lq393的个人主页 - 老虎社区

lq393

lq393

暂无个人介绍

IP属地：广东

93关注

0粉丝

1主题

0勋章

09-29 20:08

那B理算啥啊，蒙对一次就想次次蒙。勋子人家实干家思想家，实打实收钱办事

“大空头”伯里再狙英伟达：批黄仁勋像Palantir CEO卡普，1500亿美元回购惹质疑

09-29 12:00

今晚大涨

“大空头”Michael Burry认为AI泡沫“可能会”比最初预期更早破裂，正将部分AI股由直接卖空转向看跌期权

2021-04-06

$亿邦国际(EBON)$他的做空报告在哪里？就凭他说这两句无证据的话？我真服了小散们。我发布公告说苹果没有造车，只是在做游戏，这是库克的亲密朋友说的，这算不算也是做空报告？搞笑

2021-03-25

$HighPoint Resources(HPR)$不要告诉我，你还要继续停牌。

2021-03-22

$AMC院线(AMC)$公司董事ARON ADAM M于2021年3月17日净卖出50.00万股。进入泥土堆

2021-03-31

$老虎证券(TIGR)$今晚空头提心吊胆啊[开心]

2021-03-25

$HighPoint Resources(HPR)$是不是又停牌了

2021-03-20

$AMC院线(AMC)$还能不能涨了[愤怒]

