华尔街见闻 - 老虎社区

最新新闻

10:09

中际旭创电话会：1.6T降价传闻严重失实，2027年“真实订单”已下达，新品上量将拉动毛利率

中际旭创电话会：1.6T降价传闻严重失实，2027年“真实订单”已下达，新品上量将拉动毛利率

09:09

“AI能源妖股”Bloom单季营收首破十亿美元，大幅上调全年指引，CEO电话会放话：芯片没电是库存

“AI能源妖股”Bloom单季营收首破十亿美元，大幅上调全年指引，CEO电话会放话：芯片没电是库存

06:13

苹果市值首破5万亿美元重夺全球第一：不烧钱的AI策略，正成为最稀缺的避险属性

苹果市值首破5万亿美元重夺全球第一：不烧钱的AI策略，正成为最稀缺的避险属性

用户讨论

杨过爱上黄蓉

07-28 23:21

特朗普能不能直接干脆一点，再光说不干，就没人吧他当回事了

冲突继续暂停，特朗普威胁若无协议将摧毁镐山，阿曼推进海峡管理计划

07-28 21:19

股价涨了几倍，这财报顶多50分。。。

康宁交了一份"满分"财报，市场却想给它打负分

07-28 20:37

说说你对这篇新闻的看法...

中国DRAM巨头搅动全球格局，美股存储芯片跳水，SK海力士破发，闪迪一个月接近腰斩

07-28 19:20

这**的只会做空，再让他爆仓几次

“大空头”继续狙击AI！Michael Burry扩大英伟达、美光空头仓位，维持做空特斯拉、Palantir

邓文鄧文邓闻

07-28 13:23

这是广义货币扩张达到极致的一个重要信号，下步要修深修宽水渠了，

英伟达循环融资引发忧虑：CDS价差创纪录飙升，股价大跌5%，苹果重夺市值第一

07-28 12:22

华尔街的空投最喜欢拿中国鬼故事吓唬市场，真是屡试不爽呀

中国DRAM巨头搅动全球格局，美股存储芯片跳水，SK海力士破发，闪迪一个月接近腰斩

07-28 10:01

都不是一个量级天天讲故事

中国DRAM巨头搅动全球格局，美股存储芯片跳水，SK海力士破发，闪迪一个月接近腰斩

07-27 21:19

全是高位上市融资，不知道最后哪些人来接盘[捂脸]

报道：中际旭创港股或定价980港元，本周四上市同步开设期权交易

07-27 14:25

赤裸裸了

报道：中际旭创港股或定价980港元，本周四上市同步开设期权交易

07-27 10:44

大裤头蹬鼻子上脸了，怎么不懂得见好就收呢

“大空头”继续狙击AI！Michael Burry扩大英伟达、美光空头仓位，维持做空特斯拉、Palantir

07-27 10:41

嗯，伊朗越打越富，美国陷入绝境

美伊暂停互袭！美方连续两晚停袭，伊军方：暂停对等打击

07-27 08:48

反指

“大空头”继续狙击AI！Michael Burry扩大英伟达、美光空头仓位，维持做空特斯拉、Palantir

07-27 05:15

“大空头”继续狙击AI！Michael Burry扩大英伟达、美光空头仓位，维持做空特斯拉、Palantir

07-27 01:07

Burry在Substack文章中披露，他以每股933.86美元的价格进一步做空美光科技，以210.28美元的价格增持英伟达空头仓位，并以535.83美元加仓SOXX空头。

“大空头”继续狙击AI！Michael Burry扩大英伟达、美光空头仓位，维持做空特斯拉、Palantir

07-27 01:02

Burry此前曾表示，三星和SK海力士公布的韩国半导体资本支出计划，是半导体行业景气周期"由盛转衰的开始"，并预计半导体板块将面临约30%的回调，认为AI基础设施相关公司估值已严重偏高。

