝”，并开始对泡泡玛特小步建仓；</p><p>5月底，他以均价150港元买入泡泡玛特982.32万股，涉资约14.7亿港元，成为仅次于创始人王宁的第二大股东。</p><p>近期，段永平泡泡玛特的持仓又有新变化。</p><p>8月12日，<a href=\"https://laohu8.com/S/00388\">港交所</a>披露易显示，8月6日，段永平及其控制的H&H International Investment, LLC在泡泡玛特的好仓权益由7393万股增至1.02576亿股，持股比例由5.55%升至7.70%，涉及股份2864.6万股。</p><p><img src=\"https://img3.gelonghui.com/fcf10-ddb74f99-00d7-4795-a49e-e3c3283b921e.jpg?guru_height=654&guru_width=905&guru_size=63112\"/></p><p>(本文内容均为客观数据信息罗列，不构成任何投资建议）</p><p>不过，这一次并非直接从二级市场买入股票。结合段永平此前公开谈及的投资方式，这笔交易可能与卖出泡泡玛特看跌期权(put)有关。</p><p>卖出看跌期权后，如果股价跌至约定水平并被行权，卖方需要按照行权价买入股票；如果未被行权，则获得相应权利金。</p><p>就在前几天，“段永平疑似减持泡泡玛特”的争论在社交媒体上引起了广泛关注。</p><p>7月30日，段永平在泡泡玛特的好仓权益从1.02亿股降至7393万股，持股比例从7.65%降至5.55%，权益数量减少约2793万股。</p><p>8月13日，段永平发帖回应：从来就没有直接卖过一股泡泡玛特，但有一部分股票是买完后就直接卖call了的，这个和直接卖put是完全一样的交易。</p><p>段永平坦言，目前泡泡玛特的价位长期看我认为是不贵的，短期不知道，这也是我这么做的内在逻辑，这种做法有可能会让我少赚钱，但也是个比较保守的方法。</p><p>同时他也强调，当年持有的苹果股票，可能80-90%都是put进来的。</p><p>早在7月23日，段永平曾回应投资者提问，表示泡泡玛特10年不会卖：</p><p>“泡泡玛特我才刚开始买啊！我猜10年内大概率是不会卖的。不过，我的水果已经比较成熟了，刚刚被call走了一些（买了t-bill了）。虽然现在价格比call走的价格还要低一点点，但这个价位我并不是很想买入。前几天我已经卖了一些MU的put，这几天我会卖点space X， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的put的，还有pltr也会卖点put。ai是不容被忽视的，努力理解中……。”</p><p>整体上，段永平对泡泡玛特的操作，有以下几个时间线：</p><p>5月，将<a href=\"https://laohu8.com/S/601088\">中国神华</a>全部换仓为泡泡玛特，正式建仓；</p><p>7月6日，增持1059万股，持股比例升至7.65%；</p><p>7月30日，持股比例从7.65%降至5.55%，权益数量减少约2793万股；</p><p>8月6日，权益由7393万股增至1.02576亿股，持股比例由5.55%升至7.70%。</p><p>此前，段永平在社交媒体上透露，他管的投资里，美股主要在苹果，A股主要在茅台，港股主要是<a href=\"https://laohu8.com/S/00700\">腾讯</a>，现在港股加上泡泡玛特。</p><p>从最新披露的机构持仓来看，段永平的投资版图也在发生变化。</p><p>根据美股机构投资者13F持仓披露情况，截至2026年一季度末，段永平管理的H&H 持仓总市值约200.04亿美元，折合人民币约1349亿元。</p><p>从整体持仓情况看，H&H共持有19家公司，包括苹果、<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>、英伟达、拼多多等。</p><p><img src=\"https://img3.gelonghui.com/0fe7d-f86959ca-fc1f-4753-a57d-e6a88bca72da.jpg?guru_height=1448&guru_width=1080&guru_size=191560\"/></p><p>与2025年底的14只股票相比，段永平的持股数量明显增多。</p><p>其中，苹果依然是绝对核心，但仓位已经明显下降。</p><p>截至2026年一季度末，段永平的苹果持仓股数约为2895万，持仓市值为73.46亿美元。相较于2025年底，段永平大幅减持苹果341.29万股，苹果所占组合持仓比例从过去的50.3%下降到了36.72%。</p><p>据段永平透露，在巅峰时刻，苹果的持仓占比高达95%，“现在少了不少了”。