2021-04-14

$Romeo Power, Inc.(RMO)$真的是尼玛了，每天跌几点跌没了快艹

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3573561653499784","uuid":"3573561653499784","gmtCreate":1610467630069,"gmtModify":1774959260570,"name":"lq393","pinyin":"lq393","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/a9e02090a43bb155f8ec3468547afafa","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":93,"tweetSize":21,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.07.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.31","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":56,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":613025886728536,"gmtCreate":1790683691813,"gmtModify":1790683694098,"author":{"id":"3573561653499784","authorId":"3573561653499784","name":"lq393","avatar":"https://static.tigerbbs.com/a9e02090a43bb155f8ec3468547afafa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573561653499784","idStr":"3573561653499784"},"themes":[],"title":"","htmlText":"那B理算啥啊，蒙对一次就想次次蒙。 勋子人家实干家思想家，实打实收钱办事","listText":"那B理算啥啊，蒙对一次就想次次蒙。 勋子人家实干家思想家，实打实收钱办事","text":"那B理算啥啊，蒙对一次就想次次蒙。 勋子人家实干家思想家，实打实收钱办事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613025886728536","repostId":"2671219350","repostType":2,"repost":{"id":"2671219350","kind":"news","pubTimestamp":1790681456,"share":"https://www.laohunote.com/m/news/2671219350?lang=zh_CN&edition=full","pubTime":"2026-09-29 19:30","market":"us","language":"zh","title":"“大空头”伯里再狙英伟达：批黄仁勋像Palantir CEO卡普，1500亿美元回购惹质疑","url":"https://stock-news.laohu8.com/highlight/detail?id=2671219350","media":"智通财经","summary":"智通财经APP获悉，英伟达及更广泛AI基础设施热潮的知名怀疑者迈克尔·伯里再次抨击这家芯片制造商，将CEO黄仁勋与Palantir CEO亚历克斯·卡普相提并论。伯里持有英伟达看跌期权，若股价下跌即可获利。英伟达1500亿美元回购计划引关注伯里发表上述评论之际，英伟达正加码其股票回购计划。英伟达预计将在2028财年前执行该计划。此前，英伟达已于5月批准800亿美元回购授权。","content":"<html><head></head><body><p>9月29日，英伟达(NVDA.US)及更广泛AI基础设施热潮的知名怀疑者迈克尔·伯里再次抨击这家芯片制造商，将CEO黄仁勋与Palantir CEO亚历克斯·卡普相提并论。这位电影《大空头》的原型人物因精准预测2008年次贷危机而闻名。目前黄仁勋正密集接受媒体采访。伯里持有英伟达看跌期权，若股价下跌即可获利。</p><p>周一晚些时候，在其Substack页面的聊天帖中，一位用户评论了黄仁勋近期的媒体露面潮。伯里回复称：“他在这方面正变得有点像卡普。”</p><p>卡普经常出现在电视采访中，讨论AI、Palantir及更广泛的科技行业。黄仁勋此次媒体攻势之际，部分投资者正对英伟达估值及AI行业所谓的循环融资提出担忧。</p><h2 id=\"id_660204866\">英伟达1500亿美元回购计划引关注</h2><p>伯里发表上述评论之际，英伟达正加码其股票回购计划。该公司董事会周一批准额外1500亿美元股票回购授权，使剩余总授权规模达到2350亿美元。</p><p>英伟达预计将在2028财年前执行该计划。公司称此次增加为史上最大规模股票回购授权提升。此前，英伟达已于5月批准800亿美元回购授权。根据最新文件，仅2027财年上半年，英伟达就回购了398亿美元股票。</p><p>伯里的聊天群中，一名用户质疑在其所描述的“疯狂的市场行情”期间回购股票的合理性，并认为，当股票估值较高时，管理层应该保留现金;而当股价被低估时，则应该更加积极地投入资金。</p><p>伯里基本认同这一观点，但他表示：“是的，这种做法目前在海外比美国更为普遍。在美国，无论处于什么水平，进行股票回购似乎已经成了一种惯例。”</p><h2 id=\"id_3273591672\">直言不讳的批评者</h2><p>伯里一直是英伟达及更广泛AI交易的怀疑者，多次质疑AI投资逻辑，并认为巨额资本支出未必能够转化为可持续的回报。他曾多次警告AI支出激增和高估值类似“泡沫”，质疑大规模AI基础设施投资的可持续性，对企业在英伟达GPU上激进支出表示担忧，并批评市场对AI驱动增长的狂热。</p><p>伯里做空美股AI股的开端是2025年三季度一份名义价值约11亿美元的英伟达(NVDA.US)及Palantir(PLTR.US)看跌期权，2026年扩展为覆盖半导体、存储、AI基建的全链条空头网，包括对美光科技(MU.US)、甲骨文(ORCL.US)、Nebius(NBIS.US)以及<a href=\"https://laohu8.com/S/EEMA\">iShares</a>半导体ETF(SOXX)的看空押注。</p><p>最近，伯里平掉了对英伟达、Palantir、美光、Nebius及其他AI相关股票的单边空头头寸，将其中许多替换为2027年到期的看跌期权。</p><p>他表示，新研究促使其将看跌时间线提前，其中“大部分”仓位调整源于他认为AI泡沫可能“比预期更早”破裂。</p><p>近日，伯里提到，如今人工智能(AI)行业的成功对于美国政府而言，与推动这轮热潮的科技巨头同样至关重要。他认为，尽管自己仍然看空AI交易中处于核心地位的几家公司，但AI基础设施建设已经成为支撑美国经济的关键力量。</p><p>在Stocktwits上，散户对英伟达的情绪仍处于“看跌”区间，与上周持平，部分用户则讨论了最新回购授权。</p><p>一位交易员写道：“英伟达好消息太多了，股价近期不大幅上涨都说不过去。”另一位则表示：“英伟达今天能上涨就应该知足了。这是个令人振奋的消息。继续持有。”</p><p>截至上次收盘，英伟达股价年初至今上涨23%。</p></body></html>","source":"stock_zhitongcaijing","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”伯里再狙英伟达：批黄仁勋像Palantir CEO卡普，1500亿美元回购惹质疑</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{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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”伯里再狙英伟达：批黄仁勋像Palantir CEO卡普，1500亿美元回购惹质疑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-29 19:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1502232.