“大空头”继续狙击AI！Michael Burry扩大英伟达、美光空头仓位，维持做空特斯拉、Palantir

07-26 22:18

信TACO得永生

特朗普下令暂停空袭伊朗

华尔街色狼

07-26 18:52

taco again

特朗普下令暂停空袭伊朗

去死吧小子

07-26 18:22

加仓做空Michael Burry

“大空头”继续狙击AI！Michael Burry扩大英伟达、美光空头仓位，维持做空特斯拉、Palantir

07-26 14:49

虚张声势，谁继续做空会说出来，把市场当**吗

“大空头”继续狙击AI！Michael Burry扩大英伟达、美光空头仓位，维持做空特斯拉、Palantir

07-26 13:35

川普的牌还是有的，不要夸大川普的困境

特朗普下令暂停空袭伊朗

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left;\">据CCTV国际时讯，美国总统特朗普在接受采访时表示，<strong>美国目前在伊朗问题上处于非常强势的地位。</strong>特朗普称，希望能避免攻击伊朗的发电厂和桥梁，但也“不能再容忍伊朗破坏协议”。</p><p style=\"text-align: left;\">此前，据新华社，美国总统特朗普27日称，<strong>他有足够的耐心和时间与伊朗达成协议，但如果达不成新的停火协议，美国将恢复对伊朗军事打击。</strong></p><p style=\"text-align: left;\">特朗普当天在总统专机“空军一号”上对媒体表示，目前美伊谈判“进行良好”，“我认为很可能会发生什么事。如果发生了，那很好；如果没有发生，我们就恢复到两天前的状态”。他还称，美军目前弹药库存充足，有大量不同类型的弹药。</p><p style=\"text-align: left;\">在谈到即将于28日同到访的以色列总理内塔尼亚胡会谈时，特朗普说，<strong>两人在伊朗问题上立场“有一些分歧，但总体来说非常接近”。</strong></p><p style=\"text-align: left;\">据央视新闻，内塔尼亚胡当地时间27日抵达美国，预计28日在白宫与特朗普举行会谈。白宫发布的消息显示，他将与特朗普讨论伊朗战事、有关以色列与阿拉伯国家关系正常化的“亚伯拉罕协议”，以及美以和黎巴嫩先前达成的三方框架协议进展。</p><h2 style=\"text-align: left;\">阿曼提出霍尔木兹联合管理方案</h2><p style=\"text-align: left;\">在军事威慑持续之际，阿曼正试图推动外交突破。</p><p style=\"text-align: left;\">据央视新闻援引消息人士，阿曼已向伊朗提出建立霍尔木兹海峡联合管理机制。<strong>新机制参考马六甲海峡的管理办法，使用方自愿向维护航道的相关基金捐款，用于环境保护和搜救工作等。阿曼的最新提议得到了一些地区国家支持。暂不清楚伊朗会如何回应这一提议。</strong></p><p style=\"text-align: left;\">据援引美国官员及多名参与调解人士报道，伊朗与阿曼仍在多个关键问题上存在明显分歧，<strong>其中最核心的问题之一是是否应向过境船舶收取费用。</strong>不过，各方均表示谈判取得一定进展，当前谈判前景仍不明朗。</p><p style=\"text-align: left;\">另据新华社援引伊朗伊斯兰共和国广播电视台28日报道，伊朗武装部队哈塔姆安比亚中央总部发言人说，<strong>接受美国使用伊朗资产进行所谓赔偿的任何国家或公司，其所属船只将不被允许通过霍尔木兹海峡。</strong></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>冲突继续暂停，特朗普威胁若无协议将摧毁镐山，阿曼推进海峡管理计划</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n冲突继续暂停，特朗普威胁若无协议将摧毁镐山，阿曼推进海峡管理计划\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-28 23:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">美伊军事冲突进入脆弱停火阶段，外交斡旋与军事威胁并行推进，局势走向仍高度不确定。</p><p style=\"text-align: left;\">据CCTV国际时讯，美国总统特朗普在接受采访时表示，“伊朗明白他们永远不会拥有核武器，并已公开表示双方正在进行对话。伊朗位于纳坦兹以南的‘镐山’地下设施并非大问题——<strong>但如果没能与伊朗达成协议，美军将摧毁‘镐山’。</strong></p><p style=\"text-align: left;\">与此同时，阿曼提出联合管理霍尔木兹<a href=\"https://laohu8.com/S/002320\">海峡</a>新机制，为局势提供了潜在的外交出口。据央视新闻，<strong>一名海湾地区消息人士28日披露，阿曼向伊朗提出了一项联合管理霍尔木兹海峡航运的地区机制，通行海峡的船只可基于自愿原则捐款。</strong>目前，阿曼和伊朗官方均未证实这一消息。</p><p style=\"text-align: left;\">此外，以防长证实以境内美军机持续参与对伊打击行动。据央视新闻，当地时间28日，以色列国防部长卡茨在接受采访时披露，美军战机和加油机一直从以色列境内的军事基地起飞，用于对伊朗实施军事打击。</p><h2 style=\"text-align: left;\">特朗普强硬表态，谈判窗口仍存</h2><p style=\"text-align: left;\">据CCTV国际时讯，美国总统特朗普在接受采访时表示，<strong>美国目前在伊朗问题上处于非常强势的地位。</strong>特朗普称，希望能避免攻击伊朗的发电厂和桥梁，但也“不能再容忍伊朗破坏协议”。</p><p style=\"text-align: left;\">此前，据新华社，美国总统特朗普27日称，<strong>他有足够的耐心和时间与伊朗达成协议，但如果达不成新的停火协议，美国将恢复对伊朗军事打击。</strong></p><p style=\"text-align: left;\">特朗普当天在总统专机“空军一号”上对媒体表示，目前美伊谈判“进行良好”，“我认为很可能会发生什么事。如果发生了，那很好；如果没有发生，我们就恢复到两天前的状态”。他还称，美军目前弹药库存充足，有大量不同类型的弹药。</p><p style=\"text-align: left;\">在谈到即将于28日同到访的以色列总理内塔尼亚胡会谈时，特朗普说，<strong>两人在伊朗问题上立场“有一些分歧，但总体来说非常接近”。</strong></p><p style=\"text-align: left;\">据央视新闻，内塔尼亚胡当地时间27日抵达美国，预计28日在白宫与特朗普举行会谈。白宫发布的消息显示，他将与特朗普讨论伊朗战事、有关以色列与阿拉伯国家关系正常化的“亚伯拉罕协议”，以及美以和黎巴嫩先前达成的三方框架协议进展。</p><h2 style=\"text-align: left;\">阿曼提出霍尔木兹联合管理方案</h2><p style=\"text-align: left;\">在军事威慑持续之际，阿曼正试图推动外交突破。</p><p style=\"text-align: left;\">据央视新闻援引消息人士，阿曼已向伊朗提出建立霍尔木兹海峡联合管理机制。<strong>新机制参考马六甲海峡的管理办法，使用方自愿向维护航道的相关基金捐款，用于环境保护和搜救工作等。阿曼的最新提议得到了一些地区国家支持。暂不清楚伊朗会如何回应这一提议。</strong></p><p style=\"text-align: left;\">据援引美国官员及多名参与调解人士报道，伊朗与阿曼仍在多个关键问题上存在明显分歧，<strong>其中最核心的问题之一是是否应向过境船舶收取费用。</strong>不过，各方均表示谈判取得一定进展，当前谈判前景仍不明朗。</p><p style=\"text-align: left;\">另据新华社援引伊朗伊斯兰共和国广播电视台28日报道，伊朗武装部队哈塔姆安比亚中央总部发言人说，<strong>接受美国使用伊朗资产进行所谓赔偿的任何国家或公司，其所属船只将不被允许通过霍尔木兹海峡。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/7ea096813068f44d0055ab9705f74e54","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3778143","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2654267883","content_text":"美伊军事冲突进入脆弱停火阶段，外交斡旋与军事威胁并行推进，局势走向仍高度不确定。据CCTV国际时讯，美国总统特朗普在接受采访时表示，“伊朗明白他们永远不会拥有核武器，并已公开表示双方正在进行对话。伊朗位于纳坦兹以南的‘镐山’地下设施并非大问题——但如果没能与伊朗达成协议，美军将摧毁‘镐山’。与此同时，阿曼提出联合管理霍尔木兹海峡新机制，为局势提供了潜在的外交出口。据央视新闻，一名海湾地区消息人士28日披露，阿曼向伊朗提出了一项联合管理霍尔木兹海峡航运的地区机制，通行海峡的船只可基于自愿原则捐款。目前，阿曼和伊朗官方均未证实这一消息。此外，以防长证实以境内美军机持续参与对伊打击行动。据央视新闻，当地时间28日，以色列国防部长卡茨在接受采访时披露，美军战机和加油机一直从以色列境内的军事基地起飞，用于对伊朗实施军事打击。特朗普强硬表态，谈判窗口仍存据CCTV国际时讯，美国总统特朗普在接受采访时表示，美国目前在伊朗问题上处于非常强势的地位。特朗普称，希望能避免攻击伊朗的发电厂和桥梁，但也“不能再容忍伊朗破坏协议”。此前，据新华社，美国总统特朗普27日称，他有足够的耐心和时间与伊朗达成协议，但如果达不成新的停火协议，美国将恢复对伊朗军事打击。特朗普当天在总统专机“空军一号”上对媒体表示，目前美伊谈判“进行良好”，“我认为很可能会发生什么事。如果发生了，那很好；如果没有发生，我们就恢复到两天前的状态”。他还称，美军目前弹药库存充足，有大量不同类型的弹药。在谈到即将于28日同到访的以色列总理内塔尼亚胡会谈时，特朗普说，两人在伊朗问题上立场“有一些分歧，但总体来说非常接近”。据央视新闻，内塔尼亚胡当地时间27日抵达美国，预计28日在白宫与特朗普举行会谈。白宫发布的消息显示，他将与特朗普讨论伊朗战事、有关以色列与阿拉伯国家关系正常化的“亚伯拉罕协议”，以及美以和黎巴嫩先前达成的三方框架协议进展。阿曼提出霍尔木兹联合管理方案在军事威慑持续之际，阿曼正试图推动外交突破。据央视新闻援引消息人士，阿曼已向伊朗提出建立霍尔木兹海峡联合管理机制。新机制参考马六甲海峡的管理办法，使用方自愿向维护航道的相关基金捐款，用于环境保护和搜救工作等。阿曼的最新提议得到了一些地区国家支持。暂不清楚伊朗会如何回应这一提议。据援引美国官员及多名参与调解人士报道，伊朗与阿曼仍在多个关键问题上存在明显分歧，其中最核心的问题之一是是否应向过境船舶收取费用。不过，各方均表示谈判取得一定进展，当前谈判前景仍不明朗。另据新华社援引伊朗伊斯兰共和国广播电视台28日报道，伊朗武装部队哈塔姆安比亚中央总部发言人说，接受美国使用伊朗资产进行所谓赔偿的任何国家或公司，其所属船只将不被允许通过霍尔木兹海峡。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590820227134504,"gmtCreate":1785244770339,"gmtModify":1785244772193,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540680319507322","idStr":"3540680319507322"},"themes":[],"title":"","htmlText":"股价涨了几倍，这财报顶多50分。。。","listText":"股价涨了几倍，这财报顶多50分。。。","text":"股价涨了几倍，这财报顶多50分。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590820227134504","repostId":"1156991492","repostType":4,"repost":{"id":"1156991492","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1785242510,"share":"https://www.laohu8.com/m/news/1156991492?lang=zh_CN&edition=full","pubTime":"2026-07-28 20:41","market":"us","language":"zh","title":"康宁交了一份\"满分\"财报，市场却想给它打负分","url":"https://stock-news.laohu8.com/highlight/detail?id=1156991492","media":"华尔街见闻","summary":"市场真正的分歧在于：康宁到底应该被当作一家周期性的材料公司，还是一家结构性的AI成长公司？如果是前者，44倍PE就是泡沫。如果是后者，在当前AI Capex还在加速上量的背景下，或许还撑得住。但现在的市场定价在告诉所有人一件事——投资者没有被完全说服。\n","content":"<html><head></head><body><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/GLW\">康宁</a>周二盘前交出了2026年第二季度财报：核心营收47.4亿美元，同比增长17%；核心每股收益0.78美元，同比增长30%。两项数据均超出市场预期。但盘前交易中股价一度下跌18%——市场用脚投票的速度，比财报本身来得更直接。</p><p style=\"text-align: justify;\">这份财报最强的部分在光通信：<strong>部门Q2卖了20.7亿美元，同比增长32%。其中企业网络业务长了65%——而生成式AI相关产品的增速，按公司自己的说法，&#34;显著更快&#34;。康宁没有给出具体数字，但你大致可以想象那是一条什么样的曲线。</strong></p><p style=\"text-align: justify;\">本季度康宁还锁定了两个足以让它在AI叙事里坐稳位置的大单。</p><p style=\"text-align: justify;\"><strong>亚马逊签署了一份多年期、价值数十亿美元的协议，由康宁为它在美国全境扩张的数据中心供应光纤、光缆和全套连接方案。英伟达也跟康宁建立了长期合作，康宁承诺把美国光连接制造产能扩张十倍、光纤产能提升超过50%，来匹配AI工厂的建设速度。</strong></p><p style=\"text-align: justify;\">这两份协议放在一起，意味着康宁和AI基础设施之间的关系已经不只是&#34;供应商&#34;这个层面了——它正在变成一种战略共生。这种稀缺性，是市场愿意给它从传统制造业估值向科技股估值迁移的底层逻辑。</p><p style=\"text-align: justify;\">问题在于，当你已经把叙事吃到了这个程度，市场要看的就不再是你做到了什么，而是你有没有超过所有人已经替你算好的账。</p><p style=\"text-align: justify;\">康宁给出的Q3指引：核心营收49到50亿美元，核心每股收益0.85到0.89美元。EPS没什么可挑的——中值0.87美元对应约28%的同比增长，略高于卖方预期的0.85美元。</p><p style=\"text-align: justify;\">但营收这边就微妙了。分析师对Q3的一致预期大概是50亿美元，康宁给的上限刚好碰到这个数字，中值49.5亿实际上略低于市场心理价位。</p><p style=\"text-align: justify;\"><strong>在一个已经把全年EPS预期打到3.18美元、远期市盈率超过44倍的定价框架里，中值略低于预期就已经构成了一个问题。这不是业绩差——这是定价太高。</strong></p><p style=\"text-align: justify;\">康宁的估值膨胀有它自己的故事逻辑。</p><p style=\"text-align: justify;\">5月投资者日上，管理层把Springboard计划大幅上修：到今年底年化营收200亿美元，2028年底300亿，2030年底400亿；从2026年Q4到2030年Q4的营收年化复合增速目标19%，利润增速还要快于营收。配合亚马逊和英伟达接连落地的合作协议，<strong>市场迅速把康宁从&#34;特殊玻璃制造商&#34;重新定价成了&#34;AI基础设施核心供应商&#34;。</strong></p><p style=\"text-align: justify;\">这个重新定价的烈度，股价走势已经交代得很清楚了。从年初大约87美元起步，六个多月冲到6月底的历史高点271.78美元。即便最近一个多月从高点回落了将近一半，周一收在143美元，年内涨幅仍然超过六成。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c1a00efbe4a8fd7de94a832146ccbef5\" data-align=\"center\" tg-width=\"972\" tg-height=\"605\"/><span></span></p><p style=\"text-align: justify;\">这意味着什么？<strong>意味着康宁的财报已经不是在跟&#34;去年同期的自己&#34;比赛了，而是在跟一个已经把AI Capex超级周期充分折现的估值框架比赛。</strong></p><p style=\"text-align: justify;\">光通信32%的增长够不够？对一家40倍PE的传统材料公司来说，简直奢侈。但对一家市场已经按照AI成长股来定价、共识目标价还在215美元以上的公司来说，这份财报说到底只是&#34;对得起预期&#34;。</p><p style=\"text-align: justify;\">这恰恰是市场现在最纠结的地方。华尔街目前有16位分析师覆盖康宁，9个给买入、7个给持有，共识目标价大约215美元。即便从当前价位看还有超过50%的理论上行空间，市场显然没有在买这笔账——买入评级占比也从年初的七成六慢慢滑到了七成。</p><p style=\"text-align: justify;\">市场真正的分歧在于一个绕不过去的问题：<strong>康宁到底应该被当作一家周期性的材料公司，还是一家结构性的AI成长公司？</strong></p><p style=\"text-align: justify;\"><strong>如果是前者，44倍PE就是泡沫。如果是后者，在当前AI Capex还在加速上量的背景下，或许还撑得住。但现在的市场定价在告诉所有人一件事——投资者没有被完全说服。</strong></p><p style=\"text-align: justify;\">财报里不是没有让人安心的东西。</p><p style=\"text-align: justify;\">利润率那边的数据其实相当不错。核心毛利率39.6%，同比扩大了120个基点。核心运营利润率20.9%，同比扩大了190个基点，延续了连续九个季度的同比较快增长。核心ROIC达到14.9%，同比提升了180个基点。调整后自由现金流14.2亿美元。这种持续性的增长本身就在替你回答很多关于&#34;周期股还是成长股&#34;的问题。</p><p style=\"text-align: justify;\">太阳能业务则更像一张还在印刷中的期票。</p><p style=\"text-align: justify;\">Q2营收同比增长了90%，但因为本季度硅片工厂进行了延长检修停机和设备升级——包括切换到永久性供电系统——利润端还有拖累。管理层承诺Q3太阳能业务的盈利将改善，并且最终目标是年营收超过30亿美元，&#34;具有强劲的利润和现金流&#34;。但在真正看到利润率改善之前，这块业务在估值模型里扮演的角色更像是一个看涨期权，而不是已经兑现的价值。</p><p style=\"text-align: justify;\">回到核心矛盾。康宁的AI叙事是真实的，光通信的客户结构和订单质量都站得住脚，利润率改善的速度证明经营杠杆确实在释放。但当前市场的博弈已经不在&#34;故事真不真&#34;这个层面了。</p><p style=\"text-align: justify;\">当一只股票半年涨了两倍，任何不能在数字上碾压预期的财报——哪怕它本身已经非常漂亮——都可能在短期遭遇定价的重新校准。康宁周二交出的这份成绩单，最终没能做到那件事。它不是一份坏财报，它只是没有好到能让所有人忘记它有多贵。</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 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n康宁交了一份\"满分\"财报，市场却想给它打负分\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-28 20:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/GLW\">康宁</a>周二盘前交出了2026年第二季度财报：核心营收47.4亿美元，同比增长17%；核心每股收益0.78美元，同比增长30%。两项数据均超出市场预期。但盘前交易中股价一度下跌18%——市场用脚投票的速度，比财报本身来得更直接。</p><p style=\"text-align: justify;\">这份财报最强的部分在光通信：<strong>部门Q2卖了20.7亿美元，同比增长32%。其中企业网络业务长了65%——而生成式AI相关产品的增速，按公司自己的说法，&#34;显著更快&#34;。康宁没有给出具体数字，但你大致可以想象那是一条什么样的曲线。</strong></p><p style=\"text-align: justify;\">本季度康宁还锁定了两个足以让它在AI叙事里坐稳位置的大单。</p><p style=\"text-align: justify;\"><strong>亚马逊签署了一份多年期、价值数十亿美元的协议，由康宁为它在美国全境扩张的数据中心供应光纤、光缆和全套连接方案。英伟达也跟康宁建立了长期合作，康宁承诺把美国光连接制造产能扩张十倍、光纤产能提升超过50%，来匹配AI工厂的建设速度。</strong></p><p style=\"text-align: justify;\">这两份协议放在一起，意味着康宁和AI基础设施之间的关系已经不只是&#34;供应商&#34;这个层面了——它正在变成一种战略共生。这种稀缺性，是市场愿意给它从传统制造业估值向科技股估值迁移的底层逻辑。</p><p style=\"text-align: justify;\">问题在于，当你已经把叙事吃到了这个程度，市场要看的就不再是你做到了什么，而是你有没有超过所有人已经替你算好的账。</p><p style=\"text-align: justify;\">康宁给出的Q3指引：核心营收49到50亿美元，核心每股收益0.85到0.89美元。EPS没什么可挑的——中值0.87美元对应约28%的同比增长，略高于卖方预期的0.85美元。</p><p style=\"text-align: justify;\">但营收这边就微妙了。分析师对Q3的一致预期大概是50亿美元，康宁给的上限刚好碰到这个数字，中值49.5亿实际上略低于市场心理价位。</p><p style=\"text-align: justify;\"><strong>在一个已经把全年EPS预期打到3.18美元、远期市盈率超过44倍的定价框架里，中值略低于预期就已经构成了一个问题。这不是业绩差——这是定价太高。</strong></p><p style=\"text-align: justify;\">康宁的估值膨胀有它自己的故事逻辑。</p><p style=\"text-align: justify;\">5月投资者日上，管理层把Springboard计划大幅上修：到今年底年化营收200亿美元，2028年底300亿，2030年底400亿；从2026年Q4到2030年Q4的营收年化复合增速目标19%，利润增速还要快于营收。配合亚马逊和英伟达接连落地的合作协议，<strong>市场迅速把康宁从&#34;特殊玻璃制造商&#34;重新定价成了&#34;AI基础设施核心供应商&#34;。</strong></p><p style=\"text-align: justify;\">这个重新定价的烈度，股价走势已经交代得很清楚了。从年初大约87美元起步，六个多月冲到6月底的历史高点271.78美元。即便最近一个多月从高点回落了将近一半，周一收在143美元，年内涨幅仍然超过六成。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c1a00efbe4a8fd7de94a832146ccbef5\" data-align=\"center\" tg-width=\"972\" tg-height=\"605\"/><span></span></p><p style=\"text-align: justify;\">这意味着什么？<strong>意味着康宁的财报已经不是在跟&#34;去年同期的自己&#34;比赛了，而是在跟一个已经把AI Capex超级周期充分折现的估值框架比赛。</strong></p><p style=\"text-align: justify;\">光通信32%的增长够不够？对一家40倍PE的传统材料公司来说，简直奢侈。但对一家市场已经按照AI成长股来定价、共识目标价还在215美元以上的公司来说，这份财报说到底只是&#34;对得起预期&#34;。</p><p style=\"text-align: justify;\">这恰恰是市场现在最纠结的地方。华尔街目前有16位分析师覆盖康宁，9个给买入、7个给持有，共识目标价大约215美元。即便从当前价位看还有超过50%的理论上行空间，市场显然没有在买这笔账——买入评级占比也从年初的七成六慢慢滑到了七成。</p><p style=\"text-align: justify;\">市场真正的分歧在于一个绕不过去的问题：<strong>康宁到底应该被当作一家周期性的材料公司，还是一家结构性的AI成长公司？</strong></p><p style=\"text-align: justify;\"><strong>如果是前者，44倍PE就是泡沫。如果是后者，在当前AI Capex还在加速上量的背景下，或许还撑得住。但现在的市场定价在告诉所有人一件事——投资者没有被完全说服。</strong></p><p style=\"text-align: justify;\">财报里不是没有让人安心的东西。</p><p style=\"text-align: justify;\">利润率那边的数据其实相当不错。核心毛利率39.6%，同比扩大了120个基点。核心运营利润率20.9%，同比扩大了190个基点，延续了连续九个季度的同比较快增长。核心ROIC达到14.9%，同比提升了180个基点。调整后自由现金流14.2亿美元。这种持续性的增长本身就在替你回答很多关于&#34;周期股还是成长股&#34;的问题。</p><p style=\"text-align: justify;\">太阳能业务则更像一张还在印刷中的期票。</p><p style=\"text-align: justify;\">Q2营收同比增长了90%，但因为本季度硅片工厂进行了延长检修停机和设备升级——包括切换到永久性供电系统——利润端还有拖累。管理层承诺Q3太阳能业务的盈利将改善，并且最终目标是年营收超过30亿美元，&#34;具有强劲的利润和现金流&#34;。但在真正看到利润率改善之前，这块业务在估值模型里扮演的角色更像是一个看涨期权，而不是已经兑现的价值。</p><p style=\"text-align: justify;\">回到核心矛盾。康宁的AI叙事是真实的，光通信的客户结构和订单质量都站得住脚，利润率改善的速度证明经营杠杆确实在释放。但当前市场的博弈已经不在&#34;故事真不真&#34;这个层面了。</p><p style=\"text-align: justify;\">当一只股票半年涨了两倍，任何不能在数字上碾压预期的财报——哪怕它本身已经非常漂亮——都可能在短期遭遇定价的重新校准。康宁周二交出的这份成绩单，最终没能做到那件事。它不是一份坏财报，它只是没有好到能让所有人忘记它有多贵。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b765e25c9aa849340271dbae850c005d","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156991492","content_text":"康宁周二盘前交出了2026年第二季度财报：核心营收47.4亿美元，同比增长17%；核心每股收益0.78美元，同比增长30%。两项数据均超出市场预期。但盘前交易中股价一度下跌18%——市场用脚投票的速度，比财报本身来得更直接。这份财报最强的部分在光通信：部门Q2卖了20.7亿美元，同比增长32%。其中企业网络业务长了65%——而生成式AI相关产品的增速，按公司自己的说法，\"显著更快\"。康宁没有给出具体数字，但你大致可以想象那是一条什么样的曲线。本季度康宁还锁定了两个足以让它在AI叙事里坐稳位置的大单。亚马逊签署了一份多年期、价值数十亿美元的协议，由康宁为它在美国全境扩张的数据中心供应光纤、光缆和全套连接方案。英伟达也跟康宁建立了长期合作，康宁承诺把美国光连接制造产能扩张十倍、光纤产能提升超过50%，来匹配AI工厂的建设速度。这两份协议放在一起，意味着康宁和AI基础设施之间的关系已经不只是\"供应商\"这个层面了——它正在变成一种战略共生。这种稀缺性，是市场愿意给它从传统制造业估值向科技股估值迁移的底层逻辑。问题在于，当你已经把叙事吃到了这个程度，市场要看的就不再是你做到了什么，而是你有没有超过所有人已经替你算好的账。康宁给出的Q3指引：核心营收49到50亿美元，核心每股收益0.85到0.89美元。EPS没什么可挑的——中值0.87美元对应约28%的同比增长，略高于卖方预期的0.85美元。但营收这边就微妙了。分析师对Q3的一致预期大概是50亿美元，康宁给的上限刚好碰到这个数字，中值49.5亿实际上略低于市场心理价位。在一个已经把全年EPS预期打到3.18美元、远期市盈率超过44倍的定价框架里，中值略低于预期就已经构成了一个问题。这不是业绩差——这是定价太高。康宁的估值膨胀有它自己的故事逻辑。5月投资者日上，管理层把Springboard计划大幅上修：到今年底年化营收200亿美元，2028年底300亿，2030年底400亿；从2026年Q4到2030年Q4的营收年化复合增速目标19%，利润增速还要快于营收。配合亚马逊和英伟达接连落地的合作协议，市场迅速把康宁从\"特殊玻璃制造商\"重新定价成了\"AI基础设施核心供应商\"。这个重新定价的烈度，股价走势已经交代得很清楚了。从年初大约87美元起步，六个多月冲到6月底的历史高点271.78美元。即便最近一个多月从高点回落了将近一半，周一收在143美元，年内涨幅仍然超过六成。这意味着什么？意味着康宁的财报已经不是在跟\"去年同期的自己\"比赛了，而是在跟一个已经把AI Capex超级周期充分折现的估值框架比赛。光通信32%的增长够不够？对一家40倍PE的传统材料公司来说，简直奢侈。但对一家市场已经按照AI成长股来定价、共识目标价还在215美元以上的公司来说，这份财报说到底只是\"对得起预期\"。这恰恰是市场现在最纠结的地方。华尔街目前有16位分析师覆盖康宁，9个给买入、7个给持有，共识目标价大约215美元。即便从当前价位看还有超过50%的理论上行空间，市场显然没有在买这笔账——买入评级占比也从年初的七成六慢慢滑到了七成。市场真正的分歧在于一个绕不过去的问题：康宁到底应该被当作一家周期性的材料公司，还是一家结构性的AI成长公司？如果是前者，44倍PE就是泡沫。如果是后者，在当前AI Capex还在加速上量的背景下，或许还撑得住。但现在的市场定价在告诉所有人一件事——投资者没有被完全说服。财报里不是没有让人安心的东西。利润率那边的数据其实相当不错。核心毛利率39.6%，同比扩大了120个基点。核心运营利润率20.9%，同比扩大了190个基点，延续了连续九个季度的同比较快增长。核心ROIC达到14.9%，同比提升了180个基点。调整后自由现金流14.2亿美元。这种持续性的增长本身就在替你回答很多关于\"周期股还是成长股\"的问题。太阳能业务则更像一张还在印刷中的期票。Q2营收同比增长了90%，但因为本季度硅片工厂进行了延长检修停机和设备升级——包括切换到永久性供电系统——利润端还有拖累。管理层承诺Q3太阳能业务的盈利将改善，并且最终目标是年营收超过30亿美元，\"具有强劲的利润和现金流\"。但在真正看到利润率改善之前，这块业务在估值模型里扮演的角色更像是一个看涨期权，而不是已经兑现的价值。回到核心矛盾。康宁的AI叙事是真实的，光通信的客户结构和订单质量都站得住脚，利润率改善的速度证明经营杠杆确实在释放。但当前市场的博弈已经不在\"故事真不真\"这个层面了。当一只股票半年涨了两倍，任何不能在数字上碾压预期的财报——哪怕它本身已经非常漂亮——都可能在短期遭遇定价的重新校准。康宁周二交出的这份成绩单，最终没能做到那件事。它不是一份坏财报，它只是没有好到能让所有人忘记它有多贵。","news_type":1,"symbols_score_info":{"GLWG":0.6,"GLW":2.1}},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590809669936264,"gmtCreate":1785242232079,"gmtModify":1785242233879,"author":{"id":"3507987828530315","authorId":"3507987828530315","name":"发财喽","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3507987828530315","idStr":"3507987828530315"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590809669936264","repostId":"1187931355","repostType":2,"repost":{"id":"1187931355","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1785197923,"share":"https://www.laohu8.com/m/news/1187931355?lang=zh_CN&edition=full","pubTime":"2026-07-28 08:18","market":"us","language":"zh","title":"中国DRAM巨头搅动全球格局，美股存储芯片跳水，SK海力士破发，闪迪一个月接近腰斩","url":"https://stock-news.laohu8.com/highlight/detail?id=1187931355","media":"华尔街见闻","summary":"SK海力士自7月10日赴美上市以来首次收盘跌破IPO发行价，收盘较发行价低4%。中国DRAM龙头上市，引发全球存储板块重估对于本周一美股存储芯片股大跌，多家外媒认为，市场担忧的并非长鑫科技短期业绩，而是全球DRAM供给格局未来可能发生变化。AI时代，真正决定胜负的仍是HBM不过，从全球竞争格局来看，多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。","content":"<html><head></head><body><blockquote><p>周一盘中，闪迪跌超10%、市值一个月蒸发1700亿美元，SK海力士ADR曾跌10%，美光一度跌超7%。多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。有分析师认为，存储芯片股回调提供了新的布局机会。</p></blockquote><p style=\"text-align: justify;\">国存储芯片龙头长鑫科技登陆A股首日的火爆表现，正在成为全球存储芯片板块的新变量。</p><p style=\"text-align: justify;\">周一美股盘中，存储芯片股重挫，成为大盘最大拖累。闪迪（SNDK）盘中跌超10%、早盘刷新日低时跌约14.6%，较6月22日创下的历史高点累跌47%，过去一个月内市值蒸发约1700亿美元；SK海力士ADR（SKHY）盘中曾跌约10%，西部数据（WDC）和希捷科技（STX）盘中曾分别跌超9%和8%，美光科技（MU）一度跌超7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21ac8ecb5c5dcf5cc5f94e612e8c0127\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">到收盘，闪迪、SK海力士ADR、西部数据、希捷科技和美光分别跌约11%、7.5%、4.2%、4.1%和2.3%。SK海力士自7月10日赴美上市以来首次收盘跌破IPO发行价，收盘较发行价低4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/857babbd27fd7e1470bfb614f1eac087\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">早盘刷新日低时，追踪芯片股总体表现的费城半导体指数跌约5%，表现远逊三大美股指，最终收跌2.2%。标普500指数和纳指刷新日低时分别跌约0.4%和0.8%，道指全天保持涨势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ac643d36cc83251efa77003eda7b4b1\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">市场普遍将矛头指向当天在上交所科创板上市的长鑫科技（CXMT）。这家中国最大的DRAM厂商上市首日股价暴涨超460%，市值突破3万亿元人民币，成为新的A股市值一哥，也令全球投资者重新评估未来几年DRAM行业的竞争格局。</p><h2 id=\"id_1280442175\">中国DRAM龙头上市，引发全球存储板块重估</h2><p style=\"text-align: justify;\">对于本周一美股存储芯片股大跌，多家外媒认为，市场担忧的并非长鑫科技短期业绩，而是全球DRAM供给格局未来可能发生变化。</p><p style=\"text-align: justify;\">分析认为，长鑫科技完成亚洲今年规模最大的IPO后，意味着公司获得更加充裕的资本支持，其未来扩产、技术研发以及向HBM等AI高端存储领域迈进的能力都有望增强。对于此前已经大幅上涨的全球存储芯片龙头而言，这意味着长期竞争压力正在上升。</p><p style=\"text-align: justify;\">有评论指出，市场担心随着长鑫科技融资完成，未来DRAM新增供给可能加快释放，从而削弱当前市场对于存储价格持续上涨的乐观预期。与此同时，此前美光、SK海力士、闪迪等存储股经历了大幅上涨，在高估值背景下，任何竞争格局变化都容易触发获利回吐。</p><p style=\"text-align: justify;\">还有评论认为，本轮回调更多体现为市场重新定价。虽然AI推动的HBM需求依旧强劲，但投资者开始重新思考：如果中国厂商持续提升产能和技术实力，未来传统DRAM业务是否会提前进入竞争加剧阶段，进而影响行业利润率。</p><p style=\"text-align: justify;\">不过，不少分析师认为，市场反应可能存在一定程度的过度解读。</p><p style=\"text-align: justify;\">目前长鑫科技产品仍主要集中在DDR4、DDR5等传统DRAM领域，而美光、SK海力士和三星当前利润增长最快的业务来自HBM等AI存储产品。受美国出口限制影响，长鑫科技短期内进入HBM高端市场仍面临较高技术门槛，因此全球AI存储市场格局短期内难以发生根本改变。</p><h2 id=\"id_1213106346\">长鑫科技首日暴涨，资本市场押注“中国存储”</h2><p style=\"text-align: justify;\">长鑫科技此次IPO本身就备受全球关注。</p><p style=\"text-align: justify;\">公司此次募集资金约579亿元人民币（约86亿美元），创今年亚洲IPO募资规模新高。上市首日、本周一，公司股价收盘较发行价涨465.82%，总市值达3.28万亿，超越工商银行、成为A股总市值之首，市值相当于两个贵州茅台。</p><p style=\"text-align: justify;\">周一全天，长鑫科技成交额超1400亿元，成为A股史上首只单日成交额突破千亿元的个股。</p><p style=\"text-align: justify;\">公开资料显示，长鑫科技成立于2016年，是中国规模最大的DRAM芯片制造商，也是中国实现DRAM自主研发和量产的重要代表企业。目前公司产品覆盖消费电子、PC、服务器、汽车电子等多个领域，并持续推进DDR5等新产品研发。</p><p style=\"text-align: justify;\">国内媒体普遍认为，长鑫科技上市不仅意味着中国半导体产业迎来新的里程碑，也意味着资本市场正在给予国产高端制造和“硬科技”更高估值溢价。市场期待募集资金将进一步支持先进制程研发、扩大产能以及完善国产存储产业链。</p><h2 id=\"id_1542057506\">AI时代，真正决定胜负的仍是HBM</h2><p style=\"text-align: justify;\">不过，从全球竞争格局来看，多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。</p><p style=\"text-align: justify;\">当前AI服务器需求爆发，使HBM成为全球最紧缺的半导体产品之一。美光和SK海力士几乎包揽了英伟达等AI芯片厂商的HBM供应，相关业务也是推动两家公司盈利快速增长的核心动力。</p><p style=\"text-align: justify;\">因此，不少分析人士认为，周一存储股的大跌更像是一次情绪驱动的估值调整，而非行业基本面出现拐点。随着AI基础设施建设持续推进，高端存储需求仍有望保持高速增长。</p><p style=\"text-align: justify;\">Bernstein分析师Mark Li甚至认为，当天板块回调反而提供了新的布局机会。他预计，到2027年至2028年，全球存储芯片市场收入仍有望突破1.3万亿美元，AI时代的数据中心建设将持续支撑DRAM和HBM需求增长。</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\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中国DRAM巨头搅动全球格局，美股存储芯片跳水，SK海力士破发，闪迪一个月接近腰斩\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-28 08:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>周一盘中，闪迪跌超10%、市值一个月蒸发1700亿美元，SK海力士ADR曾跌10%，美光一度跌超7%。多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。有分析师认为，存储芯片股回调提供了新的布局机会。</p></blockquote><p style=\"text-align: justify;\">国存储芯片龙头长鑫科技登陆A股首日的火爆表现，正在成为全球存储芯片板块的新变量。</p><p style=\"text-align: justify;\">周一美股盘中，存储芯片股重挫，成为大盘最大拖累。闪迪（SNDK）盘中跌超10%、早盘刷新日低时跌约14.6%，较6月22日创下的历史高点累跌47%，过去一个月内市值蒸发约1700亿美元；SK海力士ADR（SKHY）盘中曾跌约10%，西部数据（WDC）和希捷科技（STX）盘中曾分别跌超9%和8%，美光科技（MU）一度跌超7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21ac8ecb5c5dcf5cc5f94e612e8c0127\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">到收盘，闪迪、SK海力士ADR、西部数据、希捷科技和美光分别跌约11%、7.5%、4.2%、4.1%和2.3%。SK海力士自7月10日赴美上市以来首次收盘跌破IPO发行价，收盘较发行价低4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/857babbd27fd7e1470bfb614f1eac087\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">早盘刷新日低时，追踪芯片股总体表现的费城半导体指数跌约5%，表现远逊三大美股指，最终收跌2.2%。标普500指数和纳指刷新日低时分别跌约0.4%和0.8%，道指全天保持涨势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ac643d36cc83251efa77003eda7b4b1\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">市场普遍将矛头指向当天在上交所科创板上市的长鑫科技（CXMT）。这家中国最大的DRAM厂商上市首日股价暴涨超460%，市值突破3万亿元人民币，成为新的A股市值一哥，也令全球投资者重新评估未来几年DRAM行业的竞争格局。</p><h2 id=\"id_1280442175\">中国DRAM龙头上市，引发全球存储板块重估</h2><p style=\"text-align: justify;\">对于本周一美股存储芯片股大跌，多家外媒认为，市场担忧的并非长鑫科技短期业绩，而是全球DRAM供给格局未来可能发生变化。</p><p style=\"text-align: justify;\">分析认为，长鑫科技完成亚洲今年规模最大的IPO后，意味着公司获得更加充裕的资本支持，其未来扩产、技术研发以及向HBM等AI高端存储领域迈进的能力都有望增强。对于此前已经大幅上涨的全球存储芯片龙头而言，这意味着长期竞争压力正在上升。</p><p style=\"text-align: justify;\">有评论指出，市场担心随着长鑫科技融资完成，未来DRAM新增供给可能加快释放，从而削弱当前市场对于存储价格持续上涨的乐观预期。与此同时，此前美光、SK海力士、闪迪等存储股经历了大幅上涨，在高估值背景下，任何竞争格局变化都容易触发获利回吐。</p><p style=\"text-align: justify;\">还有评论认为，本轮回调更多体现为市场重新定价。虽然AI推动的HBM需求依旧强劲，但投资者开始重新思考：如果中国厂商持续提升产能和技术实力，未来传统DRAM业务是否会提前进入竞争加剧阶段，进而影响行业利润率。</p><p style=\"text-align: justify;\">不过，不少分析师认为，市场反应可能存在一定程度的过度解读。</p><p style=\"text-align: justify;\">目前长鑫科技产品仍主要集中在DDR4、DDR5等传统DRAM领域，而美光、SK海力士和三星当前利润增长最快的业务来自HBM等AI存储产品。受美国出口限制影响，长鑫科技短期内进入HBM高端市场仍面临较高技术门槛，因此全球AI存储市场格局短期内难以发生根本改变。</p><h2 id=\"id_1213106346\">长鑫科技首日暴涨，资本市场押注“中国存储”</h2><p style=\"text-align: justify;\">长鑫科技此次IPO本身就备受全球关注。</p><p style=\"text-align: justify;\">公司此次募集资金约579亿元人民币（约86亿美元），创今年亚洲IPO募资规模新高。上市首日、本周一，公司股价收盘较发行价涨465.82%，总市值达3.28万亿，超越工商银行、成为A股总市值之首，市值相当于两个贵州茅台。</p><p style=\"text-align: justify;\">周一全天，长鑫科技成交额超1400亿元，成为A股史上首只单日成交额突破千亿元的个股。</p><p style=\"text-align: justify;\">公开资料显示，长鑫科技成立于2016年，是中国规模最大的DRAM芯片制造商，也是中国实现DRAM自主研发和量产的重要代表企业。目前公司产品覆盖消费电子、PC、服务器、汽车电子等多个领域，并持续推进DDR5等新产品研发。</p><p style=\"text-align: justify;\">国内媒体普遍认为，长鑫科技上市不仅意味着中国半导体产业迎来新的里程碑，也意味着资本市场正在给予国产高端制造和“硬科技”更高估值溢价。市场期待募集资金将进一步支持先进制程研发、扩大产能以及完善国产存储产业链。</p><h2 id=\"id_1542057506\">AI时代，真正决定胜负的仍是HBM</h2><p style=\"text-align: justify;\">不过，从全球竞争格局来看，多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。</p><p style=\"text-align: justify;\">当前AI服务器需求爆发，使HBM成为全球最紧缺的半导体产品之一。美光和SK海力士几乎包揽了英伟达等AI芯片厂商的HBM供应，相关业务也是推动两家公司盈利快速增长的核心动力。</p><p style=\"text-align: justify;\">因此，不少分析人士认为，周一存储股的大跌更像是一次情绪驱动的估值调整，而非行业基本面出现拐点。随着AI基础设施建设持续推进，高端存储需求仍有望保持高速增长。</p><p style=\"text-align: justify;\">Bernstein分析师Mark Li甚至认为，当天板块回调反而提供了新的布局机会。他预计，到2027年至2028年，全球存储芯片市场收入仍有望突破1.3万亿美元，AI时代的数据中心建设将持续支撑DRAM和HBM需求增长。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"SKHZ":"1倍做空海力士ETF-Leverage 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ETF","NVDD":"1倍做空NVDA ETF-Direxion","ASML":"阿斯麦","MUYY":"GraniteShares YieldBOOSTMU ETF","AMUU":"2倍做多AMD ETF-Direxion","NVDG":"2倍做多NVDA ETF- Leverage Shares","AMDW":"Roundhill AMD WeeklyPay ETF","07709":"南方两倍做多海力士","MUZ":"Defiance Daily Target 2X Short MU ETF","AMDY":"AMD期权收益策略ETF-YieldMax","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDL":"2倍做多NVDA ETF-GraniteShares","SNDC":"Corgi SNDK 2x Daily ETF","SKHU":"2倍做多海力士-ProShares","AMYY":"GraniteShares YieldBOOST AMD ETF","ASMG":"2倍做多ASML ETF- Leverage Shares","WDCX":"Tradr 2X Long WDC Daily ETF","NVDQ":"2倍做空NVDA ETF-T-Rex","07388":"南方两倍做空英伟达","SNDG":"Leverage Shares 2X Long SNDK Daily ETF","SKHX":"2倍做多海力士ETF-Leverage Shares","AMD":"美国超微公司","NVDS":"1.5倍做空NVDA ETF-Tradr","SNDQ":"Tradr 2X Short SNDK Daily ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187931355","content_text":"周一盘中，闪迪跌超10%、市值一个月蒸发1700亿美元，SK海力士ADR曾跌10%，美光一度跌超7%。多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。有分析师认为，存储芯片股回调提供了新的布局机会。国存储芯片龙头长鑫科技登陆A股首日的火爆表现，正在成为全球存储芯片板块的新变量。周一美股盘中，存储芯片股重挫，成为大盘最大拖累。闪迪（SNDK）盘中跌超10%、早盘刷新日低时跌约14.6%，较6月22日创下的历史高点累跌47%，过去一个月内市值蒸发约1700亿美元；SK海力士ADR（SKHY）盘中曾跌约10%，西部数据（WDC）和希捷科技（STX）盘中曾分别跌超9%和8%，美光科技（MU）一度跌超7%。到收盘，闪迪、SK海力士ADR、西部数据、希捷科技和美光分别跌约11%、7.5%、4.2%、4.1%和2.3%。SK海力士自7月10日赴美上市以来首次收盘跌破IPO发行价，收盘较发行价低4%。早盘刷新日低时，追踪芯片股总体表现的费城半导体指数跌约5%，表现远逊三大美股指，最终收跌2.2%。标普500指数和纳指刷新日低时分别跌约0.4%和0.8%，道指全天保持涨势。市场普遍将矛头指向当天在上交所科创板上市的长鑫科技（CXMT）。这家中国最大的DRAM厂商上市首日股价暴涨超460%，市值突破3万亿元人民币，成为新的A股市值一哥，也令全球投资者重新评估未来几年DRAM行业的竞争格局。中国DRAM龙头上市，引发全球存储板块重估对于本周一美股存储芯片股大跌，多家外媒认为，市场担忧的并非长鑫科技短期业绩，而是全球DRAM供给格局未来可能发生变化。分析认为，长鑫科技完成亚洲今年规模最大的IPO后，意味着公司获得更加充裕的资本支持，其未来扩产、技术研发以及向HBM等AI高端存储领域迈进的能力都有望增强。对于此前已经大幅上涨的全球存储芯片龙头而言，这意味着长期竞争压力正在上升。有评论指出，市场担心随着长鑫科技融资完成，未来DRAM新增供给可能加快释放，从而削弱当前市场对于存储价格持续上涨的乐观预期。与此同时，此前美光、SK海力士、闪迪等存储股经历了大幅上涨，在高估值背景下，任何竞争格局变化都容易触发获利回吐。还有评论认为，本轮回调更多体现为市场重新定价。虽然AI推动的HBM需求依旧强劲，但投资者开始重新思考：如果中国厂商持续提升产能和技术实力，未来传统DRAM业务是否会提前进入竞争加剧阶段，进而影响行业利润率。不过，不少分析师认为，市场反应可能存在一定程度的过度解读。目前长鑫科技产品仍主要集中在DDR4、DDR5等传统DRAM领域，而美光、SK海力士和三星当前利润增长最快的业务来自HBM等AI存储产品。受美国出口限制影响，长鑫科技短期内进入HBM高端市场仍面临较高技术门槛，因此全球AI存储市场格局短期内难以发生根本改变。长鑫科技首日暴涨，资本市场押注“中国存储”长鑫科技此次IPO本身就备受全球关注。公司此次募集资金约579亿元人民币（约86亿美元），创今年亚洲IPO募资规模新高。上市首日、本周一，公司股价收盘较发行价涨465.82%，总市值达3.28万亿，超越工商银行、成为A股总市值之首，市值相当于两个贵州茅台。周一全天，长鑫科技成交额超1400亿元，成为A股史上首只单日成交额突破千亿元的个股。公开资料显示，长鑫科技成立于2016年，是中国规模最大的DRAM芯片制造商，也是中国实现DRAM自主研发和量产的重要代表企业。目前公司产品覆盖消费电子、PC、服务器、汽车电子等多个领域，并持续推进DDR5等新产品研发。国内媒体普遍认为，长鑫科技上市不仅意味着中国半导体产业迎来新的里程碑，也意味着资本市场正在给予国产高端制造和“硬科技”更高估值溢价。市场期待募集资金将进一步支持先进制程研发、扩大产能以及完善国产存储产业链。AI时代，真正决定胜负的仍是HBM不过，从全球竞争格局来看，多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。当前AI服务器需求爆发，使HBM成为全球最紧缺的半导体产品之一。美光和SK海力士几乎包揽了英伟达等AI芯片厂商的HBM供应，相关业务也是推动两家公司盈利快速增长的核心动力。因此，不少分析人士认为，周一存储股的大跌更像是一次情绪驱动的估值调整，而非行业基本面出现拐点。随着AI基础设施建设持续推进，高端存储需求仍有望保持高速增长。Bernstein分析师Mark Li甚至认为，当天板块回调反而提供了新的布局机会。他预计，到2027年至2028年，全球存储芯片市场收入仍有望突破1.3万亿美元，AI时代的数据中心建设将持续支撑DRAM和HBM需求增长。","news_type":1,"symbols_score_info":{"07788":0.6,"NVDS":0.6,"SKHU":0.6,"NVII":0.6,"AMDG":0.6,"SNDQ":0.6,"SNDU":0.6,"SKHX":0.6,"ASMU":0.6,"MUZ":0.6,"AMYY":0.6,"ASML":2,"MIC":0.6,"AMDU":0.6,"SNXX":0.6,"WDC":2,"AMDY":0.6,"AMUU":0.6,"NVDA":2,"NVDO":0.6,"NVDU":0.6,"SKDD":0.6,"DAMD":0.6,"STX":2,"SK":0.6,"NVDY":0.6,"MUD":0.6,"SKHY":2,"NVDB":0.6,"MULL":0.6,"NVDG":0.6,"MU":2,"AMD":2,"ASMG":0.6,"SNDC":0.6,"AMDW":0.6,"SKUU":0.6,"WDCX":0.6,"07388":0.6,"NVDW":0.6,"AMDL":0.6,"SNDK":2,"ANV":0.6,"NVDX":0.6,"DIPS":0.6,"NVD":0.6,"NVDQ":0.6,"SKHZ":0.6,"MUU":0.6,"NVYY":0.6,"AMDD":0.6,"NVDD":0.6,"NVDL":0.6,"MUYY":0.6,"07709":0.6,"HYNX":0.6,"SNDG":0.6}},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590790912238728,"gmtCreate":1785237652563,"gmtModify":1785237979714,"author":{"id":"3436790964678141","authorId":"3436790964678141","name":"shyicarus","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3436790964678141","idStr":"3436790964678141"},"themes":[],"title":"","htmlText":"这**的只会做空，再让他爆仓几次","listText":"这**的只会做空，再让他爆仓几次","text":"这**的只会做空，再让他爆仓几次","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/590790912238728","repostId":"2654842068","repostType":2,"repost":{"id":"2654842068","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1785047083,"share":"https://www.laohu8.com/m/news/2654842068?lang=zh_CN&edition=full","pubTime":"2026-07-26 14:24","market":"us","language":"zh","title":"“大空头”继续狙击AI！Michael Burry扩大英伟达、美光空头仓位，维持做空特斯拉、Palantir","url":"https://stock-news.laohu8.com/highlight/detail?id=2654842068","media":"华尔街见闻","summary":"Burry发文披露最新持仓动向，扩大对美光、英伟达及费城半导体ETF的空头仓位，同时新增做空卡特彼勒，并维持做空特斯拉、Palantir及持有纳斯达克100看跌期权。他认为英伟达当前及未来的大量需求并非来自终端客户，而是通过表外融资安排循环驱动。","content":"<html><head></head><body><p style=\"text-align: left;\">&#34;大空头&#34;Michael Burry再度加码做空美光等AI相关股票，并维持对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>的空头押注，其对半导体板块的看空逻辑正受到市场越来越多的关注。