近日，但斌执掌的东方港湾海外基金向美国证监会（SEC）提供了三季度的13F文件，其美股的最新调 仓路径随之揭晓。 截至三季度末，东方港湾海外基金的持仓标的从二季度的13只增加至17只，期末管理规模为12.92亿美 元（约92亿元人民币），较二季度末的11.26亿美元有所增长。 但斌在三季度新买入5股，其中大举买入阿里巴巴，英伟达、谷歌依然位列前两大重仓股，并强化AI产 业链布局，新进了两家半导体公司——博通、Astera Labs，同时大幅减持亚马逊和奈飞，清仓了2倍做 多英伟达ETF。 首次买入阿里，减持亚马逊、奈飞 三季度，但斌进行了一轮调仓操作。首先，新买入5股，分别是阿里巴巴、博通、Astera Labs、BitMine Immersion Technologies（加密货币）以及2倍做多GOOGL ETF。 其中，最大的动作是首次买入阿里巴巴，共买入22.1万股，期末持股市值为3950万美元，占组合比重为 3.06%，位列其第十大重仓股。 早在9月初，但斌就在社交媒体表示，这几年国内互联网巨头距离全球巨头的差距是越来越大，需要奋 力直追，而且能创历史新高，非常有意义。 但斌以阿里巴巴为例，其市值曾与 ...

Group 1 - The core viewpoint of the news highlights the strong performance of the Sci-Tech Innovation Artificial Intelligence ETF (589010), which opened at 1.425 yuan and rose to 1.453 yuan, reflecting a 2.76% increase with a trading volume of approximately 11.06 million yuan, indicating active liquidity and market interest in the AI sector [1] - The ETF's constituent stocks showed significant upward movement, with 29 stocks rising and only 1 declining, led by companies such as Chipone Technology, Lattice Semiconductor, and Rainbow Soft Technology, showcasing a strong trend in the tech sector [1] - Amazon is set to launch a new AI tool called Help Me Decide, which utilizes large language models to analyze user purchase history and product descriptions to recommend suitable products, initially available to a limited number of users in the U.S. for testing [1] Group 2 - According to Galaxy Securities, the development of AI large models is diverging into "super large parameter models" and "lightweight models," with the former exceeding 100 billion parameters, providing significant advantages in complex tasks and customized solutions for enterprises and research institutions [2] - Lightweight models, typically ranging from tens to hundreds of billions of parameters, excel in mobile and real-time applications, benefiting from advanced techniques like model compression and distillation to enhance deployment efficiency and user experience [2] - The Sci-Tech Innovation Artificial Intelligence ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, covering high-quality enterprises across the entire industry chain, supported by high R&D investment and favorable policies, aiming to capture the "singularity moment" in the AI industry [2]

I wouldn't say it was like a direct inspiration, but we've heard that sent from drivers saying it reminds me of like the pit. >> Just got to try on Amazon's new delivery glasses that they've designed just for their drivers. >> Two cameras over here, one in the middle and one on the left.And we've got a flashlight also that you know automatically turns on when there is when there are low light conditions to help the driver in in low light. uh the displays on the right hand side uh which gives you know every ...

本周，宴会厅的建设已经开始，白宫东翼部分建筑被拆除。特朗普称，这座宴会厅的造价约为3亿美元 (约合21亿元人民币)，将通过私人捐款筹资，不会花费纳税人的钱。但这一成本已比他此前公布的2亿 美元增加了1亿美元。 凤凰网科技讯 北京时间10月24日，美国总统特朗普计划在白宫新建一座面积达到9万平方英尺(约合 8361平方米)的豪华宴会厅。据CNN报道，白宫称，苹果、谷歌等大型公司已向这个项目捐款。 除了苹果、谷歌外，其他捐款的知名科技公司包括亚马逊、微软、Meta、惠普、美光。目前还不清楚 这些公司具体捐赠了多少钱。(作者/箫雨) ...