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月29日，英伟达(NVDA.US)及更广泛AI基础设施热潮的知名怀疑者迈克尔·伯里再次抨击这家芯片制造商，将CEO黄仁勋与Palantir CEO亚历克斯·卡普相提并论。这位电影《大空头》的原型人物因精准预测2008年次贷危机而闻名。目前黄仁勋正密集接受媒体采访。伯里持有英伟达看跌期权，若股价下跌即可获利。周一晚些时候，在其Substack页面的聊天帖中，一位用户评论了黄仁勋近期的媒体露面潮。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1502232.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1502232.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2671219350","content_text":"9月29日，英伟达(NVDA.US)及更广泛AI基础设施热潮的知名怀疑者迈克尔·伯里再次抨击这家芯片制造商，将CEO黄仁勋与Palantir CEO亚历克斯·卡普相提并论。这位电影《大空头》的原型人物因精准预测2008年次贷危机而闻名。目前黄仁勋正密集接受媒体采访。伯里持有英伟达看跌期权，若股价下跌即可获利。周一晚些时候，在其Substack页面的聊天帖中，一位用户评论了黄仁勋近期的媒体露面潮。伯里回复称：“他在这方面正变得有点像卡普。”卡普经常出现在电视采访中，讨论AI、Palantir及更广泛的科技行业。黄仁勋此次媒体攻势之际，部分投资者正对英伟达估值及AI行业所谓的循环融资提出担忧。英伟达1500亿美元回购计划引关注伯里发表上述评论之际，英伟达正加码其股票回购计划。该公司董事会周一批准额外1500亿美元股票回购授权，使剩余总授权规模达到2350亿美元。英伟达预计将在2028财年前执行该计划。公司称此次增加为史上最大规模股票回购授权提升。此前，英伟达已于5月批准800亿美元回购授权。根据最新文件，仅2027财年上半年，英伟达就回购了398亿美元股票。伯里的聊天群中，一名用户质疑在其所描述的“疯狂的市场行情”期间回购股票的合理性，并认为，当股票估值较高时，管理层应该保留现金;而当股价被低估时，则应该更加积极地投入资金。伯里基本认同这一观点，但他表示：“是的，这种做法目前在海外比美国更为普遍。在美国，无论处于什么水平，进行股票回购似乎已经成了一种惯例。”直言不讳的批评者伯里一直是英伟达及更广泛AI交易的怀疑者，多次质疑AI投资逻辑，并认为巨额资本支出未必能够转化为可持续的回报。他曾多次警告AI支出激增和高估值类似“泡沫”，质疑大规模AI基础设施投资的可持续性，对企业在英伟达GPU上激进支出表示担忧，并批评市场对AI驱动增长的狂热。伯里做空美股AI股的开端是2025年三季度一份名义价值约11亿美元的英伟达(NVDA.US)及Palantir(PLTR.US)看跌期权，2026年扩展为覆盖半导体、存储、AI基建的全链条空头网，包括对美光科技(MU.US)、甲骨文(ORCL.US)、Nebius(NBIS.US)以及iShares半导体ETF(SOXX)的看空押注。最近，伯里平掉了对英伟达、Palantir、美光、Nebius及其他AI相关股票的单边空头头寸，将其中许多替换为2027年到期的看跌期权。他表示，新研究促使其将看跌时间线提前，其中“大部分”仓位调整源于他认为AI泡沫可能“比预期更早”破裂。近日，伯里提到，如今人工智能(AI)行业的成功对于美国政府而言，与推动这轮热潮的科技巨头同样至关重要。他认为，尽管自己仍然看空AI交易中处于核心地位的几家公司，但AI基础设施建设已经成为支撑美国经济的关键力量。在Stocktwits上，散户对英伟达的情绪仍处于“看跌”区间，与上周持平，部分用户则讨论了最新回购授权。一位交易员写道：“英伟达好消息太多了，股价近期不大幅上涨都说不过去。”另一位则表示：“英伟达今天能上涨就应该知足了。这是个令人振奋的消息。继续持有。”截至上次收盘，英伟达股价年初至今上涨23%。","news_type":1,"symbols_score_info":{"3NVD.UK":0.6,"AIPI":0.6,"ROM":0.6,"NVDS":0.6,"JGRO":0.6,"ESUM":0.6,"ABFL":0.6,"NVII":0.6,"IETC":0.6,"NVC":0.6,"07788":0.6,"09388":0.6,"SPTE":0.6,"NVDS.UK":0.6,"SNVD.UK":0.6,"NVDY":0.6,"NVD3.UK":0.6,"FAI":0.6,"USD":0.6,"NULC":0.6,"2NVD.UK":0.6,"TTXU":0.6,"XLK":0.6,"CHPX":0.6,"SOXQ":0.6,"ESLG":0.6,"LFGY":0.6,"NVDW":0.6,"AIFD":0.6,"WISE":0.6,"NVDQ":0.6,"CMAG":0.6,"THMR":0.6,"VT":0.6,"VGT":0.6,"NVDG":0.6,"NVIW.SI":0.6,"SMHX":0.6,"NVDO":0.6,"SMH":0.6,"EFIV":0.6,"SHOC":0.6,"TTEQ":0.6,"FTEC":0.6,"NVYY":0.6,"DIPS":0.6,"SOXY":0.6,"NVDL":0.6,"SNVDAmain":0.6,"SOXX":0.6,"NVDU":0.6,"METV":0.6,"ILDR":0.6,"NVD":0.6,"USXF":0.6,"07388":0.6,"NVDD":0.6,"FDTX":0.6,"TRFK":0.6,"SNPE":0.6,"ARTY":0.6,"CNEQ":0.6,"NVD2.UK":0.6,"NVDB":0.6,"09788":0.6,"TYLG":0.6,"IXN":0.6,"ANV":0.6,"TEK":0.6,"AGOX":0.6,"NVDA":1.98,"CLSE":0.6,"CHAT":0.6,"NVDX":0.6,"GAMR":0.6}},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612906085589016,"gmtCreate":1790654446819,"gmtModify":1790654449060,"author":{"id":"3573561653499784","authorId":"3573561653499784","name":"lq393","avatar":"https://static.tigerbbs.com/a9e02090a43bb155f8ec3468547afafa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573561653499784","idStr":"3573561653499784"},"themes":[],"title":"","htmlText":"今晚大涨","listText":"今晚大涨","text":"今晚大涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612906085589016","repostId":"1140267375","repostType":2,"repost":{"id":"1140267375","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1790652743,"share":"https://www.laohunote.com/m/news/1140267375?lang=zh_CN&edition=full","pubTime":"2026-09-29 11:32","market":"us","language":"zh","title":"“大空头”Michael Burry认为AI泡沫“可能会”比最初预期更早破裂，正将部分AI股由直接卖空转向看跌期权","url":"https://stock-news.laohu8.com/highlight/detail?id=1140267375","media":"老虎资讯综合","summary":"要点“大空头”投资者Michael Burry正在以更短的时间框架做空一些关键AI股票。