</p><p style=\"text-align: left;\">Burry于当地时间7月25日在Substack发文披露最新持仓动向，显示他<strong>进一步扩大了对<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>及费城半导体ETF的空头仓位，同时新增做空<a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a>。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c88feab16c1c637e5f7c39eb4fb752f9\" data-align=\"center\" tg-width=\"649\" tg-height=\"368\"/><span></span></p><p style=\"text-align: left;\">他明确表示，<strong>英伟达当前及未来的大量需求并非来自终端客户，而是通过表外融资安排循环驱动，并援引2026年国际清算银行年度报告加以佐证。</strong>与此同时，他<strong>对特斯拉和Palantir的空头仓位保持不变，并继续持有纳斯达克100 ETF的看跌期权。</strong></p><p style=\"text-align: left;\">此次披露正值半导体板块承压之际。华尔街见闻文章此前写道，Burry此前曾表示，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>公布的韩国半导体资本支出计划，是半导体行业景气周期&#34;由盛转衰的开始&#34;，并预计半导体板块将面临约30%的回调，认为AI基础设施相关公司估值已严重偏高。</p><h2 style=\"text-align: left;\">扩大半导体空头：美光、英伟达、SOXX齐齐加码</h2><p style=\"text-align: left;\">Burry在Substack文章中披露，他以每股933.86美元的价格进一步做空美光科技，以210.28美元的价格增持英伟达空头仓位，并以535.83美元加仓SOXX空头。他表示，<strong>SOXX空头仓位与其持有的看跌期权合并计算，已构成其投资组合中的一个大型仓位。</strong></p><p style=\"text-align: left;\">在英伟达的做空逻辑上，Burry措辞直接。他表示，<strong>目前英伟达大量需求并非由真实终端客户驱动，相关需求的融资安排游离于资产负债表之外且未予披露，未来收入&#34;大部分通过循环安排融资&#34;</strong>。他援引2026年国际清算银行年度报告作为支撑依据。</p><p style=\"text-align: left;\">值得注意的是，这并非Burry首次出手做空美光。华尔街见闻文章写道，Burry此前曾在1051.87美元的价位做空美光，并表示&#34;对这类情形的最终结局有相当清晰的了解&#34;，同时还增加了另外五个做空仓位。</p><p style=\"text-align: left;\"><strong>Burry对AI相关板块的看空，建立在对行业需求真实性的质疑之上。</strong>他认为，当前AI基础设施投资热潮中，大量资本开支并未对应真实的终端需求，而是通过不透明的融资结构自我循环，存在系统性高估风险。</p><p style=\"text-align: left;\">华尔街见闻文章此前写道，Burry预计半导体板块将面临约30%的回调，并将三星和SK海力士的资本支出扩张计划视为行业景气周期&#34;由盛转衰的开始&#34;。</p><p style=\"text-align: left;\">另外，在维持原有空头仓位方面，Burry表示<strong>尚未平仓特斯拉空头，并以轻描淡写的口吻称该仓位&#34;自己在慢慢缩小&#34;</strong>——暗示特斯拉股价下跌已令其空头仓位的名义规模自然收缩。他同时维持对Palantir的做空，并继续持有QQQ看跌期权，表明其对整体科技板块的看空立场未有松动。</p><p style=\"text-align: left;\">从今年以来的股价表现来看，Burry的部分空头押注面临一定压力。美光年内累计涨幅接近200%，英伟达上涨约10%。不过，Palantir、特斯拉和DraftKings年内均已下跌逾三成，分别录得约34%、33%和34%的跌幅，与Burry的看空方向基本吻合。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/839c9c1dcef2800f837df02e079a4f9c\" data-align=\"center\" tg-width=\"1910\" tg-height=\"1212\"/><span></span></p><p style=\"text-align: left;\">在做空AI的同时，Burry也在积极布局多头仓位，且方向集中于体育博彩领域。他以100.72美元买入&#34;相当数量&#34;的Flutter Entertainment，并以23.07美元买入DraftKings。</p><p style=\"text-align: left;\">Burry在文章中写道：&#34;将FLUT和DKNG合并来看，作为对预测市场的一次押注，两者合计构成我较大的仓位之一。&#34;此外，他还增持了<a href=\"https://laohu8.com/S/MOH\">Molina Healthcare</a>，买入价格为197.02美元。</p><p style=\"text-align: left;\">这一多头布局与其空头逻辑形成鲜明对比——在看空AI基础设施泡沫的同时，Burry将资金转向与科技热潮相关性较低的消费及医疗领域，折射出其对当前市场结构的整体判断。</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”继续狙击AI！Michael Burry扩大英伟达、美光空头仓位，维持做空特斯拉、Palantir</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“大空头”继续狙击AI！Michael Burry扩大英伟达、美光空头仓位，维持做空特斯拉、Palantir\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-26 14:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">&#34;大空头&#34;Michael Burry再度加码做空美光等AI相关股票，并维持对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>的空头押注，其对半导体板块的看空逻辑正受到市场越来越多的关注。</p><p style=\"text-align: left;\">Burry于当地时间7月25日在Substack发文披露最新持仓动向，显示他<strong>进一步扩大了对<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>及费城半导体ETF的空头仓位，同时新增做空<a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a>。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c88feab16c1c637e5f7c39eb4fb752f9\" data-align=\"center\" tg-width=\"649\" tg-height=\"368\"/><span></span></p><p style=\"text-align: left;\">他明确表示，<strong>英伟达当前及未来的大量需求并非来自终端客户，而是通过表外融资安排循环驱动，并援引2026年国际清算银行年度报告加以佐证。</strong>与此同时，他<strong>对特斯拉和Palantir的空头仓位保持不变，并继续持有纳斯达克100 ETF的看跌期权。</strong></p><p style=\"text-align: left;\">此次披露正值半导体板块承压之际。华尔街见闻文章此前写道，Burry此前曾表示，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>公布的韩国半导体资本支出计划，是半导体行业景气周期&#34;由盛转衰的开始&#34;，并预计半导体板块将面临约30%的回调，认为AI基础设施相关公司估值已严重偏高。</p><h2 style=\"text-align: left;\">扩大半导体空头：美光、英伟达、SOXX齐齐加码</h2><p style=\"text-align: left;\">Burry在Substack文章中披露，他以每股933.86美元的价格进一步做空美光科技，以210.28美元的价格增持英伟达空头仓位，并以535.83美元加仓SOXX空头。他表示，<strong>SOXX空头仓位与其持有的看跌期权合并计算，已构成其投资组合中的一个大型仓位。</strong></p><p style=\"text-align: left;\">在英伟达的做空逻辑上，Burry措辞直接。他表示，<strong>目前英伟达大量需求并非由真实终端客户驱动，相关需求的融资安排游离于资产负债表之外且未予披露，未来收入&#34;大部分通过循环安排融资&#34;</strong>。他援引2026年国际清算银行年度报告作为支撑依据。</p><p style=\"text-align: left;\">值得注意的是，这并非Burry首次出手做空美光。华尔街见闻文章写道，Burry此前曾在1051.87美元的价位做空美光，并表示&#34;对这类情形的最终结局有相当清晰的了解&#34;，同时还增加了另外五个做空仓位。</p><p style=\"text-align: left;\"><strong>Burry对AI相关板块的看空，建立在对行业需求真实性的质疑之上。</strong>他认为，当前AI基础设施投资热潮中，大量资本开支并未对应真实的终端需求，而是通过不透明的融资结构自我循环，存在系统性高估风险。</p><p style=\"text-align: left;\">华尔街见闻文章此前写道，Burry预计半导体板块将面临约30%的回调，并将三星和SK海力士的资本支出扩张计划视为行业景气周期&#34;由盛转衰的开始&#34;。</p><p style=\"text-align: left;\">另外，在维持原有空头仓位方面，Burry表示<strong>尚未平仓特斯拉空头，并以轻描淡写的口吻称该仓位&#34;自己在慢慢缩小&#34;</strong>——暗示特斯拉股价下跌已令其空头仓位的名义规模自然收缩。他同时维持对Palantir的做空，并继续持有QQQ看跌期权，表明其对整体科技板块的看空立场未有松动。</p><p style=\"text-align: left;\">从今年以来的股价表现来看，Burry的部分空头押注面临一定压力。美光年内累计涨幅接近200%，英伟达上涨约10%。不过，Palantir、特斯拉和DraftKings年内均已下跌逾三成，分别录得约34%、33%和34%的跌幅，与Burry的看空方向基本吻合。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/839c9c1dcef2800f837df02e079a4f9c\" data-align=\"center\" tg-width=\"1910\" tg-height=\"1212\"/><span></span></p><p style=\"text-align: left;\">在做空AI的同时，Burry也在积极布局多头仓位，且方向集中于体育博彩领域。他以100.72美元买入&#34;相当数量&#34;的Flutter Entertainment，并以23.07美元买入DraftKings。</p><p style=\"text-align: left;\">Burry在文章中写道：&#34;将FLUT和DKNG合并来看，作为对预测市场的一次押注，两者合计构成我较大的仓位之一。&#34;此外，他还增持了<a href=\"https://laohu8.com/S/MOH\">Molina Healthcare</a>，买入价格为197.02美元。</p><p style=\"text-align: left;\">这一多头布局与其空头逻辑形成鲜明对比——在看空AI基础设施泡沫的同时，Burry将资金转向与科技热潮相关性较低的消费及医疗领域，折射出其对当前市场结构的整体判断。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/623fa826a3925ac5d5f18b0f16bb748d","relate_stocks":{"LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU0109392836.USD":"富兰克林科技股A","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU2394011477.USD":"JPMORGAN CLIMATE CHANGE SOLUTIONS \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) 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ETF的看跌期权。此次披露正值半导体板块承压之际。华尔街见闻文章此前写道，Burry此前曾表示，三星和SK海力士公布的韩国半导体资本支出计划，是半导体行业景气周期\"由盛转衰的开始\"，并预计半导体板块将面临约30%的回调，认为AI基础设施相关公司估值已严重偏高。扩大半导体空头：美光、英伟达、SOXX齐齐加码Burry在Substack文章中披露，他以每股933.86美元的价格进一步做空美光科技，以210.28美元的价格增持英伟达空头仓位，并以535.83美元加仓SOXX空头。他表示，SOXX空头仓位与其持有的看跌期权合并计算，已构成其投资组合中的一个大型仓位。在英伟达的做空逻辑上，Burry措辞直接。他表示，目前英伟达大量需求并非由真实终端客户驱动，相关需求的融资安排游离于资产负债表之外且未予披露，未来收入\"大部分通过循环安排融资\"。他援引2026年国际清算银行年度报告作为支撑依据。值得注意的是，这并非Burry首次出手做空美光。华尔街见闻文章写道，Burry此前曾在1051.87美元的价位做空美光，并表示\"对这类情形的最终结局有相当清晰的了解\"，同时还增加了另外五个做空仓位。Burry对AI相关板块的看空，建立在对行业需求真实性的质疑之上。他认为，当前AI基础设施投资热潮中，大量资本开支并未对应真实的终端需求，而是通过不透明的融资结构自我循环，存在系统性高估风险。华尔街见闻文章此前写道，Burry预计半导体板块将面临约30%的回调，并将三星和SK海力士的资本支出扩张计划视为行业景气周期\"由盛转衰的开始\"。另外，在维持原有空头仓位方面，Burry表示尚未平仓特斯拉空头，并以轻描淡写的口吻称该仓位\"自己在慢慢缩小\"——暗示特斯拉股价下跌已令其空头仓位的名义规模自然收缩。他同时维持对Palantir的做空，并继续持有QQQ看跌期权，表明其对整体科技板块的看空立场未有松动。从今年以来的股价表现来看，Burry的部分空头押注面临一定压力。美光年内累计涨幅接近200%，英伟达上涨约10%。不过，Palantir、特斯拉和DraftKings年内均已下跌逾三成，分别录得约34%、33%和34%的跌幅，与Burry的看空方向基本吻合。在做空AI的同时，Burry也在积极布局多头仓位，且方向集中于体育博彩领域。他以100.72美元买入\"相当数量\"的Flutter Entertainment，并以23.07美元买入DraftKings。Burry在文章中写道：\"将FLUT和DKNG合并来看，作为对预测市场的一次押注，两者合计构成我较大的仓位之一。\"此外，他还增持了Molina Healthcare，买入价格为197.02美元。这一多头布局与其空头逻辑形成鲜明对比——在看空AI基础设施泡沫的同时，Burry将资金转向与科技热潮相关性较低的消费及医疗领域，折射出其对当前市场结构的整体判断。","news_type":1,"symbols_score_info":{"USD":0.6,"ANV":0.6,"NVDS":0.6,"09766":0.6,"FTXL":0.6,"WANT":0.6,"TRFK":0.6,"TSLR":0.6,"TSYY":0.6,"TSDD":0.6,"CLSE":0.6,"DISK":0.6,"FXL":0.6,"PLTY":0.6,"PSI":0.6,"USXF":0.6,"07766":0.6,"LIT":0.6,"EYES":0.6,"TSLZ":0.6,"TSLS":0.6,"IGV":0.6,"THMR":0.6,"NVIW.SI":0.6,"TTEQ":0.6,"WUGI":0.6,"MU":1.94,"PTIR":0.6,"AIFD":0.6,"DRMY":0.6,"NVDO":0.6,"MUD":0.6,"WLDR":0.6,"VT":0.6,"NVD3.UK":0.6,"NVDA":1.95,"SPTE":0.6,"SOXY":0.6,"AIS":0.6,"DKNX":0.6,"DKNG":1.84,"NVDX":0.6,"NVD2.UK":0.6,"TYLG":0.6,"AIQ":0.6,"BETZ":0.6,"ILDR":0.6,"SMH":0.6,"TSL":0.6,"EMSF":0.6,"CRSH":0.6,"PLTW":0.6,"07788":0.6,"TSLT":0.6,"CNEQ":0.6,"NVDU":0.6,"SMOG":0.6,"FAI":0.6,"METV":0.6,"LEGR":0.6,"NVII":0.6,"PLT":0.6,"07388":0.6,"NVDS.UK":0.6,"XNTK":0.6,"TESL":0.6,"TSLA":1.89,"ESLG":0.6,"PLTI":0.6,"WATS":0.6,"SMHX":0.6,"MUYY":0.6,"NULC":0.6,"NVDD":0.6,"ROM":0.6,"09366":0.6,"DRAY":0.6,"NVDB":0.6,"TSLG":0.6,"TSLP":0.6,"JGRO":0.6,"ABFL":0.6,"TSLI":0.6,"TSLO":0.6,"GUNZ":0.6,"CHPX":0.6,"MIC":0.6,"NVYY":0.6,"PLTR":1.87,"CMAG":0.6,"PLOO":0.6,"TSLW":0.6,"SHLD":0.6,"NVDW":0.6,"TEST":0.6,"PLTG":0.6,"SNVD.UK":0.6,"CHPS":0.6,"07366":0.6,"FDRV":0.6,"NVDQ":0.6,"AIPI":0.6,"ODDS":0.6,"VGT":0.6,"EFIV":0.6,"2NVD.UK":0.6,"PLYY":0.6,"DKUP":0.6,"TLA":0.6,"NVDL":0.6,"IDRV":0.6,"CGGO":0.6,"DIPS":0.6,"HBMX":0.6,"PLTA":0.6,"RULE":0.6,"WISE":0.6,"TSLQ":0.6,"TSII":0.6,"IXN":0.6,"PLTZ":0.6,"MUU":0.6,"TTXU":0.6,"TEK":0.6,"TSLY":0.6,"PLTD":0.6,"FTEC":0.6,"GAMR":0.6,"PLTU":0.6,"BAI":0.6,"SHOC":0.6,"3NVD.UK":0.6,"FDTX":0.6,"NVD":0.6,"MULL":0.6,"BOBP":0.6,"NVDY":0.6,"EGGY":0.6,"SNPE":0.6,"MUZ":0.6,"NVDG":0.6,"SOXX":0.6,"IETC":0.6,"ESUM":0.6,"XLK":0.6,"LFGY":0.6,"AGOX":0.6,"SOXQ":0.6}},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582981917244930","authorId":"3582981917244930","name":"月蚀","avatar":"https://static.tigerbbs.com/868da45e20d09bfaa326a775f43a6a7f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3582981917244930","idStr":"3582981917244930"},"content":"可怜虫，ai的新生一定会踩着这些硬件股的尸体","text":"可怜虫，ai的新生一定会踩着这些硬件股的尸体","html":"可怜虫，ai的新生一定会踩着这些硬件股的尸体"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590703071089824,"gmtCreate":1785216221998,"gmtModify":1785216223953,"author":{"id":"3503176530513854","authorId":"3503176530513854","name":"邓文 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05:31","market":"hk","language":"zh","title":"英伟达循环融资引发忧虑：CDS价差创纪录飙升，股价大跌5%，苹果重夺市值第一","url":"https://stock-news.laohu8.com/highlight/detail?id=2654025997","media":"华尔街见闻","summary":"$英伟达$深陷逾7500亿美元AI基础设施交易谈判的消息，在信用衍生品市场引发强烈震动，其违约保护成本单日涨幅创下历史纪录。与此同时，$苹果$因克制的资本支出策略获得市场青睐，市值重夺全球上市公司第一宝座。受此影响，英伟达股价周一收跌5%。苹果股价今年上涨24%，周一收涨1.2%，市值约达4.93万亿美元，超越英伟达的4.78万亿美元。","content":"<html><head></head><body><blockquote><p>英伟达卷入7500亿美元AI基础设施投资，其信用违约互换价差单日飙升14个基点创历史纪录。受此影响，英伟达股价周一收跌5%。苹果凭借克制的资本支出在当下的市场环境中股价表现良好，年内累计上涨24%，周一收涨1.2%，市值约达4.93万亿美元，超越英伟达的4.78万亿美元。</p></blockquote><p style=\"text-align: justify;\">英伟达深陷逾7500亿美元AI基础设施交易谈判的消息，在信用衍生品市场引发强烈震动，其违约保护成本单日涨幅创下历史纪录。与此同时，苹果因克制的资本支出策略获得市场青睐，市值重夺全球上市公司第一宝座。</p><p style=\"text-align: justify;\">据ICE Data Services数据，<strong>英伟达五年期信用违约互换（CDS）价差单日最高飙升14个基点至82个基点</strong>，为该合约自去年11月活跃交易以来最大盘中涨幅。受此影响，英伟达股价周一收跌5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b9438c3e479f8becdb2c617279f5975\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">苹果股价今年上涨24%，周一收涨1.2%，市值约达4.93万亿美元，超越英伟达的4.78万亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf8737c539ad5bade5b1f3d2d65ec16d\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">这两家公司的分化折射出市场对AI资本支出路径的深层分歧——重押AI基础设施的大手笔投入究竟是护城河，还是潜在的信用隐患，投资者正重新审视。</p><h2 id=\"52c76cb6\">巨额担保交易触发信用市场警觉</h2><p style=\"text-align: justify;\">英伟达与韩国SK集团于上周五晚间宣布达成一项逾5000亿美元的AI合作协议，同时正与OpenAI就一笔规模高达2500亿美元的担保协议展开谈判，以协助后者租用由软银旗下子公司在俄亥俄州开发的数据中心项目。消息一经披露，引发市场广泛关注。</p><p style=\"text-align: justify;\">上述交易规模之大，令债务市场承压。Coherence Credit Strategies首席投资官Sal Naro表示：</p><blockquote><p style=\"text-align: justify;\">&#34;构建AI基础设施所需的资本开支规模庞大，债务市场正遭到供给冲击。市场担忧的是，不透明的财务结构、表外交易和关联公司之间的复杂关系可能催生&#39;金融炼金术&#39;，最终导致信用评级下调。&#34;</p></blockquote><p style=\"text-align: justify;\">此类大规模融资通常需要投资级信用评级作为支撑，而OpenAI、Anthropic PBC等AI企业目前正处于大规模烧钱扩张阶段，难以独立获得此类评级。这意味着英伟达等大型科技公司的背书将成为相关债务获得高评级的关键。</p><h2 id=\"ai\">苹果&#34;轻资产&#34;AI路径获市场重估</h2><p style=\"text-align: justify;\">苹果年初至今股价累计上涨逾22%，在&#34;科技七巨头&#34;中领跑。自由资本市场首席市场策略师Jay Woods指出：</p><blockquote><p style=\"text-align: justify;\">&#34;苹果曾因AI投入不足而遭受批评，但现在来看，它成功规避了资本支出陷阱。&#34;</p></blockquote><p style=\"text-align: justify;\">苹果资本支出在过去三个季度持续下降，与同行形成鲜明对比。Alphabet上周上调全年资本支出指引以支持AI基础设施建设，特斯拉亦增加支出以推进Robotaxi和机器人业务，两家公司股价均在财报发布后下跌——Alphabet年初至今累计涨幅约3%，特斯拉则重挫近30%。</p><p style=\"text-align: justify;\">市场目前正等待微软、亚马逊和Meta本周相继披露财报，三家公司均预计将宣布进一步加大AI相关支出。</p><p style=\"text-align: justify;\">苹果将于周四美股收盘后发布业绩，投资者将重点关注其&#34;Apple Intelligence&#34;功能的落地进展，以及在不显著增加资本支出或压缩运营利润率的前提下实现AI规模化的可行性。</p><p style=\"text-align: justify;\">值得关注的是，周四还将是苹果CEO蒂姆·库克（Tim Cook）卸任前的最后一次财报电话会议。他将于9月1日正式卸任，转任执行董事长，由苹果硬件工程老将John Ternus接任CEO一职。</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 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达循环融资引发忧虑：CDS价差创纪录飙升，股价大跌5%，苹果重夺市值第一\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-28 05:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>英伟达卷入7500亿美元AI基础设施投资，其信用违约互换价差单日飙升14个基点创历史纪录。受此影响，英伟达股价周一收跌5%。苹果凭借克制的资本支出在当下的市场环境中股价表现良好，年内累计上涨24%，周一收涨1.2%，市值约达4.93万亿美元，超越英伟达的4.78万亿美元。</p></blockquote><p style=\"text-align: justify;\">英伟达深陷逾7500亿美元AI基础设施交易谈判的消息，在信用衍生品市场引发强烈震动，其违约保护成本单日涨幅创下历史纪录。与此同时，苹果因克制的资本支出策略获得市场青睐，市值重夺全球上市公司第一宝座。</p><p style=\"text-align: justify;\">据ICE Data Services数据，<strong>英伟达五年期信用违约互换（CDS）价差单日最高飙升14个基点至82个基点</strong>，为该合约自去年11月活跃交易以来最大盘中涨幅。受此影响，英伟达股价周一收跌5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b9438c3e479f8becdb2c617279f5975\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">苹果股价今年上涨24%，周一收涨1.2%，市值约达4.93万亿美元，超越英伟达的4.78万亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf8737c539ad5bade5b1f3d2d65ec16d\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">这两家公司的分化折射出市场对AI资本支出路径的深层分歧——重押AI基础设施的大手笔投入究竟是护城河，还是潜在的信用隐患，投资者正重新审视。</p><h2 id=\"52c76cb6\">巨额担保交易触发信用市场警觉</h2><p style=\"text-align: justify;\">英伟达与韩国SK集团于上周五晚间宣布达成一项逾5000亿美元的AI合作协议，同时正与OpenAI就一笔规模高达2500亿美元的担保协议展开谈判，以协助后者租用由软银旗下子公司在俄亥俄州开发的数据中心项目。消息一经披露，引发市场广泛关注。</p><p style=\"text-align: justify;\">上述交易规模之大，令债务市场承压。Coherence Credit Strategies首席投资官Sal Naro表示：</p><blockquote><p style=\"text-align: justify;\">&#34;构建AI基础设施所需的资本开支规模庞大，债务市场正遭到供给冲击。市场担忧的是，不透明的财务结构、表外交易和关联公司之间的复杂关系可能催生&#39;金融炼金术&#39;，最终导致信用评级下调。&#34;</p></blockquote><p style=\"text-align: justify;\">此类大规模融资通常需要投资级信用评级作为支撑，而OpenAI、Anthropic PBC等AI企业目前正处于大规模烧钱扩张阶段，难以独立获得此类评级。这意味着英伟达等大型科技公司的背书将成为相关债务获得高评级的关键。</p><h2 id=\"ai\">苹果&#34;轻资产&#34;AI路径获市场重估</h2><p style=\"text-align: justify;\">苹果年初至今股价累计上涨逾22%，在&#34;科技七巨头&#34;中领跑。自由资本市场首席市场策略师Jay Woods指出：</p><blockquote><p style=\"text-align: justify;\">&#34;苹果曾因AI投入不足而遭受批评，但现在来看，它成功规避了资本支出陷阱。&#34;</p></blockquote><p style=\"text-align: justify;\">苹果资本支出在过去三个季度持续下降，与同行形成鲜明对比。Alphabet上周上调全年资本支出指引以支持AI基础设施建设，特斯拉亦增加支出以推进Robotaxi和机器人业务，两家公司股价均在财报发布后下跌——Alphabet年初至今累计涨幅约3%，特斯拉则重挫近30%。</p><p style=\"text-align: justify;\">市场目前正等待微软、亚马逊和Meta本周相继披露财报，三家公司均预计将宣布进一步加大AI相关支出。</p><p style=\"text-align: justify;\">苹果将于周四美股收盘后发布业绩，投资者将重点关注其&#34;Apple Intelligence&#34;功能的落地进展，以及在不显著增加资本支出或压缩运营利润率的前提下实现AI规模化的可行性。</p><p style=\"text-align: justify;\">值得关注的是，周四还将是苹果CEO蒂姆·库克（Tim Cook）卸任前的最后一次财报电话会议。他将于9月1日正式卸任，转任执行董事长，由苹果硬件工程老将John Ternus接任CEO一职。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/042bf15c0077d603424f111d4bf49f8c","relate_stocks":{"NBFC":"Neuberger Berman Flexible Credit Income ETF","IBHA":"iShares iBonds 2021 Term High Yield and Income 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Artificial Intelligence and Innovation Fund","VERS":"PROSHARES METAVERSE ETF","PTF":"Invesco Dorsey Wright Technology Momentum ETF","BHYB":"XTRACKERS USD HIGH YIELD BB-B EX FINANCIALS ETF","CLOI":"VanEck CLO ETF","AGIX":"通用人工智能 ETF-AGIX","NHS":"纽伯格伯曼高地策略基金","HISF":"First Trust High Income Strategic Focus ETF","NVDA":"英伟达","SMTH":"ALPS | SMITH CORE PLUS BOND ETF","PYLD":"PIMCO MULTI SECTOR BOND ACTIVE ETF","AOHY":"ANGEL OAK HIGH YIELD OPPORTUNITIES ETF","AAPL":"苹果","VSHY":"VIRTUS NEWFLEET SHORT DURATION HIGH YIELD BOND ETF","BRHY":"iShares High Yield Active ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","PKO":"PIMCO Income Opportunity Fund","GOF":"Guggenheim Strategic Opportuniti","BULZ":"MicroSectors FANG & Innovation 3X Leveraged ETN","USDX":"SGI ENHANCED CORE ETF","KAMO":"Kensington Credit Opportunities ETF","YMAG":"YieldMax Magnificent 7 Fund of Option Income ETF","OND":"ProShares On-Demand ETF","ACYN":"FT Vest Laddered Autocallable Barrier & Income ETF","QTOC":"Innovator Growth Accelerated Plus ETF - October"},"source_url":"https://wallstreetcn.com/articles/3778066","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2654025997","content_text":"英伟达卷入7500亿美元AI基础设施投资，其信用违约互换价差单日飙升14个基点创历史纪录。受此影响，英伟达股价周一收跌5%。苹果凭借克制的资本支出在当下的市场环境中股价表现良好，年内累计上涨24%，周一收涨1.2%，市值约达4.93万亿美元，超越英伟达的4.78万亿美元。英伟达深陷逾7500亿美元AI基础设施交易谈判的消息，在信用衍生品市场引发强烈震动，其违约保护成本单日涨幅创下历史纪录。与此同时，苹果因克制的资本支出策略获得市场青睐，市值重夺全球上市公司第一宝座。据ICE Data Services数据，英伟达五年期信用违约互换（CDS）价差单日最高飙升14个基点至82个基点，为该合约自去年11月活跃交易以来最大盘中涨幅。受此影响，英伟达股价周一收跌5%。苹果股价今年上涨24%，周一收涨1.2%，市值约达4.93万亿美元，超越英伟达的4.78万亿美元。这两家公司的分化折射出市场对AI资本支出路径的深层分歧——重押AI基础设施的大手笔投入究竟是护城河，还是潜在的信用隐患，投资者正重新审视。巨额担保交易触发信用市场警觉英伟达与韩国SK集团于上周五晚间宣布达成一项逾5000亿美元的AI合作协议，同时正与OpenAI就一笔规模高达2500亿美元的担保协议展开谈判，以协助后者租用由软银旗下子公司在俄亥俄州开发的数据中心项目。消息一经披露，引发市场广泛关注。上述交易规模之大，令债务市场承压。Coherence Credit Strategies首席投资官Sal Naro表示：\"构建AI基础设施所需的资本开支规模庞大，债务市场正遭到供给冲击。市场担忧的是，不透明的财务结构、表外交易和关联公司之间的复杂关系可能催生'金融炼金术'，最终导致信用评级下调。\"此类大规模融资通常需要投资级信用评级作为支撑，而OpenAI、Anthropic PBC等AI企业目前正处于大规模烧钱扩张阶段，难以独立获得此类评级。这意味着英伟达等大型科技公司的背书将成为相关债务获得高评级的关键。苹果\"轻资产\"AI路径获市场重估苹果年初至今股价累计上涨逾22%，在\"科技七巨头\"中领跑。自由资本市场首席市场策略师Jay Woods指出：\"苹果曾因AI投入不足而遭受批评，但现在来看，它成功规避了资本支出陷阱。\"苹果资本支出在过去三个季度持续下降，与同行形成鲜明对比。Alphabet上周上调全年资本支出指引以支持AI基础设施建设，特斯拉亦增加支出以推进Robotaxi和机器人业务，两家公司股价均在财报发布后下跌——Alphabet年初至今累计涨幅约3%，特斯拉则重挫近30%。市场目前正等待微软、亚马逊和Meta本周相继披露财报，三家公司均预计将宣布进一步加大AI相关支出。苹果将于周四美股收盘后发布业绩，投资者将重点关注其\"Apple Intelligence\"功能的落地进展，以及在不显著增加资本支出或压缩运营利润率的前提下实现AI规模化的可行性。值得关注的是，周四还将是苹果CEO蒂姆·库克（Tim Cook）卸任前的最后一次财报电话会议。他将于9月1日正式卸任，转任执行董事长，由苹果硬件工程老将John Ternus接任CEO一职。","news_type":1,"symbols_score_info":{"SMTH":1.5,"CLOI":1.5,"AGIX":1.5,"FCVT":1.5,"FAS":1.5,"GOF":1.5,"ABHY":1.5,"BRHY":1.5,"DFHY":1.5,"OND":1.5,"CLOC":1.5,"ACVT":1.5,"ACEI":1.5,"INSI":1.5,"PTF":1.5,"NBFC":1.5,"QTOC":1.5,"VSHY":1.5,"PYLD":1.5,"AOHY":1.5,"SJB":1.5,"FSBD":1.5,"APCB":1.5,"BULZ":1.5,"CHAT":1.5,"IBHA":1.5,"USDX":1.5,"AIPO":1.5,"CPLS":1.5,"HISF":1.5,"JHCP":1.5,"MAGY":1.5,"VTHR":1.5,"WTAI":1.5,"BHK":1.5,"ACYN":1.5,"NVDA":1.5,"VERS":1.5,"BHYB":1.5,"BSJO":1.5,"FLRT":1.5,"YMAG":1.5,"JHCB":1.5,"KAMO":1.5,"NHS":1.5,"ARTY":1.5,"RAUS":1.5,"AAPL":1.5,"HYDW":1.5,"PKO":1.5}},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590688302822152,"gmtCreate":1785212522824,"gmtModify":1785212524951,"author":{"id":"4228385961123602","authorId":"4228385961123602","name":"HAKUBUN","avatar":"https://static.tigerbbs.com/97e39f638d455bd5828c866ff7fee9d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4228385961123602","idStr":"4228385961123602"},"themes":[],"title":"","htmlText":"华尔街的空投最喜欢拿中国鬼故事吓唬市场，真是屡试不爽呀","listText":"华尔街的空投最喜欢拿中国鬼故事吓唬市场，真是屡试不爽呀","text":"华尔街的空投最喜欢拿中国鬼故事吓唬市场，真是屡试不爽呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590688302822152","repostId":"1187931355","repostType":2,"repost":{"id":"1187931355","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1785197923,"share":"https://www.laohu8.com/m/news/1187931355?lang=zh_CN&edition=full","pubTime":"2026-07-28 08:18","market":"us","language":"zh","title":"中国DRAM巨头搅动全球格局，美股存储芯片跳水，SK海力士破发，闪迪一个月接近腰斩","url":"https://stock-news.laohu8.com/highlight/detail?id=1187931355","media":"华尔街见闻","summary":"SK海力士自7月10日赴美上市以来首次收盘跌破IPO发行价，收盘较发行价低4%。中国DRAM龙头上市，引发全球存储板块重估对于本周一美股存储芯片股大跌，多家外媒认为，市场担忧的并非长鑫科技短期业绩，而是全球DRAM供给格局未来可能发生变化。AI时代，真正决定胜负的仍是HBM不过，从全球竞争格局来看，多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。","content":"<html><head></head><body><blockquote><p>周一盘中，闪迪跌超10%、市值一个月蒸发1700亿美元，SK海力士ADR曾跌10%，美光一度跌超7%。多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。有分析师认为，存储芯片股回调提供了新的布局机会。</p></blockquote><p style=\"text-align: justify;\">国存储芯片龙头长鑫科技登陆A股首日的火爆表现，正在成为全球存储芯片板块的新变量。</p><p style=\"text-align: justify;\">周一美股盘中，存储芯片股重挫，成为大盘最大拖累。闪迪（SNDK）盘中跌超10%、早盘刷新日低时跌约14.6%，较6月22日创下的历史高点累跌47%，过去一个月内市值蒸发约1700亿美元；SK海力士ADR（SKHY）盘中曾跌约10%，西部数据（WDC）和希捷科技（STX）盘中曾分别跌超9%和8%，美光科技（MU）一度跌超7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21ac8ecb5c5dcf5cc5f94e612e8c0127\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">到收盘，闪迪、SK海力士ADR、西部数据、希捷科技和美光分别跌约11%、7.5%、4.2%、4.1%和2.3%。SK海力士自7月10日赴美上市以来首次收盘跌破IPO发行价，收盘较发行价低4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/857babbd27fd7e1470bfb614f1eac087\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">早盘刷新日低时，追踪芯片股总体表现的费城半导体指数跌约5%，表现远逊三大美股指，最终收跌2.2%。标普500指数和纳指刷新日低时分别跌约0.4%和0.8%，道指全天保持涨势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ac643d36cc83251efa77003eda7b4b1\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">市场普遍将矛头指向当天在上交所科创板上市的长鑫科技（CXMT）。这家中国最大的DRAM厂商上市首日股价暴涨超460%，市值突破3万亿元人民币，成为新的A股市值一哥，也令全球投资者重新评估未来几年DRAM行业的竞争格局。</p><h2 id=\"id_1280442175\">中国DRAM龙头上市，引发全球存储板块重估</h2><p style=\"text-align: justify;\">对于本周一美股存储芯片股大跌，多家外媒认为，市场担忧的并非长鑫科技短期业绩，而是全球DRAM供给格局未来可能发生变化。</p><p style=\"text-align: justify;\">分析认为，长鑫科技完成亚洲今年规模最大的IPO后，意味着公司获得更加充裕的资本支持，其未来扩产、技术研发以及向HBM等AI高端存储领域迈进的能力都有望增强。对于此前已经大幅上涨的全球存储芯片龙头而言，这意味着长期竞争压力正在上升。</p><p style=\"text-align: justify;\">有评论指出，市场担心随着长鑫科技融资完成，未来DRAM新增供给可能加快释放，从而削弱当前市场对于存储价格持续上涨的乐观预期。与此同时，此前美光、SK海力士、闪迪等存储股经历了大幅上涨，在高估值背景下，任何竞争格局变化都容易触发获利回吐。</p><p style=\"text-align: justify;\">还有评论认为，本轮回调更多体现为市场重新定价。虽然AI推动的HBM需求依旧强劲，但投资者开始重新思考：如果中国厂商持续提升产能和技术实力，未来传统DRAM业务是否会提前进入竞争加剧阶段，进而影响行业利润率。</p><p style=\"text-align: justify;\">不过，不少分析师认为，市场反应可能存在一定程度的过度解读。</p><p style=\"text-align: justify;\">目前长鑫科技产品仍主要集中在DDR4、DDR5等传统DRAM领域，而美光、SK海力士和三星当前利润增长最快的业务来自HBM等AI存储产品。受美国出口限制影响，长鑫科技短期内进入HBM高端市场仍面临较高技术门槛，因此全球AI存储市场格局短期内难以发生根本改变。</p><h2 id=\"id_1213106346\">长鑫科技首日暴涨，资本市场押注“中国存储”</h2><p style=\"text-align: justify;\">长鑫科技此次IPO本身就备受全球关注。</p><p style=\"text-align: justify;\">公司此次募集资金约579亿元人民币（约86亿美元），创今年亚洲IPO募资规模新高。上市首日、本周一，公司股价收盘较发行价涨465.82%，总市值达3.28万亿，超越工商银行、成为A股总市值之首，市值相当于两个贵州茅台。</p><p style=\"text-align: justify;\">周一全天，长鑫科技成交额超1400亿元，成为A股史上首只单日成交额突破千亿元的个股。</p><p style=\"text-align: justify;\">公开资料显示，长鑫科技成立于2016年，是中国规模最大的DRAM芯片制造商，也是中国实现DRAM自主研发和量产的重要代表企业。目前公司产品覆盖消费电子、PC、服务器、汽车电子等多个领域，并持续推进DDR5等新产品研发。</p><p style=\"text-align: justify;\">国内媒体普遍认为，长鑫科技上市不仅意味着中国半导体产业迎来新的里程碑，也意味着资本市场正在给予国产高端制造和“硬科技”更高估值溢价。市场期待募集资金将进一步支持先进制程研发、扩大产能以及完善国产存储产业链。</p><h2 id=\"id_1542057506\">AI时代，真正决定胜负的仍是HBM</h2><p style=\"text-align: justify;\">不过，从全球竞争格局来看，多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。</p><p style=\"text-align: justify;\">当前AI服务器需求爆发，使HBM成为全球最紧缺的半导体产品之一。美光和SK海力士几乎包揽了英伟达等AI芯片厂商的HBM供应，相关业务也是推动两家公司盈利快速增长的核心动力。</p><p style=\"text-align: justify;\">因此，不少分析人士认为，周一存储股的大跌更像是一次情绪驱动的估值调整，而非行业基本面出现拐点。随着AI基础设施建设持续推进，高端存储需求仍有望保持高速增长。</p><p style=\"text-align: justify;\">Bernstein分析师Mark Li甚至认为，当天板块回调反而提供了新的布局机会。他预计，到2027年至2028年，全球存储芯片市场收入仍有望突破1.3万亿美元，AI时代的数据中心建设将持续支撑DRAM和HBM需求增长。</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\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中国DRAM巨头搅动全球格局，美股存储芯片跳水，SK海力士破发，闪迪一个月接近腰斩\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-28 08:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>周一盘中，闪迪跌超10%、市值一个月蒸发1700亿美元，SK海力士ADR曾跌10%，美光一度跌超7%。多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。有分析师认为，存储芯片股回调提供了新的布局机会。</p></blockquote><p style=\"text-align: justify;\">国存储芯片龙头长鑫科技登陆A股首日的火爆表现，正在成为全球存储芯片板块的新变量。</p><p style=\"text-align: justify;\">周一美股盘中，存储芯片股重挫，成为大盘最大拖累。闪迪（SNDK）盘中跌超10%、早盘刷新日低时跌约14.6%，较6月22日创下的历史高点累跌47%，过去一个月内市值蒸发约1700亿美元；SK海力士ADR（SKHY）盘中曾跌约10%，西部数据（WDC）和希捷科技（STX）盘中曾分别跌超9%和8%，美光科技（MU）一度跌超7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21ac8ecb5c5dcf5cc5f94e612e8c0127\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">到收盘，闪迪、SK海力士ADR、西部数据、希捷科技和美光分别跌约11%、7.5%、4.2%、4.1%和2.3%。SK海力士自7月10日赴美上市以来首次收盘跌破IPO发行价，收盘较发行价低4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/857babbd27fd7e1470bfb614f1eac087\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">早盘刷新日低时，追踪芯片股总体表现的费城半导体指数跌约5%，表现远逊三大美股指，最终收跌2.2%。标普500指数和纳指刷新日低时分别跌约0.4%和0.8%，道指全天保持涨势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ac643d36cc83251efa77003eda7b4b1\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">市场普遍将矛头指向当天在上交所科创板上市的长鑫科技（CXMT）。这家中国最大的DRAM厂商上市首日股价暴涨超460%，市值突破3万亿元人民币，成为新的A股市值一哥，也令全球投资者重新评估未来几年DRAM行业的竞争格局。</p><h2 id=\"id_1280442175\">中国DRAM龙头上市，引发全球存储板块重估</h2><p style=\"text-align: justify;\">对于本周一美股存储芯片股大跌，多家外媒认为，市场担忧的并非长鑫科技短期业绩，而是全球DRAM供给格局未来可能发生变化。</p><p style=\"text-align: justify;\">分析认为，长鑫科技完成亚洲今年规模最大的IPO后，意味着公司获得更加充裕的资本支持，其未来扩产、技术研发以及向HBM等AI高端存储领域迈进的能力都有望增强。对于此前已经大幅上涨的全球存储芯片龙头而言，这意味着长期竞争压力正在上升。</p><p style=\"text-align: justify;\">有评论指出，市场担心随着长鑫科技融资完成，未来DRAM新增供给可能加快释放，从而削弱当前市场对于存储价格持续上涨的乐观预期。与此同时，此前美光、SK海力士、闪迪等存储股经历了大幅上涨，在高估值背景下，任何竞争格局变化都容易触发获利回吐。</p><p style=\"text-align: justify;\">还有评论认为，本轮回调更多体现为市场重新定价。虽然AI推动的HBM需求依旧强劲，但投资者开始重新思考：如果中国厂商持续提升产能和技术实力，未来传统DRAM业务是否会提前进入竞争加剧阶段，进而影响行业利润率。</p><p style=\"text-align: justify;\">不过，不少分析师认为，市场反应可能存在一定程度的过度解读。</p><p style=\"text-align: justify;\">目前长鑫科技产品仍主要集中在DDR4、DDR5等传统DRAM领域，而美光、SK海力士和三星当前利润增长最快的业务来自HBM等AI存储产品。受美国出口限制影响，长鑫科技短期内进入HBM高端市场仍面临较高技术门槛，因此全球AI存储市场格局短期内难以发生根本改变。</p><h2 id=\"id_1213106346\">长鑫科技首日暴涨，资本市场押注“中国存储”</h2><p style=\"text-align: justify;\">长鑫科技此次IPO本身就备受全球关注。</p><p style=\"text-align: justify;\">公司此次募集资金约579亿元人民币（约86亿美元），创今年亚洲IPO募资规模新高。上市首日、本周一，公司股价收盘较发行价涨465.82%，总市值达3.28万亿，超越工商银行、成为A股总市值之首，市值相当于两个贵州茅台。</p><p style=\"text-align: justify;\">周一全天，长鑫科技成交额超1400亿元，成为A股史上首只单日成交额突破千亿元的个股。</p><p style=\"text-align: justify;\">公开资料显示，长鑫科技成立于2016年，是中国规模最大的DRAM芯片制造商，也是中国实现DRAM自主研发和量产的重要代表企业。目前公司产品覆盖消费电子、PC、服务器、汽车电子等多个领域，并持续推进DDR5等新产品研发。</p><p style=\"text-align: justify;\">国内媒体普遍认为，长鑫科技上市不仅意味着中国半导体产业迎来新的里程碑，也意味着资本市场正在给予国产高端制造和“硬科技”更高估值溢价。市场期待募集资金将进一步支持先进制程研发、扩大产能以及完善国产存储产业链。</p><h2 id=\"id_1542057506\">AI时代，真正决定胜负的仍是HBM</h2><p style=\"text-align: justify;\">不过，从全球竞争格局来看，多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。</p><p style=\"text-align: justify;\">当前AI服务器需求爆发，使HBM成为全球最紧缺的半导体产品之一。美光和SK海力士几乎包揽了英伟达等AI芯片厂商的HBM供应，相关业务也是推动两家公司盈利快速增长的核心动力。</p><p style=\"text-align: justify;\">因此，不少分析人士认为，周一存储股的大跌更像是一次情绪驱动的估值调整，而非行业基本面出现拐点。随着AI基础设施建设持续推进，高端存储需求仍有望保持高速增长。</p><p style=\"text-align: justify;\">Bernstein分析师Mark Li甚至认为，当天板块回调反而提供了新的布局机会。他预计，到2027年至2028年，全球存储芯片市场收入仍有望突破1.3万亿美元，AI时代的数据中心建设将持续支撑DRAM和HBM需求增长。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"SKHZ":"1倍做空海力士ETF-Leverage 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ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187931355","content_text":"周一盘中，闪迪跌超10%、市值一个月蒸发1700亿美元，SK海力士ADR曾跌10%，美光一度跌超7%。多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。有分析师认为，存储芯片股回调提供了新的布局机会。国存储芯片龙头长鑫科技登陆A股首日的火爆表现，正在成为全球存储芯片板块的新变量。周一美股盘中，存储芯片股重挫，成为大盘最大拖累。闪迪（SNDK）盘中跌超10%、早盘刷新日低时跌约14.6%，较6月22日创下的历史高点累跌47%，过去一个月内市值蒸发约1700亿美元；SK海力士ADR（SKHY）盘中曾跌约10%，西部数据（WDC）和希捷科技（STX）盘中曾分别跌超9%和8%，美光科技（MU）一度跌超7%。到收盘，闪迪、SK海力士ADR、西部数据、希捷科技和美光分别跌约11%、7.5%、4.2%、4.1%和2.3%。SK海力士自7月10日赴美上市以来首次收盘跌破IPO发行价，收盘较发行价低4%。早盘刷新日低时，追踪芯片股总体表现的费城半导体指数跌约5%，表现远逊三大美股指，最终收跌2.2%。标普500指数和纳指刷新日低时分别跌约0.4%和0.8%，道指全天保持涨势。市场普遍将矛头指向当天在上交所科创板上市的长鑫科技（CXMT）。这家中国最大的DRAM厂商上市首日股价暴涨超460%，市值突破3万亿元人民币，成为新的A股市值一哥，也令全球投资者重新评估未来几年DRAM行业的竞争格局。中国DRAM龙头上市，引发全球存储板块重估对于本周一美股存储芯片股大跌，多家外媒认为，市场担忧的并非长鑫科技短期业绩，而是全球DRAM供给格局未来可能发生变化。分析认为，长鑫科技完成亚洲今年规模最大的IPO后，意味着公司获得更加充裕的资本支持，其未来扩产、技术研发以及向HBM等AI高端存储领域迈进的能力都有望增强。对于此前已经大幅上涨的全球存储芯片龙头而言，这意味着长期竞争压力正在上升。有评论指出，市场担心随着长鑫科技融资完成，未来DRAM新增供给可能加快释放，从而削弱当前市场对于存储价格持续上涨的乐观预期。与此同时，此前美光、SK海力士、闪迪等存储股经历了大幅上涨，在高估值背景下，任何竞争格局变化都容易触发获利回吐。还有评论认为，本轮回调更多体现为市场重新定价。虽然AI推动的HBM需求依旧强劲，但投资者开始重新思考：如果中国厂商持续提升产能和技术实力，未来传统DRAM业务是否会提前进入竞争加剧阶段，进而影响行业利润率。不过，不少分析师认为，市场反应可能存在一定程度的过度解读。目前长鑫科技产品仍主要集中在DDR4、DDR5等传统DRAM领域，而美光、SK海力士和三星当前利润增长最快的业务来自HBM等AI存储产品。受美国出口限制影响，长鑫科技短期内进入HBM高端市场仍面临较高技术门槛，因此全球AI存储市场格局短期内难以发生根本改变。