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但斌美股科技板块“大调仓”:加仓美光、闪迪与英伟达,减仓 AMD、博通与 Lumentum

2026-10-25 22:27:45

ChainCatcher 消息,东方港湾基金董事长但斌在科技板块“大调仓”。私募排排网统计数据显示,截至 2026 年三季度末,东方港湾海外基金共持有 13 只美股标的,持股市值合计约为 14.69 亿美元。

从行业分布来看,AI 仍是东方港湾布局重点,截至三季度末谷歌为东方港湾海外基金的第一大重仓股。但从加减仓动作来看,但斌对于 AI 产业细分赛道的偏好相较于二季度发生明显变化。

据统计今年三季度,东方港湾海外基金减持了二季度新进买入的超威半导体(AMD)、博通、Lumentum 等标的,同时加仓存储巨头美光科技、闪迪以及英伟达、谷歌-C、台积电等。

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