新的研究让他开始认为，“AI泡沫可能会更早而不是更晚破裂”。Michael Burry正在提前其对人工智能热潮最终命运的看空判断时间表。他表示，如今他正在将对部分关键AI股票的做空仓位从直接卖空转向看跌期权，从而能够在更短的时间周期内，以更低的成本获得更高的杠杆。Burry目前以看跌期权为主的仓位表明，AI交易可能最晚在明年夏季之前发生逆转。","content":"<html><head></head><body><p style=\"text-align: left;\"><strong>要点</strong></p><ul><li><p style=\"text-align: left;\">“大空头”投资者Michael Burry正在以更短的时间框架做空一些关键AI股票。</p></li><li><p style=\"text-align: left;\">新的研究让他开始认为，“AI泡沫可能会更早而不是更晚破裂”。</p></li><li><p style=\"text-align: left;\">Burry引用Ares Management的一份报告指出，AI热潮依赖于“AI资本支出持续增长”这一假设。</p></li></ul><p style=\"text-align: left;\">Michael Burry正在提前其对人工智能热潮最终命运的看空判断时间表。</p><p style=\"text-align: left;\">这位投资者因在2007年至2009年全球金融危机爆发前做空美国房地产市场而闻名。他表示，如今他正在将对部分关键AI股票的做空仓位从直接卖空转向看跌期权，从而能够在更短的时间周期内，以更低的成本获得更高的杠杆。</p><p style=\"text-align: left;\">“从根本上说，我正在把时间表提前。”Burry在周一发布的投资通讯中写道。“因此，我希望在我的做空仓位中获得更高的杠杆。更明确的时间窗口让使用杠杆变得更加容易接受。在这种情况下，没有什么比期权——具体来说是看跌期权——更能体现杠杆作用，因为由于VIX等波动率指标处于异常低的水平，这些期权相对便宜。”</p><p style=\"text-align: left;\">他说，其中一些操作是为了降低自己的税务负担，但大部分调整是因为他认为，“AI泡沫可能会更早而不是更晚破裂”。Burry目前以看跌期权为主的仓位表明，AI交易可能最晚在明年夏季之前发生逆转。</p><p style=\"text-align: left;\">他将对 <a href=\"https://laohu8.com/S/MU\">美光科技</a>（美光）的做空仓位换成了6月到期、行权价约为500美元的看跌期权。</p><p style=\"text-align: left;\">他将对 <a href=\"https://laohu8.com/S/NBIS\">NEBIUS</a>的做空仓位换成了6月到期、行权价处于“两位数”区间的看跌期权。</p><p style=\"text-align: left;\">此外，他还将对 <a href=\"https://laohu8.com/S/SOXX\">iShares费城交易所半导体ETF</a>（SOXX）的做空仓位换成了2027年9月到期、行权价在400美元出头的看跌期权。</p><p style=\"text-align: left;\">他还“将Palantir的做空仓位和看跌期权仓位进行了替换并展期，转为规模更大的看跌期权仓位”，到期时间集中在2027年9月，行权价位于100美元出头。</p><p style=\"text-align: left;\">Burry引用了Ares Management近期的一份研究报告。该报告强调，AI领域目前依赖尚未得到验证的收入，而这些收入背后还伴随着要求严格的法律协议，因此这种商业模式具有脆弱性。</p><p style=\"text-align: left;\">Ares报告称：</p><p style=\"text-align: left;\">“只需要出现一个AI收入低于为其资本支出融资提供依据的预期的季度。在这种情况下，一些董事会本身就倾向于将资本重新配置到他们最有信心的投资方向，而他们只需要得出一个结论：最高信心的投资方向已经发生了变化。相关法律文件已经为这一决策作出了安排。”</p><p style=\"text-align: left;\">Burry最新的操作表明，他对AI交易的看空程度正在进一步加深。</p><p style=\"text-align: left;\"><strong>本月早些时候</strong>，随着纳斯达克100指数创下历史新高，他已经增加了对美光、Nebius以及SOXX的做空仓位。</p><p style=\"text-align: left;\">他还引用了宏碁（Acer）CEO Jason Chen的话。Jason Chen在接受媒体采访时表示，随着中国存储芯片产能不断增加，存储芯片行业的周期性可能会重新出现。</p><p style=\"text-align: left;\">Jason Chen被引述称：</p><p style=\"text-align: left;\">“怎么可能会一直短缺？中国的产能一直在增加，根本不存在短缺问题。目前合约价格正在高位波动，有些价格上涨，有些价格下跌。”</p><p style=\"text-align: left;\">Burry今年以来已经看空市场一段时间，但股市仍然不断创下新高。</p><p style=\"text-align: left;\">Burry在5月份表示，目前的股票市场“让人感觉就像1999年至2000年泡沫破裂前的最后几个月”。</p><p style=\"text-align: left;\">纳斯达克综合指数上周收于历史新高。</p><p style=\"text-align: left;\">不过，许多科技股目前仍明显低于各自的历史高点。</p><p style=\"text-align: left;\">美光目前比历史最高水平低约16%，而Palantir则比其历史最高价低约10%。</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”Michael Burry认为AI泡沫“可能会”比最初预期更早破裂，正将部分AI股由直接卖空转向看跌期权</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{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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”Michael Burry认为AI泡沫“可能会”比最初预期更早破裂，正将部分AI股由直接卖空转向看跌期权\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-09-29 11:32</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;\"><strong>要点</strong></p><ul><li><p style=\"text-align: left;\">“大空头”投资者Michael Burry正在以更短的时间框架做空一些关键AI股票。</p></li><li><p style=\"text-align: left;\">新的研究让他开始认为，“AI泡沫可能会更早而不是更晚破裂”。</p></li><li><p style=\"text-align: left;\">Burry引用Ares Management的一份报告指出，AI热潮依赖于“AI资本支出持续增长”这一假设。</p></li></ul><p style=\"text-align: left;\">Michael Burry正在提前其对人工智能热潮最终命运的看空判断时间表。</p><p style=\"text-align: left;\">这位投资者因在2007年至2009年全球金融危机爆发前做空美国房地产市场而闻名。他表示，如今他正在将对部分关键AI股票的做空仓位从直接卖空转向看跌期权，从而能够在更短的时间周期内，以更低的成本获得更高的杠杆。