</p><p>从苹果，到茅台，再到泡泡玛特，以及他正在研究的AI、半导体。表面上看，段永平的投资标的在变化，但底层逻辑似乎也一直没变。</p><p>这或许也是这场“10年赌局”更有意思的地方，在段永平看来，投资最核心的部分究竟是什么？</p><p>从他过往的投资风格看，投资很简单但并不代表容易，需要对商业模式和企业文化有深度的洞见，最终穿越周期的波动。</p><p>至于十年之后，茅台能否跑赢基金，泡泡玛特能走多远，AI又会把世界带向哪里？</p><p>时间，可能才是投资领域里，唯一不需要下注的裁判。</p></body></html>","source":"gelonghui_fund_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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href=\"https://www.gelonghui.com/p/6079216\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/3b5c7-1532d18c-8b56-476e-b813-b7638a83330a.jpg?guru_height=3314&guru_width=5496&guru_size=837328","relate_stocks":{"LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","AAPB":"2倍做多AAPL ETF-GraniteShares","BK4571":"数字音乐概念","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","AAPD":"1倍做空AAPL ETF-Direxion","BK4576":"AR","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","BK4575":"芯片概念","AAPE":"Leverage Shares 2X Long AAPL Daily ETF","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc 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(SGDHDG)INC","BK4527":"明星科技股"},"source_url":"https://www.gelonghui.com/p/6079216","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2659111942","content_text":"知名投资人段永平，最新动向来了。昨日，段永平抛出一个赌注约：为期10年的1亿“赌局”。网友向段永平提出建议：能否参考巴菲特当年的十年之约，用一个公开、长达十年的投资赌局，给A股乃至所有投资者上一堂关于时间复利的课：看看在A股，低成本买入好公司并长期持有，10年之后到底能不能跑赢所谓的“聪明钱”？段永平真的答应了，以1亿元人民币为赌金，10年为限国内任何基金的投资收益，都无法跑赢贵州茅台的表现。段永平称：“我赌没人应战，大家可以选择看不见的。”对此，多位网友建议但斌应战这场1亿“赌局”。8月13日晚，东方港湾董事长但斌发文回应“1亿赌局”。但斌表示，国内舆论与市场环境并不适合公开金钱对赌，回想2017年与苏姓教授关于龙头白酒的论战，他当时公开抛出1亿元赌约，最终市场验证其判断正确，但“即便我赢了这场论战，我也一分钱没要”。在但斌看来：“无需赌局，无需噱头，时间就是最公平的裁判”。十年之后，私募业绩全部公开可查，高下立判，无需通过一场对赌来定输赢。谈及龙头白酒，但斌的态度依然没有改变：只要赤水河的水流淌、中国白酒文化延续不变，它就是中国稀缺的液体金山。与此同时，但斌也再次强调，投资需要与时俱进、放眼全球，在人工智能大时代下，半导体等赛道的成长性更强。但斌表示，时代在变、产业迭代在加速，坚守核心价值的同时，拥抱AI与半导体的新时代红利，才是更完整的长期主义。虽然这场“十年赌局”目前并没有真正开局，但今年以来，国内投资圈几乎每个月，都会为阿段沸腾一次。网友调侃：段永平退休了25年，却活成了2026年最勤奋的投资博主。1月，段永平晒出苹果14年累计1623%的收益单；2月，他松口评价马斯克“产品确实很了不起”；3月，他对泡泡玛特“收回不投资的说法”；4月，宣布转变为“王宁的粉丝”，并开始对泡泡玛特小步建仓；5月底，他以均价150港元买入泡泡玛特982.32万股，涉资约14.7亿港元，成为仅次于创始人王宁的第二大股东。近期，段永平泡泡玛特的持仓又有新变化。