但斌回应质疑：东方港湾在7月深度回调中并未大幅减仓，仅极小比例结构性微调

但斌回应质疑：东方港湾在7月深度回调中并未大幅减仓，仅极小比例结构性微调

2026-08-11 20:07

ChainThink 消息，8 月 11 日，东方港湾董事长但斌回应投资人质疑称，长江东方港湾 2 号目前仍保持满仓状态，在 7 月深度回调前已重仓 AI 产业链标的，期间未进行大规模减仓。

但斌表示，该基金本轮跟随 AI 赛道出现较大幅度回撤。

东方港湾在 2023 年把握了以英伟达为代表的全球 AI 核心机会，但对 A 股本土 AI 产业链布局启动较晚，直到 2026 年才全面重仓。

对于 7 月大跌行情，但斌称东方港湾没有恐慌割肉，也没有大幅减仓，仅做了极小比例的结构性微调。

Disclaimer: Contains third-party opinions, does not constitute financial advice

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