长鑫科技首日暴涨，资本市场押注“中国存储”长鑫科技此次IPO本身就备受全球关注。公司此次募集资金约579亿元人民币（约86亿美元），创今年亚洲IPO募资规模新高。上市首日、本周一，公司股价收盘较发行价涨465.82%，总市值达3.28万亿，超越工商银行、成为A股总市值之首，市值相当于两个贵州茅台。周一全天，长鑫科技成交额超1400亿元，成为A股史上首只单日成交额突破千亿元的个股。公开资料显示，长鑫科技成立于2016年，是中国规模最大的DRAM芯片制造商，也是中国实现DRAM自主研发和量产的重要代表企业。目前公司产品覆盖消费电子、PC、服务器、汽车电子等多个领域，并持续推进DDR5等新产品研发。国内媒体普遍认为，长鑫科技上市不仅意味着中国半导体产业迎来新的里程碑，也意味着资本市场正在给予国产高端制造和“硬科技”更高估值溢价。市场期待募集资金将进一步支持先进制程研发、扩大产能以及完善国产存储产业链。AI时代，真正决定胜负的仍是HBM不过，从全球竞争格局来看，多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。当前AI服务器需求爆发，使HBM成为全球最紧缺的半导体产品之一。美光和SK海力士几乎包揽了英伟达等AI芯片厂商的HBM供应，相关业务也是推动两家公司盈利快速增长的核心动力。因此，不少分析人士认为，周一存储股的大跌更像是一次情绪驱动的估值调整，而非行业基本面出现拐点。随着AI基础设施建设持续推进，高端存储需求仍有望保持高速增长。Bernstein分析师Mark Li甚至认为，当天板块回调反而提供了新的布局机会。他预计，到2027年至2028年，全球存储芯片市场收入仍有望突破1.3万亿美元，AI时代的数据中心建设将持续支撑DRAM和HBM需求增长。","news_type":1,"symbols_score_info":{"07788":0.6,"NVDS":0.6,"SKHU":0.6,"NVII":0.6,"AMDG":0.6,"SNDQ":0.6,"SNDU":0.6,"SKHX":0.6,"ASMU":0.6,"MUZ":0.6,"AMYY":0.6,"ASML":2,"MIC":0.6,"AMDU":0.6,"SNXX":0.6,"WDC":2,"AMDY":0.6,"AMUU":0.6,"NVDA":2,"NVDO":0.6,"NVDU":0.6,"SKDD":0.6,"DAMD":0.6,"STX":2,"SK":0.6,"NVDY":0.6,"MUD":0.6,"SKHY":2,"NVDB":0.6,"MULL":0.6,"NVDG":0.6,"MU":2,"AMD":2,"ASMG":0.6,"SNDC":0.6,"AMDW":0.6,"SKUU":0.6,"WDCX":0.6,"07388":0.6,"NVDW":0.6,"AMDL":0.6,"SNDK":2,"ANV":0.6,"NVDX":0.6,"DIPS":0.6,"NVD":0.6,"NVDQ":0.6,"SKHZ":0.6,"MUU":0.6,"NVYY":0.6,"AMDD":0.6,"NVDD":0.6,"NVDL":0.6,"MUYY":0.6,"07709":0.6,"HYNX":0.6,"SNDG":0.6}},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590653711467176,"gmtCreate":1785204065564,"gmtModify":1785204067871,"author":{"id":"3563329216096354","authorId":"3563329216096354","name":"风筝_3343","avatar":"https://static.tigerbbs.com/2cc2e4c09a2ff38751e5f1b36fb8fe2e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563329216096354","idStr":"3563329216096354"},"themes":[],"title":"","htmlText":"都不是一个量级天天讲故事","listText":"都不是一个量级天天讲故事","text":"都不是一个量级天天讲故事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590653711467176","repostId":"1187931355","repostType":2,"repost":{"id":"1187931355","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1785197923,"share":"https://www.laohu8.com/m/news/1187931355?lang=zh_CN&edition=full","pubTime":"2026-07-28 08:18","market":"us","language":"zh","title":"中国DRAM巨头搅动全球格局，美股存储芯片跳水，SK海力士破发，闪迪一个月接近腰斩","url":"https://stock-news.laohu8.com/highlight/detail?id=1187931355","media":"华尔街见闻","summary":"SK海力士自7月10日赴美上市以来首次收盘跌破IPO发行价，收盘较发行价低4%。中国DRAM龙头上市，引发全球存储板块重估对于本周一美股存储芯片股大跌，多家外媒认为，市场担忧的并非长鑫科技短期业绩，而是全球DRAM供给格局未来可能发生变化。AI时代，真正决定胜负的仍是HBM不过，从全球竞争格局来看，多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。","content":"<html><head></head><body><blockquote><p>周一盘中，闪迪跌超10%、市值一个月蒸发1700亿美元，SK海力士ADR曾跌10%，美光一度跌超7%。多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。有分析师认为，存储芯片股回调提供了新的布局机会。</p></blockquote><p style=\"text-align: justify;\">国存储芯片龙头长鑫科技登陆A股首日的火爆表现，正在成为全球存储芯片板块的新变量。</p><p style=\"text-align: justify;\">周一美股盘中，存储芯片股重挫，成为大盘最大拖累。闪迪（SNDK）盘中跌超10%、早盘刷新日低时跌约14.6%，较6月22日创下的历史高点累跌47%，过去一个月内市值蒸发约1700亿美元；SK海力士ADR（SKHY）盘中曾跌约10%，西部数据（WDC）和希捷科技（STX）盘中曾分别跌超9%和8%，美光科技（MU）一度跌超7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21ac8ecb5c5dcf5cc5f94e612e8c0127\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">到收盘，闪迪、SK海力士ADR、西部数据、希捷科技和美光分别跌约11%、7.5%、4.2%、4.1%和2.3%。SK海力士自7月10日赴美上市以来首次收盘跌破IPO发行价，收盘较发行价低4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/857babbd27fd7e1470bfb614f1eac087\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">早盘刷新日低时，追踪芯片股总体表现的费城半导体指数跌约5%，表现远逊三大美股指，最终收跌2.2%。标普500指数和纳指刷新日低时分别跌约0.4%和0.8%，道指全天保持涨势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ac643d36cc83251efa77003eda7b4b1\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">市场普遍将矛头指向当天在上交所科创板上市的长鑫科技（CXMT）。这家中国最大的DRAM厂商上市首日股价暴涨超460%，市值突破3万亿元人民币，成为新的A股市值一哥，也令全球投资者重新评估未来几年DRAM行业的竞争格局。</p><h2 id=\"id_1280442175\">中国DRAM龙头上市，引发全球存储板块重估</h2><p style=\"text-align: justify;\">对于本周一美股存储芯片股大跌，多家外媒认为，市场担忧的并非长鑫科技短期业绩，而是全球DRAM供给格局未来可能发生变化。</p><p style=\"text-align: justify;\">分析认为，长鑫科技完成亚洲今年规模最大的IPO后，意味着公司获得更加充裕的资本支持，其未来扩产、技术研发以及向HBM等AI高端存储领域迈进的能力都有望增强。对于此前已经大幅上涨的全球存储芯片龙头而言，这意味着长期竞争压力正在上升。</p><p style=\"text-align: justify;\">有评论指出，市场担心随着长鑫科技融资完成，未来DRAM新增供给可能加快释放，从而削弱当前市场对于存储价格持续上涨的乐观预期。与此同时，此前美光、SK海力士、闪迪等存储股经历了大幅上涨，在高估值背景下，任何竞争格局变化都容易触发获利回吐。</p><p style=\"text-align: justify;\">还有评论认为，本轮回调更多体现为市场重新定价。虽然AI推动的HBM需求依旧强劲，但投资者开始重新思考：如果中国厂商持续提升产能和技术实力，未来传统DRAM业务是否会提前进入竞争加剧阶段，进而影响行业利润率。</p><p style=\"text-align: justify;\">不过，不少分析师认为，市场反应可能存在一定程度的过度解读。</p><p style=\"text-align: justify;\">目前长鑫科技产品仍主要集中在DDR4、DDR5等传统DRAM领域，而美光、SK海力士和三星当前利润增长最快的业务来自HBM等AI存储产品。受美国出口限制影响，长鑫科技短期内进入HBM高端市场仍面临较高技术门槛，因此全球AI存储市场格局短期内难以发生根本改变。</p><h2 id=\"id_1213106346\">长鑫科技首日暴涨，资本市场押注“中国存储”</h2><p style=\"text-align: justify;\">长鑫科技此次IPO本身就备受全球关注。</p><p style=\"text-align: justify;\">公司此次募集资金约579亿元人民币（约86亿美元），创今年亚洲IPO募资规模新高。上市首日、本周一，公司股价收盘较发行价涨465.82%，总市值达3.28万亿，超越工商银行、成为A股总市值之首，市值相当于两个贵州茅台。</p><p style=\"text-align: justify;\">周一全天，长鑫科技成交额超1400亿元，成为A股史上首只单日成交额突破千亿元的个股。</p><p style=\"text-align: justify;\">公开资料显示，长鑫科技成立于2016年，是中国规模最大的DRAM芯片制造商，也是中国实现DRAM自主研发和量产的重要代表企业。目前公司产品覆盖消费电子、PC、服务器、汽车电子等多个领域，并持续推进DDR5等新产品研发。</p><p style=\"text-align: justify;\">国内媒体普遍认为，长鑫科技上市不仅意味着中国半导体产业迎来新的里程碑，也意味着资本市场正在给予国产高端制造和“硬科技”更高估值溢价。市场期待募集资金将进一步支持先进制程研发、扩大产能以及完善国产存储产业链。</p><h2 id=\"id_1542057506\">AI时代，真正决定胜负的仍是HBM</h2><p style=\"text-align: justify;\">不过，从全球竞争格局来看，多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。</p><p style=\"text-align: justify;\">当前AI服务器需求爆发，使HBM成为全球最紧缺的半导体产品之一。美光和SK海力士几乎包揽了英伟达等AI芯片厂商的HBM供应，相关业务也是推动两家公司盈利快速增长的核心动力。</p><p style=\"text-align: justify;\">因此，不少分析人士认为，周一存储股的大跌更像是一次情绪驱动的估值调整，而非行业基本面出现拐点。随着AI基础设施建设持续推进，高端存储需求仍有望保持高速增长。</p><p style=\"text-align: justify;\">Bernstein分析师Mark Li甚至认为，当天板块回调反而提供了新的布局机会。他预计，到2027年至2028年，全球存储芯片市场收入仍有望突破1.3万亿美元，AI时代的数据中心建设将持续支撑DRAM和HBM需求增长。</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\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中国DRAM巨头搅动全球格局，美股存储芯片跳水，SK海力士破发，闪迪一个月接近腰斩\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-28 08:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>周一盘中，闪迪跌超10%、市值一个月蒸发1700亿美元，SK海力士ADR曾跌10%，美光一度跌超7%。多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。有分析师认为，存储芯片股回调提供了新的布局机会。</p></blockquote><p style=\"text-align: justify;\">国存储芯片龙头长鑫科技登陆A股首日的火爆表现，正在成为全球存储芯片板块的新变量。</p><p style=\"text-align: justify;\">周一美股盘中，存储芯片股重挫，成为大盘最大拖累。闪迪（SNDK）盘中跌超10%、早盘刷新日低时跌约14.6%，较6月22日创下的历史高点累跌47%，过去一个月内市值蒸发约1700亿美元；SK海力士ADR（SKHY）盘中曾跌约10%，西部数据（WDC）和希捷科技（STX）盘中曾分别跌超9%和8%，美光科技（MU）一度跌超7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21ac8ecb5c5dcf5cc5f94e612e8c0127\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">到收盘，闪迪、SK海力士ADR、西部数据、希捷科技和美光分别跌约11%、7.5%、4.2%、4.1%和2.3%。SK海力士自7月10日赴美上市以来首次收盘跌破IPO发行价，收盘较发行价低4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/857babbd27fd7e1470bfb614f1eac087\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">早盘刷新日低时，追踪芯片股总体表现的费城半导体指数跌约5%，表现远逊三大美股指，最终收跌2.2%。标普500指数和纳指刷新日低时分别跌约0.4%和0.8%，道指全天保持涨势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ac643d36cc83251efa77003eda7b4b1\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">市场普遍将矛头指向当天在上交所科创板上市的长鑫科技（CXMT）。这家中国最大的DRAM厂商上市首日股价暴涨超460%，市值突破3万亿元人民币，成为新的A股市值一哥，也令全球投资者重新评估未来几年DRAM行业的竞争格局。</p><h2 id=\"id_1280442175\">中国DRAM龙头上市，引发全球存储板块重估</h2><p style=\"text-align: justify;\">对于本周一美股存储芯片股大跌，多家外媒认为，市场担忧的并非长鑫科技短期业绩，而是全球DRAM供给格局未来可能发生变化。</p><p style=\"text-align: justify;\">分析认为，长鑫科技完成亚洲今年规模最大的IPO后，意味着公司获得更加充裕的资本支持，其未来扩产、技术研发以及向HBM等AI高端存储领域迈进的能力都有望增强。对于此前已经大幅上涨的全球存储芯片龙头而言，这意味着长期竞争压力正在上升。</p><p style=\"text-align: justify;\">有评论指出，市场担心随着长鑫科技融资完成，未来DRAM新增供给可能加快释放，从而削弱当前市场对于存储价格持续上涨的乐观预期。与此同时，此前美光、SK海力士、闪迪等存储股经历了大幅上涨，在高估值背景下，任何竞争格局变化都容易触发获利回吐。</p><p style=\"text-align: justify;\">还有评论认为，本轮回调更多体现为市场重新定价。虽然AI推动的HBM需求依旧强劲，但投资者开始重新思考：如果中国厂商持续提升产能和技术实力，未来传统DRAM业务是否会提前进入竞争加剧阶段，进而影响行业利润率。</p><p style=\"text-align: justify;\">不过，不少分析师认为，市场反应可能存在一定程度的过度解读。</p><p style=\"text-align: justify;\">目前长鑫科技产品仍主要集中在DDR4、DDR5等传统DRAM领域，而美光、SK海力士和三星当前利润增长最快的业务来自HBM等AI存储产品。受美国出口限制影响，长鑫科技短期内进入HBM高端市场仍面临较高技术门槛，因此全球AI存储市场格局短期内难以发生根本改变。</p><h2 id=\"id_1213106346\">长鑫科技首日暴涨，资本市场押注“中国存储”</h2><p style=\"text-align: justify;\">长鑫科技此次IPO本身就备受全球关注。</p><p style=\"text-align: justify;\">公司此次募集资金约579亿元人民币（约86亿美元），创今年亚洲IPO募资规模新高。上市首日、本周一，公司股价收盘较发行价涨465.82%，总市值达3.28万亿，超越工商银行、成为A股总市值之首，市值相当于两个贵州茅台。</p><p style=\"text-align: justify;\">周一全天，长鑫科技成交额超1400亿元，成为A股史上首只单日成交额突破千亿元的个股。</p><p style=\"text-align: justify;\">公开资料显示，长鑫科技成立于2016年，是中国规模最大的DRAM芯片制造商，也是中国实现DRAM自主研发和量产的重要代表企业。目前公司产品覆盖消费电子、PC、服务器、汽车电子等多个领域，并持续推进DDR5等新产品研发。</p><p style=\"text-align: justify;\">国内媒体普遍认为，长鑫科技上市不仅意味着中国半导体产业迎来新的里程碑，也意味着资本市场正在给予国产高端制造和“硬科技”更高估值溢价。市场期待募集资金将进一步支持先进制程研发、扩大产能以及完善国产存储产业链。</p><h2 id=\"id_1542057506\">AI时代，真正决定胜负的仍是HBM</h2><p style=\"text-align: justify;\">不过，从全球竞争格局来看，多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。</p><p style=\"text-align: justify;\">当前AI服务器需求爆发，使HBM成为全球最紧缺的半导体产品之一。美光和SK海力士几乎包揽了英伟达等AI芯片厂商的HBM供应，相关业务也是推动两家公司盈利快速增长的核心动力。</p><p style=\"text-align: justify;\">因此，不少分析人士认为，周一存储股的大跌更像是一次情绪驱动的估值调整，而非行业基本面出现拐点。随着AI基础设施建设持续推进，高端存储需求仍有望保持高速增长。</p><p style=\"text-align: justify;\">Bernstein分析师Mark Li甚至认为，当天板块回调反而提供了新的布局机会。他预计，到2027年至2028年，全球存储芯片市场收入仍有望突破1.3万亿美元，AI时代的数据中心建设将持续支撑DRAM和HBM需求增长。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"SKHZ":"1倍做空海力士ETF-Leverage 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ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187931355","content_text":"周一盘中，闪迪跌超10%、市值一个月蒸发1700亿美元，SK海力士ADR曾跌10%，美光一度跌超7%。多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。有分析师认为，存储芯片股回调提供了新的布局机会。国存储芯片龙头长鑫科技登陆A股首日的火爆表现，正在成为全球存储芯片板块的新变量。周一美股盘中，存储芯片股重挫，成为大盘最大拖累。闪迪（SNDK）盘中跌超10%、早盘刷新日低时跌约14.6%，较6月22日创下的历史高点累跌47%，过去一个月内市值蒸发约1700亿美元；SK海力士ADR（SKHY）盘中曾跌约10%，西部数据（WDC）和希捷科技（STX）盘中曾分别跌超9%和8%，美光科技（MU）一度跌超7%。到收盘，闪迪、SK海力士ADR、西部数据、希捷科技和美光分别跌约11%、7.5%、4.2%、4.1%和2.3%。SK海力士自7月10日赴美上市以来首次收盘跌破IPO发行价，收盘较发行价低4%。早盘刷新日低时，追踪芯片股总体表现的费城半导体指数跌约5%，表现远逊三大美股指，最终收跌2.2%。标普500指数和纳指刷新日低时分别跌约0.4%和0.8%，道指全天保持涨势。市场普遍将矛头指向当天在上交所科创板上市的长鑫科技（CXMT）。这家中国最大的DRAM厂商上市首日股价暴涨超460%，市值突破3万亿元人民币，成为新的A股市值一哥，也令全球投资者重新评估未来几年DRAM行业的竞争格局。中国DRAM龙头上市，引发全球存储板块重估对于本周一美股存储芯片股大跌，多家外媒认为，市场担忧的并非长鑫科技短期业绩，而是全球DRAM供给格局未来可能发生变化。分析认为，长鑫科技完成亚洲今年规模最大的IPO后，意味着公司获得更加充裕的资本支持，其未来扩产、技术研发以及向HBM等AI高端存储领域迈进的能力都有望增强。对于此前已经大幅上涨的全球存储芯片龙头而言，这意味着长期竞争压力正在上升。有评论指出，市场担心随着长鑫科技融资完成，未来DRAM新增供给可能加快释放，从而削弱当前市场对于存储价格持续上涨的乐观预期。与此同时，此前美光、SK海力士、闪迪等存储股经历了大幅上涨，在高估值背景下，任何竞争格局变化都容易触发获利回吐。还有评论认为，本轮回调更多体现为市场重新定价。虽然AI推动的HBM需求依旧强劲，但投资者开始重新思考：如果中国厂商持续提升产能和技术实力，未来传统DRAM业务是否会提前进入竞争加剧阶段，进而影响行业利润率。不过，不少分析师认为，市场反应可能存在一定程度的过度解读。目前长鑫科技产品仍主要集中在DDR4、DDR5等传统DRAM领域，而美光、SK海力士和三星当前利润增长最快的业务来自HBM等AI存储产品。受美国出口限制影响，长鑫科技短期内进入HBM高端市场仍面临较高技术门槛，因此全球AI存储市场格局短期内难以发生根本改变。长鑫科技首日暴涨，资本市场押注“中国存储”长鑫科技此次IPO本身就备受全球关注。公司此次募集资金约579亿元人民币（约86亿美元），创今年亚洲IPO募资规模新高。上市首日、本周一，公司股价收盘较发行价涨465.82%，总市值达3.28万亿，超越工商银行、成为A股总市值之首，市值相当于两个贵州茅台。周一全天，长鑫科技成交额超1400亿元，成为A股史上首只单日成交额突破千亿元的个股。公开资料显示，长鑫科技成立于2016年，是中国规模最大的DRAM芯片制造商，也是中国实现DRAM自主研发和量产的重要代表企业。目前公司产品覆盖消费电子、PC、服务器、汽车电子等多个领域，并持续推进DDR5等新产品研发。国内媒体普遍认为，长鑫科技上市不仅意味着中国半导体产业迎来新的里程碑，也意味着资本市场正在给予国产高端制造和“硬科技”更高估值溢价。市场期待募集资金将进一步支持先进制程研发、扩大产能以及完善国产存储产业链。AI时代，真正决定胜负的仍是HBM不过，从全球竞争格局来看，多数机构仍认为，美光、SK海力士和三星在AI存储领域的领先优势短期难以撼动。当前AI服务器需求爆发，使HBM成为全球最紧缺的半导体产品之一。美光和SK海力士几乎包揽了英伟达等AI芯片厂商的HBM供应，相关业务也是推动两家公司盈利快速增长的核心动力。因此，不少分析人士认为，周一存储股的大跌更像是一次情绪驱动的估值调整，而非行业基本面出现拐点。随着AI基础设施建设持续推进，高端存储需求仍有望保持高速增长。Bernstein分析师Mark Li甚至认为，当天板块回调反而提供了新的布局机会。他预计，到2027年至2028年，全球存储芯片市场收入仍有望突破1.3万亿美元，AI时代的数据中心建设将持续支撑DRAM和HBM需求增长。","news_type":1,"symbols_score_info":{"07788":0.6,"NVDS":0.6,"SKHU":0.6,"NVII":0.6,"AMDG":0.6,"SNDQ":0.6,"SNDU":0.6,"SKHX":0.6,"ASMU":0.6,"MUZ":0.6,"AMYY":0.6,"ASML":2,"MIC":0.6,"AMDU":0.6,"SNXX":0.6,"WDC":2,"AMDY":0.6,"AMUU":0.6,"NVDA":2,"NVDO":0.6,"NVDU":0.6,"SKDD":0.6,"DAMD":0.6,"STX":2,"SK":0.6,"NVDY":0.6,"MUD":0.6,"SKHY":2,"NVDB":0.6,"MULL":0.6,"NVDG":0.6,"MU":2,"AMD":2,"ASMG":0.6,"SNDC":0.6,"AMDW":0.6,"SKUU":0.6,"WDCX":0.6,"07388":0.6,"NVDW":0.6,"AMDL":0.6,"SNDK":2,"ANV":0.6,"NVDX":0.6,"DIPS":0.6,"NVD":0.6,"NVDQ":0.6,"SKHZ":0.6,"MUU":0.6,"NVYY":0.6,"AMDD":0.6,"NVDD":0.6,"NVDL":0.6,"MUYY":0.6,"07709":0.6,"HYNX":0.6,"SNDG":0.6}},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590466356454376,"gmtCreate":1785158365690,"gmtModify":1785158367518,"author":{"id":"3535664106674633","authorId":"3535664106674633","name":"呆蹦蹦","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535664106674633","idStr":"3535664106674633"},"themes":[],"title":"","htmlText":"全是高位上市融资，不知道最后哪些人来接盘[捂脸]&nbsp;&nbsp;","listText":"全是高位上市融资，不知道最后哪些人来接盘[捂脸]&nbsp;&nbsp;","text":"全是高位上市融资，不知道最后哪些人来接盘[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590466356454376","repostId":"1140731243","repostType":4,"repost":{"id":"1140731243","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1785132344,"share":"https://www.laohu8.com/m/news/1140731243?lang=zh_CN&edition=full","pubTime":"2026-07-27 14:05","market":"hk","language":"zh","title":"报道：中际旭创港股或定价980港元，本周四上市同步开设期权交易","url":"https://stock-news.laohu8.com/highlight/detail?id=1140731243","media":"华尔街见闻","summary":"公司将于7月30日在$港交所$正式挂牌，同日同步开设个股期权交易。中际旭创香港上市据报定价980港元，将成为近七年来香港规模最大的新股发行。980港元的定价相较中际旭创A股上周五深圳收盘价1046.51元人民币，折让约19%。根据中际旭创7月22日发布的公告，H股香港公开发售于7月22日启动，预计于7月27日结束，发行价格预计于7月28日或之前公布，H股将于7月30日正式在香港联交所挂牌交易。","content":"<html><head></head><body><blockquote><p><a href=\"https://laohu8.com/S/03308\">中际旭创</a>港股发行定价较最高推介价折让约3%，较A股折让约19%，发行规模约534亿港元，若行使超额配股权可达610亿港元，为近七年来港股最大IPO。市场需求火爆，机构认购提前截单，认购倍数达可售股份数倍。公司将于7月30日在<a href=\"https://laohu8.com/S/00388\">港交所</a>正式挂牌，同日同步开设个股期权交易。</p></blockquote><p style=\"text-align: left;\">中际旭创香港上市据报定价980港元，将成为近七年来香港规模最大的新股发行。</p><p style=\"text-align: left;\">7月2日，据<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经报道，知情人士透露，中际旭创将以每股980港元的价格完成港股发行定价，低于此前1010港元的最高推介价，折价幅度约3%。按此计算，本次发行规模约达534亿港元（约68亿美元），若行使超额配股权，交易规模或进一步扩大至约610亿港元（约78亿美元）。<strong>公司预计于7月30日（本周四）在香港联交所正式挂牌，港交所同日将同步推出该股票的个股期权交易。</strong></p><p style=\"text-align: left;\"><strong>980港元的定价相较中际旭创A股上周五深圳收盘价1046.51元人民币，折让约19%。</strong>尽管定价低于上限，市场需求依然旺盛——据报道，知情人士称，公司已于上周五提前一天关闭机构投资者认购通道，全球长线基金、主权财富基金及中国基金的早期认购意向已足以覆盖整个发行规模，投资者认购兴趣达到可供发售股份的数倍。</p><p style=\"text-align: left;\">截至发稿，中际旭创A股报1040元/股，市值1.16万亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/565f402fc06612aec1826f5169e82091\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><h2 id=\"id_3872787918\" style=\"text-align: left;\">七年来港股最大IPO，需求火爆提前截单</h2><p style=\"text-align: left;\">中际旭创此次上市将成为香港自2019年<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>完成129亿美元发行以来规模最大的新股交易，也是今年中国人工智能供应链企业赴港上市潮的重要组成部分。</p><p style=\"text-align: left;\">分析指出，中际旭创的上市是今年香港新股市场持续升温的缩影。随着中国人工智能供应链企业密集赴港融资，香港今年的IPO募资总额有望创下六年来新高。</p><p style=\"text-align: left;\"><strong>在认购需求方面，市场反应异常热烈。</strong>据报道，知情人士透露，公司于上周五提前一天关闭机构投资者认购账簿，全球长线投资者、主权财富基金及中国基金的早期认购意向已足以覆盖全部发行规模，最终认购倍数达到可供发售股份的数倍。</p><p style=\"text-align: left;\">中际旭创是数据中心建设所需光模块的核心供应商。公司计划将本次募资所得用于研发投入、扩大产能、完善供应链、并购投资及补充营运资金。</p><p style=\"text-align: left;\">本次上市的主承销商包括<a href=\"https://laohu8.com/S/GS\">高盛</a>、中国国际资本公司、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>及<a href=\"https://laohu8.com/S/01776\">广发证券</a>，<a href=\"https://laohu8.com/S/603162\">海通</a>国际证券、<a href=\"https://laohu8.com/S/C\">花旗集团</a>、<a href=\"https://laohu8.com/S/00005\">汇丰控股</a>及<a href=\"https://laohu8.com/S/06881\">中国银河证券</a>亦参与其中。</p><h2 id=\"id_3597673953\" style=\"text-align: left;\">上市首日同步开设期权交易</h2><p style=\"text-align: left;\">据上海证券·中国证券网消息，港交所旗下香港联合交易所7月27日发布通告称，<strong>将推出中际旭创股票期权，若相关股票成功上市，每月到期及每周到期合约将于7月30日（周四）同步开始买卖。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2f7fae75972208f6622150d17449797\" title=\"\" tg-width=\"771\" tg-height=\"849\"/></p><p style=\"text-align: left;\">分析人士指出，<strong>由于市场存在风险管理需求，港交所通常会在大型股上市当天同步推出相应个股期权，以满足机构投资者的对冲需求。</strong></p><p style=\"text-align: left;\">根据中际旭创7月22日发布的公告，H股香港公开发售于7月22日启动，预计于7月27日结束，发行价格预计于7月28日或之前公布，H股将于7月30日正式在香港联交所挂牌交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5c33a1e3b77b2e9b19156d8cb1e5348\" title=\"\" tg-width=\"707\" tg-height=\"345\"/></p><p>风险提示及免责条款</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>报道：中际旭创港股或定价980港元，本周四上市同步开设期权交易</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n报道：中际旭创港股或定价980港元，本周四上市同步开设期权交易\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-27 14:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p><a href=\"https://laohu8.com/S/03308\">中际旭创</a>港股发行定价较最高推介价折让约3%，较A股折让约19%，发行规模约534亿港元，若行使超额配股权可达610亿港元，为近七年来港股最大IPO。市场需求火爆，机构认购提前截单，认购倍数达可售股份数倍。公司将于7月30日在<a href=\"https://laohu8.com/S/00388\">港交所</a>正式挂牌，同日同步开设个股期权交易。</p></blockquote><p style=\"text-align: left;\">中际旭创香港上市据报定价980港元，将成为近七年来香港规模最大的新股发行。</p><p style=\"text-align: left;\">7月2日，据<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经报道，知情人士透露，中际旭创将以每股980港元的价格完成港股发行定价，低于此前1010港元的最高推介价，折价幅度约3%。按此计算，本次发行规模约达534亿港元（约68亿美元），若行使超额配股权，交易规模或进一步扩大至约610亿港元（约78亿美元）。<strong>公司预计于7月30日（本周四）在香港联交所正式挂牌，港交所同日将同步推出该股票的个股期权交易。</strong></p><p style=\"text-align: left;\"><strong>980港元的定价相较中际旭创A股上周五深圳收盘价1046.51元人民币，折让约19%。</strong>尽管定价低于上限，市场需求依然旺盛——据报道，知情人士称，公司已于上周五提前一天关闭机构投资者认购通道，全球长线基金、主权财富基金及中国基金的早期认购意向已足以覆盖整个发行规模，投资者认购兴趣达到可供发售股份的数倍。</p><p style=\"text-align: left;\">截至发稿，中际旭创A股报1040元/股，市值1.16万亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/565f402fc06612aec1826f5169e82091\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><h2 id=\"id_3872787918\" style=\"text-align: left;\">七年来港股最大IPO，需求火爆提前截单</h2><p style=\"text-align: left;\">中际旭创此次上市将成为香港自2019年<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>完成129亿美元发行以来规模最大的新股交易，也是今年中国人工智能供应链企业赴港上市潮的重要组成部分。</p><p style=\"text-align: left;\">分析指出，中际旭创的上市是今年香港新股市场持续升温的缩影。随着中国人工智能供应链企业密集赴港融资，香港今年的IPO募资总额有望创下六年来新高。</p><p style=\"text-align: left;\"><strong>在认购需求方面，市场反应异常热烈。</strong>据报道，知情人士透露，公司于上周五提前一天关闭机构投资者认购账簿，全球长线投资者、主权财富基金及中国基金的早期认购意向已足以覆盖全部发行规模，最终认购倍数达到可供发售股份的数倍。</p><p style=\"text-align: left;\">中际旭创是数据中心建设所需光模块的核心供应商。公司计划将本次募资所得用于研发投入、扩大产能、完善供应链、并购投资及补充营运资金。</p><p style=\"text-align: left;\">本次上市的主承销商包括<a href=\"https://laohu8.com/S/GS\">高盛</a>、中国国际资本公司、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>及<a href=\"https://laohu8.com/S/01776\">广发证券</a>，<a href=\"https://laohu8.com/S/603162\">海通</a>国际证券、<a href=\"https://laohu8.com/S/C\">花旗集团</a>、<a href=\"https://laohu8.com/S/00005\">汇丰控股</a>及<a href=\"https://laohu8.com/S/06881\">中国银河证券</a>亦参与其中。</p><h2 id=\"id_3597673953\" style=\"text-align: left;\">上市首日同步开设期权交易</h2><p style=\"text-align: left;\">据上海证券·中国证券网消息，港交所旗下香港联合交易所7月27日发布通告称，<strong>将推出中际旭创股票期权，若相关股票成功上市，每月到期及每周到期合约将于7月30日（周四）同步开始买卖。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2f7fae75972208f6622150d17449797\" title=\"\" tg-width=\"771\" tg-height=\"849\"/></p><p style=\"text-align: left;\">分析人士指出，<strong>由于市场存在风险管理需求，港交所通常会在大型股上市当天同步推出相应个股期权，以满足机构投资者的对冲需求。</strong></p><p style=\"text-align: left;\">根据中际旭创7月22日发布的公告，H股香港公开发售于7月22日启动，预计于7月27日结束，发行价格预计于7月28日或之前公布，H股将于7月30日正式在香港联交所挂牌交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5c33a1e3b77b2e9b19156d8cb1e5348\" title=\"\" tg-width=\"707\" tg-height=\"345\"/></p><p>风险提示及免责条款</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"300308":"中际旭创","03308":"中际旭创"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140731243","content_text":"中际旭创港股发行定价较最高推介价折让约3%，较A股折让约19%，发行规模约534亿港元，若行使超额配股权可达610亿港元，为近七年来港股最大IPO。市场需求火爆，机构认购提前截单，认购倍数达可售股份数倍。公司将于7月30日在港交所正式挂牌，同日同步开设个股期权交易。中际旭创香港上市据报定价980港元，将成为近七年来香港规模最大的新股发行。7月2日，据新浪财经报道，知情人士透露，中际旭创将以每股980港元的价格完成港股发行定价，低于此前1010港元的最高推介价，折价幅度约3%。按此计算，本次发行规模约达534亿港元（约68亿美元），若行使超额配股权，交易规模或进一步扩大至约610亿港元（约78亿美元）。公司预计于7月30日（本周四）在香港联交所正式挂牌，港交所同日将同步推出该股票的个股期权交易。980港元的定价相较中际旭创A股上周五深圳收盘价1046.51元人民币，折让约19%。尽管定价低于上限，市场需求依然旺盛——据报道，知情人士称，公司已于上周五提前一天关闭机构投资者认购通道，全球长线基金、主权财富基金及中国基金的早期认购意向已足以覆盖整个发行规模，投资者认购兴趣达到可供发售股份的数倍。截至发稿，中际旭创A股报1040元/股，市值1.16万亿元。七年来港股最大IPO，需求火爆提前截单中际旭创此次上市将成为香港自2019年阿里巴巴完成129亿美元发行以来规模最大的新股交易，也是今年中国人工智能供应链企业赴港上市潮的重要组成部分。分析指出，中际旭创的上市是今年香港新股市场持续升温的缩影。随着中国人工智能供应链企业密集赴港融资，香港今年的IPO募资总额有望创下六年来新高。在认购需求方面，市场反应异常热烈。据报道，知情人士透露，公司于上周五提前一天关闭机构投资者认购账簿，全球长线投资者、主权财富基金及中国基金的早期认购意向已足以覆盖全部发行规模，最终认购倍数达到可供发售股份的数倍。中际旭创是数据中心建设所需光模块的核心供应商。公司计划将本次募资所得用于研发投入、扩大产能、完善供应链、并购投资及补充营运资金。本次上市的主承销商包括高盛、中国国际资本公司、摩根士丹利及广发证券，海通国际证券、花旗集团、汇丰控股及中国银河证券亦参与其中。上市首日同步开设期权交易据上海证券·中国证券网消息，港交所旗下香港联合交易所7月27日发布通告称，将推出中际旭创股票期权，若相关股票成功上市，每月到期及每周到期合约将于7月30日（周四）同步开始买卖。分析人士指出，由于市场存在风险管理需求，港交所通常会在大型股上市当天同步推出相应个股期权，以满足机构投资者的对冲需求。根据中际旭创7月22日发布的公告，H股香港公开发售于7月22日启动，预计于7月27日结束，发行价格预计于7月28日或之前公布，H股将于7月30日正式在香港联交所挂牌交易。风险提示及免责条款","news_type":1,"symbols_score_info":{"300308":2,"03308":2}},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590364713935704,"gmtCreate":1785133531001,"gmtModify":1785137843689,"author":{"id":"3479077389013994","authorId":"3479077389013994","name":"气球气球","avatar":"https://static.tigerbbs.com/e5a7606775673bc405a1e12fc72e04d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479077389013994","idStr":"3479077389013994"},"themes":[],"title":"","htmlText":"赤裸裸了","listText":"赤裸裸了","text":"赤裸裸了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590364713935704","repostId":"1140731243","repostType":4,"repost":{"id":"1140731243","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1785132344,"share":"https://www.laohu8.com/m/news/1140731243?lang=zh_CN&edition=full","pubTime":"2026-07-27 14:05","market":"hk","language":"zh","title":"报道：中际旭创港股或定价980港元，本周四上市同步开设期权交易","url":"https://stock-news.laohu8.com/highlight/detail?id=1140731243","media":"华尔街见闻","summary":"公司将于7月30日在$港交所$正式挂牌，同日同步开设个股期权交易。中际旭创香港上市据报定价980港元，将成为近七年来香港规模最大的新股发行。980港元的定价相较中际旭创A股上周五深圳收盘价1046.51元人民币，折让约19%。根据中际旭创7月22日发布的公告，H股香港公开发售于7月22日启动，预计于7月27日结束，发行价格预计于7月28日或之前公布，H股将于7月30日正式在香港联交所挂牌交易。","content":"<html><head></head><body><blockquote><p><a href=\"https://laohu8.com/S/03308\">中际旭创</a>港股发行定价较最高推介价折让约3%，较A股折让约19%，发行规模约534亿港元，若行使超额配股权可达610亿港元，为近七年来港股最大IPO。市场需求火爆，机构认购提前截单，认购倍数达可售股份数倍。公司将于7月30日在<a href=\"https://laohu8.com/S/00388\">港交所</a>正式挂牌，同日同步开设个股期权交易。</p></blockquote><p style=\"text-align: left;\">中际旭创香港上市据报定价980港元，将成为近七年来香港规模最大的新股发行。</p><p style=\"text-align: left;\">7月2日，据<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经报道，知情人士透露，中际旭创将以每股980港元的价格完成港股发行定价，低于此前1010港元的最高推介价，折价幅度约3%。按此计算，本次发行规模约达534亿港元（约68亿美元），若行使超额配股权，交易规模或进一步扩大至约610亿港元（约78亿美元）。<strong>公司预计于7月30日（本周四）在香港联交所正式挂牌，港交所同日将同步推出该股票的个股期权交易。</strong></p><p style=\"text-align: left;\"><strong>980港元的定价相较中际旭创A股上周五深圳收盘价1046.51元人民币，折让约19%。</strong>尽管定价低于上限，市场需求依然旺盛——据报道，知情人士称，公司已于上周五提前一天关闭机构投资者认购通道，全球长线基金、主权财富基金及中国基金的早期认购意向已足以覆盖整个发行规模，投资者认购兴趣达到可供发售股份的数倍。</p><p style=\"text-align: left;\">截至发稿，中际旭创A股报1040元/股，市值1.16万亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/565f402fc06612aec1826f5169e82091\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><h2 id=\"id_3872787918\" style=\"text-align: left;\">七年来港股最大IPO，需求火爆提前截单</h2><p style=\"text-align: left;\">中际旭创此次上市将成为香港自2019年<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>完成129亿美元发行以来规模最大的新股交易，也是今年中国人工智能供应链企业赴港上市潮的重要组成部分。</p><p style=\"text-align: left;\">分析指出，中际旭创的上市是今年香港新股市场持续升温的缩影。随着中国人工智能供应链企业密集赴港融资，香港今年的IPO募资总额有望创下六年来新高。</p><p style=\"text-align: left;\"><strong>在认购需求方面，市场反应异常热烈。</strong>据报道，知情人士透露，公司于上周五提前一天关闭机构投资者认购账簿，全球长线投资者、主权财富基金及中国基金的早期认购意向已足以覆盖全部发行规模，最终认购倍数达到可供发售股份的数倍。</p><p style=\"text-align: left;\">中际旭创是数据中心建设所需光模块的核心供应商。公司计划将本次募资所得用于研发投入、扩大产能、完善供应链、并购投资及补充营运资金。</p><p style=\"text-align: left;\">本次上市的主承销商包括<a href=\"https://laohu8.com/S/GS\">高盛</a>、中国国际资本公司、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>及<a href=\"https://laohu8.com/S/01776\">广发证券</a>，<a href=\"https://laohu8.com/S/603162\">海通</a>国际证券、<a href=\"https://laohu8.com/S/C\">花旗集团</a>、<a href=\"https://laohu8.com/S/00005\">汇丰控股</a>及<a href=\"https://laohu8.com/S/06881\">中国银河证券</a>亦参与其中。</p><h2 id=\"id_3597673953\" style=\"text-align: left;\">上市首日同步开设期权交易</h2><p style=\"text-align: left;\">据上海证券·中国证券网消息，港交所旗下香港联合交易所7月27日发布通告称，<strong>将推出中际旭创股票期权，若相关股票成功上市，每月到期及每周到期合约将于7月30日（周四）同步开始买卖。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2f7fae75972208f6622150d17449797\" title=\"\" tg-width=\"771\" tg-height=\"849\"/></p><p style=\"text-align: left;\">分析人士指出，<strong>由于市场存在风险管理需求，港交所通常会在大型股上市当天同步推出相应个股期权，以满足机构投资者的对冲需求。</strong></p><p style=\"text-align: left;\">根据中际旭创7月22日发布的公告，H股香港公开发售于7月22日启动，预计于7月27日结束，发行价格预计于7月28日或之前公布，H股将于7月30日正式在香港联交所挂牌交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5c33a1e3b77b2e9b19156d8cb1e5348\" title=\"\" tg-width=\"707\" tg-height=\"345\"/></p><p>风险提示及免责条款</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>报道：中际旭创港股或定价980港元，本周四上市同步开设期权交易</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n报道：中际旭创港股或定价980港元，本周四上市同步开设期权交易\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-27 14:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p><a href=\"https://laohu8.com/S/03308\">中际旭创</a>港股发行定价较最高推介价折让约3%，较A股折让约19%，发行规模约534亿港元，若行使超额配股权可达610亿港元，为近七年来港股最大IPO。市场需求火爆，机构认购提前截单，认购倍数达可售股份数倍。公司将于7月30日在<a href=\"https://laohu8.com/S/00388\">港交所</a>正式挂牌，同日同步开设个股期权交易。</p></blockquote><p style=\"text-align: left;\">中际旭创香港上市据报定价980港元，将成为近七年来香港规模最大的新股发行。</p><p style=\"text-align: left;\">7月2日，据<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经报道，知情人士透露，中际旭创将以每股980港元的价格完成港股发行定价，低于此前1010港元的最高推介价，折价幅度约3%。按此计算，本次发行规模约达534亿港元（约68亿美元），若行使超额配股权，交易规模或进一步扩大至约610亿港元（约78亿美元）。<strong>公司预计于7月30日（本周四）在香港联交所正式挂牌，港交所同日将同步推出该股票的个股期权交易。</strong></p><p style=\"text-align: left;\"><strong>980港元的定价相较中际旭创A股上周五深圳收盘价1046.51元人民币，折让约19%。</strong>尽管定价低于上限，市场需求依然旺盛——据报道，知情人士称，公司已于上周五提前一天关闭机构投资者认购通道，全球长线基金、主权财富基金及中国基金的早期认购意向已足以覆盖整个发行规模，投资者认购兴趣达到可供发售股份的数倍。</p><p style=\"text-align: left;\">截至发稿，中际旭创A股报1040元/股，市值1.16万亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/565f402fc06612aec1826f5169e82091\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><h2 id=\"id_3872787918\" style=\"text-align: left;\">七年来港股最大IPO，需求火爆提前截单</h2><p style=\"text-align: left;\">中际旭创此次上市将成为香港自2019年<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>完成129亿美元发行以来规模最大的新股交易，也是今年中国人工智能供应链企业赴港上市潮的重要组成部分。</p><p style=\"text-align: left;\">分析指出，中际旭创的上市是今年香港新股市场持续升温的缩影。随着中国人工智能供应链企业密集赴港融资，香港今年的IPO募资总额有望创下六年来新高。</p><p style=\"text-align: left;\"><strong>在认购需求方面，市场反应异常热烈。</strong>据报道，知情人士透露，公司于上周五提前一天关闭机构投资者认购账簿，全球长线投资者、主权财富基金及中国基金的早期认购意向已足以覆盖全部发行规模，最终认购倍数达到可供发售股份的数倍。</p><p style=\"text-align: left;\">中际旭创是数据中心建设所需光模块的核心供应商。公司计划将本次募资所得用于研发投入、扩大产能、完善供应链、并购投资及补充营运资金。</p><p style=\"text-align: left;\">本次上市的主承销商包括<a href=\"https://laohu8.com/S/GS\">高盛</a>、中国国际资本公司、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>及<a href=\"https://laohu8.com/S/01776\">广发证券</a>，<a href=\"https://laohu8.com/S/603162\">海通</a>国际证券、<a href=\"https://laohu8.com/S/C\">花旗集团</a>、<a href=\"https://laohu8.com/S/00005\">汇丰控股</a>及<a href=\"https://laohu8.com/S/06881\">中国银河证券</a>亦参与其中。</p><h2 id=\"id_3597673953\" style=\"text-align: left;\">上市首日同步开设期权交易</h2><p style=\"text-align: left;\">据上海证券·中国证券网消息，港交所旗下香港联合交易所7月27日发布通告称，<strong>将推出中际旭创股票期权，若相关股票成功上市，每月到期及每周到期合约将于7月30日（周四）同步开始买卖。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2f7fae75972208f6622150d17449797\" title=\"\" tg-width=\"771\" tg-height=\"849\"/></p><p style=\"text-align: left;\">分析人士指出，<strong>由于市场存在风险管理需求，港交所通常会在大型股上市当天同步推出相应个股期权，以满足机构投资者的对冲需求。</strong></p><p style=\"text-align: left;\">根据中际旭创7月22日发布的公告，H股香港公开发售于7月22日启动，预计于7月27日结束，发行价格预计于7月28日或之前公布，H股将于7月30日正式在香港联交所挂牌交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5c33a1e3b77b2e9b19156d8cb1e5348\" title=\"\" tg-width=\"707\" tg-height=\"345\"/></p><p>风险提示及免责条款</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"300308":"中际旭创","03308":"中际旭创"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140731243","content_text":"中际旭创港股发行定价较最高推介价折让约3%，较A股折让约19%，发行规模约534亿港元，若行使超额配股权可达610亿港元，为近七年来港股最大IPO。