--- 格式版本: 2 标题: "东方港湾海外基金二季度持仓调整：转向AI算力硬件产业链 _ 东方财富网" 原文链接: "https://finance.eastmoney.com/a/202608123839497796.html" 发布日期: "2026-08-12" 发布时间校准状态: "found" 发布时间需复核: "否" 发布时间来源: "llm:local:strict_original_body" 发布时间证据: "2026年08月12日 22:58 来源： 中国证券报·中证金牛座" 发布时间校准原因: "正文中明确标注发布时间为2026年08月12日 22:58，且位于标题附近，符合优先级规则。" 发布时间校准置信度: "1" 发布时间候选数量: 17 发布时间严格候选数量: 5 发布时间原页读取状态: "source template page reused from URL open" 发布时间未找到原因: "" 发布时间校准时间: "2026-08-13T04:04:51+08:00" 发布时间仲裁状态: "confirmed" 发布时间仲裁尝试次数: 1 发布时间仲裁耗时毫秒: 4752 发现时间: "2026-08-13T04:04:01+08:00" 入库时间: "2026-08-12T20:04:56.476Z" 来源平台: "东方财富搜索" 搜索渠道: "source_template" 搜索词: "https://so.eastmoney.com/news/s?keyword=%E7%A1%AC%E4%BB%B6%E6%9E%B6%E6%9E%84" 匹配关键词: - "硬件架构" - "AI" - "CPO" - "光" - "电源" - "液冷" - "AI服务器" - "交付" 相关厂家: - "Meta" - "博通" 相关专家: [] 内容类型: "网页" 抓取工具: "CDP Render" 清洗工具: "CDP Text + Defuddle/Readability 正文提取" 原始附件: [] AI优质: "否" AI打分: 15 AI分档: "非优质" AI质检状态: "不通过" AI打分理由: "该资料为基金持仓调整新闻，仅提及投资AI算力硬件产业链，未涉及超节点/AI Rack架构、技术细节、量产落地等核心内容，属于泛泛财经报道，无有效信息。" AI质检模型: "ali-deepseek-v4-flash" AI质检时间: "2026-08-13T04:07:08+08:00" AI主题相关性: 5 AI来源权威性: 3 AI新颖性: 3 AI技术细节: 0 AI商业部署信号: 2 AI完整性: 2 AI摘要: "东方港湾海外基金二季度美股持仓市值达16.5亿美元，明显转向AI算力硬件产业链，新进英特尔、闪迪、超微半导体等标的，并大幅增持美光科技；同时清仓苹果、特斯拉及多只杠杆ETF，减持谷歌C类股和英伟达。" AI摘要模型: "ali-deepseek-v4-flash" AI摘要时间: "2026-09-07T03:37:27.919Z" 采集批次: "2026年8月13日1点55分48秒" 采集批次ID: "20260813-015548-033" 去重键: "https://finance.eastmoney.com/a/202608123839497796.html" --- - [财经](http://finance.eastmoney.com/) - [焦点](http://finance.eastmoney.com/yaowen.html) - [股票](http://stock.eastmoney.com/) - [新股](http://stock.eastmoney.com/newstock.html) - [期指](http://stock.eastmoney.com/gzqh.html) - [期权](http://option.eastmoney.com/) - [行情](http://quote.eastmoney.com/flash/sz300059.html) - [数据](http://data.eastmoney.com/) - [全球](http://stock.eastmoney.com/global.html) - [美股](http://stock.eastmoney.com/america.html) - [港股](http://hk.eastmoney.com/) - [期货](http://futures.eastmoney.com/) - 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"https://wap.eastmoney.com/a/202608123839497796.html") 提示： 微信扫一扫 分享到您的 朋友圈 ![](https://g1.dfcfw.com/g4/202608/20260806130850.png) AI妙想为你解读全文 APP内免费阅读 ![](https://g1.dfcfw.com/g4/202608/20260806130911.png) 　　 [炒股第一步，先开个股票账户](https://acttg.eastmoney.com/pub/webtg_hskh_act_zixun_01_01_01_0?infocode=202608123839497796) 　　根据东方港湾海外基金向美国证券交易委员会提交的13F持仓报告，截至2026年二季度末，该机构美股持仓市值达16.5亿美元，较上季度11.3亿美元增长46.02%。二季度，该组合新进7只标的，清仓6只标的，减持5只标的。 　　从持仓结构看，东方港湾海外基金向AI算力硬件产业链集中，同时清仓了多只消费科技及杠杆ETF标的。 　　