私募大佬但斌：如果AI Agent成真了，腾讯有可能被颠覆_老虎社区_美港股上老虎

私募大佬但斌：如果AI Agent成真了，腾讯有可能被颠覆

金融界2025-12-02

私募大佬、东方港湾董事长但斌近日在新浪财经“金麒麟”最佳分析师颁奖盛典上分享他的投资感悟时表示，如果AI Agent成真了，微信模式都要改写，即腾讯有可能被颠覆。面对2022年开启的AI时代，但斌只做简单的战略性抉择，集中投资于以英伟达为代表的公司。今年，东方港湾做出方向调整。“过去两年英伟达是第一大重仓，但今年初研究团队发现，AI对谷歌有推动作用，并非负面影响，于是将谷歌加仓至第二大重仓。”但斌...

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正直的人
·2025-12-02
我不知道他怎么懵对了英伟达…我感觉再用 2 年，他会把过去赚的钱都赔了。预测看看，哈哈
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责任编辑：栎树","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":506359201223688,"gmtCreate":1764653532709,"gmtModify":1764653535451,"author":{"id":"3484476934259199","authorId":"3484476934259199","name":"正直的人","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"3484476934259199","idStr":"3484476934259199"},"htmlText":"我不知道他怎么懵对了英伟达…我感觉再用 2 年，他会把过去赚的钱都赔了。预测看看，哈哈","listText":"我不知道他怎么懵对了英伟达…我感觉再用 2 年，他会把过去赚的钱都赔了。预测看看，哈哈","text":"我不知道他怎么懵对了英伟达…我感觉再用 2 年，他会把过去赚的钱都赔了。预测看看，哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506359201223688","repostId":2588085407,"repostType":2,"repost":{"id":"2588085407","kind":"news","pubTimestamp":1764646708,"share":"https://www.laohu8.com/m/news/2588085407?lang=zh_CN&edition=full","pubTime":"2025-12-02 11:38","market":"sh","language":"zh","title":"私募大佬但斌：如果AI Agent成真了，腾讯有可能被颠覆","url":"https://stock-news.laohu8.com/highlight/detail?id=2588085407","media":"金融界","summary":"私募大佬、东方港湾董事长但斌近日在新浪财经“金麒麟”最佳分析师颁奖盛典上分享他的投资感悟时表示，如果AI Agent成真了，微信模式都要改写，即腾讯有可能被颠覆。今年，东方港湾做出方向调整。但斌表示，AI行业竞争非常激烈。一旦AI Agent实现，将来订飞机票可能只需要对着眼镜讲句话就搞定，连手机形态都可能消失。","content":"<html><body><div>\n<p>私募大佬、东方港湾董事长但斌近日在新浪财经“<span><a href=\"https://laohu8.com/S/603586\">金麒麟</a></span>”最佳分析师颁奖盛典上分享他的投资感悟时表示，如果AI Agent成真了，微信模式都要改写，即<a href=\"https://laohu8.com/S/00700\">腾讯</a>有可能被颠覆。</p><p>面对2022年开启的AI时代，但斌只做简单的战略性抉择，集中投资于以<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>为代表的公司。今年，东方港湾做出方向调整。“过去两年英伟达是第一大重仓，但今年初研究团队发现，AI对<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>有推动作用，并非负面影响，于是将<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>加仓至第二大重仓。”</p><p>但斌表示，AI行业竞争非常激烈。<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>今年研发投入1250亿美金，谷歌900亿，<a href=\"https://laohu8.com/S/MSFT\">微软</a>连同Open AI要投1000亿。一旦AI Agent实现，将来订飞机票可能只需要对着眼镜讲句话就搞定，连手机形态都可能消失。到时候，连腾讯微信的商业模式都有机会发生大变化。</p>\n<div>\n<p>港股频道更多独家策划、专家专栏，免费查阅&gt;&gt;</p>\n<div>\r\n            责任编辑：栎树\r\n          </div>\n</div>\n</div></body></html>","source":"jinrongjie_stock","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\" />\n<title>私募大佬但斌：如果AI Agent成真了，腾讯有可能被颠覆</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n私募大佬但斌：如果AI Agent成真了，腾讯有可能被颠覆\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-02 11:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://hk.jrj.com.cn/2025/12/02113854519616.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>私募大佬、东方港湾董事长但斌近日在新浪财经“金麒麟”最佳分析师颁奖盛典上分享他的投资感悟时表示，如果AI Agent成真了，微信模式都要改写，即腾讯有可能被颠覆。面对2022年开启的AI时代，但斌只做简单的战略性抉择，集中投资于以英伟达为代表的公司。今年，东方港湾做出方向调整。“过去两年英伟达是第一大重仓，但今年初研究团队发现，AI对谷歌有推动作用，并非负面影响，于是将谷歌加仓至第二大重仓。”但斌...</p>\n\n<a href=\"https://hk.jrj.com.cn/2025/12/02113854519616.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU0862451837.USD":"JPM EMERGING MARKETS DIVIDEND \"A\" (USD) INC (M)","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE0032834883.USD":"FSSA ASIAN EQUITY PLUS \"I\" (USD) INC","LU0918141887.USD":"安联亚洲实际收益股票基金","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2051468812.USD":"JPM EMERGING MARKETS ESG EQUITY \"A\" (USD) ACC","SG9999001846.SGD":"Schroder Asian Equity Yield A Dis SGD","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","00700":"腾讯控股","LU1224444064.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AM\" (USDHDG) INC","HTCD.SI":"Tencent HK SDR 10to1","LU0543330566.HKD":"TEMPLETON BRIC \"A\" (HKD) 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Income Plus Cl AMg DIS H2-SGD","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU0149534421.HKD":"SCHRODER ISF HONG KONG EQ \"A\" ACC"},"source_url":"https://hk.jrj.com.cn/2025/12/02113854519616.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2588085407","content_text":"私募大佬、东方港湾董事长但斌近日在新浪财经“金麒麟”最佳分析师颁奖盛典上分享他的投资感悟时表示，如果AI Agent成真了，微信模式都要改写，即腾讯有可能被颠覆。面对2022年开启的AI时代，但斌只做简单的战略性抉择，集中投资于以英伟达为代表的公司。今年，东方港湾做出方向调整。“过去两年英伟达是第一大重仓，但今年初研究团队发现，AI对谷歌有推动作用，并非负面影响，于是将谷歌加仓至第二大重仓。”但斌表示，AI行业竞争非常激烈。亚马逊今年研发投入1250亿美金，谷歌900亿，微软连同Open AI要投1000亿。一旦AI Agent实现，将来订飞机票可能只需要对着眼镜讲句话就搞定，连手机形态都可能消失。到时候，连腾讯微信的商业模式都有机会发生大变化。\n\n港股频道更多独家策划、专家专栏，免费查阅>>\n\r\n            责任编辑：栎树","news_type":1,"symbols_score_info":{"TCEHY":1.5,"00700":1.5,"TCHmain":1.5,"HTCD.SI":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}