市场需求火爆，机构认购提前截单，认购倍数达可售股份数倍。公司将于7月30日在港交所正式挂牌，同日同步开设个股期权交易。中际旭创香港上市据报定价980港元，将成为近七年来香港规模最大的新股发行。7月2日，据新浪财经报道，知情人士透露，中际旭创将以每股980港元的价格完成港股发行定价，低于此前1010港元的最高推介价，折价幅度约3%。按此计算，本次发行规模约达534亿港元（约68亿美元），若行使超额配股权，交易规模或进一步扩大至约610亿港元（约78亿美元）。公司预计于7月30日（本周四）在香港联交所正式挂牌，港交所同日将同步推出该股票的个股期权交易。980港元的定价相较中际旭创A股上周五深圳收盘价1046.51元人民币，折让约19%。尽管定价低于上限，市场需求依然旺盛——据报道，知情人士称，公司已于上周五提前一天关闭机构投资者认购通道，全球长线基金、主权财富基金及中国基金的早期认购意向已足以覆盖整个发行规模，投资者认购兴趣达到可供发售股份的数倍。截至发稿，中际旭创A股报1040元/股，市值1.16万亿元。七年来港股最大IPO，需求火爆提前截单中际旭创此次上市将成为香港自2019年阿里巴巴完成129亿美元发行以来规模最大的新股交易，也是今年中国人工智能供应链企业赴港上市潮的重要组成部分。分析指出，中际旭创的上市是今年香港新股市场持续升温的缩影。随着中国人工智能供应链企业密集赴港融资，香港今年的IPO募资总额有望创下六年来新高。在认购需求方面，市场反应异常热烈。据报道，知情人士透露，公司于上周五提前一天关闭机构投资者认购账簿，全球长线投资者、主权财富基金及中国基金的早期认购意向已足以覆盖全部发行规模，最终认购倍数达到可供发售股份的数倍。中际旭创是数据中心建设所需光模块的核心供应商。公司计划将本次募资所得用于研发投入、扩大产能、完善供应链、并购投资及补充营运资金。本次上市的主承销商包括高盛、中国国际资本公司、摩根士丹利及广发证券，海通国际证券、花旗集团、汇丰控股及中国银河证券亦参与其中。上市首日同步开设期权交易据上海证券·中国证券网消息，港交所旗下香港联合交易所7月27日发布通告称，将推出中际旭创股票期权，若相关股票成功上市，每月到期及每周到期合约将于7月30日（周四）同步开始买卖。分析人士指出，由于市场存在风险管理需求，港交所通常会在大型股上市当天同步推出相应个股期权，以满足机构投资者的对冲需求。根据中际旭创7月22日发布的公告，H股香港公开发售于7月22日启动，预计于7月27日结束，发行价格预计于7月28日或之前公布，H股将于7月30日正式在香港联交所挂牌交易。风险提示及免责条款","news_type":1,"symbols_score_info":{"300308":2,"03308":2}},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590310160712760,"gmtCreate":1785120243823,"gmtModify":1785120245648,"author":{"id":"4228385961123602","authorId":"4228385961123602","name":"HAKUBUN","avatar":"https://static.tigerbbs.com/97e39f638d455bd5828c866ff7fee9d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4228385961123602","idStr":"4228385961123602"},"themes":[],"title":"","htmlText":"大裤头蹬鼻子上脸了，怎么不懂得见好就收呢","listText":"大裤头蹬鼻子上脸了，怎么不懂得见好就收呢","text":"大裤头蹬鼻子上脸了，怎么不懂得见好就收呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590310160712760","repostId":"2654842068","repostType":2,"repost":{"id":"2654842068","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1785047083,"share":"https://www.laohu8.com/m/news/2654842068?lang=zh_CN&edition=full","pubTime":"2026-07-26 14:24","market":"us","language":"zh","title":"“大空头”继续狙击AI！Michael Burry扩大英伟达、美光空头仓位，维持做空特斯拉、Palantir","url":"https://stock-news.laohu8.com/highlight/detail?id=2654842068","media":"华尔街见闻","summary":"Burry发文披露最新持仓动向，扩大对美光、英伟达及费城半导体ETF的空头仓位，同时新增做空卡特彼勒，并维持做空特斯拉、Palantir及持有纳斯达克100看跌期权。他认为英伟达当前及未来的大量需求并非来自终端客户，而是通过表外融资安排循环驱动。","content":"<html><head></head><body><p style=\"text-align: left;\">&#34;大空头&#34;Michael Burry再度加码做空美光等AI相关股票，并维持对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>的空头押注，其对半导体板块的看空逻辑正受到市场越来越多的关注。</p><p style=\"text-align: left;\">Burry于当地时间7月25日在Substack发文披露最新持仓动向，显示他<strong>进一步扩大了对<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>及费城半导体ETF的空头仓位，同时新增做空<a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a>。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c88feab16c1c637e5f7c39eb4fb752f9\" data-align=\"center\" tg-width=\"649\" tg-height=\"368\"/><span></span></p><p style=\"text-align: left;\">他明确表示，<strong>英伟达当前及未来的大量需求并非来自终端客户，而是通过表外融资安排循环驱动，并援引2026年国际清算银行年度报告加以佐证。</strong>与此同时，他<strong>对特斯拉和Palantir的空头仓位保持不变，并继续持有纳斯达克100 ETF的看跌期权。</strong></p><p style=\"text-align: left;\">此次披露正值半导体板块承压之际。华尔街见闻文章此前写道，Burry此前曾表示，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>公布的韩国半导体资本支出计划，是半导体行业景气周期&#34;由盛转衰的开始&#34;，并预计半导体板块将面临约30%的回调，认为AI基础设施相关公司估值已严重偏高。</p><h2 style=\"text-align: left;\">扩大半导体空头：美光、英伟达、SOXX齐齐加码</h2><p style=\"text-align: left;\">Burry在Substack文章中披露，他以每股933.86美元的价格进一步做空美光科技，以210.28美元的价格增持英伟达空头仓位，并以535.83美元加仓SOXX空头。他表示，<strong>SOXX空头仓位与其持有的看跌期权合并计算，已构成其投资组合中的一个大型仓位。</strong></p><p style=\"text-align: left;\">在英伟达的做空逻辑上，Burry措辞直接。他表示，<strong>目前英伟达大量需求并非由真实终端客户驱动，相关需求的融资安排游离于资产负债表之外且未予披露，未来收入&#34;大部分通过循环安排融资&#34;</strong>。他援引2026年国际清算银行年度报告作为支撑依据。</p><p style=\"text-align: left;\">值得注意的是，这并非Burry首次出手做空美光。华尔街见闻文章写道，Burry此前曾在1051.87美元的价位做空美光，并表示&#34;对这类情形的最终结局有相当清晰的了解&#34;，同时还增加了另外五个做空仓位。</p><p style=\"text-align: left;\"><strong>Burry对AI相关板块的看空，建立在对行业需求真实性的质疑之上。</strong>他认为，当前AI基础设施投资热潮中，大量资本开支并未对应真实的终端需求，而是通过不透明的融资结构自我循环，存在系统性高估风险。</p><p style=\"text-align: left;\">华尔街见闻文章此前写道，Burry预计半导体板块将面临约30%的回调，并将三星和SK海力士的资本支出扩张计划视为行业景气周期&#34;由盛转衰的开始&#34;。</p><p style=\"text-align: left;\">另外，在维持原有空头仓位方面，Burry表示<strong>尚未平仓特斯拉空头，并以轻描淡写的口吻称该仓位&#34;自己在慢慢缩小&#34;</strong>——暗示特斯拉股价下跌已令其空头仓位的名义规模自然收缩。他同时维持对Palantir的做空，并继续持有QQQ看跌期权，表明其对整体科技板块的看空立场未有松动。</p><p style=\"text-align: left;\">从今年以来的股价表现来看，Burry的部分空头押注面临一定压力。美光年内累计涨幅接近200%，英伟达上涨约10%。不过，Palantir、特斯拉和DraftKings年内均已下跌逾三成，分别录得约34%、33%和34%的跌幅，与Burry的看空方向基本吻合。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/839c9c1dcef2800f837df02e079a4f9c\" data-align=\"center\" tg-width=\"1910\" tg-height=\"1212\"/><span></span></p><p style=\"text-align: left;\">在做空AI的同时，Burry也在积极布局多头仓位，且方向集中于体育博彩领域。他以100.72美元买入&#34;相当数量&#34;的Flutter Entertainment，并以23.07美元买入DraftKings。</p><p style=\"text-align: left;\">Burry在文章中写道：&#34;将FLUT和DKNG合并来看，作为对预测市场的一次押注，两者合计构成我较大的仓位之一。&#34;此外，他还增持了<a href=\"https://laohu8.com/S/MOH\">Molina Healthcare</a>，买入价格为197.02美元。</p><p style=\"text-align: left;\">这一多头布局与其空头逻辑形成鲜明对比——在看空AI基础设施泡沫的同时，Burry将资金转向与科技热潮相关性较低的消费及医疗领域，折射出其对当前市场结构的整体判断。</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”继续狙击AI！Michael Burry扩大英伟达、美光空头仓位，维持做空特斯拉、Palantir</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“大空头”继续狙击AI！Michael Burry扩大英伟达、美光空头仓位，维持做空特斯拉、Palantir\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-26 14:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">&#34;大空头&#34;Michael Burry再度加码做空美光等AI相关股票，并维持对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>的空头押注，其对半导体板块的看空逻辑正受到市场越来越多的关注。</p><p style=\"text-align: left;\">Burry于当地时间7月25日在Substack发文披露最新持仓动向，显示他<strong>进一步扩大了对<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>及费城半导体ETF的空头仓位，同时新增做空<a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a>。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c88feab16c1c637e5f7c39eb4fb752f9\" data-align=\"center\" tg-width=\"649\" tg-height=\"368\"/><span></span></p><p style=\"text-align: left;\">他明确表示，<strong>英伟达当前及未来的大量需求并非来自终端客户，而是通过表外融资安排循环驱动，并援引2026年国际清算银行年度报告加以佐证。</strong>与此同时，他<strong>对特斯拉和Palantir的空头仓位保持不变，并继续持有纳斯达克100 ETF的看跌期权。</strong></p><p style=\"text-align: left;\">此次披露正值半导体板块承压之际。华尔街见闻文章此前写道，Burry此前曾表示，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>公布的韩国半导体资本支出计划，是半导体行业景气周期&#34;由盛转衰的开始&#34;，并预计半导体板块将面临约30%的回调，认为AI基础设施相关公司估值已严重偏高。</p><h2 style=\"text-align: left;\">扩大半导体空头：美光、英伟达、SOXX齐齐加码</h2><p style=\"text-align: left;\">Burry在Substack文章中披露，他以每股933.86美元的价格进一步做空美光科技，以210.28美元的价格增持英伟达空头仓位，并以535.83美元加仓SOXX空头。他表示，<strong>SOXX空头仓位与其持有的看跌期权合并计算，已构成其投资组合中的一个大型仓位。</strong></p><p style=\"text-align: left;\">在英伟达的做空逻辑上，Burry措辞直接。他表示，<strong>目前英伟达大量需求并非由真实终端客户驱动，相关需求的融资安排游离于资产负债表之外且未予披露，未来收入&#34;大部分通过循环安排融资&#34;</strong>。他援引2026年国际清算银行年度报告作为支撑依据。</p><p style=\"text-align: left;\">值得注意的是，这并非Burry首次出手做空美光。华尔街见闻文章写道，Burry此前曾在1051.87美元的价位做空美光，并表示&#34;对这类情形的最终结局有相当清晰的了解&#34;，同时还增加了另外五个做空仓位。</p><p style=\"text-align: left;\"><strong>Burry对AI相关板块的看空，建立在对行业需求真实性的质疑之上。</strong>他认为，当前AI基础设施投资热潮中，大量资本开支并未对应真实的终端需求，而是通过不透明的融资结构自我循环，存在系统性高估风险。</p><p style=\"text-align: left;\">华尔街见闻文章此前写道，Burry预计半导体板块将面临约30%的回调，并将三星和SK海力士的资本支出扩张计划视为行业景气周期&#34;由盛转衰的开始&#34;。</p><p style=\"text-align: left;\">另外，在维持原有空头仓位方面，Burry表示<strong>尚未平仓特斯拉空头，并以轻描淡写的口吻称该仓位&#34;自己在慢慢缩小&#34;</strong>——暗示特斯拉股价下跌已令其空头仓位的名义规模自然收缩。他同时维持对Palantir的做空，并继续持有QQQ看跌期权，表明其对整体科技板块的看空立场未有松动。</p><p style=\"text-align: left;\">从今年以来的股价表现来看，Burry的部分空头押注面临一定压力。美光年内累计涨幅接近200%，英伟达上涨约10%。不过，Palantir、特斯拉和DraftKings年内均已下跌逾三成，分别录得约34%、33%和34%的跌幅，与Burry的看空方向基本吻合。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/839c9c1dcef2800f837df02e079a4f9c\" data-align=\"center\" tg-width=\"1910\" tg-height=\"1212\"/><span></span></p><p style=\"text-align: left;\">在做空AI的同时，Burry也在积极布局多头仓位，且方向集中于体育博彩领域。他以100.72美元买入&#34;相当数量&#34;的Flutter Entertainment，并以23.07美元买入DraftKings。</p><p style=\"text-align: left;\">Burry在文章中写道：&#34;将FLUT和DKNG合并来看，作为对预测市场的一次押注，两者合计构成我较大的仓位之一。&#34;此外，他还增持了<a href=\"https://laohu8.com/S/MOH\">Molina Healthcare</a>，买入价格为197.02美元。</p><p style=\"text-align: left;\">这一多头布局与其空头逻辑形成鲜明对比——在看空AI基础设施泡沫的同时，Burry将资金转向与科技热潮相关性较低的消费及医疗领域，折射出其对当前市场结构的整体判断。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/623fa826a3925ac5d5f18b0f16bb748d","relate_stocks":{"LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU0109392836.USD":"富兰克林科技股A","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU2394011477.USD":"JPMORGAN CLIMATE CHANGE SOLUTIONS \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) 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ETF的看跌期权。此次披露正值半导体板块承压之际。华尔街见闻文章此前写道，Burry此前曾表示，三星和SK海力士公布的韩国半导体资本支出计划，是半导体行业景气周期\"由盛转衰的开始\"，并预计半导体板块将面临约30%的回调，认为AI基础设施相关公司估值已严重偏高。扩大半导体空头：美光、英伟达、SOXX齐齐加码Burry在Substack文章中披露，他以每股933.86美元的价格进一步做空美光科技，以210.28美元的价格增持英伟达空头仓位，并以535.83美元加仓SOXX空头。他表示，SOXX空头仓位与其持有的看跌期权合并计算，已构成其投资组合中的一个大型仓位。在英伟达的做空逻辑上，Burry措辞直接。他表示，目前英伟达大量需求并非由真实终端客户驱动，相关需求的融资安排游离于资产负债表之外且未予披露，未来收入\"大部分通过循环安排融资\"。他援引2026年国际清算银行年度报告作为支撑依据。值得注意的是，这并非Burry首次出手做空美光。华尔街见闻文章写道，Burry此前曾在1051.87美元的价位做空美光，并表示\"对这类情形的最终结局有相当清晰的了解\"，同时还增加了另外五个做空仓位。Burry对AI相关板块的看空，建立在对行业需求真实性的质疑之上。他认为，当前AI基础设施投资热潮中，大量资本开支并未对应真实的终端需求，而是通过不透明的融资结构自我循环，存在系统性高估风险。华尔街见闻文章此前写道，Burry预计半导体板块将面临约30%的回调，并将三星和SK海力士的资本支出扩张计划视为行业景气周期\"由盛转衰的开始\"。另外，在维持原有空头仓位方面，Burry表示尚未平仓特斯拉空头，并以轻描淡写的口吻称该仓位\"自己在慢慢缩小\"——暗示特斯拉股价下跌已令其空头仓位的名义规模自然收缩。他同时维持对Palantir的做空，并继续持有QQQ看跌期权，表明其对整体科技板块的看空立场未有松动。从今年以来的股价表现来看，Burry的部分空头押注面临一定压力。美光年内累计涨幅接近200%，英伟达上涨约10%。不过，Palantir、特斯拉和DraftKings年内均已下跌逾三成，分别录得约34%、33%和34%的跌幅，与Burry的看空方向基本吻合。在做空AI的同时，Burry也在积极布局多头仓位，且方向集中于体育博彩领域。他以100.72美元买入\"相当数量\"的Flutter 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Healthcare，买入价格为197.02美元。这一多头布局与其空头逻辑形成鲜明对比——在看空AI基础设施泡沫的同时，Burry将资金转向与科技热潮相关性较低的消费及医疗领域，折射出其对当前市场结构的整体判断。","news_type":1,"symbols_score_info":{"USD":0.6,"ANV":0.6,"NVDS":0.6,"09766":0.6,"FTXL":0.6,"WANT":0.6,"TRFK":0.6,"TSLR":0.6,"TSYY":0.6,"TSDD":0.6,"CLSE":0.6,"DISK":0.6,"FXL":0.6,"PLTY":0.6,"PSI":0.6,"USXF":0.6,"07766":0.6,"LIT":0.6,"EYES":0.6,"TSLZ":0.6,"TSLS":0.6,"IGV":0.6,"THMR":0.6,"NVIW.SI":0.6,"TTEQ":0.6,"WUGI":0.6,"MU":1.94,"PTIR":0.6,"AIFD":0.6,"DRMY":0.6,"NVDO":0.6,"MUD":0.6,"WLDR":0.6,"VT":0.6,"NVD3.UK":0.6,"NVDA":1.95,"SPTE":0.6,"SOXY":0.6,"AIS":0.6,"DKNX":0.6,"DKNG":1.84,"NVDX":0.6,"NVD2.UK":0.6,"TYLG":0.6,"AIQ":0.6,"BETZ":0.6,"ILDR":0.6,"SMH":0.6,"TSL":0.6,"EMSF":0.6,"CRSH":0.6,"PLTW":0.6,"07788":0.6,"TSLT":0.6,"CNEQ":0.6,"NVDU":0.6,"SMOG":0.6,"FAI":0.6,"METV":0.6,"LEGR":0.6,"NVII":0.6,"PLT":0.6,"07388":0.6,"NVDS.UK":0.6,"XNTK":0.6,"TESL":0.6,"TSLA":1.89,"ESLG":0.6,"PLTI":0.6,"WATS":0.6,"SMHX":0.6,"MUYY":0.6,"NULC":0.6,"NVDD":0.6,"ROM":0.6,"09366":0.6,"DRAY":0.6,"NVDB":0.6,"TSLG":0.6,"TSLP":0.6,"JGRO":0.6,"ABFL":0.6,"TSLI":0.6,"TSLO":0.6,"GUNZ":0.6,"CHPX":0.6,"MIC":0.6,"NVYY":0.6,"PLTR":1.87,"CMAG":0.6,"PLOO":0.6,"TSLW":0.6,"SHLD":0.6,"NVDW":0.6,"TEST":0.6,"PLTG":0.6,"SNVD.UK":0.6,"CHPS":0.6,"07366":0.6,"FDRV":0.6,"NVDQ":0.6,"AIPI":0.6,"ODDS":0.6,"VGT":0.6,"EFIV":0.6,"2NVD.UK":0.6,"PLYY":0.6,"DKUP":0.6,"TLA":0.6,"NVDL":0.6,"IDRV":0.6,"CGGO":0.6,"DIPS":0.6,"HBMX":0.6,"PLTA":0.6,"RULE":0.6,"WISE":0.6,"TSLQ":0.6,"TSII":0.6,"IXN":0.6,"PLTZ":0.6,"MUU":0.6,"TTXU":0.6,"TEK":0.6,"TSLY":0.6,"PLTD":0.6,"FTEC":0.6,"GAMR":0.6,"PLTU":0.6,"BAI":0.6,"SHOC":0.6,"3NVD.UK":0.6,"FDTX":0.6,"NVD":0.6,"MULL":0.6,"BOBP":0.6,"NVDY":0.6,"EGGY":0.6,"SNPE":0.6,"MUZ":0.6,"NVDG":0.6,"SOXX":0.6,"IETC":0.6,"ESUM":0.6,"XLK":0.6,"LFGY":0.6,"AGOX":0.6,"SOXQ":0.6}},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590309099836664,"gmtCreate":1785120105209,"gmtModify":1785120107510,"author":{"id":"4228385961123602","authorId":"4228385961123602","name":"HAKUBUN","avatar":"https://static.tigerbbs.com/97e39f638d455bd5828c866ff7fee9d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4228385961123602","idStr":"4228385961123602"},"themes":[],"title":"","htmlText":"嗯，伊朗越打越富，美国陷入绝境","listText":"嗯，伊朗越打越富，美国陷入绝境","text":"嗯，伊朗越打越富，美国陷入绝境","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590309099836664","repostId":"2654663090","repostType":2,"repost":{"id":"2654663090","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1785103832,"share":"https://www.laohu8.com/m/news/2654663090?lang=zh_CN&edition=full","pubTime":"2026-07-27 06:10","market":"hk","language":"zh","title":"美伊暂停互袭！美方连续两晚停袭，伊军方：暂停对等打击","url":"https://stock-news.laohu8.com/highlight/detail?id=2654663090","media":"华尔街见闻","summary":"伊朗陆军发言人阿克拉米尼亚表示，伊朗现阶段采取的是“报复性威慑”战略，即通过实施对等打击，威慑美国不要继续违反其承诺，并迫使其遵守相关谅解备忘录。美国两名知情人士称，特朗普暂缓扩大对伊朗军事打击规模，原因是美方担忧战争升级或招致伊方更猛烈报复，进一步消耗五角大楼在中东地区的防空拦截弹储备。","content":"<html><head></head><body><blockquote><p>伊朗陆军发言人阿克拉米尼亚表示，伊朗现阶段采取的是“报复性威慑”战略，即通过实施对等打击，威慑美国不要继续违反其承诺，并迫使其遵守相关谅解备忘录。美国两名知情人士称，特朗普暂缓扩大对伊朗军事打击规模，原因是美方担忧战争升级或招致伊方更猛烈报复，进一步消耗五角大楼在中东地区的防空拦截弹储备。</p></blockquote><p style=\"text-align: justify;\">7月27日，美股三大股指期货高开，纳指期货涨1.17%，标普500指数期货涨0.64%，道琼斯指数期货涨0.52%；国际油价大跌，WTI原油期货跌5.09%，报84.76美元/桶；布伦特原油期货跌3.95%，报82.14美元/桶；现货黄金价格涨1%，报4093.90美元/盎司；现货白银价格涨2.34%，报59.54美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd8443bad2bec4541fb5c473ff624379\" title=\"\" tg-width=\"402\" tg-height=\"327\"/></p><p>美伊军事冲突出现降温迹象。特朗普下令美军暂停持续近两周的对伊空袭，伊朗军方随即宣布相应停止对等打击，双方进入短暂休战窗口。</p><p style=\"text-align: justify;\">据CCTV国际时讯消息，据伊朗塔斯尼姆通讯社7月26日报道，伊朗陆军发言人阿克拉米尼亚表示，美方过去两晚停止对伊打击后，伊朗的对等打击行动也随之停止。他将伊朗当前策略定性为&#34;报复性威慑&#34;——通过对等打击迫使美国遵守相关谅解备忘录。</p><p style=\"text-align: justify;\">华尔街见闻文章此前写道，据央视记者获悉，当地时间7月25日，特朗普收到军方新的对伊作战计划后未予批准，直接下令当天暂停空袭，终止了此前持续13天的每日打击行动。两名知情人士透露，此举一方面意在为外交谈判留出空间，另一方面是特朗普判断，在不重启大规模军事行动的前提下，现有空袭已基本达到效果上限。</p><p style=\"text-align: justify;\">据央视新闻最新消息，当地时间25日，美国两名知情人士称，<strong>美国总统特朗普暂缓扩大对伊朗军事打击规模，原因是美方担忧战争升级或招致伊方更猛烈报复，进一步消耗五角大楼在中东地区的防空拦截弹储备。</strong></p><p style=\"text-align: justify;\">两名知情人士表示，特朗普24日与高级顾问和政府高级官员召开会议，聚焦五角大楼“爱国者”等防空弹药库存减少的问题。一名政府高官提及，伊朗弹道导弹日前突破美防空系统的防御，造成3名驻约旦美军士兵死亡。</p><h2 id=\"id_2578272913\">伊朗宣示对等战略，公布美军受损清单</h2><p style=\"text-align: justify;\">伊朗陆军发言人阿克拉米尼亚对此次互停打击给出了明确的战略解读。他表示，<strong>伊朗现阶段采取的是&#34;报复性威慑&#34;战略，核心逻辑是通过实施对等打击，威慑美国不要继续违反其承诺。</strong>他的表态将伊朗的停火定性为一种主动的战略选择，而非被动妥协。</p><p style=\"text-align: justify;\">与此同时，据伊朗伊斯兰共和国通讯社报道，伊朗伊斯兰革命卫队于当地时间7月25日晚公布了一份美军军事资产受损清单，称这是伊朗武装部队回应美国袭击期间对美军目标实施打击的结果。<strong>目前，这一清单尚未得到美国军方证实。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d0673011b178fac2e48738960677613\" title=\"\" tg-width=\"627\" tg-height=\"604\"/></p><h2 id=\"id_4119090196\">伊朗军方警告地面战风险，称已备战各类情景</h2><p style=\"text-align: justify;\">据央视新闻，伊朗武装部队发言人谢卡尔奇26日表示，美国当前面临的局势&#34;混乱且对其不利&#34;，美方在霍尔木兹海峡以及削弱伊朗方面&#34;均未能实现既定目标&#34;。</p><p style=\"text-align: justify;\">谢卡尔奇称，美方目前正在寻求新的战略，不排除退出战争的可能，但他强调，这&#34;将取决于以色列方面是否同意&#34;。他还指出，随着以色列总理内塔尼亚胡访问美国，<strong>未来伊朗可能面对空袭或地面军事行动等情景，</strong>而在地面战选项中，美国&#34;将面临更大的脆弱性&#34;。谢卡尔奇表示，伊朗已为各种可能出现的情况做好充分准备。</p><p style=\"text-align: justify;\">与此同时，CCTV国际时讯称，据伊朗媒体今天（7月26日）报道，伊朗陆军发言人阿克拉米尼亚也表示<strong>，美国可能的选择之一是退出战争，另一可能的选择是在以方压力下发动大规模空袭，还有一个选择是美国可能发动地面行动。伊朗将观察美国接下来有何举动，并已为各种可能做好准备。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d018bba5f931c1132c4478a61c2ee36\" title=\"\" tg-width=\"621\" tg-height=\"552\"/></p><p style=\"text-align: justify;\">他还表示，目前战争涉及的地理范围已经扩展到曼德海峡，伊朗的行动也涵盖了从约旦到波斯湾沿岸各国的美军目标。</p><h2 id=\"id_84833622\">霍尔木兹海峡谈判取得进展，本周末或见分晓</h2><p style=\"text-align: justify;\">值得关注的是，伊朗外交部发言人巴加埃26日确认，24日至25日伊朗与阿曼在德黑兰举行多轮副外长级会谈，双方围绕确保霍尔木兹海峡船舶安全通行的共同原则和具体操作机制深入交换意见。</p><p style=\"text-align: justify;\">巴加埃称会谈&#34;富有成效&#34;，并取得一定进展，阿曼代表团已于25日下午离开德黑兰，但双方将在技术和政治层面继续保持磋商。</p><p style=\"text-align: justify;\">华尔街见闻文章写道，据两名了解谈判情况的地区消息人士表示，阿曼与伊朗有望在本周末达成协议，届时特朗普将决定是否接受这一方案。</p><p style=\"text-align: justify;\">巴加埃同时指出，目前霍尔木兹海峡船舶通航状况尚未发生变化。霍尔木兹海峡是全球重要的石油运输通道，其通航安排的谈判进展，将是外界判断此轮美伊军事紧张能否转向实质性缓和的核心观察窗口。</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>美伊暂停互袭！美方连续两晚停袭，伊军方：暂停对等打击</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美伊暂停互袭！美方连续两晚停袭，伊军方：暂停对等打击\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-27 06:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>伊朗陆军发言人阿克拉米尼亚表示，伊朗现阶段采取的是“报复性威慑”战略，即通过实施对等打击，威慑美国不要继续违反其承诺，并迫使其遵守相关谅解备忘录。美国两名知情人士称，特朗普暂缓扩大对伊朗军事打击规模，原因是美方担忧战争升级或招致伊方更猛烈报复，进一步消耗五角大楼在中东地区的防空拦截弹储备。</p></blockquote><p style=\"text-align: justify;\">7月27日，美股三大股指期货高开，纳指期货涨1.17%，标普500指数期货涨0.64%，道琼斯指数期货涨0.52%；国际油价大跌，WTI原油期货跌5.09%，报84.76美元/桶；布伦特原油期货跌3.95%，报82.14美元/桶；现货黄金价格涨1%，报4093.90美元/盎司；现货白银价格涨2.34%，报59.54美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd8443bad2bec4541fb5c473ff624379\" title=\"\" tg-width=\"402\" tg-height=\"327\"/></p><p>美伊军事冲突出现降温迹象。特朗普下令美军暂停持续近两周的对伊空袭，伊朗军方随即宣布相应停止对等打击，双方进入短暂休战窗口。</p><p style=\"text-align: justify;\">据CCTV国际时讯消息，据伊朗塔斯尼姆通讯社7月26日报道，伊朗陆军发言人阿克拉米尼亚表示，美方过去两晚停止对伊打击后，伊朗的对等打击行动也随之停止。他将伊朗当前策略定性为&#34;报复性威慑&#34;——通过对等打击迫使美国遵守相关谅解备忘录。</p><p style=\"text-align: justify;\">华尔街见闻文章此前写道，据央视记者获悉，当地时间7月25日，特朗普收到军方新的对伊作战计划后未予批准，直接下令当天暂停空袭，终止了此前持续13天的每日打击行动。两名知情人士透露，此举一方面意在为外交谈判留出空间，另一方面是特朗普判断，在不重启大规模军事行动的前提下，现有空袭已基本达到效果上限。</p><p style=\"text-align: justify;\">据央视新闻最新消息，当地时间25日，美国两名知情人士称，<strong>美国总统特朗普暂缓扩大对伊朗军事打击规模，原因是美方担忧战争升级或招致伊方更猛烈报复，进一步消耗五角大楼在中东地区的防空拦截弹储备。</strong></p><p style=\"text-align: justify;\">两名知情人士表示，特朗普24日与高级顾问和政府高级官员召开会议，聚焦五角大楼“爱国者”等防空弹药库存减少的问题。一名政府高官提及，伊朗弹道导弹日前突破美防空系统的防御，造成3名驻约旦美军士兵死亡。</p><h2 id=\"id_2578272913\">伊朗宣示对等战略，公布美军受损清单</h2><p style=\"text-align: justify;\">伊朗陆军发言人阿克拉米尼亚对此次互停打击给出了明确的战略解读。他表示，<strong>伊朗现阶段采取的是&#34;报复性威慑&#34;战略，核心逻辑是通过实施对等打击，威慑美国不要继续违反其承诺。</strong>他的表态将伊朗的停火定性为一种主动的战略选择，而非被动妥协。</p><p style=\"text-align: justify;\">与此同时，据伊朗伊斯兰共和国通讯社报道，伊朗伊斯兰革命卫队于当地时间7月25日晚公布了一份美军军事资产受损清单，称这是伊朗武装部队回应美国袭击期间对美军目标实施打击的结果。<strong>目前，这一清单尚未得到美国军方证实。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d0673011b178fac2e48738960677613\" title=\"\" tg-width=\"627\" tg-height=\"604\"/></p><h2 id=\"id_4119090196\">伊朗军方警告地面战风险，称已备战各类情景</h2><p style=\"text-align: justify;\">据央视新闻，伊朗武装部队发言人谢卡尔奇26日表示，美国当前面临的局势&#34;混乱且对其不利&#34;，美方在霍尔木兹海峡以及削弱伊朗方面&#34;均未能实现既定目标&#34;。</p><p style=\"text-align: justify;\">谢卡尔奇称，美方目前正在寻求新的战略，不排除退出战争的可能，但他强调，这&#34;将取决于以色列方面是否同意&#34;。他还指出，随着以色列总理内塔尼亚胡访问美国，<strong>未来伊朗可能面对空袭或地面军事行动等情景，</strong>而在地面战选项中，美国&#34;将面临更大的脆弱性&#34;。谢卡尔奇表示，伊朗已为各种可能出现的情况做好充分准备。</p><p style=\"text-align: justify;\">与此同时，CCTV国际时讯称，据伊朗媒体今天（7月26日）报道，伊朗陆军发言人阿克拉米尼亚也表示<strong>，美国可能的选择之一是退出战争，另一可能的选择是在以方压力下发动大规模空袭，还有一个选择是美国可能发动地面行动。伊朗将观察美国接下来有何举动，并已为各种可能做好准备。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d018bba5f931c1132c4478a61c2ee36\" title=\"\" tg-width=\"621\" tg-height=\"552\"/></p><p style=\"text-align: justify;\">他还表示，目前战争涉及的地理范围已经扩展到曼德海峡，伊朗的行动也涵盖了从约旦到波斯湾沿岸各国的美军目标。</p><h2 id=\"id_84833622\">霍尔木兹海峡谈判取得进展，本周末或见分晓</h2><p style=\"text-align: justify;\">值得关注的是，伊朗外交部发言人巴加埃26日确认，24日至25日伊朗与阿曼在德黑兰举行多轮副外长级会谈，双方围绕确保霍尔木兹海峡船舶安全通行的共同原则和具体操作机制深入交换意见。</p><p style=\"text-align: justify;\">巴加埃称会谈&#34;富有成效&#34;，并取得一定进展，阿曼代表团已于25日下午离开德黑兰，但双方将在技术和政治层面继续保持磋商。</p><p style=\"text-align: justify;\">华尔街见闻文章写道，据两名了解谈判情况的地区消息人士表示，阿曼与伊朗有望在本周末达成协议，届时特朗普将决定是否接受这一方案。</p><p style=\"text-align: justify;\">巴加埃同时指出，目前霍尔木兹海峡船舶通航状况尚未发生变化。霍尔木兹海峡是全球重要的石油运输通道，其通航安排的谈判进展，将是外界判断此轮美伊军事紧张能否转向实质性缓和的核心观察窗口。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cf8deb964fe83a788e7ae02a962af884","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3777962","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2654663090","content_text":"伊朗陆军发言人阿克拉米尼亚表示，伊朗现阶段采取的是“报复性威慑”战略，即通过实施对等打击，威慑美国不要继续违反其承诺，并迫使其遵守相关谅解备忘录。美国两名知情人士称，特朗普暂缓扩大对伊朗军事打击规模，原因是美方担忧战争升级或招致伊方更猛烈报复，进一步消耗五角大楼在中东地区的防空拦截弹储备。7月27日，美股三大股指期货高开，纳指期货涨1.17%，标普500指数期货涨0.64%，道琼斯指数期货涨0.52%；国际油价大跌，WTI原油期货跌5.09%，报84.76美元/桶；布伦特原油期货跌3.95%，报82.14美元/桶；现货黄金价格涨1%，报4093.90美元/盎司；现货白银价格涨2.34%，报59.54美元/盎司。美伊军事冲突出现降温迹象。特朗普下令美军暂停持续近两周的对伊空袭，伊朗军方随即宣布相应停止对等打击，双方进入短暂休战窗口。据CCTV国际时讯消息，据伊朗塔斯尼姆通讯社7月26日报道，伊朗陆军发言人阿克拉米尼亚表示，美方过去两晚停止对伊打击后，伊朗的对等打击行动也随之停止。他将伊朗当前策略定性为\"报复性威慑\"——通过对等打击迫使美国遵守相关谅解备忘录。华尔街见闻文章此前写道，据央视记者获悉，当地时间7月25日，特朗普收到军方新的对伊作战计划后未予批准，直接下令当天暂停空袭，终止了此前持续13天的每日打击行动。两名知情人士透露，此举一方面意在为外交谈判留出空间，另一方面是特朗普判断，在不重启大规模军事行动的前提下，现有空袭已基本达到效果上限。据央视新闻最新消息，当地时间25日，美国两名知情人士称，美国总统特朗普暂缓扩大对伊朗军事打击规模，原因是美方担忧战争升级或招致伊方更猛烈报复，进一步消耗五角大楼在中东地区的防空拦截弹储备。两名知情人士表示，特朗普24日与高级顾问和政府高级官员召开会议，聚焦五角大楼“爱国者”等防空弹药库存减少的问题。一名政府高官提及，伊朗弹道导弹日前突破美防空系统的防御，造成3名驻约旦美军士兵死亡。伊朗宣示对等战略，公布美军受损清单伊朗陆军发言人阿克拉米尼亚对此次互停打击给出了明确的战略解读。他表示，伊朗现阶段采取的是\"报复性威慑\"战略，核心逻辑是通过实施对等打击，威慑美国不要继续违反其承诺。他的表态将伊朗的停火定性为一种主动的战略选择，而非被动妥协。与此同时，据伊朗伊斯兰共和国通讯社报道，伊朗伊斯兰革命卫队于当地时间7月25日晚公布了一份美军军事资产受损清单，称这是伊朗武装部队回应美国袭击期间对美军目标实施打击的结果。目前，这一清单尚未得到美国军方证实。伊朗军方警告地面战风险，称已备战各类情景据央视新闻，伊朗武装部队发言人谢卡尔奇26日表示，美国当前面临的局势\"混乱且对其不利\"，美方在霍尔木兹海峡以及削弱伊朗方面\"均未能实现既定目标\"。谢卡尔奇称，美方目前正在寻求新的战略，不排除退出战争的可能，但他强调，这\"将取决于以色列方面是否同意\"。他还指出，随着以色列总理内塔尼亚胡访问美国，未来伊朗可能面对空袭或地面军事行动等情景，而在地面战选项中，美国\"将面临更大的脆弱性\"。谢卡尔奇表示，伊朗已为各种可能出现的情况做好充分准备。与此同时，CCTV国际时讯称，据伊朗媒体今天（7月26日）报道，伊朗陆军发言人阿克拉米尼亚也表示，美国可能的选择之一是退出战争，另一可能的选择是在以方压力下发动大规模空袭，还有一个选择是美国可能发动地面行动。伊朗将观察美国接下来有何举动，并已为各种可能做好准备。他还表示，目前战争涉及的地理范围已经扩展到曼德海峡，伊朗的行动也涵盖了从约旦到波斯湾沿岸各国的美军目标。霍尔木兹海峡谈判取得进展，本周末或见分晓值得关注的是，伊朗外交部发言人巴加埃26日确认，24日至25日伊朗与阿曼在德黑兰举行多轮副外长级会谈，双方围绕确保霍尔木兹海峡船舶安全通行的共同原则和具体操作机制深入交换意见。巴加埃称会谈\"富有成效\"，并取得一定进展，阿曼代表团已于25日下午离开德黑兰，但双方将在技术和政治层面继续保持磋商。华尔街见闻文章写道，据两名了解谈判情况的地区消息人士表示，阿曼与伊朗有望在本周末达成协议，届时特朗普将决定是否接受这一方案。巴加埃同时指出，目前霍尔木兹海峡船舶通航状况尚未发生变化。霍尔木兹海峡是全球重要的石油运输通道，其通航安排的谈判进展，将是外界判断此轮美伊军事紧张能否转向实质性缓和的核心观察窗口。","news_type":1,"symbols_score_info":{"MNQ2603":2,"BZmain":2,"NQmain":2,"CLmain":2,"MNQ2612":2,"MNQmain":2,"YMmain":2,"ESmain":2}},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590419255296280,"gmtCreate":1785113302884,"gmtModify":1785113304801,"author":{"id":"256090103084928","authorId":"256090103084928","name":"冥王星","avatar":"https://static.tigerbbs.com/837d846cacb44e489efa1b5955495869","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"256090103084928","idStr":"256090103084928"},"themes":[],"title":"","htmlText":"反指","listText":"反指","text":"反指","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590419255296280","repostId":"2654842068","repostType":2,"repost":{"id":"2654842068","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1785047083,"share":"https://www.laohu8.com/m/news/2654842068?lang=zh_CN&edition=full","pubTime":"2026-07-26 14:24","market":"us","language":"zh","title":"“大空头”继续狙击AI！Michael Burry扩大英伟达、美光空头仓位，维持做空特斯拉、Palantir","url":"https://stock-news.laohu8.com/highlight/detail?id=2654842068","media":"华尔街见闻","summary":"Burry发文披露最新持仓动向，扩大对美光、英伟达及费城半导体ETF的空头仓位，同时新增做空卡特彼勒，并维持做空特斯拉、Palantir及持有纳斯达克100看跌期权。他认为英伟达当前及未来的大量需求并非来自终端客户，而是通过表外融资安排循环驱动。","content":"<html><head></head><body><p style=\"text-align: left;\">&#34;大空头&#34;Michael Burry再度加码做空美光等AI相关股票，并维持对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>的空头押注，其对半导体板块的看空逻辑正受到市场越来越多的关注。</p><p style=\"text-align: left;\">Burry于当地时间7月25日在Substack发文披露最新持仓动向，显示他<strong>进一步扩大了对<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>及费城半导体ETF的空头仓位，同时新增做空<a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a>。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c88feab16c1c637e5f7c39eb4fb752f9\" data-align=\"center\" tg-width=\"649\" tg-height=\"368\"/><span></span></p><p style=\"text-align: left;\">他明确表示，<strong>英伟达当前及未来的大量需求并非来自终端客户，而是通过表外融资安排循环驱动，并援引2026年国际清算银行年度报告加以佐证。</strong>与此同时，他<strong>对特斯拉和Palantir的空头仓位保持不变，并继续持有纳斯达克100 ETF的看跌期权。</strong></p><p style=\"text-align: left;\">此次披露正值半导体板块承压之际。华尔街见闻文章此前写道，Burry此前曾表示，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>公布的韩国半导体资本支出计划，是半导体行业景气周期&#34;由盛转衰的开始&#34;，并预计半导体板块将面临约30%的回调，认为AI基础设施相关公司估值已严重偏高。</p><h2 style=\"text-align: left;\">扩大半导体空头：美光、英伟达、SOXX齐齐加码</h2><p style=\"text-align: left;\">Burry在Substack文章中披露，他以每股933.86美元的价格进一步做空美光科技，以210.28美元的价格增持英伟达空头仓位，并以535.83美元加仓SOXX空头。他表示，<strong>SOXX空头仓位与其持有的看跌期权合并计算，已构成其投资组合中的一个大型仓位。</strong></p><p style=\"text-align: left;\">在英伟达的做空逻辑上，Burry措辞直接。他表示，<strong>目前英伟达大量需求并非由真实终端客户驱动，相关需求的融资安排游离于资产负债表之外且未予披露，未来收入&#34;大部分通过循环安排融资&#34;</strong>。他援引2026年国际清算银行年度报告作为支撑依据。</p><p style=\"text-align: left;\">值得注意的是，这并非Burry首次出手做空美光。华尔街见闻文章写道，Burry此前曾在1051.87美元的价位做空美光，并表示&#34;对这类情形的最终结局有相当清晰的了解&#34;，同时还增加了另外五个做空仓位。</p><p style=\"text-align: left;\"><strong>Burry对AI相关板块的看空，建立在对行业需求真实性的质疑之上。</strong>他认为，当前AI基础设施投资热潮中，大量资本开支并未对应真实的终端需求，而是通过不透明的融资结构自我循环，存在系统性高估风险。</p><p style=\"text-align: left;\">华尔街见闻文章此前写道，Burry预计半导体板块将面临约30%的回调，并将三星和SK海力士的资本支出扩张计划视为行业景气周期&#34;由盛转衰的开始&#34;。</p><p style=\"text-align: left;\">另外，在维持原有空头仓位方面，Burry表示<strong>尚未平仓特斯拉空头，并以轻描淡写的口吻称该仓位&#34;自己在慢慢缩小&#34;</strong>——暗示特斯拉股价下跌已令其空头仓位的名义规模自然收缩。他同时维持对Palantir的做空，并继续持有QQQ看跌期权，表明其对整体科技板块的看空立场未有松动。</p><p style=\"text-align: left;\">从今年以来的股价表现来看，Burry的部分空头押注面临一定压力。美光年内累计涨幅接近200%，英伟达上涨约10%。不过，Palantir、特斯拉和DraftKings年内均已下跌逾三成，分别录得约34%、33%和34%的跌幅，与Burry的看空方向基本吻合。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/839c9c1dcef2800f837df02e079a4f9c\" data-align=\"center\" tg-width=\"1910\" tg-height=\"1212\"/><span></span></p><p style=\"text-align: left;\">在做空AI的同时，Burry也在积极布局多头仓位，且方向集中于体育博彩领域。他以100.72美元买入&#34;相当数量&#34;的Flutter Entertainment，并以23.07美元买入DraftKings。</p><p style=\"text-align: left;\">Burry在文章中写道：&#34;将FLUT和DKNG合并来看，作为对预测市场的一次押注，两者合计构成我较大的仓位之一。&#34;此外，他还增持了<a href=\"https://laohu8.com/S/MOH\">Molina Healthcare</a>，买入价格为197.02美元。</p><p style=\"text-align: left;\">这一多头布局与其空头逻辑形成鲜明对比——在看空AI基础设施泡沫的同时，Burry将资金转向与科技热潮相关性较低的消费及医疗领域，折射出其对当前市场结构的整体判断。</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”继续狙击AI！Michael Burry扩大英伟达、美光空头仓位，维持做空特斯拉、Palantir</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“大空头”继续狙击AI！Michael Burry扩大英伟达、美光空头仓位，维持做空特斯拉、Palantir\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-26 14:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">&#34;大空头&#34;Michael Burry再度加码做空美光等AI相关股票，并维持对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>的空头押注，其对半导体板块的看空逻辑正受到市场越来越多的关注。</p><p style=\"text-align: left;\">Burry于当地时间7月25日在Substack发文披露最新持仓动向，显示他<strong>进一步扩大了对<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>及费城半导体ETF的空头仓位，同时新增做空<a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a>。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c88feab16c1c637e5f7c39eb4fb752f9\" data-align=\"center\" tg-width=\"649\" tg-height=\"368\"/><span></span></p><p style=\"text-align: left;\">他明确表示，<strong>英伟达当前及未来的大量需求并非来自终端客户，而是通过表外融资安排循环驱动，并援引2026年国际清算银行年度报告加以佐证。</strong>与此同时，他<strong>对特斯拉和Palantir的空头仓位保持不变，并继续持有纳斯达克100 ETF的看跌期权。</strong></p><p style=\"text-align: left;\">此次披露正值半导体板块承压之际。华尔街见闻文章此前写道，Burry此前曾表示，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>公布的韩国半导体资本支出计划，是半导体行业景气周期&#34;由盛转衰的开始&#34;，并预计半导体板块将面临约30%的回调，认为AI基础设施相关公司估值已严重偏高。</p><h2 style=\"text-align: left;\">扩大半导体空头：美光、英伟达、SOXX齐齐加码</h2><p style=\"text-align: left;\">Burry在Substack文章中披露，他以每股933.86美元的价格进一步做空美光科技，以210.28美元的价格增持英伟达空头仓位，并以535.83美元加仓SOXX空头。他表示，<strong>SOXX空头仓位与其持有的看跌期权合并计算，已构成其投资组合中的一个大型仓位。</strong></p><p style=\"text-align: left;\">在英伟达的做空逻辑上，Burry措辞直接。他表示，<strong>目前英伟达大量需求并非由真实终端客户驱动，相关需求的融资安排游离于资产负债表之外且未予披露，未来收入&#34;大部分通过循环安排融资&#34;</strong>。他援引2026年国际清算银行年度报告作为支撑依据。</p><p style=\"text-align: left;\">值得注意的是，这并非Burry首次出手做空美光。华尔街见闻文章写道，Burry此前曾在1051.87美元的价位做空美光，并表示&#34;对这类情形的最终结局有相当清晰的了解&#34;，同时还增加了另外五个做空仓位。</p><p style=\"text-align: left;\"><strong>Burry对AI相关板块的看空，建立在对行业需求真实性的质疑之上。</strong>他认为，当前AI基础设施投资热潮中，大量资本开支并未对应真实的终端需求，而是通过不透明的融资结构自我循环，存在系统性高估风险。</p><p style=\"text-align: left;\">华尔街见闻文章此前写道，Burry预计半导体板块将面临约30%的回调，并将三星和SK海力士的资本支出扩张计划视为行业景气周期&#34;由盛转衰的开始&#34;。</p><p style=\"text-align: left;\">另外，在维持原有空头仓位方面，Burry表示<strong>尚未平仓特斯拉空头，并以轻描淡写的口吻称该仓位&#34;自己在慢慢缩小&#34;</strong>——暗示特斯拉股价下跌已令其空头仓位的名义规模自然收缩。他同时维持对Palantir的做空，并继续持有QQQ看跌期权，表明其对整体科技板块的看空立场未有松动。</p><p style=\"text-align: left;\">从今年以来的股价表现来看，Burry的部分空头押注面临一定压力。美光年内累计涨幅接近200%，英伟达上涨约10%。不过，Palantir、特斯拉和DraftKings年内均已下跌逾三成，分别录得约34%、33%和34%的跌幅，与Burry的看空方向基本吻合。