</p><p style=\"text-align: left;\">“从根本上说，我正在把时间表提前。”Burry在周一发布的投资通讯中写道。“因此，我希望在我的做空仓位中获得更高的杠杆。更明确的时间窗口让使用杠杆变得更加容易接受。在这种情况下，没有什么比期权——具体来说是看跌期权——更能体现杠杆作用，因为由于VIX等波动率指标处于异常低的水平，这些期权相对便宜。”</p><p style=\"text-align: left;\">他说，其中一些操作是为了降低自己的税务负担，但大部分调整是因为他认为，“AI泡沫可能会更早而不是更晚破裂”。Burry目前以看跌期权为主的仓位表明，AI交易可能最晚在明年夏季之前发生逆转。</p><p style=\"text-align: left;\">他将对 <a href=\"https://laohu8.com/S/MU\">美光科技</a>（美光）的做空仓位换成了6月到期、行权价约为500美元的看跌期权。</p><p style=\"text-align: left;\">他将对 <a href=\"https://laohu8.com/S/NBIS\">NEBIUS</a>的做空仓位换成了6月到期、行权价处于“两位数”区间的看跌期权。</p><p style=\"text-align: left;\">此外，他还将对 <a href=\"https://laohu8.com/S/SOXX\">iShares费城交易所半导体ETF</a>（SOXX）的做空仓位换成了2027年9月到期、行权价在400美元出头的看跌期权。</p><p style=\"text-align: left;\">他还“将Palantir的做空仓位和看跌期权仓位进行了替换并展期，转为规模更大的看跌期权仓位”，到期时间集中在2027年9月，行权价位于100美元出头。</p><p style=\"text-align: left;\">Burry引用了Ares Management近期的一份研究报告。该报告强调，AI领域目前依赖尚未得到验证的收入，而这些收入背后还伴随着要求严格的法律协议，因此这种商业模式具有脆弱性。</p><p style=\"text-align: left;\">Ares报告称：</p><p style=\"text-align: left;\">“只需要出现一个AI收入低于为其资本支出融资提供依据的预期的季度。在这种情况下，一些董事会本身就倾向于将资本重新配置到他们最有信心的投资方向，而他们只需要得出一个结论：最高信心的投资方向已经发生了变化。相关法律文件已经为这一决策作出了安排。”</p><p style=\"text-align: left;\">Burry最新的操作表明，他对AI交易的看空程度正在进一步加深。</p><p style=\"text-align: left;\"><strong>本月早些时候</strong>，随着纳斯达克100指数创下历史新高，他已经增加了对美光、Nebius以及SOXX的做空仓位。</p><p style=\"text-align: left;\">他还引用了宏碁（Acer）CEO Jason Chen的话。Jason Chen在接受媒体采访时表示，随着中国存储芯片产能不断增加，存储芯片行业的周期性可能会重新出现。</p><p style=\"text-align: left;\">Jason Chen被引述称：</p><p style=\"text-align: left;\">“怎么可能会一直短缺？中国的产能一直在增加，根本不存在短缺问题。目前合约价格正在高位波动，有些价格上涨，有些价格下跌。”</p><p style=\"text-align: left;\">Burry今年以来已经看空市场一段时间，但股市仍然不断创下新高。</p><p style=\"text-align: left;\">Burry在5月份表示，目前的股票市场“让人感觉就像1999年至2000年泡沫破裂前的最后几个月”。</p><p style=\"text-align: left;\">纳斯达克综合指数上周收于历史新高。</p><p style=\"text-align: left;\">不过，许多科技股目前仍明显低于各自的历史高点。</p><p style=\"text-align: left;\">美光目前比历史最高水平低约16%，而Palantir则比其历史最高价低约10%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/a9834b43c30354e1a6bc6fe8c81124bd","relate_stocks":{"NEBX":"2倍做多NBIS ETF-Tradr","PLTW":"PLTR周配息ETF-Roundhill","MUU":"2倍做多MU ETF-Direxion","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","PLTY":"PLTR期权收益策略ETF-YieldMax","NBIC":"Corgi NBIS 2x Daily ETF","MULL":"2倍做多MU ETF-GraniteShares","PLTZ":"2倍做空PLTR ETF-Defiance","MUYY":"GraniteShares YieldBOOSTMU ETF","MUZ":"2倍做空MU ETF-Defiance","NBIG":"Leverage Shares 2X Long NBIS Daily ETF","MIC":"2倍做多MU ETF-Corgi","NBIL":"GraniteShares 2x Long NBIS Daily ETF","PLTA":"ProShares Ultra PLTR ETF","NBIS":"NEBIUS","MU":"美光科技","PLYY":"GraniteShares YieldBOOST PLTR ETF","NBIZ":"Tradr 2X Short NBIS Daily ETF","PLTD":"1倍做空PLTR ETF-Direxion","PLTR":"Palantir Technologies Inc.","PLTG":"2倍做多PLTR ETF-Leverage Shares","PLTI":"REX PLTR Growth & Income ETF","SOXX":"iShares费城交易所半导体ETF","PTIR":"2倍做多PLTR ETF-GraniteShares","PLTL":"2倍做多PLTR ETF-Corgi","MUD":"1倍做空MU ETF-Direxion","MUG":"Leverage Shares 2X Long MU Daily ETF","PLTU":"2倍做多PLTR ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140267375","content_text":"要点“大空头”投资者Michael Burry正在以更短的时间框架做空一些关键AI股票。新的研究让他开始认为，“AI泡沫可能会更早而不是更晚破裂”。Burry引用Ares Management的一份报告指出，AI热潮依赖于“AI资本支出持续增长”这一假设。Michael Burry正在提前其对人工智能热潮最终命运的看空判断时间表。这位投资者因在2007年至2009年全球金融危机爆发前做空美国房地产市场而闻名。他表示，如今他正在将对部分关键AI股票的做空仓位从直接卖空转向看跌期权，从而能够在更短的时间周期内，以更低的成本获得更高的杠杆。“从根本上说，我正在把时间表提前。”Burry在周一发布的投资通讯中写道。“因此，我希望在我的做空仓位中获得更高的杠杆。更明确的时间窗口让使用杠杆变得更加容易接受。在这种情况下，没有什么比期权——具体来说是看跌期权——更能体现杠杆作用，因为由于VIX等波动率指标处于异常低的水平，这些期权相对便宜。”他说，其中一些操作是为了降低自己的税务负担，但大部分调整是因为他认为，“AI泡沫可能会更早而不是更晚破裂”。Burry目前以看跌期权为主的仓位表明，AI交易可能最晚在明年夏季之前发生逆转。他将对 美光科技（美光）的做空仓位换成了6月到期、行权价约为500美元的看跌期权。他将对 NEBIUS的做空仓位换成了6月到期、行权价处于“两位数”区间的看跌期权。此外，他还将对 iShares费城交易所半导体ETF（SOXX）的做空仓位换成了2027年9月到期、行权价在400美元出头的看跌期权。