金色财经
金色财经|10月 25, 2026 14:42
[Dan Bin's US Stock Holdings Revealed: AI Remains a Key Focus, Nvidia and Micron Holdings Increased in Q3] According to Jinse Finance, on October 25th, statistics from Private Equity Ranking Network show that as of the end of Q3 2026, Dan Bin, manager of Oriental Harbor Overseas Fund, held 13 US stock targets with a total market value of approximately US$1.469 billion. In terms of industry distribution, AI remains a key focus, with Google being the largest holding. However, judging from his position adjustments, Dan Bin's preference for specific AI sub-sectors has changed significantly compared to Q2: in Q3, he reduced his holdings in newly acquired stocks such as AMD, Broadcom, and Lumentum, while increasing his holdings in storage giants Micron Technology and SanDisk, as well as Nvidia, Google-C, and TSMC.
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