东方港湾但斌：大跌一定要敢买已将“剩余子弹打光”_老虎社区_美港股上老虎

东方港湾但斌：大跌一定要敢买已将“剩余子弹打光”

智通财经07-29

智通财经APP获悉，7月29日，东方港湾董事长但斌在雪球发文表示，“大跌一定要敢买，刚把剩余的子弹打光”，引发市场关注。此前，但斌曾发文提醒杠杆投资风险。他表示，其关注的“2倍做多海力士ETF(07709)”一度大跌25.72%，“杠杆工具既能放大收益，也会成倍放大风险，潮水退去之时，更能看清市场波动的残酷。由此可见，这类杠杆产品需要格外谨慎。”尽管短期市场波动剧烈，但斌对AI产业链长期发展仍保持...

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grampus
·07-30
话说得很漂亮，谁都懂，但实际上是怎么回事？
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bullets\"","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/ae3feda4462114742224917aa78088a1","symbols_score_info":{"METV":0.6,"SKHZ":0.6,"SNVD.UK":0.6,"NVDA":1.86,"3NVD.UK":0.6,"SK":0.6,"NVDU":0.6,"NVDD":0.6,"SMHX":0.6,"NVDW":0.6,"THMR":0.6,"VGT":0.6,"IXN":0.6,"USD":0.6,"SMH":0.6,"NVDS.UK":0.6,"TTXU":0.6,"AGOX":0.6,"ESUM":0.6,"ROM":0.6,"SKHX":0.6,"SKHY":1.91,"FDTX":0.6,"CNEQ":0.6,"IETC":0.6,"LFGY":0.6,"ESLG":0.6,"SKHU":0.6,"TTEQ":0.6,"CHPX":0.6,"CMAG":0.6,"NVDG":0.6,"SOXQ":0.6,"GAMR":0.6,"NVDX":0.6,"HYNX":0.6,"NVDQ":0.6,"USXF":0.6,"NVDS":0.6,"NULC":0.6,"07709":1.96,"SKDD":0.6,"ANV":0.6,"NVIW.SI":0.6,"EFIV":0.6,"FAI":0.6,"SHOC":0.6,"FTEC":0.6,"NVDL":0.6,"07388":0.6,"2NVD.UK":0.6,"NVD3.UK":0.6,"TRFK":0.6,"TYLG":0.6,"SKUU":0.6,"NVYY":0.6,"AIFD":0.6,"NVDO":0.6,"NVD2.UK":0.6,"CHAT":0.6,"DIPS":0.6,"SOXY":0.6,"SOXX":0.6,"ILDR":0.6,"NVD":0.6,"ARTY":0.6,"NVII":0.6,"JGRO":0.6,"SNPE":0.6,"SKHYV":0.6,"WISE":0.6,"CLSE":0.6,"NVDB":0.6,"SPTE":0.6,"AIPI":0.6,"TEK":0.6,"07788":0.6,"XLK":0.6,"ABFL":0.6,"VT":0.6,"NVDY":0.6},"content_text":"智通财经APP获悉，7月29日，东方港湾董事长但斌在雪球发文表示，“大跌一定要敢买，刚把剩余的子弹打光”，引发市场关注。此前，但斌曾发文提醒杠杆投资风险。他表示，其关注的“2倍做多海力士ETF(07709)”一度大跌25.72%，“杠杆工具既能放大收益，也会成倍放大风险，潮水退去之时，更能看清市场波动的残酷。由此可见，这类杠杆产品需要格外谨慎。”尽管短期市场波动剧烈，但斌对AI产业链长期发展仍保持积极判断。他认为，SK海力士(SKHY.US)已经成为这一轮AI行情阶段性的标志性公司之一，当前市场调整节奏较快，短期方向大概率很快就会见分晓。不过，但斌也强调，投资者更应关注企业的长期基本面，而非短期股价波动。他表示，从更长时间维度来看，只有供需格局持续优化、盈利能力稳步改善的企业，才有机会穿越一轮又一轮行业周期，为投资者创造持续回报。近年来，但斌持续看好人工智能产业发展，并将AI视为未来十年的核心投资主线。公开披露的海外持仓显示，其长期重仓英伟达等AI产业链龙头企业，同时也持续关注包括存储芯片在内的AI硬件赛道。他此前曾表示，相信AI产业仍处于长期成长周期，即便市场经历阶段性调整，优质公司的长期价值仍有望不断兑现。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":591359569724240,"gmtCreate":1785376415219,"gmtModify":1785376417511,"author":{"id":"3548968255975555","authorId":"3548968255975555","name":"grampus","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":9,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3548968255975555","idStr":"3548968255975555"},"htmlText":"话说得很漂亮，谁都懂，但实际上是怎么回事？","listText":"话说得很漂亮，谁都懂，但实际上是怎么回事？","text":"话说得很漂亮，谁都懂，但实际上是怎么回事？