最近，全球财经圈都在为AI投资吵翻天——一边是IMF（也就是国际货币基金组织）急着敲警钟说有泡沫，另一边高盛却拍胸 脯说AI的好日子才刚起步。这到底是要踩坑还是能捡漏啊？今天小夏就跟大伙儿唠唠这事儿。 过去一年，美股上涨主要由AI概念推动。英伟达的股价在过去半年近乎翻番，微软、亚马逊和谷歌母公司市值屡创新高，纳指 屡创历史新高。彭博数据显示，标普500的前瞻市盈率约为22至23倍，高于长期约17倍的平均水平。分析人士称，与互联网泡沫 时期类似，市场再次被一种"生产力革命"叙事所支配。（数据来源：第一财经网，20251009） 对于大多数投资者来说，直接挑选AI个股难度高、风险大。不妨考虑通过指数化投资，一键布局AI产业链的龙头企业。小夏在 这里为大家介绍两只产品： 说到美股上一次的互联网泡沫，要追溯到20世纪90年代，当时投资者对互联网的前景深信不疑，并斥巨资投资于那些寻求采用 这项新技术的企业。当这些承诺的财务收益未能产生回报时，投资者纷纷抛售科技公司的股票，导致市场崩盘。在2000年3月至 2002年10月的两年半时间里，标普500指数下跌了50%。（数据来源：智通财经，20251015） 就在IMF警告 ...

Core Insights - Dongfang Hongwan Overseas Fund, managed by Dan Bin, revealed its Q3 portfolio adjustments, increasing its holdings from 13 to 17 stocks, with a management scale of $1.292 billion, up from $1.126 billion in Q2 [1][2] Group 1: Portfolio Adjustments - The fund made significant changes, including a first-time purchase of Alibaba, acquiring 221,000 shares valued at $39.5 million, representing 3.06% of the portfolio [2] - Major reductions were made in Amazon and Netflix, with holdings decreased by 50% and 71.5% respectively, causing both stocks to exit the top ten holdings [2] - The fund also entered into leveraged products, acquiring a 2x long GOOGL ETF while liquidating a 2x long NVIDIA ETF [2] Group 2: AI and Semiconductor Investments - The fund strengthened its AI industry chain by investing in two semiconductor companies, Broadcom and Astera Labs, purchasing 29,000 and 64,000 shares respectively [4] - NVIDIA and Google remain the top two holdings, with respective values of $236 million and $224 million, together accounting for 35% of the total portfolio [4] - The firm views AI as a long-term technological revolution, emphasizing that the risk of missing out on this era outweighs concerns about potential bubbles [4][6] Group 3: Cryptocurrency Investments - After previously investing in Coinbase, the fund made another move into cryptocurrency by purchasing shares of BitMine Immersion Technologies, a company focused on Bitcoin and Ethereum networks [3] - BitMine's stock is noted for its extreme volatility, with past price fluctuations of up to 694% in a single day [3] Group 4: Market Trends and Future Outlook - The firm believes that the demand for AI computing power will significantly exceed current supply, indicating a healthy financing structure and ongoing growth in AI applications [6] - Recent partnerships by OpenAI with major companies like Oracle and SoftBank are seen as pivotal in the AI computing landscape, marking a significant strategic move in the industry [5][6]

【导读】美股全线上涨，中国资产表现抢眼；欧美接连宣布制裁俄罗斯，国际油价狂飙 大家早上好！昨夜今晨，又有很多大事发生。 美国三大股指全线收涨，中概股整体跑赢大盘。欧美接连宣布制裁俄罗斯，国际油价狂飙！白宫表示，特朗普与普京会晤并非完全不可能。普京表示，布 达佩斯会晤更像是改期而非取消。消息传出后，油价跌幅收窄。 美国三大股指全线收涨 美国三大股指全线收涨，道指涨0.31%，标普500指数涨0.58%，纳指涨0.89%。霍尼韦尔国际涨6.81%，3M公司涨2.61%，亚马逊涨1.44%，领涨道指。 道琼斯工业平均(DJI) 10-23 16:20:01 | 46734.61 | | --- | | +144.20 +0.31% 今开 46519.13 成交量 0 | | 上涨 2017-16-16 平盘 2017-04-04 下跌 2017-0 14 | | 最高价 46802.15 市盈率 31.6 近20日 1.71% | | 最低价 46490.06 市净率 | | 分时 五日 日K 周K 月K 更多 ◎ | 叠加 46802.15 .45% 46378.67 -0.45% 09:30 16:00 标普5 ...