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/839c9c1dcef2800f837df02e079a4f9c\" data-align=\"center\" tg-width=\"1910\" tg-height=\"1212\"/><span></span></p><p style=\"text-align: left;\">在做空AI的同时，Burry也在积极布局多头仓位，且方向集中于体育博彩领域。他以100.72美元买入&#34;相当数量&#34;的Flutter Entertainment，并以23.07美元买入DraftKings。</p><p style=\"text-align: left;\">Burry在文章中写道：&#34;将FLUT和DKNG合并来看，作为对预测市场的一次押注，两者合计构成我较大的仓位之一。&#34;此外，他还增持了<a href=\"https://laohu8.com/S/MOH\">Molina Healthcare</a>，买入价格为197.02美元。</p><p style=\"text-align: left;\">这一多头布局与其空头逻辑形成鲜明对比——在看空AI基础设施泡沫的同时，Burry将资金转向与科技热潮相关性较低的消费及医疗领域，折射出其对当前市场结构的整体判断。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/623fa826a3925ac5d5f18b0f16bb748d","relate_stocks":{"LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU0109392836.USD":"富兰克林科技股A","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU2394011477.USD":"JPMORGAN CLIMATE CHANGE SOLUTIONS \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) 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ETF的看跌期权。此次披露正值半导体板块承压之际。华尔街见闻文章此前写道，Burry此前曾表示，三星和SK海力士公布的韩国半导体资本支出计划，是半导体行业景气周期\"由盛转衰的开始\"，并预计半导体板块将面临约30%的回调，认为AI基础设施相关公司估值已严重偏高。扩大半导体空头：美光、英伟达、SOXX齐齐加码Burry在Substack文章中披露，他以每股933.86美元的价格进一步做空美光科技，以210.28美元的价格增持英伟达空头仓位，并以535.83美元加仓SOXX空头。他表示，SOXX空头仓位与其持有的看跌期权合并计算，已构成其投资组合中的一个大型仓位。在英伟达的做空逻辑上，Burry措辞直接。他表示，目前英伟达大量需求并非由真实终端客户驱动，相关需求的融资安排游离于资产负债表之外且未予披露，未来收入\"大部分通过循环安排融资\"。他援引2026年国际清算银行年度报告作为支撑依据。值得注意的是，这并非Burry首次出手做空美光。华尔街见闻文章写道，Burry此前曾在1051.87美元的价位做空美光，并表示\"对这类情形的最终结局有相当清晰的了解\"，同时还增加了另外五个做空仓位。Burry对AI相关板块的看空，建立在对行业需求真实性的质疑之上。他认为，当前AI基础设施投资热潮中，大量资本开支并未对应真实的终端需求，而是通过不透明的融资结构自我循环，存在系统性高估风险。华尔街见闻文章此前写道，Burry预计半导体板块将面临约30%的回调，并将三星和SK海力士的资本支出扩张计划视为行业景气周期\"由盛转衰的开始\"。另外，在维持原有空头仓位方面，Burry表示尚未平仓特斯拉空头，并以轻描淡写的口吻称该仓位\"自己在慢慢缩小\"——暗示特斯拉股价下跌已令其空头仓位的名义规模自然收缩。他同时维持对Palantir的做空，并继续持有QQQ看跌期权，表明其对整体科技板块的看空立场未有松动。从今年以来的股价表现来看，Burry的部分空头押注面临一定压力。美光年内累计涨幅接近200%，英伟达上涨约10%。不过，Palantir、特斯拉和DraftKings年内均已下跌逾三成，分别录得约34%、33%和34%的跌幅，与Burry的看空方向基本吻合。在做空AI的同时，Burry也在积极布局多头仓位，且方向集中于体育博彩领域。他以100.72美元买入\"相当数量\"的Flutter Entertainment，并以23.07美元买入DraftKings。Burry在文章中写道：\"将FLUT和DKNG合并来看，作为对预测市场的一次押注，两者合计构成我较大的仓位之一。\"此外，他还增持了Molina Healthcare，买入价格为197.02美元。这一多头布局与其空头逻辑形成鲜明对比——在看空AI基础设施泡沫的同时，Burry将资金转向与科技热潮相关性较低的消费及医疗领域，折射出其对当前市场结构的整体判断。","news_type":1,"symbols_score_info":{"USD":0.6,"ANV":0.6,"NVDS":0.6,"09766":0.6,"FTXL":0.6,"WANT":0.6,"TRFK":0.6,"TSLR":0.6,"TSYY":0.6,"TSDD":0.6,"CLSE":0.6,"DISK":0.6,"FXL":0.6,"PLTY":0.6,"PSI":0.6,"USXF":0.6,"07766":0.6,"LIT":0.6,"EYES":0.6,"TSLZ":0.6,"TSLS":0.6,"IGV":0.6,"THMR":0.6,"NVIW.SI":0.6,"TTEQ":0.6,"WUGI":0.6,"MU":1.94,"PTIR":0.6,"AIFD":0.6,"DRMY":0.6,"NVDO":0.6,"MUD":0.6,"WLDR":0.6,"VT":0.6,"NVD3.UK":0.6,"NVDA":1.95,"SPTE":0.6,"SOXY":0.6,"AIS":0.6,"DKNX":0.6,"DKNG":1.84,"NVDX":0.6,"NVD2.UK":0.6,"TYLG":0.6,"AIQ":0.6,"BETZ":0.6,"ILDR":0.6,"SMH":0.6,"TSL":0.6,"EMSF":0.6,"CRSH":0.6,"PLTW":0.6,"07788":0.6,"TSLT":0.6,"CNEQ":0.6,"NVDU":0.6,"SMOG":0.6,"FAI":0.6,"METV":0.6,"LEGR":0.6,"NVII":0.6,"PLT":0.6,"07388":0.6,"NVDS.UK":0.6,"XNTK":0.6,"TESL":0.6,"TSLA":1.89,"ESLG":0.6,"PLTI":0.6,"WATS":0.6,"SMHX":0.6,"MUYY":0.6,"NULC":0.6,"NVDD":0.6,"ROM":0.6,"09366":0.6,"DRAY":0.6,"NVDB":0.6,"TSLG":0.6,"TSLP":0.6,"JGRO":0.6,"ABFL":0.6,"TSLI":0.6,"TSLO":0.6,"GUNZ":0.6,"CHPX":0.6,"MIC":0.6,"NVYY":0.6,"PLTR":1.87,"CMAG":0.6,"PLOO":0.6,"TSLW":0.6,"SHLD":0.6,"NVDW":0.6,"TEST":0.6,"PLTG":0.6,"SNVD.UK":0.6,"CHPS":0.6,"07366":0.6,"FDRV":0.6,"NVDQ":0.6,"AIPI":0.6,"ODDS":0.6,"VGT":0.6,"EFIV":0.6,"2NVD.UK":0.6,"PLYY":0.6,"DKUP":0.6,"TLA":0.6,"NVDL":0.6,"IDRV":0.6,"CGGO":0.6,"DIPS":0.6,"HBMX":0.6,"PLTA":0.6,"RULE":0.6,"WISE":0.6,"TSLQ":0.6,"TSII":0.6,"IXN":0.6,"PLTZ":0.6,"MUU":0.6,"TTXU":0.6,"TEK":0.6,"TSLY":0.6,"PLTD":0.6,"FTEC":0.6,"GAMR":0.6,"PLTU":0.6,"BAI":0.6,"SHOC":0.6,"3NVD.UK":0.6,"FDTX":0.6,"NVD":0.6,"MULL":0.6,"BOBP":0.6,"NVDY":0.6,"EGGY":0.6,"SNPE":0.6,"MUZ":0.6,"NVDG":0.6,"SOXX":0.6,"IETC":0.6,"ESUM":0.6,"XLK":0.6,"LFGY":0.6,"AGOX":0.6,"SOXQ":0.6}},"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590229518595016,"gmtCreate":1785100538117,"gmtModify":1785114189708,"author":{"id":"3577332529890614","authorId":"3577332529890614","name":"李海宾","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577332529890614","idStr":"3577332529890614"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/U/4108819961233140\">@1_11 </a> '二","listText":"<a href=\"https://laohu8.com/U/4108819961233140\">@1_11 </a> '二","text":"@1_11 '二","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590229518595016","repostId":"2654842068","repostType":2,"repost":{"id":"2654842068","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1785047083,"share":"https://www.laohu8.com/m/news/2654842068?lang=zh_CN&edition=full","pubTime":"2026-07-26 14:24","market":"us","language":"zh","title":"“大空头”继续狙击AI！Michael Burry扩大英伟达、美光空头仓位，维持做空特斯拉、Palantir","url":"https://stock-news.laohu8.com/highlight/detail?id=2654842068","media":"华尔街见闻","summary":"Burry发文披露最新持仓动向，扩大对美光、英伟达及费城半导体ETF的空头仓位，同时新增做空卡特彼勒，并维持做空特斯拉、Palantir及持有纳斯达克100看跌期权。他认为英伟达当前及未来的大量需求并非来自终端客户，而是通过表外融资安排循环驱动。","content":"<html><head></head><body><p style=\"text-align: left;\">&#34;大空头&#34;Michael Burry再度加码做空美光等AI相关股票，并维持对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>的空头押注，其对半导体板块的看空逻辑正受到市场越来越多的关注。</p><p style=\"text-align: left;\">Burry于当地时间7月25日在Substack发文披露最新持仓动向，显示他<strong>进一步扩大了对<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>及费城半导体ETF的空头仓位，同时新增做空<a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a>。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c88feab16c1c637e5f7c39eb4fb752f9\" data-align=\"center\" tg-width=\"649\" tg-height=\"368\"/><span></span></p><p style=\"text-align: left;\">他明确表示，<strong>英伟达当前及未来的大量需求并非来自终端客户，而是通过表外融资安排循环驱动，并援引2026年国际清算银行年度报告加以佐证。</strong>与此同时，他<strong>对特斯拉和Palantir的空头仓位保持不变，并继续持有纳斯达克100 ETF的看跌期权。</strong></p><p style=\"text-align: left;\">此次披露正值半导体板块承压之际。华尔街见闻文章此前写道，Burry此前曾表示，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>公布的韩国半导体资本支出计划，是半导体行业景气周期&#34;由盛转衰的开始&#34;，并预计半导体板块将面临约30%的回调，认为AI基础设施相关公司估值已严重偏高。</p><h2 style=\"text-align: left;\">扩大半导体空头：美光、英伟达、SOXX齐齐加码</h2><p style=\"text-align: left;\">Burry在Substack文章中披露，他以每股933.86美元的价格进一步做空美光科技，以210.28美元的价格增持英伟达空头仓位，并以535.83美元加仓SOXX空头。他表示，<strong>SOXX空头仓位与其持有的看跌期权合并计算，已构成其投资组合中的一个大型仓位。</strong></p><p style=\"text-align: left;\">在英伟达的做空逻辑上，Burry措辞直接。他表示，<strong>目前英伟达大量需求并非由真实终端客户驱动，相关需求的融资安排游离于资产负债表之外且未予披露，未来收入&#34;大部分通过循环安排融资&#34;</strong>。他援引2026年国际清算银行年度报告作为支撑依据。</p><p style=\"text-align: left;\">值得注意的是，这并非Burry首次出手做空美光。华尔街见闻文章写道，Burry此前曾在1051.87美元的价位做空美光，并表示&#34;对这类情形的最终结局有相当清晰的了解&#34;，同时还增加了另外五个做空仓位。</p><p style=\"text-align: left;\"><strong>Burry对AI相关板块的看空，建立在对行业需求真实性的质疑之上。</strong>他认为，当前AI基础设施投资热潮中，大量资本开支并未对应真实的终端需求，而是通过不透明的融资结构自我循环，存在系统性高估风险。</p><p style=\"text-align: left;\">华尔街见闻文章此前写道，Burry预计半导体板块将面临约30%的回调，并将三星和SK海力士的资本支出扩张计划视为行业景气周期&#34;由盛转衰的开始&#34;。</p><p style=\"text-align: left;\">另外，在维持原有空头仓位方面，Burry表示<strong>尚未平仓特斯拉空头，并以轻描淡写的口吻称该仓位&#34;自己在慢慢缩小&#34;</strong>——暗示特斯拉股价下跌已令其空头仓位的名义规模自然收缩。他同时维持对Palantir的做空，并继续持有QQQ看跌期权，表明其对整体科技板块的看空立场未有松动。</p><p style=\"text-align: left;\">从今年以来的股价表现来看，Burry的部分空头押注面临一定压力。美光年内累计涨幅接近200%，英伟达上涨约10%。不过，Palantir、特斯拉和DraftKings年内均已下跌逾三成，分别录得约34%、33%和34%的跌幅，与Burry的看空方向基本吻合。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/839c9c1dcef2800f837df02e079a4f9c\" data-align=\"center\" tg-width=\"1910\" tg-height=\"1212\"/><span></span></p><p style=\"text-align: left;\">在做空AI的同时，Burry也在积极布局多头仓位，且方向集中于体育博彩领域。他以100.72美元买入&#34;相当数量&#34;的Flutter Entertainment，并以23.07美元买入DraftKings。</p><p style=\"text-align: left;\">Burry在文章中写道：&#34;将FLUT和DKNG合并来看，作为对预测市场的一次押注，两者合计构成我较大的仓位之一。&#34;此外，他还增持了<a href=\"https://laohu8.com/S/MOH\">Molina Healthcare</a>，买入价格为197.02美元。</p><p style=\"text-align: left;\">这一多头布局与其空头逻辑形成鲜明对比——在看空AI基础设施泡沫的同时，Burry将资金转向与科技热潮相关性较低的消费及医疗领域，折射出其对当前市场结构的整体判断。</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”继续狙击AI！Michael Burry扩大英伟达、美光空头仓位，维持做空特斯拉、Palantir</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“大空头”继续狙击AI！Michael Burry扩大英伟达、美光空头仓位，维持做空特斯拉、Palantir\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-26 14:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">&#34;大空头&#34;Michael Burry再度加码做空美光等AI相关股票，并维持对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>的空头押注，其对半导体板块的看空逻辑正受到市场越来越多的关注。</p><p style=\"text-align: left;\">Burry于当地时间7月25日在Substack发文披露最新持仓动向，显示他<strong>进一步扩大了对<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>及费城半导体ETF的空头仓位，同时新增做空<a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a>。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c88feab16c1c637e5f7c39eb4fb752f9\" data-align=\"center\" tg-width=\"649\" tg-height=\"368\"/><span></span></p><p style=\"text-align: left;\">他明确表示，<strong>英伟达当前及未来的大量需求并非来自终端客户，而是通过表外融资安排循环驱动，并援引2026年国际清算银行年度报告加以佐证。</strong>与此同时，他<strong>对特斯拉和Palantir的空头仓位保持不变，并继续持有纳斯达克100 ETF的看跌期权。</strong></p><p style=\"text-align: left;\">此次披露正值半导体板块承压之际。华尔街见闻文章此前写道，Burry此前曾表示，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>公布的韩国半导体资本支出计划，是半导体行业景气周期&#34;由盛转衰的开始&#34;，并预计半导体板块将面临约30%的回调，认为AI基础设施相关公司估值已严重偏高。</p><h2 style=\"text-align: left;\">扩大半导体空头：美光、英伟达、SOXX齐齐加码</h2><p style=\"text-align: left;\">Burry在Substack文章中披露，他以每股933.86美元的价格进一步做空美光科技，以210.28美元的价格增持英伟达空头仓位，并以535.83美元加仓SOXX空头。他表示，<strong>SOXX空头仓位与其持有的看跌期权合并计算，已构成其投资组合中的一个大型仓位。</strong></p><p style=\"text-align: left;\">在英伟达的做空逻辑上，Burry措辞直接。他表示，<strong>目前英伟达大量需求并非由真实终端客户驱动，相关需求的融资安排游离于资产负债表之外且未予披露，未来收入&#34;大部分通过循环安排融资&#34;</strong>。他援引2026年国际清算银行年度报告作为支撑依据。</p><p style=\"text-align: left;\">值得注意的是，这并非Burry首次出手做空美光。华尔街见闻文章写道，Burry此前曾在1051.87美元的价位做空美光，并表示&#34;对这类情形的最终结局有相当清晰的了解&#34;，同时还增加了另外五个做空仓位。</p><p style=\"text-align: left;\"><strong>Burry对AI相关板块的看空，建立在对行业需求真实性的质疑之上。</strong>他认为，当前AI基础设施投资热潮中，大量资本开支并未对应真实的终端需求，而是通过不透明的融资结构自我循环，存在系统性高估风险。</p><p style=\"text-align: left;\">华尔街见闻文章此前写道，Burry预计半导体板块将面临约30%的回调，并将三星和SK海力士的资本支出扩张计划视为行业景气周期&#34;由盛转衰的开始&#34;。</p><p style=\"text-align: left;\">另外，在维持原有空头仓位方面，Burry表示<strong>尚未平仓特斯拉空头，并以轻描淡写的口吻称该仓位&#34;自己在慢慢缩小&#34;</strong>——暗示特斯拉股价下跌已令其空头仓位的名义规模自然收缩。他同时维持对Palantir的做空，并继续持有QQQ看跌期权，表明其对整体科技板块的看空立场未有松动。</p><p style=\"text-align: left;\">从今年以来的股价表现来看，Burry的部分空头押注面临一定压力。美光年内累计涨幅接近200%，英伟达上涨约10%。不过，Palantir、特斯拉和DraftKings年内均已下跌逾三成，分别录得约34%、33%和34%的跌幅，与Burry的看空方向基本吻合。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/839c9c1dcef2800f837df02e079a4f9c\" data-align=\"center\" tg-width=\"1910\" tg-height=\"1212\"/><span></span></p><p style=\"text-align: left;\">在做空AI的同时，Burry也在积极布局多头仓位，且方向集中于体育博彩领域。他以100.72美元买入&#34;相当数量&#34;的Flutter Entertainment，并以23.07美元买入DraftKings。</p><p style=\"text-align: left;\">Burry在文章中写道：&#34;将FLUT和DKNG合并来看，作为对预测市场的一次押注，两者合计构成我较大的仓位之一。&#34;此外，他还增持了<a href=\"https://laohu8.com/S/MOH\">Molina Healthcare</a>，买入价格为197.02美元。</p><p style=\"text-align: left;\">这一多头布局与其空头逻辑形成鲜明对比——在看空AI基础设施泡沫的同时，Burry将资金转向与科技热潮相关性较低的消费及医疗领域，折射出其对当前市场结构的整体判断。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/623fa826a3925ac5d5f18b0f16bb748d","relate_stocks":{"LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU0109392836.USD":"富兰克林科技股A","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU2394011477.USD":"JPMORGAN CLIMATE CHANGE SOLUTIONS \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) 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ETF的看跌期权。此次披露正值半导体板块承压之际。华尔街见闻文章此前写道，Burry此前曾表示，三星和SK海力士公布的韩国半导体资本支出计划，是半导体行业景气周期\"由盛转衰的开始\"，并预计半导体板块将面临约30%的回调，认为AI基础设施相关公司估值已严重偏高。扩大半导体空头：美光、英伟达、SOXX齐齐加码Burry在Substack文章中披露，他以每股933.86美元的价格进一步做空美光科技，以210.28美元的价格增持英伟达空头仓位，并以535.83美元加仓SOXX空头。他表示，SOXX空头仓位与其持有的看跌期权合并计算，已构成其投资组合中的一个大型仓位。在英伟达的做空逻辑上，Burry措辞直接。他表示，目前英伟达大量需求并非由真实终端客户驱动，相关需求的融资安排游离于资产负债表之外且未予披露，未来收入\"大部分通过循环安排融资\"。他援引2026年国际清算银行年度报告作为支撑依据。值得注意的是，这并非Burry首次出手做空美光。华尔街见闻文章写道，Burry此前曾在1051.87美元的价位做空美光，并表示\"对这类情形的最终结局有相当清晰的了解\"，同时还增加了另外五个做空仓位。Burry对AI相关板块的看空，建立在对行业需求真实性的质疑之上。他认为，当前AI基础设施投资热潮中，大量资本开支并未对应真实的终端需求，而是通过不透明的融资结构自我循环，存在系统性高估风险。华尔街见闻文章此前写道，Burry预计半导体板块将面临约30%的回调，并将三星和SK海力士的资本支出扩张计划视为行业景气周期\"由盛转衰的开始\"。另外，在维持原有空头仓位方面，Burry表示尚未平仓特斯拉空头，并以轻描淡写的口吻称该仓位\"自己在慢慢缩小\"——暗示特斯拉股价下跌已令其空头仓位的名义规模自然收缩。他同时维持对Palantir的做空，并继续持有QQQ看跌期权，表明其对整体科技板块的看空立场未有松动。从今年以来的股价表现来看，Burry的部分空头押注面临一定压力。美光年内累计涨幅接近200%，英伟达上涨约10%。不过，Palantir、特斯拉和DraftKings年内均已下跌逾三成，分别录得约34%、33%和34%的跌幅，与Burry的看空方向基本吻合。在做空AI的同时，Burry也在积极布局多头仓位，且方向集中于体育博彩领域。他以100.72美元买入\"相当数量\"的Flutter Entertainment，并以23.07美元买入DraftKings。Burry在文章中写道：\"将FLUT和DKNG合并来看，作为对预测市场的一次押注，两者合计构成我较大的仓位之一。\"此外，他还增持了Molina Healthcare，买入价格为197.02美元。这一多头布局与其空头逻辑形成鲜明对比——在看空AI基础设施泡沫的同时，Burry将资金转向与科技热潮相关性较低的消费及医疗领域，折射出其对当前市场结构的整体判断。","news_type":1,"symbols_score_info":{"USD":0.6,"ANV":0.6,"NVDS":0.6,"09766":0.6,"FTXL":0.6,"WANT":0.6,"TRFK":0.6,"TSLR":0.6,"TSYY":0.6,"TSDD":0.6,"CLSE":0.6,"DISK":0.6,"FXL":0.6,"PLTY":0.6,"PSI":0.6,"USXF":0.6,"07766":0.6,"LIT":0.6,"EYES":0.6,"TSLZ":0.6,"TSLS":0.6,"IGV":0.6,"THMR":0.6,"NVIW.SI":0.6,"TTEQ":0.6,"WUGI":0.6,"MU":1.94,"PTIR":0.6,"AIFD":0.6,"DRMY":0.6,"NVDO":0.6,"MUD":0.6,"WLDR":0.6,"VT":0.6,"NVD3.UK":0.6,"NVDA":1.95,"SPTE":0.6,"SOXY":0.6,"AIS":0.6,"DKNX":0.6,"DKNG":1.84,"NVDX":0.6,"NVD2.UK":0.6,"TYLG":0.6,"AIQ":0.6,"BETZ":0.6,"ILDR":0.6,"SMH":0.6,"TSL":0.6,"EMSF":0.6,"CRSH":0.6,"PLTW":0.6,"07788":0.6,"TSLT":0.6,"CNEQ":0.6,"NVDU":0.6,"SMOG":0.6,"FAI":0.6,"METV":0.6,"LEGR":0.6,"NVII":0.6,"PLT":0.6,"07388":0.6,"NVDS.UK":0.6,"XNTK":0.6,"TESL":0.6,"TSLA":1.89,"ESLG":0.6,"PLTI":0.6,"WATS":0.6,"SMHX":0.6,"MUYY":0.6,"NULC":0.6,"NVDD":0.6,"ROM":0.6,"09366":0.6,"DRAY":0.6,"NVDB":0.6,"TSLG":0.6,"TSLP":0.6,"JGRO":0.6,"ABFL":0.6,"TSLI":0.6,"TSLO":0.6,"GUNZ":0.6,"CHPX":0.6,"MIC":0.6,"NVYY":0.6,"PLTR":1.87,"CMAG":0.6,"PLOO":0.6,"TSLW":0.6,"SHLD":0.6,"NVDW":0.6,"TEST":0.6,"PLTG":0.6,"SNVD.UK":0.6,"CHPS":0.6,"07366":0.6,"FDRV":0.6,"NVDQ":0.6,"AIPI":0.6,"ODDS":0.6,"VGT":0.6,"EFIV":0.6,"2NVD.UK":0.6,"PLYY":0.6,"DKUP":0.6,"TLA":0.6,"NVDL":0.6,"IDRV":0.6,"CGGO":0.6,"DIPS":0.6,"HBMX":0.6,"PLTA":0.6,"RULE":0.6,"WISE":0.6,"TSLQ":0.6,"TSII":0.6,"IXN":0.6,"PLTZ":0.6,"MUU":0.6,"TTXU":0.6,"TEK":0.6,"TSLY":0.6,"PLTD":0.6,"FTEC":0.6,"GAMR":0.6,"PLTU":0.6,"BAI":0.6,"SHOC":0.6,"3NVD.UK":0.6,"FDTX":0.6,"NVD":0.6,"MULL":0.6,"BOBP":0.6,"NVDY":0.6,"EGGY":0.6,"SNPE":0.6,"MUZ":0.6,"NVDG":0.6,"SOXX":0.6,"IETC":0.6,"ESUM":0.6,"XLK":0.6,"LFGY":0.6,"AGOX":0.6,"SOXQ":0.6}},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590168454087640,"gmtCreate":1785085633366,"gmtModify":1785085635781,"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/e27d4b46eee1454d2bd4f83bb56ab921","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3498680662745699","idStr":"3498680662745699"},"themes":[],"title":"","htmlText":"Burry在Substack文章中披露，他以每股933.86美元的价格进一步做空美光科技，以210.28美元的价格增持英伟达空头仓位，并以535.83美元加仓SOXX空头。","listText":"Burry在Substack文章中披露，他以每股933.86美元的价格进一步做空美光科技，以210.28美元的价格增持英伟达空头仓位，并以535.83美元加仓SOXX空头。","text":"Burry在Substack文章中披露，他以每股933.86美元的价格进一步做空美光科技，以210.28美元的价格增持英伟达空头仓位，并以535.83美元加仓SOXX空头。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590168454087640","repostId":"2654842068","repostType":2,"repost":{"id":"2654842068","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1785047083,"share":"https://www.laohu8.com/m/news/2654842068?lang=zh_CN&edition=full","pubTime":"2026-07-26 14:24","market":"us","language":"zh","title":"“大空头”继续狙击AI！Michael Burry扩大英伟达、美光空头仓位，维持做空特斯拉、Palantir","url":"https://stock-news.laohu8.com/highlight/detail?id=2654842068","media":"华尔街见闻","summary":"Burry发文披露最新持仓动向，扩大对美光、英伟达及费城半导体ETF的空头仓位，同时新增做空卡特彼勒，并维持做空特斯拉、Palantir及持有纳斯达克100看跌期权。他认为英伟达当前及未来的大量需求并非来自终端客户，而是通过表外融资安排循环驱动。","content":"<html><head></head><body><p style=\"text-align: left;\">&#34;大空头&#34;Michael Burry再度加码做空美光等AI相关股票，并维持对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>的空头押注，其对半导体板块的看空逻辑正受到市场越来越多的关注。</p><p style=\"text-align: left;\">Burry于当地时间7月25日在Substack发文披露最新持仓动向，显示他<strong>进一步扩大了对<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>及费城半导体ETF的空头仓位，同时新增做空<a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a>。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c88feab16c1c637e5f7c39eb4fb752f9\" data-align=\"center\" tg-width=\"649\" tg-height=\"368\"/><span></span></p><p style=\"text-align: left;\">他明确表示，<strong>英伟达当前及未来的大量需求并非来自终端客户，而是通过表外融资安排循环驱动，并援引2026年国际清算银行年度报告加以佐证。</strong>与此同时，他<strong>对特斯拉和Palantir的空头仓位保持不变，并继续持有纳斯达克100 ETF的看跌期权。</strong></p><p style=\"text-align: left;\">此次披露正值半导体板块承压之际。华尔街见闻文章此前写道，Burry此前曾表示，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>公布的韩国半导体资本支出计划，是半导体行业景气周期&#34;由盛转衰的开始&#34;，并预计半导体板块将面临约30%的回调，认为AI基础设施相关公司估值已严重偏高。</p><h2 style=\"text-align: left;\">扩大半导体空头：美光、英伟达、SOXX齐齐加码</h2><p style=\"text-align: left;\">Burry在Substack文章中披露，他以每股933.86美元的价格进一步做空美光科技，以210.28美元的价格增持英伟达空头仓位，并以535.83美元加仓SOXX空头。他表示，<strong>SOXX空头仓位与其持有的看跌期权合并计算，已构成其投资组合中的一个大型仓位。</strong></p><p style=\"text-align: left;\">在英伟达的做空逻辑上，Burry措辞直接。他表示，<strong>目前英伟达大量需求并非由真实终端客户驱动，相关需求的融资安排游离于资产负债表之外且未予披露，未来收入&#34;大部分通过循环安排融资&#34;</strong>。他援引2026年国际清算银行年度报告作为支撑依据。</p><p style=\"text-align: left;\">值得注意的是，这并非Burry首次出手做空美光。华尔街见闻文章写道，Burry此前曾在1051.87美元的价位做空美光，并表示&#34;对这类情形的最终结局有相当清晰的了解&#34;，同时还增加了另外五个做空仓位。</p><p style=\"text-align: left;\"><strong>Burry对AI相关板块的看空，建立在对行业需求真实性的质疑之上。</strong>他认为，当前AI基础设施投资热潮中，大量资本开支并未对应真实的终端需求，而是通过不透明的融资结构自我循环，存在系统性高估风险。</p><p style=\"text-align: left;\">华尔街见闻文章此前写道，Burry预计半导体板块将面临约30%的回调，并将三星和SK海力士的资本支出扩张计划视为行业景气周期&#34;由盛转衰的开始&#34;。</p><p style=\"text-align: left;\">另外，在维持原有空头仓位方面，Burry表示<strong>尚未平仓特斯拉空头，并以轻描淡写的口吻称该仓位&#34;自己在慢慢缩小&#34;</strong>——暗示特斯拉股价下跌已令其空头仓位的名义规模自然收缩。他同时维持对Palantir的做空，并继续持有QQQ看跌期权，表明其对整体科技板块的看空立场未有松动。</p><p style=\"text-align: left;\">从今年以来的股价表现来看，Burry的部分空头押注面临一定压力。美光年内累计涨幅接近200%，英伟达上涨约10%。不过，Palantir、特斯拉和DraftKings年内均已下跌逾三成，分别录得约34%、33%和34%的跌幅，与Burry的看空方向基本吻合。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/839c9c1dcef2800f837df02e079a4f9c\" data-align=\"center\" tg-width=\"1910\" tg-height=\"1212\"/><span></span></p><p style=\"text-align: left;\">在做空AI的同时，Burry也在积极布局多头仓位，且方向集中于体育博彩领域。他以100.72美元买入&#34;相当数量&#34;的Flutter Entertainment，并以23.07美元买入DraftKings。</p><p style=\"text-align: left;\">Burry在文章中写道：&#34;将FLUT和DKNG合并来看，作为对预测市场的一次押注，两者合计构成我较大的仓位之一。&#34;此外，他还增持了<a href=\"https://laohu8.com/S/MOH\">Molina Healthcare</a>，买入价格为197.02美元。</p><p style=\"text-align: left;\">这一多头布局与其空头逻辑形成鲜明对比——在看空AI基础设施泡沫的同时，Burry将资金转向与科技热潮相关性较低的消费及医疗领域，折射出其对当前市场结构的整体判断。</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”继续狙击AI！Michael Burry扩大英伟达、美光空头仓位，维持做空特斯拉、Palantir</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“大空头”继续狙击AI！Michael Burry扩大英伟达、美光空头仓位，维持做空特斯拉、Palantir\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-26 14:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">&#34;大空头&#34;Michael Burry再度加码做空美光等AI相关股票，并维持对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>的空头押注，其对半导体板块的看空逻辑正受到市场越来越多的关注。</p><p style=\"text-align: left;\">Burry于当地时间7月25日在Substack发文披露最新持仓动向，显示他<strong>进一步扩大了对<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>及费城半导体ETF的空头仓位，同时新增做空<a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a>。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c88feab16c1c637e5f7c39eb4fb752f9\" data-align=\"center\" tg-width=\"649\" tg-height=\"368\"/><span></span></p><p style=\"text-align: left;\">他明确表示，<strong>英伟达当前及未来的大量需求并非来自终端客户，而是通过表外融资安排循环驱动，并援引2026年国际清算银行年度报告加以佐证。</strong>与此同时，他<strong>对特斯拉和Palantir的空头仓位保持不变，并继续持有纳斯达克100 ETF的看跌期权。</strong></p><p style=\"text-align: left;\">此次披露正值半导体板块承压之际。华尔街见闻文章此前写道，Burry此前曾表示，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>公布的韩国半导体资本支出计划，是半导体行业景气周期&#34;由盛转衰的开始&#34;，并预计半导体板块将面临约30%的回调，认为AI基础设施相关公司估值已严重偏高。</p><h2 style=\"text-align: left;\">扩大半导体空头：美光、英伟达、SOXX齐齐加码</h2><p style=\"text-align: left;\">Burry在Substack文章中披露，他以每股933.86美元的价格进一步做空美光科技，以210.28美元的价格增持英伟达空头仓位，并以535.83美元加仓SOXX空头。他表示，<strong>SOXX空头仓位与其持有的看跌期权合并计算，已构成其投资组合中的一个大型仓位。</strong></p><p style=\"text-align: left;\">在英伟达的做空逻辑上，Burry措辞直接。他表示，<strong>目前英伟达大量需求并非由真实终端客户驱动，相关需求的融资安排游离于资产负债表之外且未予披露，未来收入&#34;大部分通过循环安排融资&#34;</strong>。他援引2026年国际清算银行年度报告作为支撑依据。</p><p style=\"text-align: left;\">值得注意的是，这并非Burry首次出手做空美光。华尔街见闻文章写道，Burry此前曾在1051.87美元的价位做空美光，并表示&#34;对这类情形的最终结局有相当清晰的了解&#34;，同时还增加了另外五个做空仓位。</p><p style=\"text-align: left;\"><strong>Burry对AI相关板块的看空，建立在对行业需求真实性的质疑之上。</strong>他认为，当前AI基础设施投资热潮中，大量资本开支并未对应真实的终端需求，而是通过不透明的融资结构自我循环，存在系统性高估风险。</p><p style=\"text-align: left;\">华尔街见闻文章此前写道，Burry预计半导体板块将面临约30%的回调，并将三星和SK海力士的资本支出扩张计划视为行业景气周期&#34;由盛转衰的开始&#34;。</p><p style=\"text-align: left;\">另外，在维持原有空头仓位方面，Burry表示<strong>尚未平仓特斯拉空头，并以轻描淡写的口吻称该仓位&#34;自己在慢慢缩小&#34;</strong>——暗示特斯拉股价下跌已令其空头仓位的名义规模自然收缩。他同时维持对Palantir的做空，并继续持有QQQ看跌期权，表明其对整体科技板块的看空立场未有松动。</p><p style=\"text-align: left;\">从今年以来的股价表现来看，Burry的部分空头押注面临一定压力。美光年内累计涨幅接近200%，英伟达上涨约10%。不过，Palantir、特斯拉和DraftKings年内均已下跌逾三成，分别录得约34%、33%和34%的跌幅，与Burry的看空方向基本吻合。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/839c9c1dcef2800f837df02e079a4f9c\" data-align=\"center\" tg-width=\"1910\" tg-height=\"1212\"/><span></span></p><p style=\"text-align: left;\">在做空AI的同时，Burry也在积极布局多头仓位，且方向集中于体育博彩领域。他以100.72美元买入&#34;相当数量&#34;的Flutter Entertainment，并以23.07美元买入DraftKings。</p><p style=\"text-align: left;\">Burry在文章中写道：&#34;将FLUT和DKNG合并来看，作为对预测市场的一次押注，两者合计构成我较大的仓位之一。&#34;此外，他还增持了<a href=\"https://laohu8.com/S/MOH\">Molina Healthcare</a>，买入价格为197.02美元。</p><p style=\"text-align: left;\">这一多头布局与其空头逻辑形成鲜明对比——在看空AI基础设施泡沫的同时，Burry将资金转向与科技热潮相关性较低的消费及医疗领域，折射出其对当前市场结构的整体判断。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/623fa826a3925ac5d5f18b0f16bb748d","relate_stocks":{"LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU0109392836.USD":"富兰克林科技股A","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU2394011477.USD":"JPMORGAN CLIMATE CHANGE SOLUTIONS \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) 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14:24","market":"us","language":"zh","title":"“大空头”继续狙击AI！Michael Burry扩大英伟达、美光空头仓位，维持做空特斯拉、Palantir","url":"https://stock-news.laohu8.com/highlight/detail?id=2654842068","media":"华尔街见闻","summary":"Burry发文披露最新持仓动向，扩大对美光、英伟达及费城半导体ETF的空头仓位，同时新增做空卡特彼勒，并维持做空特斯拉、Palantir及持有纳斯达克100看跌期权。他认为英伟达当前及未来的大量需求并非来自终端客户，而是通过表外融资安排循环驱动。","content":"<html><head></head><body><p style=\"text-align: left;\">&#34;大空头&#34;Michael Burry再度加码做空美光等AI相关股票，并维持对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>的空头押注，其对半导体板块的看空逻辑正受到市场越来越多的关注。</p><p style=\"text-align: left;\">Burry于当地时间7月25日在Substack发文披露最新持仓动向，显示他<strong>进一步扩大了对<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>及费城半导体ETF的空头仓位，同时新增做空<a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a>。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c88feab16c1c637e5f7c39eb4fb752f9\" data-align=\"center\" tg-width=\"649\" tg-height=\"368\"/><span></span></p><p style=\"text-align: left;\">他明确表示，<strong>英伟达当前及未来的大量需求并非来自终端客户，而是通过表外融资安排循环驱动，并援引2026年国际清算银行年度报告加以佐证。</strong>与此同时，他<strong>对特斯拉和Palantir的空头仓位保持不变，并继续持有纳斯达克100 ETF的看跌期权。</strong></p><p style=\"text-align: left;\">此次披露正值半导体板块承压之际。华尔街见闻文章此前写道，Burry此前曾表示，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>公布的韩国半导体资本支出计划，是半导体行业景气周期&#34;由盛转衰的开始&#34;，并预计半导体板块将面临约30%的回调，认为AI基础设施相关公司估值已严重偏高。</p><h2 style=\"text-align: left;\">扩大半导体空头：美光、英伟达、SOXX齐齐加码</h2><p style=\"text-align: left;\">Burry在Substack文章中披露，他以每股933.86美元的价格进一步做空美光科技，以210.28美元的价格增持英伟达空头仓位，并以535.83美元加仓SOXX空头。他表示，<strong>SOXX空头仓位与其持有的看跌期权合并计算，已构成其投资组合中的一个大型仓位。</strong></p><p style=\"text-align: left;\">在英伟达的做空逻辑上，Burry措辞直接。他表示，<strong>目前英伟达大量需求并非由真实终端客户驱动，相关需求的融资安排游离于资产负债表之外且未予披露，未来收入&#34;大部分通过循环安排融资&#34;</strong>。他援引2026年国际清算银行年度报告作为支撑依据。</p><p style=\"text-align: left;\">值得注意的是，这并非Burry首次出手做空美光。华尔街见闻文章写道，Burry此前曾在1051.87美元的价位做空美光，并表示&#34;对这类情形的最终结局有相当清晰的了解&#34;，同时还增加了另外五个做空仓位。</p><p style=\"text-align: left;\"><strong>Burry对AI相关板块的看空，建立在对行业需求真实性的质疑之上。</strong>他认为，当前AI基础设施投资热潮中，大量资本开支并未对应真实的终端需求，而是通过不透明的融资结构自我循环，存在系统性高估风险。</p><p style=\"text-align: left;\">华尔街见闻文章此前写道，Burry预计半导体板块将面临约30%的回调，并将三星和SK海力士的资本支出扩张计划视为行业景气周期&#34;由盛转衰的开始&#34;。</p><p style=\"text-align: left;\">另外，在维持原有空头仓位方面，Burry表示<strong>尚未平仓特斯拉空头，并以轻描淡写的口吻称该仓位&#34;自己在慢慢缩小&#34;</strong>——暗示特斯拉股价下跌已令其空头仓位的名义规模自然收缩。他同时维持对Palantir的做空，并继续持有QQQ看跌期权，表明其对整体科技板块的看空立场未有松动。</p><p style=\"text-align: left;\">从今年以来的股价表现来看，Burry的部分空头押注面临一定压力。美光年内累计涨幅接近200%，英伟达上涨约10%。不过，Palantir、特斯拉和DraftKings年内均已下跌逾三成，分别录得约34%、33%和34%的跌幅，与Burry的看空方向基本吻合。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/839c9c1dcef2800f837df02e079a4f9c\" data-align=\"center\" tg-width=\"1910\" tg-height=\"1212\"/><span></span></p><p style=\"text-align: left;\">在做空AI的同时，Burry也在积极布局多头仓位，且方向集中于体育博彩领域。他以100.72美元买入&#34;相当数量&#34;的Flutter Entertainment，并以23.07美元买入DraftKings。</p><p style=\"text-align: left;\">Burry在文章中写道：&#34;将FLUT和DKNG合并来看，作为对预测市场的一次押注，两者合计构成我较大的仓位之一。&#34;此外，他还增持了<a href=\"https://laohu8.com/S/MOH\">Molina Healthcare</a>，买入价格为197.02美元。</p><p style=\"text-align: left;\">这一多头布局与其空头逻辑形成鲜明对比——在看空AI基础设施泡沫的同时，Burry将资金转向与科技热潮相关性较低的消费及医疗领域，折射出其对当前市场结构的整体判断。</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”继续狙击AI！Michael Burry扩大英伟达、美光空头仓位，维持做空特斯拉、Palantir</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“大空头”继续狙击AI！Michael Burry扩大英伟达、美光空头仓位，维持做空特斯拉、Palantir\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-26 14:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">&#34;大空头&#34;Michael Burry再度加码做空美光等AI相关股票，并维持对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>的空头押注，其对半导体板块的看空逻辑正受到市场越来越多的关注。</p><p style=\"text-align: left;\">Burry于当地时间7月25日在Substack发文披露最新持仓动向，显示他<strong>进一步扩大了对<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>及费城半导体ETF的空头仓位，同时新增做空<a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a>。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c88feab16c1c637e5f7c39eb4fb752f9\" data-align=\"center\" tg-width=\"649\" tg-height=\"368\"/><span></span></p><p style=\"text-align: left;\">他明确表示，<strong>英伟达当前及未来的大量需求并非来自终端客户，而是通过表外融资安排循环驱动，并援引2026年国际清算银行年度报告加以佐证。</strong>与此同时，他<strong>对特斯拉和Palantir的空头仓位保持不变，并继续持有纳斯达克100 ETF的看跌期权。</strong></p><p style=\"text-align: left;\">此次披露正值半导体板块承压之际。华尔街见闻文章此前写道，Burry此前曾表示，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>公布的韩国半导体资本支出计划，是半导体行业景气周期&#34;由盛转衰的开始&#34;，并预计半导体板块将面临约30%的回调，认为AI基础设施相关公司估值已严重偏高。</p><h2 style=\"text-align: left;\">扩大半导体空头：美光、英伟达、SOXX齐齐加码</h2><p style=\"text-align: left;\">Burry在Substack文章中披露，他以每股933.86美元的价格进一步做空美光科技，以210.28美元的价格增持英伟达空头仓位，并以535.83美元加仓SOXX空头。他表示，<strong>SOXX空头仓位与其持有的看跌期权合并计算，已构成其投资组合中的一个大型仓位。</strong></p><p style=\"text-align: left;\">在英伟达的做空逻辑上，Burry措辞直接。他表示，<strong>目前英伟达大量需求并非由真实终端客户驱动，相关需求的融资安排游离于资产负债表之外且未予披露，未来收入&#34;大部分通过循环安排融资&#34;</strong>。他援引2026年国际清算银行年度报告作为支撑依据。</p><p style=\"text-align: left;\">值得注意的是，这并非Burry首次出手做空美光。华尔街见闻文章写道，Burry此前曾在1051.87美元的价位做空美光，并表示&#34;对这类情形的最终结局有相当清晰的了解&#34;，同时还增加了另外五个做空仓位。</p><p style=\"text-align: left;\"><strong>Burry对AI相关板块的看空，建立在对行业需求真实性的质疑之上。</strong>他认为，当前AI基础设施投资热潮中，大量资本开支并未对应真实的终端需求，而是通过不透明的融资结构自我循环，存在系统性高估风险。</p><p style=\"text-align: left;\">华尔街见闻文章此前写道，Burry预计半导体板块将面临约30%的回调，并将三星和SK海力士的资本支出扩张计划视为行业景气周期&#34;由盛转衰的开始&#34;。</p><p style=\"text-align: left;\">另外，在维持原有空头仓位方面，Burry表示<strong>尚未平仓特斯拉空头，并以轻描淡写的口吻称该仓位&#34;自己在慢慢缩小&#34;</strong>——暗示特斯拉股价下跌已令其空头仓位的名义规模自然收缩。他同时维持对Palantir的做空，并继续持有QQQ看跌期权，表明其对整体科技板块的看空立场未有松动。</p><p style=\"text-align: left;\">从今年以来的股价表现来看，Burry的部分空头押注面临一定压力。美光年内累计涨幅接近200%，英伟达上涨约10%。不过，Palantir、特斯拉和DraftKings年内均已下跌逾三成，分别录得约34%、33%和34%的跌幅，与Burry的看空方向基本吻合。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/839c9c1dcef2800f837df02e079a4f9c\" data-align=\"center\" tg-width=\"1910\" tg-height=\"1212\"/><span></span></p><p style=\"text-align: left;\">在做空AI的同时，Burry也在积极布局多头仓位，且方向集中于体育博彩领域。