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07-31 19:28
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“大空头”Burry继续押注科技股回调：增持英伟达PUT，继续做空半导体
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href=\"https://laohu8.com/S/NVDA\">英伟达</a>的长期看跌期权（PUT），同时进一步做空 <a href=\"https://laohu8.com/S/MU\">美光科技</a>和 <a href=\"https://laohu8.com/S/SMH\">半导体指数ETF-HOLDRs</a>。</p><p style=\"text-align: left;\">乍看之下，这套操作似乎有些矛盾——一边抄底成长股，一边押注科技板块下跌。但在Burry看来，市场上的股票虽然成千上万，真正值得交易的机会却并不多。他买入的是经历长期调整后、筹码逐渐沉淀到长期投资者手中的公司；而做空的，则是那些交易过于拥挤、上涨动能已经开始减弱，却依然被资金惯性追捧的热门标的。</p><p style=\"text-align: left;\">更值得关注的是，据悉，Burry近期还在深入研究 <a href=\"https://laohu8.com/S/MSFT\">微软</a>、 <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a>等科技巨头的最新财报文件，并认为其中存在大量会计处理手法，盈利质量并没有表面看起来那么高。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“大空头”Burry继续押注科技股回调：增持英伟达PUT，继续做空半导体</title>\n<style 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left;\"><strong>《大空头》原型人物Michael Burry并未收手，反而进一步加码做空英伟达、 美光等科技股。他认为，市场仍在追逐一笔“已经耗尽”的旧交易。</strong></p><p style=\"text-align: left;\">7月30日，Michael Burry再次大幅调整投资组合。这次没有减仓或清仓操作，而是全面提升风险敞口：一方面逢低买入 <a href=\"https://laohu8.com/S/DKNG\">DraftKings Inc.</a>、 <a href=\"https://laohu8.com/S/ZTS\">Zoetis Inc.</a>和 <a href=\"https://laohu8.com/S/LULU\">lululemon athletica</a>；另一方面继续加码长期看跌布局，包括增持<a href=\"https://laohu8.com/S/QQQ\">纳指100ETF</a>和 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的长期看跌期权（PUT），同时进一步做空 <a href=\"https://laohu8.com/S/MU\">美光科技</a>和 <a href=\"https://laohu8.com/S/SMH\">半导体指数ETF-HOLDRs</a>。</p><p style=\"text-align: left;\">乍看之下，这套操作似乎有些矛盾——一边抄底成长股，一边押注科技板块下跌。但在Burry看来，市场上的股票虽然成千上万，真正值得交易的机会却并不多。他买入的是经历长期调整后、筹码逐渐沉淀到长期投资者手中的公司；而做空的，则是那些交易过于拥挤、上涨动能已经开始减弱，却依然被资金惯性追捧的热门标的。</p><p style=\"text-align: left;\">更值得关注的是，据悉，Burry近期还在深入研究 <a href=\"https://laohu8.com/S/MSFT\">微软</a>、 <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a>等科技巨头的最新财报文件，并认为其中存在大量会计处理手法，盈利质量并没有表面看起来那么高。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcRFHNkI6Ael5Jf9hWETLf-YXCJLk1-TP6uzpTkzAMF8ig&s=10","relate_stocks":{"NVDQ":"2倍做空NVDA ETF-T-Rex","MSFD":"1倍做空MSFT ETF-Direxion","LULG":"2倍做多LULU ETF-Leverage Shares","QQQ":"纳指100ETF","LULU":"lululemon athletica","MULL":"2倍做多MU ETF-GraniteShares","MIC":"2倍做多MU ETF-Corgi","METU":"2倍做多META ETF-Direxion","MSFL":"2倍做多MSFT ETF-GraniteShares","NVDS":"1.5倍做空NVDA ETF-Tradr","SMH":"半导体指数ETF-HOLDRs","MSFO":"MSFT期权收益策略ETF-YieldMax","NVDU":"2倍做多NVDA ETF-Direxion","METW":"Roundhill META WeeklyPay™ ETF","NVDW":"NVDA周配息ETF-Roundhill","MSFU":"2倍做多MSFT ETF-Direxion","DKNX":"2倍做多DKNG ETF-Defiance","FBY":"META期权收益策略ETF-YieldMax","07388":"南方两倍做空英伟达","MSFW":"Roundhill MSFT WeeklyPay ETF","NVDX":"2倍做多NVDA ETF-T-Rex","07788":"南方两倍做多英伟达","DKUP":"2倍做多DKNG ETF-T-REX","FBYY":"GraniteShares YieldBOOST META 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