中概股集体上涨，纳斯达克中国金龙指数收涨1.66%。迅雷涨超7%，阿里巴巴、禾赛、世纪互联、好未 来涨超3%，百度、文远知行涨近3%，京东、搜狐、万国数据涨超2%，理想汽车、小鹏汽车、知乎、爱 奇艺、微博、网易涨超1%，蔚来涨0.73%，极氪跌0.8%。 "双普会"新进展，普京称"更像改期" 昨夜，美股、中概股和黄金齐涨。 当地时间10月23日（周四），美股三大指数全线上涨，截至收盘，道琼斯工业平均指数涨幅0.31%，标 普500指数涨幅为0.58%，纳斯达克综合指数涨幅为0.89%。中概股多数上涨，纳斯达克中国金龙指数涨 1.66%。 科技股上涨，中概股反攻 当地时间周四，美股大型科技股多数上涨，英特尔涨超3%，特斯拉涨超2%，亚马逊和英伟达涨超1%， 苹果、谷歌、Meta、微软均小幅上涨，而奈飞小幅下跌0.25%。存储概念股普涨，闪迪涨超13%，股价 创下历史新高；西部数据涨超5%，希捷科技和美光科技涨超4%。 超威电脑股价大跌8.72%。消息面上，公司下调了2026财年首季营收指引，最新预计营收将达50亿美 元，远低于早前预测的60亿至70亿美元，原因是大型人工智能项目的客户交付计划发生变化。此外，公 ...

Anthropic与谷歌正式宣布云服务合作协议，这笔价值数百亿美元的交易将为其提供多达一百万个谷歌定制TPU芯片，预计在2026年带来超过一吉瓦的 AI算力。消息官宣后，谷歌母公司Alphabet盘后短线快速走高近1%。 人工智能公司Anthropic与谷歌云正式确认了一项云合作协议。 周四， Anthropic与谷歌正式宣布云服务合作协议，这笔价值数百亿美元的交易将为其提供多达一百万个谷歌定制TPU芯片，预计在2026年带来超过 一吉瓦的AI算力。 据媒体报道，行业估算显示，一个一吉瓦数据中心的成本约为500亿美元，其中约350亿美元用于芯片采购。 10月21日，这笔潜在交易将为Claude提供大规模计算能力支持，同时将巩固双方合作关系。谷歌此前已向Anthropic投资约30亿美元，并为其提供云服 务。 Anthropic的主要投资者还包括亚马逊，后者同样为该公司提供计算资源。消息官宣后，谷歌母公司Alphabet盘后短线快速走高近1%，亚马逊则短线走 低0.36%。 （谷歌母公司Alphabet盘后短线快速上行近1%） Anthropic能够根据价格、性能和功耗限制在不同供应商之间优化工作负载分配。 关 ...

Core Points - The construction of a new 90,000 square foot ballroom at the White House is projected to cost $300 million, with funding coming from Big Tech and other corporate donors, contrary to earlier promises that the East Wing would remain untouched [2][5]. - Alphabet is contributing $22 million, approximately 7% of the total project cost, as part of a settlement related to a lawsuit involving YouTube [4][5]. - A list of corporate donors includes major companies such as Amazon, Apple, Microsoft, and Meta, among others [3][6]. Funding Details - The ballroom's funding will come from corporate and individual donors, with no taxpayer money involved [2][3]. - The White House has disclosed a list of donors, which includes companies like Lockheed Martin, Palantir, and Coinbase, as well as various foundations and individual contributors [5][6][8]. - Comcast is also listed as a donor, although the exact amount of their contribution is unclear [6][7]. Project Background - The initial cost estimate for the ballroom was $200 million, which has now increased to $300 million [2]. - The project has faced public backlash due to the demolition of the East Wing, which was previously promised to remain intact [2].