他以100.72美元买入&#34;相当数量&#34;的Flutter Entertainment，并以23.07美元买入DraftKings。</p><p style=\"text-align: left;\">Burry在文章中写道：&#34;将FLUT和DKNG合并来看，作为对预测市场的一次押注，两者合计构成我较大的仓位之一。&#34;此外，他还增持了<a href=\"https://laohu8.com/S/MOH\">Molina Healthcare</a>，买入价格为197.02美元。</p><p style=\"text-align: left;\">这一多头布局与其空头逻辑形成鲜明对比——在看空AI基础设施泡沫的同时，Burry将资金转向与科技热潮相关性较低的消费及医疗领域，折射出其对当前市场结构的整体判断。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/623fa826a3925ac5d5f18b0f16bb748d","relate_stocks":{"LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU0109392836.USD":"富兰克林科技股A","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU2394011477.USD":"JPMORGAN CLIMATE CHANGE SOLUTIONS \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) 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ETF的看跌期权。此次披露正值半导体板块承压之际。华尔街见闻文章此前写道，Burry此前曾表示，三星和SK海力士公布的韩国半导体资本支出计划，是半导体行业景气周期\"由盛转衰的开始\"，并预计半导体板块将面临约30%的回调，认为AI基础设施相关公司估值已严重偏高。扩大半导体空头：美光、英伟达、SOXX齐齐加码Burry在Substack文章中披露，他以每股933.86美元的价格进一步做空美光科技，以210.28美元的价格增持英伟达空头仓位，并以535.83美元加仓SOXX空头。他表示，SOXX空头仓位与其持有的看跌期权合并计算，已构成其投资组合中的一个大型仓位。在英伟达的做空逻辑上，Burry措辞直接。他表示，目前英伟达大量需求并非由真实终端客户驱动，相关需求的融资安排游离于资产负债表之外且未予披露，未来收入\"大部分通过循环安排融资\"。他援引2026年国际清算银行年度报告作为支撑依据。值得注意的是，这并非Burry首次出手做空美光。华尔街见闻文章写道，Burry此前曾在1051.87美元的价位做空美光，并表示\"对这类情形的最终结局有相当清晰的了解\"，同时还增加了另外五个做空仓位。Burry对AI相关板块的看空，建立在对行业需求真实性的质疑之上。他认为，当前AI基础设施投资热潮中，大量资本开支并未对应真实的终端需求，而是通过不透明的融资结构自我循环，存在系统性高估风险。华尔街见闻文章此前写道，Burry预计半导体板块将面临约30%的回调，并将三星和SK海力士的资本支出扩张计划视为行业景气周期\"由盛转衰的开始\"。另外，在维持原有空头仓位方面，Burry表示尚未平仓特斯拉空头，并以轻描淡写的口吻称该仓位\"自己在慢慢缩小\"——暗示特斯拉股价下跌已令其空头仓位的名义规模自然收缩。他同时维持对Palantir的做空，并继续持有QQQ看跌期权，表明其对整体科技板块的看空立场未有松动。从今年以来的股价表现来看，Burry的部分空头押注面临一定压力。美光年内累计涨幅接近200%，英伟达上涨约10%。不过，Palantir、特斯拉和DraftKings年内均已下跌逾三成，分别录得约34%、33%和34%的跌幅，与Burry的看空方向基本吻合。在做空AI的同时，Burry也在积极布局多头仓位，且方向集中于体育博彩领域。他以100.72美元买入\"相当数量\"的Flutter Entertainment，并以23.07美元买入DraftKings。Burry在文章中写道：\"将FLUT和DKNG合并来看，作为对预测市场的一次押注，两者合计构成我较大的仓位之一。\"此外，他还增持了Molina Healthcare，买入价格为197.02美元。这一多头布局与其空头逻辑形成鲜明对比——在看空AI基础设施泡沫的同时，Burry将资金转向与科技热潮相关性较低的消费及医疗领域，折射出其对当前市场结构的整体判断。","news_type":1,"symbols_score_info":{"USD":0.6,"ANV":0.6,"NVDS":0.6,"09766":0.6,"FTXL":0.6,"WANT":0.6,"TRFK":0.6,"TSLR":0.6,"TSYY":0.6,"TSDD":0.6,"CLSE":0.6,"DISK":0.6,"FXL":0.6,"PLTY":0.6,"PSI":0.6,"USXF":0.6,"07766":0.6,"LIT":0.6,"EYES":0.6,"TSLZ":0.6,"TSLS":0.6,"IGV":0.6,"THMR":0.6,"NVIW.SI":0.6,"TTEQ":0.6,"WUGI":0.6,"MU":1.94,"PTIR":0.6,"AIFD":0.6,"DRMY":0.6,"NVDO":0.6,"MUD":0.6,"WLDR":0.6,"VT":0.6,"NVD3.UK":0.6,"NVDA":1.95,"SPTE":0.6,"SOXY":0.6,"AIS":0.6,"DKNX":0.6,"DKNG":1.84,"NVDX":0.6,"NVD2.UK":0.6,"TYLG":0.6,"AIQ":0.6,"BETZ":0.6,"ILDR":0.6,"SMH":0.6,"TSL":0.6,"EMSF":0.6,"CRSH":0.6,"PLTW":0.6,"07788":0.6,"TSLT":0.6,"CNEQ":0.6,"NVDU":0.6,"SMOG":0.6,"FAI":0.6,"METV":0.6,"LEGR":0.6,"NVII":0.6,"PLT":0.6,"07388":0.6,"NVDS.UK":0.6,"XNTK":0.6,"TESL":0.6,"TSLA":1.89,"ESLG":0.6,"PLTI":0.6,"WATS":0.6,"SMHX":0.6,"MUYY":0.6,"NULC":0.6,"NVDD":0.6,"ROM":0.6,"09366":0.6,"DRAY":0.6,"NVDB":0.6,"TSLG":0.6,"TSLP":0.6,"JGRO":0.6,"ABFL":0.6,"TSLI":0.6,"TSLO":0.6,"GUNZ":0.6,"CHPX":0.6,"MIC":0.6,"NVYY":0.6,"PLTR":1.87,"CMAG":0.6,"PLOO":0.6,"TSLW":0.6,"SHLD":0.6,"NVDW":0.6,"TEST":0.6,"PLTG":0.6,"SNVD.UK":0.6,"CHPS":0.6,"07366":0.6,"FDRV":0.6,"NVDQ":0.6,"AIPI":0.6,"ODDS":0.6,"VGT":0.6,"EFIV":0.6,"2NVD.UK":0.6,"PLYY":0.6,"DKUP":0.6,"TLA":0.6,"NVDL":0.6,"IDRV":0.6,"CGGO":0.6,"DIPS":0.6,"HBMX":0.6,"PLTA":0.6,"RULE":0.6,"WISE":0.6,"TSLQ":0.6,"TSII":0.6,"IXN":0.6,"PLTZ":0.6,"MUU":0.6,"TTXU":0.6,"TEK":0.6,"TSLY":0.6,"PLTD":0.6,"FTEC":0.6,"GAMR":0.6,"PLTU":0.6,"BAI":0.6,"SHOC":0.6,"3NVD.UK":0.6,"FDTX":0.6,"NVD":0.6,"MULL":0.6,"BOBP":0.6,"NVDY":0.6,"EGGY":0.6,"SNPE":0.6,"MUZ":0.6,"NVDG":0.6,"SOXX":0.6,"IETC":0.6,"ESUM":0.6,"XLK":0.6,"LFGY":0.6,"AGOX":0.6,"SOXQ":0.6}},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590127204377304,"gmtCreate":1785075531144,"gmtModify":1785075533198,"author":{"id":"4228385961123602","authorId":"4228385961123602","name":"HAKUBUN","avatar":"https://static.tigerbbs.com/97e39f638d455bd5828c866ff7fee9d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4228385961123602","idStr":"4228385961123602"},"themes":[],"title":"","htmlText":"信TACO得永生","listText":"信TACO得永生","text":"信TACO得永生","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590127204377304","repostId":"2654057097","repostType":2,"repost":{"id":"2654057097","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1785027205,"share":"https://www.laohu8.com/m/news/2654057097?lang=zh_CN&edition=full","pubTime":"2026-07-26 08:53","market":"us","language":"zh","title":"特朗普下令暂停空袭伊朗","url":"https://stock-news.laohu8.com/highlight/detail?id=2654057097","media":"华尔街见闻","summary":"知情人士表示，此举旨在为外交谈判留出空间，阿曼代表团已赴德黑兰就重启霍尔木兹海峡通航展开谈判。然而，持续数月的冲突已致国际油价破百，特朗普正深陷进退两难的战略困境，高油价带来的经济代价更直接威胁共和党11月中期选举选情。","content":"<html><head></head><body><p style=\"text-align: left;\">美国总统特朗普在持续13天的空袭后突然踩下刹车，分析称，这一决定折射出他在这场旷日持久冲突中日益深重的战略困境。</p><p style=\"text-align: left;\">据央视新闻报道，当地时间7月25日，特朗普下令美军当天不对伊朗发动新的空袭，结束了此前连续近两周的每日打击行动。<strong>两名知情人士表示，此举一方面是为给外交谈判留出空间，另一方面是因为特朗普认为，在不重启大规模军事行动的情况下，现有空袭已基本达到效果上限。</strong>与此同时，阿曼代表团已抵达德黑兰，就重启霍尔木兹海峡通航展开谈判，<strong>知情人士称双方有望在本周末达成协议。</strong></p><p style=\"text-align: left;\">然而，<strong>这场冲突已远超特朗普最初的预期。</strong>这场美国与以色列于今年2月底联合发起的战争，如今已进入第五个月，布伦特原油价格本周四盘中突破每桶100美元，美国汽油价格随之攀升，令共和党在11月中期选举中的前景愈发黯淡。据媒体报道，民调显示，<strong>民主党在通用选票测试中已领先共和党11个百分点。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c9fdd36d5ceee3c373e86e2627dbda8\" data-align=\"center\" tg-width=\"1024\" tg-height=\"651\"/><span></span></p><p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\">暂停空袭：外交窗口还是战术调整</h2><p style=\"text-align: left;\">据央视新闻，特朗普此前每天都会批准军方提交的对伊朗打击方案，但25日收到新的作战计划后，并未批准执行，而是直接下令当天暂停空袭。<strong>目前尚不清楚这一决定是一天的临时安排，还是意味着军事行动将进入更长时间的暂停阶段。</strong></p><p style=\"text-align: left;\">美军仍在制定恢复大规模军事行动的预案，一旦特朗普下令，可在短时间内恢复打击。特朗普24日在白宫接受采访时表示，美国保留继续空袭乃至进一步升级的选项，&#34;可以摧毁他们拥有的一切&#34;，但他同时强调，与伊朗&#34;达成协议才是更聪明的策略&#34;。他表示，美伊双方目前&#34;正在进行对话&#34;，伊朗方面&#34;一天比一天更认真&#34;。</p><p style=\"text-align: left;\"><strong>暂停空袭的决定与外交进展几乎同步发生。</strong>央视新闻指出，据悉，特朗普下令暂停空袭前数小时，阿曼代表团已抵达德黑兰，就重启霍尔木兹海峡通航的新安排展开谈判。两<strong>名了解谈判情况的地区消息人士称，谈判已取得进展，阿曼与伊朗有望在本周末达成协议，届时特朗普将决定是否接受这一方案。</strong></p><p style=\"text-align: left;\">然而，<strong>谈判能否取得实质突破仍存在高度不确定性。</strong>据报道，也门胡塞武装对红海航运的袭击已开辟新的冲突战线，令霍尔木兹海峡替代航线的安全性受到质疑。分析人士Michael Knights表示：</p><blockquote><p style=\"text-align: left;\">&#34;我认为我们正在进入一段美国与伊朗威胁网络之间持续升级的时期，双方都有能力将冲突维持数月之久。&#34;</p></blockquote><p style=\"text-align: left;\">据悉，特朗普过去两周内提出了一系列解锁僵局的方案，包括宣布对霍尔木兹海峡过境船只征收20%通行费，随后在海湾盟友压力下撤回，以及提出动用没收的伊朗资金赔偿袭击损失，但均未提供具体细节。<strong>这些举措在外界看来更像是在寻找出路，而非展示战略定力。</strong></p><h2 style=\"text-align: left;\">战略困境：无路可退，无路可进</h2><p style=\"text-align: left;\">据媒体报道，卡内基国际和平基金会高级研究员Aaron David Miller将<strong>特朗普当前的处境描述为&#34;一份全是坏选项的菜单&#34;</strong>。撤退将带来政治上的难堪，升级则风险难以掌控，而此前由副总统万斯（<a href=\"https://laohu8.com/S/JD\">JD</a> Vance）、特使Steve Witkoff和女婿库什纳（Jared Kushner）主导的谈判，最终只换来一份脆弱的谅解备忘录。&#34;如果你问我出路在哪里，我会告诉你，截至目前，我看不到，&#34;Aaron David Miller说。</p><p style=\"text-align: left;\"><strong>这场冲突已成为特朗普执政的标志性困境。</strong>他在几乎所有公开场合都会提及这场战争，并频繁在社交媒体上发帖。特朗普曾在2024年竞选时承诺让美国远离海外战争，而如今他在一次活动上坦言，他打造了&#34;世界上最强大的军队&#34;，并承认&#34;我们使用它的频率比我预想的要多一些，但没关系&#34;。</p><h2 style=\"text-align: left;\">经济代价：油价飙升，中期选举承压</h2><p style=\"text-align: left;\">布伦特原油价格本周突破每桶100美元，政治敏感度极高的美国汽油价格随之上涨，这对共和党在11月中期选举中的表现构成直接威胁。共和党盟友原本希望冲突能在此时趋于平息，以减轻其对选情的冲击。</p><p style=\"text-align: left;\"><strong>民调数据令共和党阵营忧虑。</strong>爱默生学院民调显示，民主党在通用选票测试中领先共和党11个百分点；福克斯新闻民调则显示，民主党在经济议题处理上领先9个百分点，而经济历来是特朗普的核心优势所在。特朗普本人也表示，若民主党夺回众议院，他预计将再度面临弹劾。</p><p style=\"text-align: left;\">与此同时，<strong>战争的资金来源问题悬而未决。</strong>一项补充拨款方案在国会几乎陷入停滞，迫使政府四处挪用资金，进一步加剧了行政当局与国会之间的紧张关系。报道称，特朗普几乎没有为该拨款方案积极拉票，而在能源价格高企的背景下，议员们也缺乏支持该方案的政治动力。</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>特朗普下令暂停空袭伊朗</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普下令暂停空袭伊朗\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-26 08:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">美国总统特朗普在持续13天的空袭后突然踩下刹车，分析称，这一决定折射出他在这场旷日持久冲突中日益深重的战略困境。</p><p style=\"text-align: left;\">据央视新闻报道，当地时间7月25日，特朗普下令美军当天不对伊朗发动新的空袭，结束了此前连续近两周的每日打击行动。<strong>两名知情人士表示，此举一方面是为给外交谈判留出空间，另一方面是因为特朗普认为，在不重启大规模军事行动的情况下，现有空袭已基本达到效果上限。</strong>与此同时，阿曼代表团已抵达德黑兰，就重启霍尔木兹海峡通航展开谈判，<strong>知情人士称双方有望在本周末达成协议。</strong></p><p style=\"text-align: left;\">然而，<strong>这场冲突已远超特朗普最初的预期。</strong>这场美国与以色列于今年2月底联合发起的战争，如今已进入第五个月，布伦特原油价格本周四盘中突破每桶100美元，美国汽油价格随之攀升，令共和党在11月中期选举中的前景愈发黯淡。据媒体报道，民调显示，<strong>民主党在通用选票测试中已领先共和党11个百分点。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c9fdd36d5ceee3c373e86e2627dbda8\" data-align=\"center\" tg-width=\"1024\" tg-height=\"651\"/><span></span></p><p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\">暂停空袭：外交窗口还是战术调整</h2><p style=\"text-align: left;\">据央视新闻，特朗普此前每天都会批准军方提交的对伊朗打击方案，但25日收到新的作战计划后，并未批准执行，而是直接下令当天暂停空袭。<strong>目前尚不清楚这一决定是一天的临时安排，还是意味着军事行动将进入更长时间的暂停阶段。</strong></p><p style=\"text-align: left;\">美军仍在制定恢复大规模军事行动的预案，一旦特朗普下令，可在短时间内恢复打击。特朗普24日在白宫接受采访时表示，美国保留继续空袭乃至进一步升级的选项，&#34;可以摧毁他们拥有的一切&#34;，但他同时强调，与伊朗&#34;达成协议才是更聪明的策略&#34;。他表示，美伊双方目前&#34;正在进行对话&#34;，伊朗方面&#34;一天比一天更认真&#34;。</p><p style=\"text-align: left;\"><strong>暂停空袭的决定与外交进展几乎同步发生。</strong>央视新闻指出，据悉，特朗普下令暂停空袭前数小时，阿曼代表团已抵达德黑兰，就重启霍尔木兹海峡通航的新安排展开谈判。两<strong>名了解谈判情况的地区消息人士称，谈判已取得进展，阿曼与伊朗有望在本周末达成协议，届时特朗普将决定是否接受这一方案。</strong></p><p style=\"text-align: left;\">然而，<strong>谈判能否取得实质突破仍存在高度不确定性。</strong>据报道，也门胡塞武装对红海航运的袭击已开辟新的冲突战线，令霍尔木兹海峡替代航线的安全性受到质疑。分析人士Michael Knights表示：</p><blockquote><p style=\"text-align: left;\">&#34;我认为我们正在进入一段美国与伊朗威胁网络之间持续升级的时期，双方都有能力将冲突维持数月之久。&#34;</p></blockquote><p style=\"text-align: left;\">据悉，特朗普过去两周内提出了一系列解锁僵局的方案，包括宣布对霍尔木兹海峡过境船只征收20%通行费，随后在海湾盟友压力下撤回，以及提出动用没收的伊朗资金赔偿袭击损失，但均未提供具体细节。<strong>这些举措在外界看来更像是在寻找出路，而非展示战略定力。</strong></p><h2 style=\"text-align: left;\">战略困境：无路可退，无路可进</h2><p style=\"text-align: left;\">据媒体报道，卡内基国际和平基金会高级研究员Aaron David Miller将<strong>特朗普当前的处境描述为&#34;一份全是坏选项的菜单&#34;</strong>。撤退将带来政治上的难堪，升级则风险难以掌控，而此前由副总统万斯（<a href=\"https://laohu8.com/S/JD\">JD</a> Vance）、特使Steve Witkoff和女婿库什纳（Jared Kushner）主导的谈判，最终只换来一份脆弱的谅解备忘录。&#34;如果你问我出路在哪里，我会告诉你，截至目前，我看不到，&#34;Aaron David Miller说。</p><p style=\"text-align: left;\"><strong>这场冲突已成为特朗普执政的标志性困境。</strong>他在几乎所有公开场合都会提及这场战争，并频繁在社交媒体上发帖。特朗普曾在2024年竞选时承诺让美国远离海外战争，而如今他在一次活动上坦言，他打造了&#34;世界上最强大的军队&#34;，并承认&#34;我们使用它的频率比我预想的要多一些，但没关系&#34;。</p><h2 style=\"text-align: left;\">经济代价：油价飙升，中期选举承压</h2><p style=\"text-align: left;\">布伦特原油价格本周突破每桶100美元，政治敏感度极高的美国汽油价格随之上涨，这对共和党在11月中期选举中的表现构成直接威胁。共和党盟友原本希望冲突能在此时趋于平息，以减轻其对选情的冲击。</p><p style=\"text-align: left;\"><strong>民调数据令共和党阵营忧虑。</strong>爱默生学院民调显示，民主党在通用选票测试中领先共和党11个百分点；福克斯新闻民调则显示，民主党在经济议题处理上领先9个百分点，而经济历来是特朗普的核心优势所在。特朗普本人也表示，若民主党夺回众议院，他预计将再度面临弹劾。</p><p style=\"text-align: left;\">与此同时，<strong>战争的资金来源问题悬而未决。</strong>一项补充拨款方案在国会几乎陷入停滞，迫使政府四处挪用资金，进一步加剧了行政当局与国会之间的紧张关系。报道称，特朗普几乎没有为该拨款方案积极拉票，而在能源价格高企的背景下，议员们也缺乏支持该方案的政治动力。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f1b28e69005d604db9995a21d898186","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF","SPYU":"MAX S&P 500 4X Leveraged ETN",".IXIC":"NASDAQ Composite","YSPY":"GraniteShares YieldBOOST SPY ETF","MMAX":"iShares Large Cap Max Buffer Mar ETF","SSO":"2倍做多标普500ETF-ProShares",".SPX":"S&P 500 Index","VOO":"Vanguard标普500ETF","DMAX":"ISHARES LARGE CAP MAX BUFFER DEC ETF","SMAX":"ISHARES LARGE CAP MAX BUFFER SEP ETF","SPXL":"三倍做多标普500ETF-Direxion","UPRO":"三倍做多标普500ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","HIBL":"Direxion Daily S&P 500 High Beta Bull 3X Shares","DOG":"道指ETF-ProShares做空","UDOW":"三倍做多道指30ETF-ProShares","SPXS":"三倍做空标普500ETF-Direxion","SPYH":"Neos S&P 500 Hedged Equity Income 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ETF-ProShares"},"source_url":"https://wallstreetcn.com/articles/3777934","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2654057097","content_text":"美国总统特朗普在持续13天的空袭后突然踩下刹车，分析称，这一决定折射出他在这场旷日持久冲突中日益深重的战略困境。据央视新闻报道，当地时间7月25日，特朗普下令美军当天不对伊朗发动新的空袭，结束了此前连续近两周的每日打击行动。两名知情人士表示，此举一方面是为给外交谈判留出空间，另一方面是因为特朗普认为，在不重启大规模军事行动的情况下，现有空袭已基本达到效果上限。与此同时，阿曼代表团已抵达德黑兰，就重启霍尔木兹海峡通航展开谈判，知情人士称双方有望在本周末达成协议。然而，这场冲突已远超特朗普最初的预期。这场美国与以色列于今年2月底联合发起的战争，如今已进入第五个月，布伦特原油价格本周四盘中突破每桶100美元，美国汽油价格随之攀升，令共和党在11月中期选举中的前景愈发黯淡。据媒体报道，民调显示，民主党在通用选票测试中已领先共和党11个百分点。暂停空袭：外交窗口还是战术调整据央视新闻，特朗普此前每天都会批准军方提交的对伊朗打击方案，但25日收到新的作战计划后，并未批准执行，而是直接下令当天暂停空袭。目前尚不清楚这一决定是一天的临时安排，还是意味着军事行动将进入更长时间的暂停阶段。美军仍在制定恢复大规模军事行动的预案，一旦特朗普下令，可在短时间内恢复打击。特朗普24日在白宫接受采访时表示，美国保留继续空袭乃至进一步升级的选项，\"可以摧毁他们拥有的一切\"，但他同时强调，与伊朗\"达成协议才是更聪明的策略\"。他表示，美伊双方目前\"正在进行对话\"，伊朗方面\"一天比一天更认真\"。暂停空袭的决定与外交进展几乎同步发生。央视新闻指出，据悉，特朗普下令暂停空袭前数小时，阿曼代表团已抵达德黑兰，就重启霍尔木兹海峡通航的新安排展开谈判。两名了解谈判情况的地区消息人士称，谈判已取得进展，阿曼与伊朗有望在本周末达成协议，届时特朗普将决定是否接受这一方案。然而，谈判能否取得实质突破仍存在高度不确定性。据报道，也门胡塞武装对红海航运的袭击已开辟新的冲突战线，令霍尔木兹海峡替代航线的安全性受到质疑。分析人士Michael Knights表示：\"我认为我们正在进入一段美国与伊朗威胁网络之间持续升级的时期，双方都有能力将冲突维持数月之久。\"据悉，特朗普过去两周内提出了一系列解锁僵局的方案，包括宣布对霍尔木兹海峡过境船只征收20%通行费，随后在海湾盟友压力下撤回，以及提出动用没收的伊朗资金赔偿袭击损失，但均未提供具体细节。这些举措在外界看来更像是在寻找出路，而非展示战略定力。战略困境：无路可退，无路可进据媒体报道，卡内基国际和平基金会高级研究员Aaron David Miller将特朗普当前的处境描述为\"一份全是坏选项的菜单\"。撤退将带来政治上的难堪，升级则风险难以掌控，而此前由副总统万斯（JD Vance）、特使Steve Witkoff和女婿库什纳（Jared Kushner）主导的谈判，最终只换来一份脆弱的谅解备忘录。\"如果你问我出路在哪里，我会告诉你，截至目前，我看不到，\"Aaron David Miller说。这场冲突已成为特朗普执政的标志性困境。他在几乎所有公开场合都会提及这场战争，并频繁在社交媒体上发帖。特朗普曾在2024年竞选时承诺让美国远离海外战争，而如今他在一次活动上坦言，他打造了\"世界上最强大的军队\"，并承认\"我们使用它的频率比我预想的要多一些，但没关系\"。经济代价：油价飙升，中期选举承压布伦特原油价格本周突破每桶100美元，政治敏感度极高的美国汽油价格随之上涨，这对共和党在11月中期选举中的表现构成直接威胁。共和党盟友原本希望冲突能在此时趋于平息，以减轻其对选情的冲击。民调数据令共和党阵营忧虑。爱默生学院民调显示，民主党在通用选票测试中领先共和党11个百分点；福克斯新闻民调则显示，民主党在经济议题处理上领先9个百分点，而经济历来是特朗普的核心优势所在。特朗普本人也表示，若民主党夺回众议院，他预计将再度面临弹劾。与此同时，战争的资金来源问题悬而未决。一项补充拨款方案在国会几乎陷入停滞，迫使政府四处挪用资金，进一步加剧了行政当局与国会之间的紧张关系。报道称，特朗普几乎没有为该拨款方案积极拉票，而在能源价格高企的背景下，议员们也缺乏支持该方案的政治动力。","news_type":1,"symbols_score_info":{".DJI":2,"SPXU":0.6,"SPYH":0.6,".IXIC":2,"SPUU":0.6,"SPY":0.6,"IVV":0.6,"SH":0.6,"SPDN":0.6,"DXD":0.6,"BZmain":2,"DMAX":0.6,"NQmain":2,"HIBL":0.6,"SPYU":0.6,"YSPY":0.6,"UPRO":0.6,"SPXS":0.6,"SPXL":0.6,"SPYQ":0.6,"SSO":0.6,"YMmain":2,"SDOW":0.6,"VOO":0.6,"SDS":0.6,".SPX":2,"DDM":0.6,"CLmain":2,"MMAX":0.6,"UDOW":0.6,"ESmain":2,"SMAX":0.6,"SPYM":0.6,"DOG":0.6,"DIA":0.6}},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590076651917808,"gmtCreate":1785063174551,"gmtModify":1785063176538,"author":{"id":"3528918950583749","authorId":"3528918950583749","name":"华尔街色狼","avatar":"https://static.tigerbbs.com/8184239652ff276ae07cbc6cecf3807c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528918950583749","idStr":"3528918950583749"},"themes":[],"title":"","htmlText":"taco again","listText":"taco again","text":"taco again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590076651917808","repostId":"2654057097","repostType":2,"repost":{"id":"2654057097","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1785027205,"share":"https://www.laohu8.com/m/news/2654057097?lang=zh_CN&edition=full","pubTime":"2026-07-26 08:53","market":"us","language":"zh","title":"特朗普下令暂停空袭伊朗","url":"https://stock-news.laohu8.com/highlight/detail?id=2654057097","media":"华尔街见闻","summary":"知情人士表示，此举旨在为外交谈判留出空间，阿曼代表团已赴德黑兰就重启霍尔木兹海峡通航展开谈判。然而，持续数月的冲突已致国际油价破百，特朗普正深陷进退两难的战略困境，高油价带来的经济代价更直接威胁共和党11月中期选举选情。","content":"<html><head></head><body><p style=\"text-align: left;\">美国总统特朗普在持续13天的空袭后突然踩下刹车，分析称，这一决定折射出他在这场旷日持久冲突中日益深重的战略困境。</p><p style=\"text-align: left;\">据央视新闻报道，当地时间7月25日，特朗普下令美军当天不对伊朗发动新的空袭，结束了此前连续近两周的每日打击行动。<strong>两名知情人士表示，此举一方面是为给外交谈判留出空间，另一方面是因为特朗普认为，在不重启大规模军事行动的情况下，现有空袭已基本达到效果上限。</strong>与此同时，阿曼代表团已抵达德黑兰，就重启霍尔木兹海峡通航展开谈判，<strong>知情人士称双方有望在本周末达成协议。</strong></p><p style=\"text-align: left;\">然而，<strong>这场冲突已远超特朗普最初的预期。</strong>这场美国与以色列于今年2月底联合发起的战争，如今已进入第五个月，布伦特原油价格本周四盘中突破每桶100美元，美国汽油价格随之攀升，令共和党在11月中期选举中的前景愈发黯淡。据媒体报道，民调显示，<strong>民主党在通用选票测试中已领先共和党11个百分点。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c9fdd36d5ceee3c373e86e2627dbda8\" data-align=\"center\" tg-width=\"1024\" tg-height=\"651\"/><span></span></p><p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\">暂停空袭：外交窗口还是战术调整</h2><p style=\"text-align: left;\">据央视新闻，特朗普此前每天都会批准军方提交的对伊朗打击方案，但25日收到新的作战计划后，并未批准执行，而是直接下令当天暂停空袭。<strong>目前尚不清楚这一决定是一天的临时安排，还是意味着军事行动将进入更长时间的暂停阶段。</strong></p><p style=\"text-align: left;\">美军仍在制定恢复大规模军事行动的预案，一旦特朗普下令，可在短时间内恢复打击。特朗普24日在白宫接受采访时表示，美国保留继续空袭乃至进一步升级的选项，&#34;可以摧毁他们拥有的一切&#34;，但他同时强调，与伊朗&#34;达成协议才是更聪明的策略&#34;。他表示，美伊双方目前&#34;正在进行对话&#34;，伊朗方面&#34;一天比一天更认真&#34;。</p><p style=\"text-align: left;\"><strong>暂停空袭的决定与外交进展几乎同步发生。</strong>央视新闻指出，据悉，特朗普下令暂停空袭前数小时，阿曼代表团已抵达德黑兰，就重启霍尔木兹海峡通航的新安排展开谈判。两<strong>名了解谈判情况的地区消息人士称，谈判已取得进展，阿曼与伊朗有望在本周末达成协议，届时特朗普将决定是否接受这一方案。</strong></p><p style=\"text-align: left;\">然而，<strong>谈判能否取得实质突破仍存在高度不确定性。</strong>据报道，也门胡塞武装对红海航运的袭击已开辟新的冲突战线，令霍尔木兹海峡替代航线的安全性受到质疑。分析人士Michael Knights表示：</p><blockquote><p style=\"text-align: left;\">&#34;我认为我们正在进入一段美国与伊朗威胁网络之间持续升级的时期，双方都有能力将冲突维持数月之久。&#34;</p></blockquote><p style=\"text-align: left;\">据悉，特朗普过去两周内提出了一系列解锁僵局的方案，包括宣布对霍尔木兹海峡过境船只征收20%通行费，随后在海湾盟友压力下撤回，以及提出动用没收的伊朗资金赔偿袭击损失，但均未提供具体细节。<strong>这些举措在外界看来更像是在寻找出路，而非展示战略定力。</strong></p><h2 style=\"text-align: left;\">战略困境：无路可退，无路可进</h2><p style=\"text-align: left;\">据媒体报道，卡内基国际和平基金会高级研究员Aaron David Miller将<strong>特朗普当前的处境描述为&#34;一份全是坏选项的菜单&#34;</strong>。撤退将带来政治上的难堪，升级则风险难以掌控，而此前由副总统万斯（<a href=\"https://laohu8.com/S/JD\">JD</a> Vance）、特使Steve Witkoff和女婿库什纳（Jared Kushner）主导的谈判，最终只换来一份脆弱的谅解备忘录。&#34;如果你问我出路在哪里，我会告诉你，截至目前，我看不到，&#34;Aaron David Miller说。</p><p style=\"text-align: left;\"><strong>这场冲突已成为特朗普执政的标志性困境。</strong>他在几乎所有公开场合都会提及这场战争，并频繁在社交媒体上发帖。特朗普曾在2024年竞选时承诺让美国远离海外战争，而如今他在一次活动上坦言，他打造了&#34;世界上最强大的军队&#34;，并承认&#34;我们使用它的频率比我预想的要多一些，但没关系&#34;。</p><h2 style=\"text-align: left;\">经济代价：油价飙升，中期选举承压</h2><p style=\"text-align: left;\">布伦特原油价格本周突破每桶100美元，政治敏感度极高的美国汽油价格随之上涨，这对共和党在11月中期选举中的表现构成直接威胁。共和党盟友原本希望冲突能在此时趋于平息，以减轻其对选情的冲击。</p><p style=\"text-align: left;\"><strong>民调数据令共和党阵营忧虑。</strong>爱默生学院民调显示，民主党在通用选票测试中领先共和党11个百分点；福克斯新闻民调则显示，民主党在经济议题处理上领先9个百分点，而经济历来是特朗普的核心优势所在。特朗普本人也表示，若民主党夺回众议院，他预计将再度面临弹劾。</p><p style=\"text-align: left;\">与此同时，<strong>战争的资金来源问题悬而未决。</strong>一项补充拨款方案在国会几乎陷入停滞，迫使政府四处挪用资金，进一步加剧了行政当局与国会之间的紧张关系。报道称，特朗普几乎没有为该拨款方案积极拉票，而在能源价格高企的背景下，议员们也缺乏支持该方案的政治动力。</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>特朗普下令暂停空袭伊朗</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普下令暂停空袭伊朗\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-26 08:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">美国总统特朗普在持续13天的空袭后突然踩下刹车，分析称，这一决定折射出他在这场旷日持久冲突中日益深重的战略困境。</p><p style=\"text-align: left;\">据央视新闻报道，当地时间7月25日，特朗普下令美军当天不对伊朗发动新的空袭，结束了此前连续近两周的每日打击行动。<strong>两名知情人士表示，此举一方面是为给外交谈判留出空间，另一方面是因为特朗普认为，在不重启大规模军事行动的情况下，现有空袭已基本达到效果上限。</strong>与此同时，阿曼代表团已抵达德黑兰，就重启霍尔木兹海峡通航展开谈判，<strong>知情人士称双方有望在本周末达成协议。</strong></p><p style=\"text-align: left;\">然而，<strong>这场冲突已远超特朗普最初的预期。</strong>这场美国与以色列于今年2月底联合发起的战争，如今已进入第五个月，布伦特原油价格本周四盘中突破每桶100美元，美国汽油价格随之攀升，令共和党在11月中期选举中的前景愈发黯淡。据媒体报道，民调显示，<strong>民主党在通用选票测试中已领先共和党11个百分点。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c9fdd36d5ceee3c373e86e2627dbda8\" data-align=\"center\" tg-width=\"1024\" tg-height=\"651\"/><span></span></p><p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\">暂停空袭：外交窗口还是战术调整</h2><p style=\"text-align: left;\">据央视新闻，特朗普此前每天都会批准军方提交的对伊朗打击方案，但25日收到新的作战计划后，并未批准执行，而是直接下令当天暂停空袭。<strong>目前尚不清楚这一决定是一天的临时安排，还是意味着军事行动将进入更长时间的暂停阶段。</strong></p><p style=\"text-align: left;\">美军仍在制定恢复大规模军事行动的预案，一旦特朗普下令，可在短时间内恢复打击。特朗普24日在白宫接受采访时表示，美国保留继续空袭乃至进一步升级的选项，&#34;可以摧毁他们拥有的一切&#34;，但他同时强调，与伊朗&#34;达成协议才是更聪明的策略&#34;。他表示，美伊双方目前&#34;正在进行对话&#34;，伊朗方面&#34;一天比一天更认真&#34;。</p><p style=\"text-align: left;\"><strong>暂停空袭的决定与外交进展几乎同步发生。</strong>央视新闻指出，据悉，特朗普下令暂停空袭前数小时，阿曼代表团已抵达德黑兰，就重启霍尔木兹海峡通航的新安排展开谈判。两<strong>名了解谈判情况的地区消息人士称，谈判已取得进展，阿曼与伊朗有望在本周末达成协议，届时特朗普将决定是否接受这一方案。</strong></p><p style=\"text-align: left;\">然而，<strong>谈判能否取得实质突破仍存在高度不确定性。</strong>据报道，也门胡塞武装对红海航运的袭击已开辟新的冲突战线，令霍尔木兹海峡替代航线的安全性受到质疑。分析人士Michael Knights表示：</p><blockquote><p style=\"text-align: left;\">&#34;我认为我们正在进入一段美国与伊朗威胁网络之间持续升级的时期，双方都有能力将冲突维持数月之久。&#34;</p></blockquote><p style=\"text-align: left;\">据悉，特朗普过去两周内提出了一系列解锁僵局的方案，包括宣布对霍尔木兹海峡过境船只征收20%通行费，随后在海湾盟友压力下撤回，以及提出动用没收的伊朗资金赔偿袭击损失，但均未提供具体细节。<strong>这些举措在外界看来更像是在寻找出路，而非展示战略定力。</strong></p><h2 style=\"text-align: left;\">战略困境：无路可退，无路可进</h2><p style=\"text-align: left;\">据媒体报道，卡内基国际和平基金会高级研究员Aaron David Miller将<strong>特朗普当前的处境描述为&#34;一份全是坏选项的菜单&#34;</strong>。撤退将带来政治上的难堪，升级则风险难以掌控，而此前由副总统万斯（<a href=\"https://laohu8.com/S/JD\">JD</a> Vance）、特使Steve Witkoff和女婿库什纳（Jared Kushner）主导的谈判，最终只换来一份脆弱的谅解备忘录。&#34;如果你问我出路在哪里，我会告诉你，截至目前，我看不到，&#34;Aaron David Miller说。</p><p style=\"text-align: left;\"><strong>这场冲突已成为特朗普执政的标志性困境。</strong>他在几乎所有公开场合都会提及这场战争，并频繁在社交媒体上发帖。特朗普曾在2024年竞选时承诺让美国远离海外战争，而如今他在一次活动上坦言，他打造了&#34;世界上最强大的军队&#34;，并承认&#34;我们使用它的频率比我预想的要多一些，但没关系&#34;。</p><h2 style=\"text-align: left;\">经济代价：油价飙升，中期选举承压</h2><p style=\"text-align: left;\">布伦特原油价格本周突破每桶100美元，政治敏感度极高的美国汽油价格随之上涨，这对共和党在11月中期选举中的表现构成直接威胁。共和党盟友原本希望冲突能在此时趋于平息，以减轻其对选情的冲击。</p><p style=\"text-align: left;\"><strong>民调数据令共和党阵营忧虑。</strong>爱默生学院民调显示，民主党在通用选票测试中领先共和党11个百分点；福克斯新闻民调则显示，民主党在经济议题处理上领先9个百分点，而经济历来是特朗普的核心优势所在。特朗普本人也表示，若民主党夺回众议院，他预计将再度面临弹劾。</p><p style=\"text-align: left;\">与此同时，<strong>战争的资金来源问题悬而未决。</strong>一项补充拨款方案在国会几乎陷入停滞，迫使政府四处挪用资金，进一步加剧了行政当局与国会之间的紧张关系。报道称，特朗普几乎没有为该拨款方案积极拉票，而在能源价格高企的背景下，议员们也缺乏支持该方案的政治动力。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f1b28e69005d604db9995a21d898186","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF","SPYU":"MAX S&P 500 4X Leveraged ETN",".IXIC":"NASDAQ 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ETF-ProShares"},"source_url":"https://wallstreetcn.com/articles/3777934","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2654057097","content_text":"美国总统特朗普在持续13天的空袭后突然踩下刹车，分析称，这一决定折射出他在这场旷日持久冲突中日益深重的战略困境。据央视新闻报道，当地时间7月25日，特朗普下令美军当天不对伊朗发动新的空袭，结束了此前连续近两周的每日打击行动。两名知情人士表示，此举一方面是为给外交谈判留出空间，另一方面是因为特朗普认为，在不重启大规模军事行动的情况下，现有空袭已基本达到效果上限。与此同时，阿曼代表团已抵达德黑兰，就重启霍尔木兹海峡通航展开谈判，知情人士称双方有望在本周末达成协议。然而，这场冲突已远超特朗普最初的预期。这场美国与以色列于今年2月底联合发起的战争，如今已进入第五个月，布伦特原油价格本周四盘中突破每桶100美元，美国汽油价格随之攀升，令共和党在11月中期选举中的前景愈发黯淡。据媒体报道，民调显示，民主党在通用选票测试中已领先共和党11个百分点。暂停空袭：外交窗口还是战术调整据央视新闻，特朗普此前每天都会批准军方提交的对伊朗打击方案，但25日收到新的作战计划后，并未批准执行，而是直接下令当天暂停空袭。目前尚不清楚这一决定是一天的临时安排，还是意味着军事行动将进入更长时间的暂停阶段。美军仍在制定恢复大规模军事行动的预案，一旦特朗普下令，可在短时间内恢复打击。特朗普24日在白宫接受采访时表示，美国保留继续空袭乃至进一步升级的选项，\"可以摧毁他们拥有的一切\"，但他同时强调，与伊朗\"达成协议才是更聪明的策略\"。他表示，美伊双方目前\"正在进行对话\"，伊朗方面\"一天比一天更认真\"。暂停空袭的决定与外交进展几乎同步发生。央视新闻指出，据悉，特朗普下令暂停空袭前数小时，阿曼代表团已抵达德黑兰，就重启霍尔木兹海峡通航的新安排展开谈判。两名了解谈判情况的地区消息人士称，谈判已取得进展，阿曼与伊朗有望在本周末达成协议，届时特朗普将决定是否接受这一方案。然而，谈判能否取得实质突破仍存在高度不确定性。据报道，也门胡塞武装对红海航运的袭击已开辟新的冲突战线，令霍尔木兹海峡替代航线的安全性受到质疑。分析人士Michael Knights表示：\"我认为我们正在进入一段美国与伊朗威胁网络之间持续升级的时期，双方都有能力将冲突维持数月之久。\"据悉，特朗普过去两周内提出了一系列解锁僵局的方案，包括宣布对霍尔木兹海峡过境船只征收20%通行费，随后在海湾盟友压力下撤回，以及提出动用没收的伊朗资金赔偿袭击损失，但均未提供具体细节。这些举措在外界看来更像是在寻找出路，而非展示战略定力。战略困境：无路可退，无路可进据媒体报道，卡内基国际和平基金会高级研究员Aaron David Miller将特朗普当前的处境描述为\"一份全是坏选项的菜单\"。撤退将带来政治上的难堪，升级则风险难以掌控，而此前由副总统万斯（JD Vance）、特使Steve Witkoff和女婿库什纳（Jared Kushner）主导的谈判，最终只换来一份脆弱的谅解备忘录。\"如果你问我出路在哪里，我会告诉你，截至目前，我看不到，\"Aaron David Miller说。这场冲突已成为特朗普执政的标志性困境。他在几乎所有公开场合都会提及这场战争，并频繁在社交媒体上发帖。特朗普曾在2024年竞选时承诺让美国远离海外战争，而如今他在一次活动上坦言，他打造了\"世界上最强大的军队\"，并承认\"我们使用它的频率比我预想的要多一些，但没关系\"。经济代价：油价飙升，中期选举承压布伦特原油价格本周突破每桶100美元，政治敏感度极高的美国汽油价格随之上涨，这对共和党在11月中期选举中的表现构成直接威胁。共和党盟友原本希望冲突能在此时趋于平息，以减轻其对选情的冲击。民调数据令共和党阵营忧虑。爱默生学院民调显示，民主党在通用选票测试中领先共和党11个百分点；福克斯新闻民调则显示，民主党在经济议题处理上领先9个百分点，而经济历来是特朗普的核心优势所在。特朗普本人也表示，若民主党夺回众议院，他预计将再度面临弹劾。与此同时，战争的资金来源问题悬而未决。一项补充拨款方案在国会几乎陷入停滞，迫使政府四处挪用资金，进一步加剧了行政当局与国会之间的紧张关系。报道称，特朗普几乎没有为该拨款方案积极拉票，而在能源价格高企的背景下，议员们也缺乏支持该方案的政治动力。","news_type":1,"symbols_score_info":{".DJI":2,"SPXU":0.6,"SPYH":0.6,".IXIC":2,"SPUU":0.6,"SPY":0.6,"IVV":0.6,"SH":0.6,"SPDN":0.6,"DXD":0.6,"BZmain":2,"DMAX":0.6,"NQmain":2,"HIBL":0.6,"SPYU":0.6,"YSPY":0.6,"UPRO":0.6,"SPXS":0.6,"SPXL":0.6,"SPYQ":0.6,"SSO":0.6,"YMmain":2,"SDOW":0.6,"VOO":0.6,"SDS":0.6,".SPX":2,"DDM":0.6,"CLmain":2,"MMAX":0.6,"UDOW":0.6,"ESmain":2,"SMAX":0.6,"SPYM":0.6,"DOG":0.6,"DIA":0.6}},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":590069467726352,"gmtCreate":1785061359864,"gmtModify":1785064505551,"author":{"id":"3541201790093984","authorId":"3541201790093984","name":"去死吧小子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541201790093984","idStr":"3541201790093984"},"themes":[],"title":"","htmlText":"加仓做空Michael Burry","listText":"加仓做空Michael Burry","text":"加仓做空Michael Burry","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590069467726352","repostId":"2654842068","repostType":2,"repost":{"id":"2654842068","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1785047083,"share":"https://www.laohu8.com/m/news/2654842068?lang=zh_CN&edition=full","pubTime":"2026-07-26 14:24","market":"us","language":"zh","title":"“大空头”继续狙击AI！Michael Burry扩大英伟达、美光空头仓位，维持做空特斯拉、Palantir","url":"https://stock-news.laohu8.com/highlight/detail?id=2654842068","media":"华尔街见闻","summary":"Burry发文披露最新持仓动向，扩大对美光、英伟达及费城半导体ETF的空头仓位，同时新增做空卡特彼勒，并维持做空特斯拉、Palantir及持有纳斯达克100看跌期权。他认为英伟达当前及未来的大量需求并非来自终端客户，而是通过表外融资安排循环驱动。","content":"<html><head></head><body><p style=\"text-align: left;\">&#34;大空头&#34;Michael Burry再度加码做空美光等AI相关股票，并维持对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>的空头押注，其对半导体板块的看空逻辑正受到市场越来越多的关注。</p><p style=\"text-align: left;\">Burry于当地时间7月25日在Substack发文披露最新持仓动向，显示他<strong>进一步扩大了对<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>及费城半导体ETF的空头仓位，同时新增做空<a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a>。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c88feab16c1c637e5f7c39eb4fb752f9\" data-align=\"center\" tg-width=\"649\" tg-height=\"368\"/><span></span></p><p style=\"text-align: left;\">他明确表示，<strong>英伟达当前及未来的大量需求并非来自终端客户，而是通过表外融资安排循环驱动，并援引2026年国际清算银行年度报告加以佐证。</strong>与此同时，他<strong>对特斯拉和Palantir的空头仓位保持不变，并继续持有纳斯达克100 ETF的看跌期权。</strong></p><p style=\"text-align: left;\">此次披露正值半导体板块承压之际。华尔街见闻文章此前写道，Burry此前曾表示，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>公布的韩国半导体资本支出计划，是半导体行业景气周期&#34;由盛转衰的开始&#34;，并预计半导体板块将面临约30%的回调，认为AI基础设施相关公司估值已严重偏高。</p><h2 style=\"text-align: left;\">扩大半导体空头：美光、英伟达、SOXX齐齐加码</h2><p style=\"text-align: left;\">Burry在Substack文章中披露，他以每股933.86美元的价格进一步做空美光科技，以210.28美元的价格增持英伟达空头仓位，并以535.83美元加仓SOXX空头。他表示，<strong>SOXX空头仓位与其持有的看跌期权合并计算，已构成其投资组合中的一个大型仓位。</strong></p><p style=\"text-align: left;\">在英伟达的做空逻辑上，Burry措辞直接。他表示，<strong>目前英伟达大量需求并非由真实终端客户驱动，相关需求的融资安排游离于资产负债表之外且未予披露，未来收入&#34;大部分通过循环安排融资&#34;</strong>。他援引2026年国际清算银行年度报告作为支撑依据。</p><p style=\"text-align: left;\">值得注意的是，这并非Burry首次出手做空美光。华尔街见闻文章写道，Burry此前曾在1051.87美元的价位做空美光，并表示&#34;对这类情形的最终结局有相当清晰的了解&#34;，同时还增加了另外五个做空仓位。</p><p style=\"text-align: left;\"><strong>Burry对AI相关板块的看空，建立在对行业需求真实性的质疑之上。</strong>他认为，当前AI基础设施投资热潮中，大量资本开支并未对应真实的终端需求，而是通过不透明的融资结构自我循环，存在系统性高估风险。</p><p style=\"text-align: left;\">华尔街见闻文章此前写道，Burry预计半导体板块将面临约30%的回调，并将三星和SK海力士的资本支出扩张计划视为行业景气周期&#34;由盛转衰的开始&#34;。</p><p style=\"text-align: left;\">另外，在维持原有空头仓位方面，Burry表示<strong>尚未平仓特斯拉空头，并以轻描淡写的口吻称该仓位&#34;自己在慢慢缩小&#34;</strong>——暗示特斯拉股价下跌已令其空头仓位的名义规模自然收缩。他同时维持对Palantir的做空，并继续持有QQQ看跌期权，表明其对整体科技板块的看空立场未有松动。</p><p style=\"text-align: left;\">从今年以来的股价表现来看，Burry的部分空头押注面临一定压力。美光年内累计涨幅接近200%，英伟达上涨约10%。不过，Palantir、特斯拉和DraftKings年内均已下跌逾三成，分别录得约34%、33%和34%的跌幅，与Burry的看空方向基本吻合。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/839c9c1dcef2800f837df02e079a4f9c\" data-align=\"center\" tg-width=\"1910\" tg-height=\"1212\"/><span></span></p><p style=\"text-align: left;\">在做空AI的同时，Burry也在积极布局多头仓位，且方向集中于体育博彩领域。他以100.72美元买入&#34;相当数量&#34;的Flutter Entertainment，并以23.07美元买入DraftKings。</p><p style=\"text-align: left;\">Burry在文章中写道：&#34;将FLUT和DKNG合并来看，作为对预测市场的一次押注，两者合计构成我较大的仓位之一。&#34;此外，他还增持了<a href=\"https://laohu8.com/S/MOH\">Molina Healthcare</a>，买入价格为197.02美元。</p><p style=\"text-align: left;\">这一多头布局与其空头逻辑形成鲜明对比——在看空AI基础设施泡沫的同时，Burry将资金转向与科技热潮相关性较低的消费及医疗领域，折射出其对当前市场结构的整体判断。