他还“将Palantir的做空仓位和看跌期权仓位进行了替换并展期，转为规模更大的看跌期权仓位”，到期时间集中在2027年9月，行权价位于100美元出头。Burry引用了Ares Management近期的一份研究报告。该报告强调，AI领域目前依赖尚未得到验证的收入，而这些收入背后还伴随着要求严格的法律协议，因此这种商业模式具有脆弱性。Ares报告称：“只需要出现一个AI收入低于为其资本支出融资提供依据的预期的季度。在这种情况下，一些董事会本身就倾向于将资本重新配置到他们最有信心的投资方向，而他们只需要得出一个结论：最高信心的投资方向已经发生了变化。相关法律文件已经为这一决策作出了安排。”Burry最新的操作表明，他对AI交易的看空程度正在进一步加深。本月早些时候，随着纳斯达克100指数创下历史新高，他已经增加了对美光、Nebius以及SOXX的做空仓位。他还引用了宏碁（Acer）CEO Jason Chen的话。Jason Chen在接受媒体采访时表示，随着中国存储芯片产能不断增加，存储芯片行业的周期性可能会重新出现。Jason Chen被引述称：“怎么可能会一直短缺？中国的产能一直在增加，根本不存在短缺问题。目前合约价格正在高位波动，有些价格上涨，有些价格下跌。”Burry今年以来已经看空市场一段时间，但股市仍然不断创下新高。Burry在5月份表示，目前的股票市场“让人感觉就像1999年至2000年泡沫破裂前的最后几个月”。纳斯达克综合指数上周收于历史新高。不过，许多科技股目前仍明显低于各自的历史高点。美光目前比历史最高水平低约16%，而Palantir则比其历史最高价低约10%。","news_type":1,"symbols_score_info":{"NBIC":0.6,"PLTG":0.6,"SOXX":2,"PLTL":0.6,"NBIL":0.6,"NBIZ":0.6,"MULL":0.6,"MUD":0.6,"PTIR":0.6,"PLTI":0.6,"PLTZ":0.6,"PLTA":0.6,"PLOO":0.6,"MUG":0.6,"PLTU":0.6,"NBIS":2,"PLTD":0.6,"PLTY":0.6,"NBIG":0.6,"MIC":0.6,"MUYY":0.6,"NEBX":0.6,"PLTW":0.6,"PLYY":0.6,"MU":2,"MUZ":0.6,"MUU":0.6,"PLTR":2}},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497047019254608,"gmtCreate":1762372163720,"gmtModify":1762372165498,"author":{"id":"3573561653499784","authorId":"3573561653499784","name":"lq393","avatar":"https://static.tigerbbs.com/a9e02090a43bb155f8ec3468547afafa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573561653499784","idStr":"3573561653499784"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a> 今天那么多利好也不起飞🛫？","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a> 今天那么多利好也不起飞🛫？","text":"$谷歌(GOOG)$ 今天那么多利好也不起飞🛫？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497047019254608","isVote":1,"tweetType":1,"viewCount":2113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":344539842,"gmtCreate":1618413913386,"gmtModify":1618414199243,"author":{"id":"3573561653499784","authorId":"3573561653499784","name":"lq393","avatar":"https://static.tigerbbs.com/a9e02090a43bb155f8ec3468547afafa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573561653499784","idStr":"3573561653499784"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/RMO\">$Romeo Power, Inc.(RMO)$</a>真的是尼玛了，每天跌几点跌没了快艹","listText":"<a href=\"https://laohu8.com/S/RMO\">$Romeo Power, Inc.(RMO)$</a>真的是尼玛了，每天跌几点跌没了快艹","text":"$Romeo Power, Inc.(RMO)$真的是尼玛了，每天跌几点跌没了快艹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344539842","isVote":1,"tweetType":1,"viewCount":4566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348128893,"gmtCreate":1617895223512,"gmtModify":1617895223512,"author":{"id":"3573561653499784","authorId":"3573561653499784","name":"lq393","avatar":"https://static.tigerbbs.com/a9e02090a43bb155f8ec3468547afafa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573561653499784","idStr":"3573561653499784"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/YVR\">$Liquid Media Group Ltd.(YVR)$</a>服了，就不能冲一下？","listText":"<a href=\"https://laohu8.com/S/YVR\">$Liquid Media Group Ltd.(YVR)$</a>服了，就不能冲一下？","text":"$Liquid Media Group Ltd.(YVR)$服了，就不能冲一下？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348128893","isVote":1,"tweetType":1,"viewCount":4506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343279498,"gmtCreate":1617721108814,"gmtModify":1617721108814,"author":{"id":"3573561653499784","authorId":"3573561653499784","name":"lq393","avatar":"https://static.tigerbbs.com/a9e02090a43bb155f8ec3468547afafa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573561653499784","idStr":"3573561653499784"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/EBON\">$亿邦国际(EBON)$</a>他的做空报告在哪里？ 就凭他说这两句无证据的话？我真服了小散们。 &nbsp;我发布公告说 苹果 没有造车，只是在做游戏，这是库克的亲密朋友说的，这算不算也是做空报告？搞笑","listText":"<a href=\"https://laohu8.com/S/EBON\">$亿邦国际(EBON)$</a>他的做空报告在哪里？ 