“大空头”伯里回应英伟达备忘录，称仍持有其看跌期权

环球市场播报2025-11-27

电影《大空头》原型人物迈克尔·伯里加大了对英伟达和其他人工智能巨头的攻击，并透露他正在做空英伟达和Palantir。　　当地时间周二，伯里在他新推出的付费通讯Substack上发帖，指出英伟达最近给华尔街分析师的备忘录是在以诡辩方式回应他并未提出的指控。　　伯里在一篇题为“独角兽和蟑螂：幸运的欺诈”的帖子中写道，他无法相信英伟达的回应来自世界上最有价值的上市公司。他说，这份文件包含了“一个又...

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href=https://finance.sina.com.cn/stock/usstock/c/2025-11-27/doc-infyuwaq9605727.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>电影《大空头》原型人物迈克尔·伯里加大了对英伟达和其他人工智能巨头的攻击，并透露他正在做空英伟达和Palantir。\n　　当地时间周二，伯里在他新推出的付费通讯Substack上发帖，指出英伟达最近给华尔街分析师的备忘录是在以诡辩方式回应他并未提出的指控。\n　　伯里在一篇题为“独角兽和蟑螂：幸运的欺诈”的帖子中写道，他无法相信英伟达的回应来自世界上最有价值的上市公司。他说，这份文件包含了“一个又...</p>\n\n<a 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Nadella）最近的一次采访，纳德拉在采访中表示，他今年早些时候放慢了公司数据中心的建设速度，因为他担心为一代人工智能芯片过度建设基础设施，因为下一代将有不同的电源和冷却要求。\n　　伯里写道：“这些超大规模的公司一直在系统地延长芯片和服务器的使用寿命，以达到折旧的目的，因为他们在加速计划报废的图形芯片上投资了数千亿美元。”\n　　他暗示，在这份备忘录和更广泛的市场反应之间，他的贬值言论引发了比他预期更大的反应：“我被卷入了一个比我大得多的事情。”\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：于健 SF069","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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