</p></body></html>","collect":0,"html":"<!DOCTYPE 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“大空头”继续狙击AI！Michael Burry扩大英伟达、美光空头仓位，维持做空特斯拉、Palantir\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-26 14:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">&#34;大空头&#34;Michael Burry再度加码做空美光等AI相关股票，并维持对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>的空头押注，其对半导体板块的看空逻辑正受到市场越来越多的关注。</p><p style=\"text-align: left;\">Burry于当地时间7月25日在Substack发文披露最新持仓动向，显示他<strong>进一步扩大了对<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>及费城半导体ETF的空头仓位，同时新增做空<a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a>。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c88feab16c1c637e5f7c39eb4fb752f9\" data-align=\"center\" tg-width=\"649\" tg-height=\"368\"/><span></span></p><p style=\"text-align: left;\">他明确表示，<strong>英伟达当前及未来的大量需求并非来自终端客户，而是通过表外融资安排循环驱动，并援引2026年国际清算银行年度报告加以佐证。</strong>与此同时，他<strong>对特斯拉和Palantir的空头仓位保持不变，并继续持有纳斯达克100 ETF的看跌期权。</strong></p><p style=\"text-align: left;\">此次披露正值半导体板块承压之际。华尔街见闻文章此前写道，Burry此前曾表示，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>公布的韩国半导体资本支出计划，是半导体行业景气周期&#34;由盛转衰的开始&#34;，并预计半导体板块将面临约30%的回调，认为AI基础设施相关公司估值已严重偏高。</p><h2 style=\"text-align: left;\">扩大半导体空头：美光、英伟达、SOXX齐齐加码</h2><p style=\"text-align: left;\">Burry在Substack文章中披露，他以每股933.86美元的价格进一步做空美光科技，以210.28美元的价格增持英伟达空头仓位，并以535.83美元加仓SOXX空头。他表示，<strong>SOXX空头仓位与其持有的看跌期权合并计算，已构成其投资组合中的一个大型仓位。</strong></p><p style=\"text-align: left;\">在英伟达的做空逻辑上，Burry措辞直接。他表示，<strong>目前英伟达大量需求并非由真实终端客户驱动，相关需求的融资安排游离于资产负债表之外且未予披露，未来收入&#34;大部分通过循环安排融资&#34;</strong>。他援引2026年国际清算银行年度报告作为支撑依据。</p><p style=\"text-align: left;\">值得注意的是，这并非Burry首次出手做空美光。华尔街见闻文章写道，Burry此前曾在1051.87美元的价位做空美光，并表示&#34;对这类情形的最终结局有相当清晰的了解&#34;，同时还增加了另外五个做空仓位。</p><p style=\"text-align: left;\"><strong>Burry对AI相关板块的看空，建立在对行业需求真实性的质疑之上。</strong>他认为，当前AI基础设施投资热潮中，大量资本开支并未对应真实的终端需求，而是通过不透明的融资结构自我循环，存在系统性高估风险。</p><p style=\"text-align: left;\">华尔街见闻文章此前写道，Burry预计半导体板块将面临约30%的回调，并将三星和SK海力士的资本支出扩张计划视为行业景气周期&#34;由盛转衰的开始&#34;。</p><p style=\"text-align: left;\">另外，在维持原有空头仓位方面，Burry表示<strong>尚未平仓特斯拉空头，并以轻描淡写的口吻称该仓位&#34;自己在慢慢缩小&#34;</strong>——暗示特斯拉股价下跌已令其空头仓位的名义规模自然收缩。他同时维持对Palantir的做空，并继续持有QQQ看跌期权，表明其对整体科技板块的看空立场未有松动。</p><p style=\"text-align: left;\">从今年以来的股价表现来看，Burry的部分空头押注面临一定压力。美光年内累计涨幅接近200%，英伟达上涨约10%。不过，Palantir、特斯拉和DraftKings年内均已下跌逾三成，分别录得约34%、33%和34%的跌幅，与Burry的看空方向基本吻合。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/839c9c1dcef2800f837df02e079a4f9c\" data-align=\"center\" tg-width=\"1910\" tg-height=\"1212\"/><span></span></p><p style=\"text-align: left;\">在做空AI的同时，Burry也在积极布局多头仓位，且方向集中于体育博彩领域。他以100.72美元买入&#34;相当数量&#34;的Flutter Entertainment，并以23.07美元买入DraftKings。</p><p style=\"text-align: left;\">Burry在文章中写道：&#34;将FLUT和DKNG合并来看，作为对预测市场的一次押注，两者合计构成我较大的仓位之一。&#34;此外，他还增持了<a href=\"https://laohu8.com/S/MOH\">Molina Healthcare</a>，买入价格为197.02美元。</p><p style=\"text-align: left;\">这一多头布局与其空头逻辑形成鲜明对比——在看空AI基础设施泡沫的同时，Burry将资金转向与科技热潮相关性较低的消费及医疗领域，折射出其对当前市场结构的整体判断。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/623fa826a3925ac5d5f18b0f16bb748d","relate_stocks":{"LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0175139822.USD":"AB FCP I Global Equity Blend 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ETF的看跌期权。此次披露正值半导体板块承压之际。华尔街见闻文章此前写道，Burry此前曾表示，三星和SK海力士公布的韩国半导体资本支出计划，是半导体行业景气周期\"由盛转衰的开始\"，并预计半导体板块将面临约30%的回调，认为AI基础设施相关公司估值已严重偏高。扩大半导体空头：美光、英伟达、SOXX齐齐加码Burry在Substack文章中披露，他以每股933.86美元的价格进一步做空美光科技，以210.28美元的价格增持英伟达空头仓位，并以535.83美元加仓SOXX空头。他表示，SOXX空头仓位与其持有的看跌期权合并计算，已构成其投资组合中的一个大型仓位。在英伟达的做空逻辑上，Burry措辞直接。他表示，目前英伟达大量需求并非由真实终端客户驱动，相关需求的融资安排游离于资产负债表之外且未予披露，未来收入\"大部分通过循环安排融资\"。他援引2026年国际清算银行年度报告作为支撑依据。值得注意的是，这并非Burry首次出手做空美光。华尔街见闻文章写道，Burry此前曾在1051.87美元的价位做空美光，并表示\"对这类情形的最终结局有相当清晰的了解\"，同时还增加了另外五个做空仓位。Burry对AI相关板块的看空，建立在对行业需求真实性的质疑之上。他认为，当前AI基础设施投资热潮中，大量资本开支并未对应真实的终端需求，而是通过不透明的融资结构自我循环，存在系统性高估风险。华尔街见闻文章此前写道，Burry预计半导体板块将面临约30%的回调，并将三星和SK海力士的资本支出扩张计划视为行业景气周期\"由盛转衰的开始\"。另外，在维持原有空头仓位方面，Burry表示尚未平仓特斯拉空头，并以轻描淡写的口吻称该仓位\"自己在慢慢缩小\"——暗示特斯拉股价下跌已令其空头仓位的名义规模自然收缩。他同时维持对Palantir的做空，并继续持有QQQ看跌期权，表明其对整体科技板块的看空立场未有松动。从今年以来的股价表现来看，Burry的部分空头押注面临一定压力。美光年内累计涨幅接近200%，英伟达上涨约10%。不过，Palantir、特斯拉和DraftKings年内均已下跌逾三成，分别录得约34%、33%和34%的跌幅，与Burry的看空方向基本吻合。在做空AI的同时，Burry也在积极布局多头仓位，且方向集中于体育博彩领域。他以100.72美元买入\"相当数量\"的Flutter Entertainment，并以23.07美元买入DraftKings。Burry在文章中写道：\"将FLUT和DKNG合并来看，作为对预测市场的一次押注，两者合计构成我较大的仓位之一。\"此外，他还增持了Molina Healthcare，买入价格为197.02美元。这一多头布局与其空头逻辑形成鲜明对比——在看空AI基础设施泡沫的同时，Burry将资金转向与科技热潮相关性较低的消费及医疗领域，折射出其对当前市场结构的整体判断。","news_type":1,"symbols_score_info":{"USD":0.6,"ANV":0.6,"NVDS":0.6,"09766":0.6,"FTXL":0.6,"WANT":0.6,"TRFK":0.6,"TSLR":0.6,"TSYY":0.6,"TSDD":0.6,"CLSE":0.6,"DISK":0.6,"FXL":0.6,"PLTY":0.6,"PSI":0.6,"USXF":0.6,"07766":0.6,"LIT":0.6,"EYES":0.6,"TSLZ":0.6,"TSLS":0.6,"IGV":0.6,"THMR":0.6,"NVIW.SI":0.6,"TTEQ":0.6,"WUGI":0.6,"MU":1.94,"PTIR":0.6,"AIFD":0.6,"DRMY":0.6,"NVDO":0.6,"MUD":0.6,"WLDR":0.6,"VT":0.6,"NVD3.UK":0.6,"NVDA":1.95,"SPTE":0.6,"SOXY":0.6,"AIS":0.6,"DKNX":0.6,"DKNG":1.84,"NVDX":0.6,"NVD2.UK":0.6,"TYLG":0.6,"AIQ":0.6,"BETZ":0.6,"ILDR":0.6,"SMH":0.6,"TSL":0.6,"EMSF":0.6,"CRSH":0.6,"PLTW":0.6,"07788":0.6,"TSLT":0.6,"CNEQ":0.6,"NVDU":0.6,"SMOG":0.6,"FAI":0.6,"METV":0.6,"LEGR":0.6,"NVII":0.6,"PLT":0.6,"07388":0.6,"NVDS.UK":0.6,"XNTK":0.6,"TESL":0.6,"TSLA":1.89,"ESLG":0.6,"PLTI":0.6,"WATS":0.6,"SMHX":0.6,"MUYY":0.6,"NULC":0.6,"NVDD":0.6,"ROM":0.6,"09366":0.6,"DRAY":0.6,"NVDB":0.6,"TSLG":0.6,"TSLP":0.6,"JGRO":0.6,"ABFL":0.6,"TSLI":0.6,"TSLO":0.6,"GUNZ":0.6,"CHPX":0.6,"MIC":0.6,"NVYY":0.6,"PLTR":1.87,"CMAG":0.6,"PLOO":0.6,"TSLW":0.6,"SHLD":0.6,"NVDW":0.6,"TEST":0.6,"PLTG":0.6,"SNVD.UK":0.6,"CHPS":0.6,"07366":0.6,"FDRV":0.6,"NVDQ":0.6,"AIPI":0.6,"ODDS":0.6,"VGT":0.6,"EFIV":0.6,"2NVD.UK":0.6,"PLYY":0.6,"DKUP":0.6,"TLA":0.6,"NVDL":0.6,"IDRV":0.6,"CGGO":0.6,"DIPS":0.6,"HBMX":0.6,"PLTA":0.6,"RULE":0.6,"WISE":0.6,"TSLQ":0.6,"TSII":0.6,"IXN":0.6,"PLTZ":0.6,"MUU":0.6,"TTXU":0.6,"TEK":0.6,"TSLY":0.6,"PLTD":0.6,"FTEC":0.6,"GAMR":0.6,"PLTU":0.6,"BAI":0.6,"SHOC":0.6,"3NVD.UK":0.6,"FDTX":0.6,"NVD":0.6,"MULL":0.6,"BOBP":0.6,"NVDY":0.6,"EGGY":0.6,"SNPE":0.6,"MUZ":0.6,"NVDG":0.6,"SOXX":0.6,"IETC":0.6,"ESUM":0.6,"XLK":0.6,"LFGY":0.6,"AGOX":0.6,"SOXQ":0.6}},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590016837538136,"gmtCreate":1785048553558,"gmtModify":1785048556077,"author":{"id":"3563346456197412","authorId":"3563346456197412","name":"冷血_jms","avatar":"https://static.tigerbbs.com/1a94f35fd1816fef996acd58a9f10678","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563346456197412","idStr":"3563346456197412"},"themes":[],"title":"","htmlText":"虚张声势，谁继续做空会说出来，把市场当**吗","listText":"虚张声势，谁继续做空会说出来，把市场当**吗","text":"虚张声势，谁继续做空会说出来，把市场当**吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/590016837538136","repostId":"2654842068","repostType":2,"repost":{"id":"2654842068","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1785047083,"share":"https://www.laohu8.com/m/news/2654842068?lang=zh_CN&edition=full","pubTime":"2026-07-26 14:24","market":"us","language":"zh","title":"“大空头”继续狙击AI！Michael Burry扩大英伟达、美光空头仓位，维持做空特斯拉、Palantir","url":"https://stock-news.laohu8.com/highlight/detail?id=2654842068","media":"华尔街见闻","summary":"Burry发文披露最新持仓动向，扩大对美光、英伟达及费城半导体ETF的空头仓位，同时新增做空卡特彼勒，并维持做空特斯拉、Palantir及持有纳斯达克100看跌期权。他认为英伟达当前及未来的大量需求并非来自终端客户，而是通过表外融资安排循环驱动。","content":"<html><head></head><body><p style=\"text-align: left;\">&#34;大空头&#34;Michael Burry再度加码做空美光等AI相关股票，并维持对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>的空头押注，其对半导体板块的看空逻辑正受到市场越来越多的关注。</p><p style=\"text-align: left;\">Burry于当地时间7月25日在Substack发文披露最新持仓动向，显示他<strong>进一步扩大了对<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>及费城半导体ETF的空头仓位，同时新增做空<a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a>。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c88feab16c1c637e5f7c39eb4fb752f9\" data-align=\"center\" tg-width=\"649\" tg-height=\"368\"/><span></span></p><p style=\"text-align: left;\">他明确表示，<strong>英伟达当前及未来的大量需求并非来自终端客户，而是通过表外融资安排循环驱动，并援引2026年国际清算银行年度报告加以佐证。</strong>与此同时，他<strong>对特斯拉和Palantir的空头仓位保持不变，并继续持有纳斯达克100 ETF的看跌期权。</strong></p><p style=\"text-align: left;\">此次披露正值半导体板块承压之际。华尔街见闻文章此前写道，Burry此前曾表示，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>公布的韩国半导体资本支出计划，是半导体行业景气周期&#34;由盛转衰的开始&#34;，并预计半导体板块将面临约30%的回调，认为AI基础设施相关公司估值已严重偏高。</p><h2 style=\"text-align: left;\">扩大半导体空头：美光、英伟达、SOXX齐齐加码</h2><p style=\"text-align: left;\">Burry在Substack文章中披露，他以每股933.86美元的价格进一步做空美光科技，以210.28美元的价格增持英伟达空头仓位，并以535.83美元加仓SOXX空头。他表示，<strong>SOXX空头仓位与其持有的看跌期权合并计算，已构成其投资组合中的一个大型仓位。</strong></p><p style=\"text-align: left;\">在英伟达的做空逻辑上，Burry措辞直接。他表示，<strong>目前英伟达大量需求并非由真实终端客户驱动，相关需求的融资安排游离于资产负债表之外且未予披露，未来收入&#34;大部分通过循环安排融资&#34;</strong>。他援引2026年国际清算银行年度报告作为支撑依据。</p><p style=\"text-align: left;\">值得注意的是，这并非Burry首次出手做空美光。华尔街见闻文章写道，Burry此前曾在1051.87美元的价位做空美光，并表示&#34;对这类情形的最终结局有相当清晰的了解&#34;，同时还增加了另外五个做空仓位。</p><p style=\"text-align: left;\"><strong>Burry对AI相关板块的看空，建立在对行业需求真实性的质疑之上。</strong>他认为，当前AI基础设施投资热潮中，大量资本开支并未对应真实的终端需求，而是通过不透明的融资结构自我循环，存在系统性高估风险。</p><p style=\"text-align: left;\">华尔街见闻文章此前写道，Burry预计半导体板块将面临约30%的回调，并将三星和SK海力士的资本支出扩张计划视为行业景气周期&#34;由盛转衰的开始&#34;。</p><p style=\"text-align: left;\">另外，在维持原有空头仓位方面，Burry表示<strong>尚未平仓特斯拉空头，并以轻描淡写的口吻称该仓位&#34;自己在慢慢缩小&#34;</strong>——暗示特斯拉股价下跌已令其空头仓位的名义规模自然收缩。他同时维持对Palantir的做空，并继续持有QQQ看跌期权，表明其对整体科技板块的看空立场未有松动。</p><p style=\"text-align: left;\">从今年以来的股价表现来看，Burry的部分空头押注面临一定压力。美光年内累计涨幅接近200%，英伟达上涨约10%。不过，Palantir、特斯拉和DraftKings年内均已下跌逾三成，分别录得约34%、33%和34%的跌幅，与Burry的看空方向基本吻合。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/839c9c1dcef2800f837df02e079a4f9c\" data-align=\"center\" tg-width=\"1910\" tg-height=\"1212\"/><span></span></p><p style=\"text-align: left;\">在做空AI的同时，Burry也在积极布局多头仓位，且方向集中于体育博彩领域。他以100.72美元买入&#34;相当数量&#34;的Flutter Entertainment，并以23.07美元买入DraftKings。</p><p style=\"text-align: left;\">Burry在文章中写道：&#34;将FLUT和DKNG合并来看，作为对预测市场的一次押注，两者合计构成我较大的仓位之一。&#34;此外，他还增持了<a href=\"https://laohu8.com/S/MOH\">Molina Healthcare</a>，买入价格为197.02美元。</p><p style=\"text-align: left;\">这一多头布局与其空头逻辑形成鲜明对比——在看空AI基础设施泡沫的同时，Burry将资金转向与科技热潮相关性较低的消费及医疗领域，折射出其对当前市场结构的整体判断。</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”继续狙击AI！Michael Burry扩大英伟达、美光空头仓位，维持做空特斯拉、Palantir</title>\n<style 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14:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">&#34;大空头&#34;Michael Burry再度加码做空美光等AI相关股票，并维持对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>的空头押注，其对半导体板块的看空逻辑正受到市场越来越多的关注。</p><p style=\"text-align: left;\">Burry于当地时间7月25日在Substack发文披露最新持仓动向，显示他<strong>进一步扩大了对<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>及费城半导体ETF的空头仓位，同时新增做空<a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a>。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c88feab16c1c637e5f7c39eb4fb752f9\" data-align=\"center\" tg-width=\"649\" tg-height=\"368\"/><span></span></p><p style=\"text-align: left;\">他明确表示，<strong>英伟达当前及未来的大量需求并非来自终端客户，而是通过表外融资安排循环驱动，并援引2026年国际清算银行年度报告加以佐证。</strong>与此同时，他<strong>对特斯拉和Palantir的空头仓位保持不变，并继续持有纳斯达克100 ETF的看跌期权。</strong></p><p style=\"text-align: left;\">此次披露正值半导体板块承压之际。华尔街见闻文章此前写道，Burry此前曾表示，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>公布的韩国半导体资本支出计划，是半导体行业景气周期&#34;由盛转衰的开始&#34;，并预计半导体板块将面临约30%的回调，认为AI基础设施相关公司估值已严重偏高。</p><h2 style=\"text-align: left;\">扩大半导体空头：美光、英伟达、SOXX齐齐加码</h2><p style=\"text-align: left;\">Burry在Substack文章中披露，他以每股933.86美元的价格进一步做空美光科技，以210.28美元的价格增持英伟达空头仓位，并以535.83美元加仓SOXX空头。他表示，<strong>SOXX空头仓位与其持有的看跌期权合并计算，已构成其投资组合中的一个大型仓位。</strong></p><p style=\"text-align: left;\">在英伟达的做空逻辑上，Burry措辞直接。他表示，<strong>目前英伟达大量需求并非由真实终端客户驱动，相关需求的融资安排游离于资产负债表之外且未予披露，未来收入&#34;大部分通过循环安排融资&#34;</strong>。他援引2026年国际清算银行年度报告作为支撑依据。</p><p style=\"text-align: left;\">值得注意的是，这并非Burry首次出手做空美光。华尔街见闻文章写道，Burry此前曾在1051.87美元的价位做空美光，并表示&#34;对这类情形的最终结局有相当清晰的了解&#34;，同时还增加了另外五个做空仓位。</p><p style=\"text-align: left;\"><strong>Burry对AI相关板块的看空，建立在对行业需求真实性的质疑之上。</strong>他认为，当前AI基础设施投资热潮中，大量资本开支并未对应真实的终端需求，而是通过不透明的融资结构自我循环，存在系统性高估风险。</p><p style=\"text-align: left;\">华尔街见闻文章此前写道，Burry预计半导体板块将面临约30%的回调，并将三星和SK海力士的资本支出扩张计划视为行业景气周期&#34;由盛转衰的开始&#34;。</p><p style=\"text-align: left;\">另外，在维持原有空头仓位方面，Burry表示<strong>尚未平仓特斯拉空头，并以轻描淡写的口吻称该仓位&#34;自己在慢慢缩小&#34;</strong>——暗示特斯拉股价下跌已令其空头仓位的名义规模自然收缩。他同时维持对Palantir的做空，并继续持有QQQ看跌期权，表明其对整体科技板块的看空立场未有松动。</p><p style=\"text-align: left;\">从今年以来的股价表现来看，Burry的部分空头押注面临一定压力。美光年内累计涨幅接近200%，英伟达上涨约10%。不过，Palantir、特斯拉和DraftKings年内均已下跌逾三成，分别录得约34%、33%和34%的跌幅，与Burry的看空方向基本吻合。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/839c9c1dcef2800f837df02e079a4f9c\" data-align=\"center\" tg-width=\"1910\" tg-height=\"1212\"/><span></span></p><p style=\"text-align: left;\">在做空AI的同时，Burry也在积极布局多头仓位，且方向集中于体育博彩领域。他以100.72美元买入&#34;相当数量&#34;的Flutter Entertainment，并以23.07美元买入DraftKings。</p><p style=\"text-align: left;\">Burry在文章中写道：&#34;将FLUT和DKNG合并来看，作为对预测市场的一次押注，两者合计构成我较大的仓位之一。&#34;此外，他还增持了<a href=\"https://laohu8.com/S/MOH\">Molina Healthcare</a>，买入价格为197.02美元。</p><p style=\"text-align: left;\">这一多头布局与其空头逻辑形成鲜明对比——在看空AI基础设施泡沫的同时，Burry将资金转向与科技热潮相关性较低的消费及医疗领域，折射出其对当前市场结构的整体判断。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/623fa826a3925ac5d5f18b0f16bb748d","relate_stocks":{"LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU0109392836.USD":"富兰克林科技股A","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU2394011477.USD":"JPMORGAN CLIMATE CHANGE SOLUTIONS \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) 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ETF的看跌期权。此次披露正值半导体板块承压之际。华尔街见闻文章此前写道，Burry此前曾表示，三星和SK海力士公布的韩国半导体资本支出计划，是半导体行业景气周期\"由盛转衰的开始\"，并预计半导体板块将面临约30%的回调，认为AI基础设施相关公司估值已严重偏高。扩大半导体空头：美光、英伟达、SOXX齐齐加码Burry在Substack文章中披露，他以每股933.86美元的价格进一步做空美光科技，以210.28美元的价格增持英伟达空头仓位，并以535.83美元加仓SOXX空头。他表示，SOXX空头仓位与其持有的看跌期权合并计算，已构成其投资组合中的一个大型仓位。在英伟达的做空逻辑上，Burry措辞直接。他表示，目前英伟达大量需求并非由真实终端客户驱动，相关需求的融资安排游离于资产负债表之外且未予披露，未来收入\"大部分通过循环安排融资\"。他援引2026年国际清算银行年度报告作为支撑依据。值得注意的是，这并非Burry首次出手做空美光。华尔街见闻文章写道，Burry此前曾在1051.87美元的价位做空美光，并表示\"对这类情形的最终结局有相当清晰的了解\"，同时还增加了另外五个做空仓位。Burry对AI相关板块的看空，建立在对行业需求真实性的质疑之上。他认为，当前AI基础设施投资热潮中，大量资本开支并未对应真实的终端需求，而是通过不透明的融资结构自我循环，存在系统性高估风险。华尔街见闻文章此前写道，Burry预计半导体板块将面临约30%的回调，并将三星和SK海力士的资本支出扩张计划视为行业景气周期\"由盛转衰的开始\"。另外，在维持原有空头仓位方面，Burry表示尚未平仓特斯拉空头，并以轻描淡写的口吻称该仓位\"自己在慢慢缩小\"——暗示特斯拉股价下跌已令其空头仓位的名义规模自然收缩。他同时维持对Palantir的做空，并继续持有QQQ看跌期权，表明其对整体科技板块的看空立场未有松动。从今年以来的股价表现来看，Burry的部分空头押注面临一定压力。美光年内累计涨幅接近200%，英伟达上涨约10%。不过，Palantir、特斯拉和DraftKings年内均已下跌逾三成，分别录得约34%、33%和34%的跌幅，与Burry的看空方向基本吻合。在做空AI的同时，Burry也在积极布局多头仓位，且方向集中于体育博彩领域。他以100.72美元买入\"相当数量\"的Flutter Entertainment，并以23.07美元买入DraftKings。Burry在文章中写道：\"将FLUT和DKNG合并来看，作为对预测市场的一次押注，两者合计构成我较大的仓位之一。\"此外，他还增持了Molina Healthcare，买入价格为197.02美元。这一多头布局与其空头逻辑形成鲜明对比——在看空AI基础设施泡沫的同时，Burry将资金转向与科技热潮相关性较低的消费及医疗领域，折射出其对当前市场结构的整体判断。","news_type":1,"symbols_score_info":{"USD":0.6,"ANV":0.6,"NVDS":0.6,"09766":0.6,"FTXL":0.6,"WANT":0.6,"TRFK":0.6,"TSLR":0.6,"TSYY":0.6,"TSDD":0.6,"CLSE":0.6,"DISK":0.6,"FXL":0.6,"PLTY":0.6,"PSI":0.6,"USXF":0.6,"07766":0.6,"LIT":0.6,"EYES":0.6,"TSLZ":0.6,"TSLS":0.6,"IGV":0.6,"THMR":0.6,"NVIW.SI":0.6,"TTEQ":0.6,"WUGI":0.6,"MU":1.94,"PTIR":0.6,"AIFD":0.6,"DRMY":0.6,"NVDO":0.6,"MUD":0.6,"WLDR":0.6,"VT":0.6,"NVD3.UK":0.6,"NVDA":1.95,"SPTE":0.6,"SOXY":0.6,"AIS":0.6,"DKNX":0.6,"DKNG":1.84,"NVDX":0.6,"NVD2.UK":0.6,"TYLG":0.6,"AIQ":0.6,"BETZ":0.6,"ILDR":0.6,"SMH":0.6,"TSL":0.6,"EMSF":0.6,"CRSH":0.6,"PLTW":0.6,"07788":0.6,"TSLT":0.6,"CNEQ":0.6,"NVDU":0.6,"SMOG":0.6,"FAI":0.6,"METV":0.6,"LEGR":0.6,"NVII":0.6,"PLT":0.6,"07388":0.6,"NVDS.UK":0.6,"XNTK":0.6,"TESL":0.6,"TSLA":1.89,"ESLG":0.6,"PLTI":0.6,"WATS":0.6,"SMHX":0.6,"MUYY":0.6,"NULC":0.6,"NVDD":0.6,"ROM":0.6,"09366":0.6,"DRAY":0.6,"NVDB":0.6,"TSLG":0.6,"TSLP":0.6,"JGRO":0.6,"ABFL":0.6,"TSLI":0.6,"TSLO":0.6,"GUNZ":0.6,"CHPX":0.6,"MIC":0.6,"NVYY":0.6,"PLTR":1.87,"CMAG":0.6,"PLOO":0.6,"TSLW":0.6,"SHLD":0.6,"NVDW":0.6,"TEST":0.6,"PLTG":0.6,"SNVD.UK":0.6,"CHPS":0.6,"07366":0.6,"FDRV":0.6,"NVDQ":0.6,"AIPI":0.6,"ODDS":0.6,"VGT":0.6,"EFIV":0.6,"2NVD.UK":0.6,"PLYY":0.6,"DKUP":0.6,"TLA":0.6,"NVDL":0.6,"IDRV":0.6,"CGGO":0.6,"DIPS":0.6,"HBMX":0.6,"PLTA":0.6,"RULE":0.6,"WISE":0.6,"TSLQ":0.6,"TSII":0.6,"IXN":0.6,"PLTZ":0.6,"MUU":0.6,"TTXU":0.6,"TEK":0.6,"TSLY":0.6,"PLTD":0.6,"FTEC":0.6,"GAMR":0.6,"PLTU":0.6,"BAI":0.6,"SHOC":0.6,"3NVD.UK":0.6,"FDTX":0.6,"NVD":0.6,"MULL":0.6,"BOBP":0.6,"NVDY":0.6,"EGGY":0.6,"SNPE":0.6,"MUZ":0.6,"NVDG":0.6,"SOXX":0.6,"IETC":0.6,"ESUM":0.6,"XLK":0.6,"LFGY":0.6,"AGOX":0.6,"SOXQ":0.6}},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/e27d4b46eee1454d2bd4f83bb56ab921","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"3498680662745699","idStr":"3498680662745699"},"content":"他还真就是一直公开做空的，翻下历史就知道了","text":"他还真就是一直公开做空的，翻下历史就知道了","html":"他还真就是一直公开做空的，翻下历史就知道了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":589998394966912,"gmtCreate":1785044100939,"gmtModify":1785044103316,"author":{"id":"3563346456197412","authorId":"3563346456197412","name":"冷血_jms","avatar":"https://static.tigerbbs.com/1a94f35fd1816fef996acd58a9f10678","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563346456197412","idStr":"3563346456197412"},"themes":[],"title":"","htmlText":"川普的牌还是有的，不要夸大川普的困境","listText":"川普的牌还是有的，不要夸大川普的困境","text":"川普的牌还是有的，不要夸大川普的困境","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/589998394966912","repostId":"2654057097","repostType":2,"repost":{"id":"2654057097","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1785027205,"share":"https://www.laohu8.com/m/news/2654057097?lang=zh_CN&edition=full","pubTime":"2026-07-26 08:53","market":"us","language":"zh","title":"特朗普下令暂停空袭伊朗","url":"https://stock-news.laohu8.com/highlight/detail?id=2654057097","media":"华尔街见闻","summary":"知情人士表示，此举旨在为外交谈判留出空间，阿曼代表团已赴德黑兰就重启霍尔木兹海峡通航展开谈判。然而，持续数月的冲突已致国际油价破百，特朗普正深陷进退两难的战略困境，高油价带来的经济代价更直接威胁共和党11月中期选举选情。","content":"<html><head></head><body><p style=\"text-align: left;\">美国总统特朗普在持续13天的空袭后突然踩下刹车，分析称，这一决定折射出他在这场旷日持久冲突中日益深重的战略困境。</p><p style=\"text-align: left;\">据央视新闻报道，当地时间7月25日，特朗普下令美军当天不对伊朗发动新的空袭，结束了此前连续近两周的每日打击行动。<strong>两名知情人士表示，此举一方面是为给外交谈判留出空间，另一方面是因为特朗普认为，在不重启大规模军事行动的情况下，现有空袭已基本达到效果上限。</strong>与此同时，阿曼代表团已抵达德黑兰，就重启霍尔木兹海峡通航展开谈判，<strong>知情人士称双方有望在本周末达成协议。</strong></p><p style=\"text-align: left;\">然而，<strong>这场冲突已远超特朗普最初的预期。</strong>这场美国与以色列于今年2月底联合发起的战争，如今已进入第五个月，布伦特原油价格本周四盘中突破每桶100美元，美国汽油价格随之攀升，令共和党在11月中期选举中的前景愈发黯淡。据媒体报道，民调显示，<strong>民主党在通用选票测试中已领先共和党11个百分点。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c9fdd36d5ceee3c373e86e2627dbda8\" data-align=\"center\" tg-width=\"1024\" tg-height=\"651\"/><span></span></p><p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\">暂停空袭：外交窗口还是战术调整</h2><p style=\"text-align: left;\">据央视新闻，特朗普此前每天都会批准军方提交的对伊朗打击方案，但25日收到新的作战计划后，并未批准执行，而是直接下令当天暂停空袭。<strong>目前尚不清楚这一决定是一天的临时安排，还是意味着军事行动将进入更长时间的暂停阶段。</strong></p><p style=\"text-align: left;\">美军仍在制定恢复大规模军事行动的预案，一旦特朗普下令，可在短时间内恢复打击。特朗普24日在白宫接受采访时表示，美国保留继续空袭乃至进一步升级的选项，&#34;可以摧毁他们拥有的一切&#34;，但他同时强调，与伊朗&#34;达成协议才是更聪明的策略&#34;。他表示，美伊双方目前&#34;正在进行对话&#34;，伊朗方面&#34;一天比一天更认真&#34;。</p><p style=\"text-align: left;\"><strong>暂停空袭的决定与外交进展几乎同步发生。</strong>央视新闻指出，据悉，特朗普下令暂停空袭前数小时，阿曼代表团已抵达德黑兰，就重启霍尔木兹海峡通航的新安排展开谈判。两<strong>名了解谈判情况的地区消息人士称，谈判已取得进展，阿曼与伊朗有望在本周末达成协议，届时特朗普将决定是否接受这一方案。</strong></p><p style=\"text-align: left;\">然而，<strong>谈判能否取得实质突破仍存在高度不确定性。</strong>据报道，也门胡塞武装对红海航运的袭击已开辟新的冲突战线，令霍尔木兹海峡替代航线的安全性受到质疑。分析人士Michael Knights表示：</p><blockquote><p style=\"text-align: left;\">&#34;我认为我们正在进入一段美国与伊朗威胁网络之间持续升级的时期，双方都有能力将冲突维持数月之久。&#34;</p></blockquote><p style=\"text-align: left;\">据悉，特朗普过去两周内提出了一系列解锁僵局的方案，包括宣布对霍尔木兹海峡过境船只征收20%通行费，随后在海湾盟友压力下撤回，以及提出动用没收的伊朗资金赔偿袭击损失，但均未提供具体细节。<strong>这些举措在外界看来更像是在寻找出路，而非展示战略定力。</strong></p><h2 style=\"text-align: left;\">战略困境：无路可退，无路可进</h2><p style=\"text-align: left;\">据媒体报道，卡内基国际和平基金会高级研究员Aaron David Miller将<strong>特朗普当前的处境描述为&#34;一份全是坏选项的菜单&#34;</strong>。撤退将带来政治上的难堪，升级则风险难以掌控，而此前由副总统万斯（<a href=\"https://laohu8.com/S/JD\">JD</a> Vance）、特使Steve Witkoff和女婿库什纳（Jared Kushner）主导的谈判，最终只换来一份脆弱的谅解备忘录。&#34;如果你问我出路在哪里，我会告诉你，截至目前，我看不到，&#34;Aaron David Miller说。</p><p style=\"text-align: left;\"><strong>这场冲突已成为特朗普执政的标志性困境。</strong>他在几乎所有公开场合都会提及这场战争，并频繁在社交媒体上发帖。特朗普曾在2024年竞选时承诺让美国远离海外战争，而如今他在一次活动上坦言，他打造了&#34;世界上最强大的军队&#34;，并承认&#34;我们使用它的频率比我预想的要多一些，但没关系&#34;。</p><h2 style=\"text-align: left;\">经济代价：油价飙升，中期选举承压</h2><p style=\"text-align: left;\">布伦特原油价格本周突破每桶100美元，政治敏感度极高的美国汽油价格随之上涨，这对共和党在11月中期选举中的表现构成直接威胁。共和党盟友原本希望冲突能在此时趋于平息，以减轻其对选情的冲击。</p><p style=\"text-align: left;\"><strong>民调数据令共和党阵营忧虑。</strong>爱默生学院民调显示，民主党在通用选票测试中领先共和党11个百分点；福克斯新闻民调则显示，民主党在经济议题处理上领先9个百分点，而经济历来是特朗普的核心优势所在。特朗普本人也表示，若民主党夺回众议院，他预计将再度面临弹劾。</p><p style=\"text-align: left;\">与此同时，<strong>战争的资金来源问题悬而未决。</strong>一项补充拨款方案在国会几乎陷入停滞，迫使政府四处挪用资金，进一步加剧了行政当局与国会之间的紧张关系。报道称，特朗普几乎没有为该拨款方案积极拉票，而在能源价格高企的背景下，议员们也缺乏支持该方案的政治动力。</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>特朗普下令暂停空袭伊朗</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普下令暂停空袭伊朗\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-26 08:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">美国总统特朗普在持续13天的空袭后突然踩下刹车，分析称，这一决定折射出他在这场旷日持久冲突中日益深重的战略困境。</p><p style=\"text-align: left;\">据央视新闻报道，当地时间7月25日，特朗普下令美军当天不对伊朗发动新的空袭，结束了此前连续近两周的每日打击行动。<strong>两名知情人士表示，此举一方面是为给外交谈判留出空间，另一方面是因为特朗普认为，在不重启大规模军事行动的情况下，现有空袭已基本达到效果上限。</strong>与此同时，阿曼代表团已抵达德黑兰，就重启霍尔木兹海峡通航展开谈判，<strong>知情人士称双方有望在本周末达成协议。</strong></p><p style=\"text-align: left;\">然而，<strong>这场冲突已远超特朗普最初的预期。</strong>这场美国与以色列于今年2月底联合发起的战争，如今已进入第五个月，布伦特原油价格本周四盘中突破每桶100美元，美国汽油价格随之攀升，令共和党在11月中期选举中的前景愈发黯淡。据媒体报道，民调显示，<strong>民主党在通用选票测试中已领先共和党11个百分点。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c9fdd36d5ceee3c373e86e2627dbda8\" data-align=\"center\" tg-width=\"1024\" tg-height=\"651\"/><span></span></p><p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\">暂停空袭：外交窗口还是战术调整</h2><p style=\"text-align: left;\">据央视新闻，特朗普此前每天都会批准军方提交的对伊朗打击方案，但25日收到新的作战计划后，并未批准执行，而是直接下令当天暂停空袭。<strong>目前尚不清楚这一决定是一天的临时安排，还是意味着军事行动将进入更长时间的暂停阶段。</strong></p><p style=\"text-align: left;\">美军仍在制定恢复大规模军事行动的预案，一旦特朗普下令，可在短时间内恢复打击。特朗普24日在白宫接受采访时表示，美国保留继续空袭乃至进一步升级的选项，&#34;可以摧毁他们拥有的一切&#34;，但他同时强调，与伊朗&#34;达成协议才是更聪明的策略&#34;。他表示，美伊双方目前&#34;正在进行对话&#34;，伊朗方面&#34;一天比一天更认真&#34;。</p><p style=\"text-align: left;\"><strong>暂停空袭的决定与外交进展几乎同步发生。</strong>央视新闻指出，据悉，特朗普下令暂停空袭前数小时，阿曼代表团已抵达德黑兰，就重启霍尔木兹海峡通航的新安排展开谈判。两<strong>名了解谈判情况的地区消息人士称，谈判已取得进展，阿曼与伊朗有望在本周末达成协议，届时特朗普将决定是否接受这一方案。</strong></p><p style=\"text-align: left;\">然而，<strong>谈判能否取得实质突破仍存在高度不确定性。</strong>据报道，也门胡塞武装对红海航运的袭击已开辟新的冲突战线，令霍尔木兹海峡替代航线的安全性受到质疑。分析人士Michael Knights表示：</p><blockquote><p style=\"text-align: left;\">&#34;我认为我们正在进入一段美国与伊朗威胁网络之间持续升级的时期，双方都有能力将冲突维持数月之久。&#34;</p></blockquote><p style=\"text-align: left;\">据悉，特朗普过去两周内提出了一系列解锁僵局的方案，包括宣布对霍尔木兹海峡过境船只征收20%通行费，随后在海湾盟友压力下撤回，以及提出动用没收的伊朗资金赔偿袭击损失，但均未提供具体细节。<strong>这些举措在外界看来更像是在寻找出路，而非展示战略定力。</strong></p><h2 style=\"text-align: left;\">战略困境：无路可退，无路可进</h2><p style=\"text-align: left;\">据媒体报道，卡内基国际和平基金会高级研究员Aaron David Miller将<strong>特朗普当前的处境描述为&#34;一份全是坏选项的菜单&#34;</strong>。撤退将带来政治上的难堪，升级则风险难以掌控，而此前由副总统万斯（<a href=\"https://laohu8.com/S/JD\">JD</a> Vance）、特使Steve Witkoff和女婿库什纳（Jared Kushner）主导的谈判，最终只换来一份脆弱的谅解备忘录。&#34;如果你问我出路在哪里，我会告诉你，截至目前，我看不到，&#34;Aaron David Miller说。</p><p style=\"text-align: left;\"><strong>这场冲突已成为特朗普执政的标志性困境。</strong>他在几乎所有公开场合都会提及这场战争，并频繁在社交媒体上发帖。特朗普曾在2024年竞选时承诺让美国远离海外战争，而如今他在一次活动上坦言，他打造了&#34;世界上最强大的军队&#34;，并承认&#34;我们使用它的频率比我预想的要多一些，但没关系&#34;。</p><h2 style=\"text-align: left;\">经济代价：油价飙升，中期选举承压</h2><p style=\"text-align: left;\">布伦特原油价格本周突破每桶100美元，政治敏感度极高的美国汽油价格随之上涨，这对共和党在11月中期选举中的表现构成直接威胁。共和党盟友原本希望冲突能在此时趋于平息，以减轻其对选情的冲击。</p><p style=\"text-align: left;\"><strong>民调数据令共和党阵营忧虑。</strong>爱默生学院民调显示，民主党在通用选票测试中领先共和党11个百分点；福克斯新闻民调则显示，民主党在经济议题处理上领先9个百分点，而经济历来是特朗普的核心优势所在。特朗普本人也表示，若民主党夺回众议院，他预计将再度面临弹劾。</p><p style=\"text-align: left;\">与此同时，<strong>战争的资金来源问题悬而未决。</strong>一项补充拨款方案在国会几乎陷入停滞，迫使政府四处挪用资金，进一步加剧了行政当局与国会之间的紧张关系。报道称，特朗普几乎没有为该拨款方案积极拉票，而在能源价格高企的背景下，议员们也缺乏支持该方案的政治动力。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f1b28e69005d604db9995a21d898186","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF","SPYU":"MAX S&P 500 4X Leveraged ETN",".IXIC":"NASDAQ Composite","YSPY":"GraniteShares YieldBOOST SPY ETF","MMAX":"iShares Large Cap Max Buffer Mar ETF","SSO":"2倍做多标普500ETF-ProShares",".SPX":"S&P 500 Index","VOO":"Vanguard标普500ETF","DMAX":"ISHARES LARGE CAP MAX BUFFER DEC ETF","SMAX":"ISHARES LARGE CAP MAX BUFFER SEP ETF","SPXL":"三倍做多标普500ETF-Direxion","UPRO":"三倍做多标普500ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","HIBL":"Direxion Daily S&P 500 High Beta Bull 3X Shares","DOG":"道指ETF-ProShares做空","UDOW":"三倍做多道指30ETF-ProShares","SPXS":"三倍做空标普500ETF-Direxion","SPYH":"Neos S&P 500 Hedged Equity Income 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ETF-ProShares"},"source_url":"https://wallstreetcn.com/articles/3777934","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2654057097","content_text":"美国总统特朗普在持续13天的空袭后突然踩下刹车，分析称，这一决定折射出他在这场旷日持久冲突中日益深重的战略困境。据央视新闻报道，当地时间7月25日，特朗普下令美军当天不对伊朗发动新的空袭，结束了此前连续近两周的每日打击行动。两名知情人士表示，此举一方面是为给外交谈判留出空间，另一方面是因为特朗普认为，在不重启大规模军事行动的情况下，现有空袭已基本达到效果上限。与此同时，阿曼代表团已抵达德黑兰，就重启霍尔木兹海峡通航展开谈判，知情人士称双方有望在本周末达成协议。然而，这场冲突已远超特朗普最初的预期。这场美国与以色列于今年2月底联合发起的战争，如今已进入第五个月，布伦特原油价格本周四盘中突破每桶100美元，美国汽油价格随之攀升，令共和党在11月中期选举中的前景愈发黯淡。据媒体报道，民调显示，民主党在通用选票测试中已领先共和党11个百分点。暂停空袭：外交窗口还是战术调整据央视新闻，特朗普此前每天都会批准军方提交的对伊朗打击方案，但25日收到新的作战计划后，并未批准执行，而是直接下令当天暂停空袭。目前尚不清楚这一决定是一天的临时安排，还是意味着军事行动将进入更长时间的暂停阶段。美军仍在制定恢复大规模军事行动的预案，一旦特朗普下令，可在短时间内恢复打击。特朗普24日在白宫接受采访时表示，美国保留继续空袭乃至进一步升级的选项，\"可以摧毁他们拥有的一切\"，但他同时强调，与伊朗\"达成协议才是更聪明的策略\"。他表示，美伊双方目前\"正在进行对话\"，伊朗方面\"一天比一天更认真\"。暂停空袭的决定与外交进展几乎同步发生。央视新闻指出，据悉，特朗普下令暂停空袭前数小时，阿曼代表团已抵达德黑兰，就重启霍尔木兹海峡通航的新安排展开谈判。两名了解谈判情况的地区消息人士称，谈判已取得进展，阿曼与伊朗有望在本周末达成协议，届时特朗普将决定是否接受这一方案。然而，谈判能否取得实质突破仍存在高度不确定性。据报道，也门胡塞武装对红海航运的袭击已开辟新的冲突战线，令霍尔木兹海峡替代航线的安全性受到质疑。分析人士Michael Knights表示：\"我认为我们正在进入一段美国与伊朗威胁网络之间持续升级的时期，双方都有能力将冲突维持数月之久。\"据悉，特朗普过去两周内提出了一系列解锁僵局的方案，包括宣布对霍尔木兹海峡过境船只征收20%通行费，随后在海湾盟友压力下撤回，以及提出动用没收的伊朗资金赔偿袭击损失，但均未提供具体细节。这些举措在外界看来更像是在寻找出路，而非展示战略定力。战略困境：无路可退，无路可进据媒体报道，卡内基国际和平基金会高级研究员Aaron David Miller将特朗普当前的处境描述为\"一份全是坏选项的菜单\"。撤退将带来政治上的难堪，升级则风险难以掌控，而此前由副总统万斯（JD Vance）、特使Steve Witkoff和女婿库什纳（Jared Kushner）主导的谈判，最终只换来一份脆弱的谅解备忘录。\"如果你问我出路在哪里，我会告诉你，截至目前，我看不到，\"Aaron David Miller说。这场冲突已成为特朗普执政的标志性困境。他在几乎所有公开场合都会提及这场战争，并频繁在社交媒体上发帖。特朗普曾在2024年竞选时承诺让美国远离海外战争，而如今他在一次活动上坦言，他打造了\"世界上最强大的军队\"，并承认\"我们使用它的频率比我预想的要多一些，但没关系\"。经济代价：油价飙升，中期选举承压布伦特原油价格本周突破每桶100美元，政治敏感度极高的美国汽油价格随之上涨，这对共和党在11月中期选举中的表现构成直接威胁。共和党盟友原本希望冲突能在此时趋于平息，以减轻其对选情的冲击。民调数据令共和党阵营忧虑。爱默生学院民调显示，民主党在通用选票测试中领先共和党11个百分点；福克斯新闻民调则显示，民主党在经济议题处理上领先9个百分点，而经济历来是特朗普的核心优势所在。特朗普本人也表示，若民主党夺回众议院，他预计将再度面临弹劾。与此同时，战争的资金来源问题悬而未决。一项补充拨款方案在国会几乎陷入停滞，迫使政府四处挪用资金，进一步加剧了行政当局与国会之间的紧张关系。报道称，特朗普几乎没有为该拨款方案积极拉票，而在能源价格高企的背景下，议员们也缺乏支持该方案的政治动力。","news_type":1,"symbols_score_info":{".DJI":2,"SPXU":0.6,"SPYH":0.6,".IXIC":2,"SPUU":0.6,"SPY":0.6,"IVV":0.6,"SH":0.6,"SPDN":0.6,"DXD":0.6,"BZmain":2,"DMAX":0.6,"NQmain":2,"HIBL":0.6,"SPYU":0.6,"YSPY":0.6,"UPRO":0.6,"SPXS":0.6,"SPXL":0.6,"SPYQ":0.6,"SSO":0.6,"YMmain":2,"SDOW":0.6,"VOO":0.6,"SDS":0.6,".SPX":2,"DDM":0.6,"CLmain":2,"MMAX":0.6,"UDOW":0.6,"ESmain":2,"SMAX":0.6,"SPYM":0.6,"DOG":0.6,"DIA":0.6}},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579578747431012","authorId":"3579578747431012","name":"三千旗得圣","avatar":"https://static.tigerbbs.com/664c781fd79be1ae71127ad68a835035","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3579578747431012","idStr":"3579578747431012"},"content":"弱智，有牌早打下来了，次次都是退缩然后又打，我反正已经入仓了，明天等着补仓","text":"弱智，有牌早打下来了，次次都是退缩然后又打，我反正已经入仓了，明天等着补仓","html":"弱智，有牌早打下来了，次次都是退缩然后又打，我反正已经入仓了，明天等着补仓"}],"imageCount":0,"langContent":"CN","totalScore":0}]}