8月12日，港交所披露易显示，8月6日，段永平及其控制的H&H International Investment, LLC在泡泡玛特的好仓权益由7393万股增至1.02576亿股，持股比例由5.55%升至7.70%，涉及股份2864.6万股。(本文内容均为客观数据信息罗列，不构成任何投资建议）不过，这一次并非直接从二级市场买入股票。结合段永平此前公开谈及的投资方式，这笔交易可能与卖出泡泡玛特看跌期权(put)有关。卖出看跌期权后，如果股价跌至约定水平并被行权，卖方需要按照行权价买入股票；如果未被行权，则获得相应权利金。就在前几天，“段永平疑似减持泡泡玛特”的争论在社交媒体上引起了广泛关注。7月30日，段永平在泡泡玛特的好仓权益从1.02亿股降至7393万股，持股比例从7.65%降至5.55%，权益数量减少约2793万股。8月13日，段永平发帖回应：从来就没有直接卖过一股泡泡玛特，但有一部分股票是买完后就直接卖call了的，这个和直接卖put是完全一样的交易。段永平坦言，目前泡泡玛特的价位长期看我认为是不贵的，短期不知道，这也是我这么做的内在逻辑，这种做法有可能会让我少赚钱，但也是个比较保守的方法。同时他也强调，当年持有的苹果股票，可能80-90%都是put进来的。早在7月23日，段永平曾回应投资者提问，表示泡泡玛特10年不会卖：“泡泡玛特我才刚开始买啊！我猜10年内大概率是不会卖的。不过，我的水果已经比较成熟了，刚刚被call走了一些（买了t-bill了）。虽然现在价格比call走的价格还要低一点点，但这个价位我并不是很想买入。前几天我已经卖了一些MU的put，这几天我会卖点space X， 特斯拉的put的，还有pltr也会卖点put。ai是不容被忽视的，努力理解中……。”整体上，段永平对泡泡玛特的操作，有以下几个时间线：5月，将中国神华全部换仓为泡泡玛特，正式建仓；7月6日，增持1059万股，持股比例升至7.65%；7月30日，持股比例从7.65%降至5.55%，权益数量减少约2793万股；8月6日，权益由7393万股增至1.02576亿股，持股比例由5.55%升至7.70%。此前，段永平在社交媒体上透露，他管的投资里，美股主要在苹果，A股主要在茅台，港股主要是腾讯，现在港股加上泡泡玛特。从最新披露的机构持仓来看，段永平的投资版图也在发生变化。根据美股机构投资者13F持仓披露情况，截至2026年一季度末，段永平管理的H&H 持仓总市值约200.04亿美元，折合人民币约1349亿元。从整体持仓情况看，H&H共持有19家公司，包括苹果、伯克希尔、英伟达、拼多多等。与2025年底的14只股票相比，段永平的持股数量明显增多。其中，苹果依然是绝对核心，但仓位已经明显下降。截至2026年一季度末，段永平的苹果持仓股数约为2895万，持仓市值为73.46亿美元。相较于2025年底，段永平大幅减持苹果341.29万股，苹果所占组合持仓比例从过去的50.3%下降到了36.72%。据段永平透露，在巅峰时刻，苹果的持仓占比高达95%，“现在少了不少了”。从苹果，到茅台，再到泡泡玛特，以及他正在研究的AI、半导体。表面上看，段永平的投资标的在变化，但底层逻辑似乎也一直没变。这或许也是这场“10年赌局”更有意思的地方，在段永平看来，投资最核心的部分究竟是什么？从他过往的投资风格看，投资很简单但并不代表容易，需要对商业模式和企业文化有深度的洞见，最终穿越周期的波动。至于十年之后，茅台能否跑赢基金，泡泡玛特能走多远，AI又会把世界带向哪里？时间，可能才是投资领域里，唯一不需要下注的裁判。","news_type":1,"symbols_score_info":{"PMRTY":1.94,"AAPD":0.6,"AAPB":0.6,"ABFL":0.6,"VT":0.6,"CMAG":0.6,"TTXU":0.6,"TYLG":0.6,"XLK":0.6,"AAPL":1.87,"VGT":0.6,"AAPE":0.6,"FTEC":0.6,"AAPY":0.6,"09992":1.94,"MACW.SI":0.6,"SAAPLmain":0.6,"ROM":0.6,"IXN":0.6,"AAPW":0.6,"AAPU":0.6,"JGRO":0.6,"SPTE":0.6,"METV":0.6,"AAPX":0.6,"APLY":0.6}},"isVote":1,"tweetType":1,"viewCount":84,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":48,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/597635876205440"}
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