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銀河東方港灣最新持倉曝光,買入多隻納指ETF

繼去年暴升239%後,英偉達今年以來股價升超109%。

英偉達最新總市值達到2.56萬億美元,這家芯片製造商的市值超過了德國所有上市公司的市值總和。

自人工智能浪潮以來,但斌堅定地看好英偉達為首的美股科技巨頭。

英偉達創新高,但斌今天發微博:祝賀英偉達突破一千!對東方港灣和我本人而言,是值得紀念的一天。對於我這樣一個普通人來説!我深知投資這個過程“難度”…此刻,紀念一下我生命歷程中這“勝利”的一瞬間…

東方港灣擔任投資顧問的“銀河金匯東方港灣1號”、“銀河金匯東方港灣2號”資管產品借道ETF投資美股。

銀河金匯東方港灣1號、2號資管產品一季報披露,從管理規模看,1號一季度末規模為1972.49萬元,相較上年末增加169.5萬元;2號規模同樣有所增加,一季度末規模為2785.98萬元,增長153.94萬元。

從資產配置來看,這兩隻基金的持倉均以納指ETF為主。

截至一季度末,銀河金匯東方港灣1號股票持倉在其組合中的佔比為37.12%,基金佔比則為57.89%。銀河金匯東方港灣1號在一季度賣出5萬股兗州煤業股份,對陝西煤業和茅台持倉不變,最新持倉三隻股票分別是:13.4萬股陝西煤業,0.14萬股貴州茅台和10.9萬股兗州煤業股份。

最新持有的三隻基金分別為:391.97萬份廣發納斯達克100ETF、286.06萬份國泰納斯達克100ETF和245.7萬份華安納斯達克ETF。

截至一季度末,銀河金匯東方港灣2號股票佔比18.67%,基金持倉佔比78.28%。銀河金匯東方港灣2號在一季度新進買入中國海洋石油,減持兗州煤業股份和貴州茅台,最新持倉的三隻股票為:3.9萬股中國海洋石油,0.22萬股貴州茅台和5.7萬股兗州煤業股份。

持倉五隻基金分別為:418.59萬份國泰納斯達克100ETF、552.29萬份廣發納斯達克100ETF、355.89萬份華安納斯達克ETF、4.96萬份銀華交易型貨幣A和22.64萬份標普500ETF。

但斌在多次演講中談到,他的投資主要有兩大方向,一是世界改變不了的公司,二是改變世界的公司,人工智能時代的這些領軍者,很可能就是那些能夠改變世界的公司,這一方向應該成為投資者關注的重點。

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