但斌Q2持仓曝光：大手笔加仓谷歌，新进买入特斯拉、奈飞、Coinbase

Core Viewpoint - Oriental Harbor Investment Fund, led by Dan Bin, has significantly increased its holdings in U.S. stocks, with a total market value of $1.127 billion as of the end of Q2, reflecting a notable growth compared to the end of Q1 [1][9]. Group 1: Holdings Overview - As of the end of Q2, the top five holdings of Oriental Harbor Investment Fund are Nvidia, Alphabet (Google's parent company), Bank Montreal, ProShares Trust, and Meta Platforms [2][3]. - The fund has made substantial adjustments to its holdings, particularly increasing its stake in Alphabet and initiating positions in Tesla, Netflix, and Coinbase [1][5]. Group 2: Financial Performance of Key Holdings - Alphabet reported Q2 revenue of $96.428 billion, a 14% year-over-year increase, and a net profit of $28.196 billion, up 19% [4]. - Netflix achieved Q2 revenue of $11.079 billion, a 16% increase year-over-year, with a net profit of $3.125 billion, reflecting a 46% growth [5]. Group 3: Investment Strategy - Oriental Harbor has shifted its investment focus from primarily the Chinese and Hong Kong markets to a global perspective, recognizing the long-term potential of artificial intelligence as a transformative technology [7][8]. - The fund aims to invest in companies that can change the world, particularly in the technology sector, aligning with the ongoing AI revolution [8].