私募排排网·2025-10-28 07:00Core Viewpoint - The flagship fund "Oriental Harbor Marathon Global" managed by Dan Bin has achieved a historic breakthrough, with its cumulative net value recently surpassing a significant milestone, marking it as one of the few hundred billion private equity products to do so [2][4]. Fund Performance - As of October 24, 2025, the "Oriental Harbor Marathon Global" fund, established on March 29, 2016, has been operational for over 9 years, with cumulative returns approaching ***% and an annualized return exceeding ***% [2]. - Over 95% of the private equity products managed by Dan Bin have reached historical highs recently, with an average return of approximately ***% this year [4][6]. Investment Strategy - Dan Bin's investment strategy focuses on a global perspective, emphasizing value investment principles. The firm seeks to invest in companies that can change the world and those that are not easily influenced by external changes [10][11]. - The firm has shifted its investment focus from primarily Chinese markets to a global scale, particularly targeting leading companies in the AI sector [12][13]. AI Sector Focus - The performance of Oriental Harbor is significantly attributed to its bullish stance on the AI industry, with NVIDIA being a major holding. As of the end of Q3 2025, the firm held 17 US stocks with a total market value of approximately $1.292 billion, reflecting a nearly 15% increase from the previous quarter [8][9]. - Dan Bin believes that the current AI bubble is still in its early stages, with substantial growth potential in the sector, and emphasizes the importance of selectively embracing investment opportunities despite market volatility [13][14].