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591359569724240","repostId":2655851633,"repostType":2,"repost":{"id":"2655851633","kind":"news","pubTimestamp":1785305488,"share":"https://www.laohunote.com/m/news/2655851633?lang=zh_CN&edition=full","pubTime":"2026-07-29 14:11","market":"fut","language":"zh","title":"东方港湾但斌：大跌一定要敢买 已将“剩余子弹打光”","url":"https://stock-news.laohu8.com/highlight/detail?id=2655851633","media":"智通财经","summary":"智通财经APP获悉，7月29日，东方港湾董事长但斌在雪球发文表示，“大跌一定要敢买，刚把剩余的子弹打光”，引发市场关注。此前，但斌曾发文提醒杠杆投资风险。尽管短期市场波动剧烈，但斌对AI产业链长期发展仍保持积极判断。不过，但斌也强调，投资者更应关注企业的长期基本面，而非短期股价波动。近年来，但斌持续看好人工智能产业发展，并将AI视为未来十年的核心投资主线。","content":"<html><body><p>智通财经APP获悉，7月29日，东方港湾董事长但斌在雪球发文表示，<strong>“大跌一定要敢买，刚把剩余的子弹打光”</strong>，引发市场关注。</p><p><img src=\"https://img.zhitongcaijing.com/image/20260729/1785305669303913.png?x-oss-process=image/format,jpg/quality,q_90\" title=\"1785305669303913.png\"/></p><p>此前，但斌曾发文提醒杠杆投资风险。他表示，其关注的“2倍做多海力士ETF(07709)”一度大跌25.72%，“杠杆工具既能放大收益，也会成倍放大风险，潮水退去之时，更能看清市场波动的残酷。由此可见，这类杠杆产品需要格外谨慎。”</p><p>尽管短期市场波动剧烈，但斌对AI产业链长期发展仍保持积极判断。他认为，<strong><a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>(SKHY.US)已经成为这一轮AI行情阶段性的标志性公司之一，当前市场调整节奏较快，短期方向大概率很快就会见分晓。</strong></p><p>不过，但斌也强调，投资者更应关注企业的长期基本面，而非短期股价波动。他表示，从更长时间维度来看，只有供需格局持续优化、盈利能力稳步改善的企业，才有机会穿越一轮又一轮行业周期，为投资者创造持续回报。</p><p>近年来，但斌持续看好人工智能产业发展，并将AI视为未来十年的核心投资主线。公开披露的海外持仓显示，其长期重仓<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等AI产业链龙头企业，同时也持续关注包括存储芯片在内的AI硬件赛道。他此前曾表示，相信AI产业仍处于长期成长周期，即便市场经历阶段性调整，优质公司的长期价值仍有望不断兑现。</p></body></html>","source":"stock_zhitongcaijing","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>东方港湾但斌：大跌一定要敢买 已将“剩余子弹打光”</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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东方港湾但斌：大跌一定要敢买 已将“剩余子弹打光”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-29 14:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1473489.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，7月29日，东方港湾董事长但斌在雪球发文表示，“大跌一定要敢买，刚把剩余的子弹打光”，引发市场关注。此前，但斌曾发文提醒杠杆投资风险。他表示，其关注的“2倍做多海力士ETF(07709)”一度大跌25.72%，“杠杆工具既能放大收益，也会成倍放大风险，潮水退去之时，更能看清市场波动的残酷。由此可见，这类杠杆产品需要格外谨慎。”尽管短期市场波动剧烈，但斌对AI产业链长期发展仍保持...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1473489.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","EFIV":"SPDR S&P 500 ESG ETF","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","07388":"南方两倍做空英伟达","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","CLSE":"Convergence Long/Short Equity 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