专薅羊毛融
01-10
那你继续握住鸡肋，我追着加重手梭哈洛马公司？？
“大空头”迈克尔・伯里披露持有甲骨文看跌期权，称不会做空Meta、谷歌和微软
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08:50","market":"other","language":"zh","title":"“大空头”迈克尔・伯里披露持有甲骨文看跌期权，称不会做空Meta、谷歌和微软","url":"https://stock-news.laohu8.com/highlight/detail?id=2602300583","media":"环球市场播报","summary":"因抨击人工智能热潮而在近几个月备受关注的“大空头”、知名投资人迈克尔·伯里，目前正做空$甲骨文$公司。伯里于周五收盘后在Substack专栏发文称，自己持有甲骨文的看跌期权。通常而言，标的资产价格下跌时，看跌期权的价值便会随之上涨。他没有透露有关看跌期权的细节。伯里此番表态的背景，是甲骨文股价过去一年的剧烈波动。截至年末，甲骨文股价较 9 月的峰值已下跌约 40%。","content":"<html><head></head><body><p>因抨击人工智能热潮而在近几个月备受关注的“大空头”、知名投资人迈克尔·伯里（Michael Burry），目前正做空<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>公司。</p><p>伯里于周五收盘后在Substack专栏发文称，自己持有甲骨文的看跌期权。通常而言，标的资产价格下跌时，看跌期权的价值便会随之上涨。伯里还提到，除期权持仓外，过去六个月他也直接做空了甲骨文的股票。早在去年 11 月，他就曾公开披露过对人工智能芯片制造商<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>公司及<a href=\"https://laohu8.com/S/PLTR\">Palantir</a> Technologies Inc． 的看空持仓。</p><p>甲骨文公司素以数据库软件业务闻名，如今正大举进军云计算服务领域。该业务需要投入巨额成本扩建数据中心，为此甲骨文背负了高额债务。</p><p>针对有读者询问其为何选择做空英伟达而非甲骨文，伯里在专栏中写道：“我不看好该公司当前的业务布局与投资方向。它本不必采取这样的战略，我也无法理解其背后的动因，或许只是出于自负吧。”他没有透露有关看跌期权的细节。</p><p>伯里此番表态的背景，是甲骨文股价过去一年的剧烈波动。去年 9 月，该公司发布了一份乐观的云计算业务展望报告，释放出人工智能相关需求激增的信号，其股价也因此在一个交易日内暴涨 36%。然而，随着投资者将关注点转向企业不断攀升的资本开支、部分云计算交易的结构争议，以及因数据中心扩张而日益高企的债务规模，这些涨幅很快便化为泡影。截至年末，甲骨文股价较 9 月的峰值已下跌约 40%。</p><p>目前，甲骨文的未偿债务规模约达 950 亿美元，在彭博高评级指数的非金融企业发行人中，其债务体量位居榜首。</p><p>伯里曾因在 2008 年金融危机期间做空美国房地产市场声名大噪。他表示，自己会避免做空那些业务版图远超人工智能领域的大型科技企业，并以元宇宙平台公司（<a href=\"https://laohu8.com/S/META\">Meta</a>）、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司字母表公司以及<a href=\"https://laohu8.com/S/MSFT\">微软</a>公司为例进行说明。</p><p>伯里在专栏中写道：“如果我做空元宇宙平台公司，就等同于同时做空其在社交媒体与广告领域的霸主地位；如果我做空字母表公司，就相当于做空了<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>各类搜索服务、安卓操作系统以及韦莫自动驾驶等一系列业务；如果我做空微软公司，就是在做空这家全球办公生产力软件即服务巨头。这些大型企业的股票，绝非单纯押注人工智能领域的做空标的。”</p><p>他指出，上述三家企业或许会逐步收紧开支，消化因产能过剩产生的亏损，甚至可能对资产进行减记，但它们在各自核心业务领域的主导地位仍将稳固。“这三家公司绝不会就此衰落。” 伯里补充道。</p><p>伯里还表示，若人工智能公司 OpenAI 的估值达到 5000 亿美元，他将会选择做空该公司。此番言论也凸显出，他对于人工智能产业的发展节奏及其商业经济价值，秉持着更为广泛的质疑态度。</p></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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href=https://finance.sina.com.cn/stock/usstock/c/2026-01-10/doc-inhfukyv2241442.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>因抨击人工智能热潮而在近几个月备受关注的“大空头”、知名投资人迈克尔·伯里（Michael Burry），目前正做空甲骨文公司。伯里于周五收盘后在Substack专栏发文称，自己持有甲骨文的看跌期权。通常而言，标的资产价格下跌时，看跌期权的价值便会随之上涨。伯里还提到，除期权持仓外，过去六个月他也直接做空了甲骨文的股票。早在去年 11 月，他就曾公开披露过对人工智能芯片制造商英伟达公司及...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-01-10/doc-inhfukyv2241442.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU1989763005.USD":"东方汇理教育基金A2 Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) 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