就凭他说这两句无证据的话？我真服了小散们。 &nbsp;我发布公告说 苹果 没有造车，只是在做游戏，这是库克的亲密朋友说的，这算不算也是做空报告？搞笑","text":"$亿邦国际(EBON)$他的做空报告在哪里？ 就凭他说这两句无证据的话？我真服了小散们。 我发布公告说 苹果 没有造车，只是在做游戏，这是库克的亲密朋友说的，这算不算也是做空报告？搞笑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/343279498","isVote":1,"tweetType":1,"viewCount":9413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357620226,"gmtCreate":1617268817665,"gmtModify":1617268817665,"author":{"id":"3573561653499784","authorId":"3573561653499784","name":"lq393","avatar":"https://static.tigerbbs.com/a9e02090a43bb155f8ec3468547afafa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573561653499784","idStr":"3573561653499784"},"themes":[],"title":"","htmlText":"看到美国总统拜登2.5万亿美元的基础设施建设计划要求对电动汽车及相关技术进行大规模投资，这对电动汽车类股来说是一个潜在的利好&nbsp;充电站运营商充电点(CHPT)和闪烁充电(BLNK)。 是时候大干一场了","listText":"看到美国总统拜登2.5万亿美元的基础设施建设计划要求对电动汽车及相关技术进行大规模投资，这对电动汽车类股来说是一个潜在的利好&nbsp;充电站运营商充电点(CHPT)和闪烁充电(BLNK)。 是时候大干一场了","text":"看到美国总统拜登2.5万亿美元的基础设施建设计划要求对电动汽车及相关技术进行大规模投资，这对电动汽车类股来说是一个潜在的利好 充电站运营商充电点(CHPT)和闪烁充电(BLNK)。 是时候大干一场了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357620226","isVote":1,"tweetType":1,"viewCount":4348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354957549,"gmtCreate":1617121746381,"gmtModify":1617121746381,"author":{"id":"3573561653499784","authorId":"3573561653499784","name":"lq393","avatar":"https://static.tigerbbs.com/a9e02090a43bb155f8ec3468547afafa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573561653499784","idStr":"3573561653499784"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>今晚空头提心吊胆啊[开心]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>今晚空头提心吊胆啊[开心]&nbsp;","text":"$老虎证券(TIGR)$今晚空头提心吊胆啊[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354957549","isVote":1,"tweetType":1,"viewCount":4587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358860356,"gmtCreate":1616680054275,"gmtModify":1616680054275,"author":{"id":"3573561653499784","authorId":"3573561653499784","name":"lq393","avatar":"https://static.tigerbbs.com/a9e02090a43bb155f8ec3468547afafa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573561653499784","idStr":"3573561653499784"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HPR\">$HighPoint Resources(HPR)$</a>是不是又停牌了","listText":"<a href=\"https://laohu8.com/S/HPR\">$HighPoint Resources(HPR)$</a>是不是又停牌了","text":"$HighPoint Resources(HPR)$是不是又停牌了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/358860356","isVote":1,"tweetType":1,"viewCount":6299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358336612,"gmtCreate":1616661213036,"gmtModify":1616661213036,"author":{"id":"3573561653499784","authorId":"3573561653499784","name":"lq393","avatar":"https://static.tigerbbs.com/a9e02090a43bb155f8ec3468547afafa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573561653499784","idStr":"3573561653499784"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HPR\">$HighPoint Resources(HPR)$</a>不要告诉我，你还要继续停牌。","listText":"<a href=\"https://laohu8.com/S/HPR\">$HighPoint Resources(HPR)$</a>不要告诉我，你还要继续停牌。","text":"$HighPoint Resources(HPR)$不要告诉我，你还要继续停牌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/358336612","isVote":1,"tweetType":1,"viewCount":9191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351391543,"gmtCreate":1616560520882,"gmtModify":1616560520882,"author":{"id":"3573561653499784","authorId":"3573561653499784","name":"lq393","avatar":"https://static.tigerbbs.com/a9e02090a43bb155f8ec3468547afafa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573561653499784","idStr":"3573561653499784"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BBIG\">$Vinco Ventures, Inc.(BBIG)$</a>BBIG啥情况啊？