因近期美股调整而业绩承压的但斌,在其社交平台发布了最新思考。 东方港湾创始人但斌表示,2月底自己就卖出了70%的持仓,只保留了除特斯拉以外的(美股科技)六巨头,但由于担心错失人工智能时代,“很快又买进去了,导致净值回撤较大”。 第三方平台数据显示,截至3月31日,但斌管理的“东方港湾马拉松17号”产品今年以来回撤已经超过20%,与私募整体平均实现正收益的表现产生较大背离。不过,业绩压力并没有改变...
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