前十大持仓中， [谷歌-C](http://quote.eastmoney.com/unify/r/105.GOOG) 类股仍为第一大重仓，期末市值约3.71亿美元，占总持仓比重22.48%。不过该机构在二季度对其减持15.5万股，持股比例较一季度的30.50%有所下降。 [英伟达](http://quote.eastmoney.com/unify/r/105.NVDA) 同样遭小幅减持20.2万股，持仓占比由19.79%下降至13.15%。 　　二季度新进持仓中， [英特尔](http://quote.eastmoney.com/unify/r/105.INTC) 位列首位，期末市值约2.58亿美元，占比15.65%，增持184.9万股。 [闪迪](http://quote.eastmoney.com/unify/r/105.SNDK) 市值约1.76亿美元，占比10.65%，增持7.7万股。超微 [半导体](http://quote.eastmoney.com/unify/r/90.BK1036) 市值约1.46亿美元，占比8.85%，增持25.1万股。 [迈威尔科技](http://quote.eastmoney.com/unify/r/105.MRVL) （MRVL）市值约1.31亿美元，占比7.93%，增持43.9万股。ARM市值约5338.9万美元，占比3.24%，增持15.1万股。 [博通](http://quote.eastmoney.com/unify/r/105.AVGO) 市值约2491万美元，占比1.51%，增持6.6万股。此外，LITE以1.36%的持仓占比新进入组合。 　　 [美光科技](http://quote.eastmoney.com/unify/r/105.MU) 虽非新进标的，但获大幅增持7.5万股，持仓占比从上季度的2.18%升至10.33%。 　　减持方面， [亚马逊](http://quote.eastmoney.com/unify/r/105.AMZN) 持仓占比由3.34%降至0.87%，减持12.2万股。Meta遭大幅减持13.6万股，期末仅余241股，占比0.01%。 　　当季，该机构清仓了上期持有的 [苹果](http://quote.eastmoney.com/unify/r/105.AAPL) （占比7.71%）、 [特斯拉](http://quote.eastmoney.com/unify/r/105.TSLA) （6.54%）、 [谷歌-A](http://quote.eastmoney.com/unify/r/105.GOOGL) 类股（7.03%）、TQQQ三倍做多 [纳斯达克](http://quote.eastmoney.com/unify/r/105.NDAQ) ETF（7.22%）、GGLL二倍做多谷歌ETF（2.26%）及CRCL（0.27%）共6只标的。 　　东方港湾董事长但斌近期在社交媒体上表示， [人工智能](http://quote.eastmoney.com/unify/r/90.BK0800) 是其判断的未来十年超级主线，并看好存储板块，认为若认同AI长期逻辑，当前存储板块的估值已经具备较强吸引力。 （文章来源：中国证券报·中证金牛座） ![](https://g1.dfcfw.com/g4/202608/20260805130749.png) 暗盘资金榜已更新!这些个股/板块可以关注> 文章来源：中国证券报·中证金牛座 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领益智造核心业务正是AI算力硬件配套。2025年其AI终端业务收入占比达\*\*87.10%\*\*，涵盖AI服务器液冷散热、电源模组、精密结构件等。公司控股子公司立敏达已成为北美算力头部客户核心供应商，液冷产品持续批量交付。 \*\*业务协同性如何？\*\* 东方港湾新进英特尔、超微半导体、ARM等标的，领益智造作为算力硬件底层制造平台，与这些芯片及服务器厂商存在产业链...\[展开\] 2026-08-12 23:09:06 来自 妙想AI大模型 删除 [举报](http://help.eastmoney.com/report_center.html?reportType=2&title=&nickName=%E5%A6%99%E6%83%B3&gubaCode=undefined&id=1758122295&uid=3786016976785808&systype=1&replyid=9941784543) 评论 点赞 [光刻机概念领涨](https://so.eastmoney.com/Web/s?keyword=%E5%85%89%E5%88%BB%E6%9C%BA) [CPO概念走强](https://so.eastmoney.com/Web/s?keyword=CPO) [半导体板块活跃](https://so.eastmoney.com/Web/s?keyword=%E5%8D%8A%E5%AF%BC%E4%BD%93) [沪深资金流向](https://data.eastmoney.com/zjlx/dpzjlx.html) [A股估值分析全览](http://data.eastmoney.com/gzfx/) [重要机构持股数据](http://data.eastmoney.com/gjdcg/) [机构调研数据一览](http://data.eastmoney.com/jgdy/) [主力最新动向](http://data.eastmoney.com/zjlx/list.html) [上市公司限售股解禁一览](http://data.eastmoney.com/dxf/default.html) 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