BTC $74,006.55 -0.15%
ETH $2,055.12 -1.39%
BNB $680.89 -0.72%
XRP $1.05 -2.30%
SOL $83.64 -1.14%
TRX $0.3169 -0.45%
DOGE $0.0678 -2.14%
ADA $0.1759 -0.83%
BCH $228.68 -3.15%
LINK $10.31 -1.36%
HYPE $71.92 -1.96%
AAVE $123.14 -1.19%
SUI $0.8296 -0.17%
XLM $0.1467 +0.81%
ZEC $978.00 -15.04%
AAPL $346.65 -1.78%
AMZN $271.49 +1.19%
GOOGL $290.88 +0.37%
MSFT $535.66 -1.89%
META $650.35 +0.57%
NVDA $176.24 -0.53%
TSLA $386.53 +2.98%
SNDK $935.54 +7.14%
INTC $62.09 +7.07%
SPCX $146.69 +4.60%
MU $775.74 +7.23%
AMD $548.45 +8.59%
BTC $74,006.55 -0.15%
ETH $2,055.12 -1.39%
BNB $680.89 -0.72%
XRP $1.05 -2.30%
SOL $83.64 -1.14%
TRX $0.3169 -0.45%
DOGE $0.0678 -2.14%
ADA $0.1759 -0.83%
BCH $228.68 -3.15%
LINK $10.31 -1.36%
HYPE $71.92 -1.96%
AAVE $123.14 -1.19%
SUI $0.8296 -0.17%
XLM $0.1467 +0.81%
ZEC $978.00 -15.04%
AAPL $346.65 -1.78%
AMZN $271.49 +1.19%
GOOGL $290.88 +0.37%
MSFT $535.66 -1.89%
META $650.35 +0.57%
NVDA $176.24 -0.53%
TSLA $386.53 +2.98%
SNDK $935.54 +7.14%
INTC $62.09 +7.07%
SPCX $146.69 +4.60%
MU $775.74 +7.23%
AMD $548.45 +8.59%

但斌美股科技板塊“大調倉”:加倉美光、閃迪與英偉達,減倉 AMD、博通與 Lumentum

2026-10-25 22:27:45

ChainCatcher 消息,東方港灣基金董事長但斌在科技板塊"大調倉"。私募排排網統計數據顯示,截至 2026 年三季度末,東方港灣海外基金共持有 13 隻美股標的,持股市值合計約為 14.69 億美元。

從行業分布來看,AI 仍是東方港灣布局重點,截至三季度末谷歌為東方港灣海外基金的第一大重倉股。但從加減倉動作來看,但斌對於 AI 產業細分賽道的偏好相較於二季度發生明顯變化。

據統計今年三季度,東方港灣海外基金減持了二季度新進買入的超威半導體(AMD)、博通、Lumentum 等標的,同時加倉存儲巨頭美光科技、閃迪以及英偉達、谷歌-C、台積電等。

解讀
app_icon
ChainCatcher 與創新者共建Web3世界