昨晚波动如此之大，一点信息都看不到在国内[流泪]，可否简单说一说？","listText":"<a href=\"https://laohu8.com/S/BBIG\">$Vinco Ventures, Inc.(BBIG)$</a>BBIG啥情况啊？昨晚波动如此之大，一点信息都看不到在国内[流泪]，可否简单说一说？","text":"$Vinco Ventures, Inc.(BBIG)$BBIG啥情况啊？昨晚波动如此之大，一点信息都看不到在国内[流泪]，可否简单说一说？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351391543","isVote":1,"tweetType":1,"viewCount":4756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353513082,"gmtCreate":1616507431946,"gmtModify":1616507431946,"author":{"id":"3573561653499784","authorId":"3573561653499784","name":"lq393","avatar":"https://static.tigerbbs.com/a9e02090a43bb155f8ec3468547afafa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573561653499784","idStr":"3573561653499784"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BBIG\">$Vinco Ventures, Inc.(BBIG)$</a>啥情况？","listText":"<a href=\"https://laohu8.com/S/BBIG\">$Vinco Ventures, Inc.(BBIG)$</a>啥情况？","text":"$Vinco Ventures, Inc.(BBIG)$啥情况？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353513082","isVote":1,"tweetType":1,"viewCount":4718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353277294,"gmtCreate":1616506087818,"gmtModify":1616506087818,"author":{"id":"3573561653499784","authorId":"3573561653499784","name":"lq393","avatar":"https://static.tigerbbs.com/a9e02090a43bb155f8ec3468547afafa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573561653499784","idStr":"3573561653499784"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>废了，赶快买空吧","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>废了，赶快买空吧","text":"$AMC院线(AMC)$废了，赶快买空吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/353277294","isVote":1,"tweetType":1,"viewCount":4377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359767898,"gmtCreate":1616424794014,"gmtModify":1616424794014,"author":{"id":"3573561653499784","authorId":"3573561653499784","name":"lq393","avatar":"https://static.tigerbbs.com/a9e02090a43bb155f8ec3468547afafa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573561653499784","idStr":"3573561653499784"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>公司董事ARON ADAM M于2021年3月17日净卖出50.00万股。 进入泥土堆","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>公司董事ARON ADAM M于2021年3月17日净卖出50.00万股。 进入泥土堆","text":"$AMC院线(AMC)$公司董事ARON ADAM M于2021年3月17日净卖出50.00万股。 进入泥土堆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/359767898","isVote":1,"tweetType":1,"viewCount":2951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350175111,"gmtCreate":1616170624733,"gmtModify":1616170624733,"author":{"id":"3573561653499784","authorId":"3573561653499784","name":"lq393","avatar":"https://static.tigerbbs.com/a9e02090a43bb155f8ec3468547afafa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573561653499784","idStr":"3573561653499784"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>还能不能涨了[愤怒]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>还能不能涨了[愤怒]&nbsp;","text":"$AMC院线(AMC)$还能不能涨了[愤怒]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350175111","isVote":1,"tweetType":1,"viewCount":1574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322581686,"gmtCreate":1615816557945,"gmtModify":1703493471364,"author":{"id":"3573561653499784","authorId":"3573561653499784","name":"lq393","avatar":"https://static.tigerbbs.com/a9e02090a43bb155f8ec3468547afafa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573561653499784","idStr":"3573561653499784"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>垃圾得很啊","listText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>垃圾得很啊","text":"$Bionano Genomics(BNGO)$垃圾得很啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322581686","isVote":1,"tweetType":1,"viewCount":1420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328925605,"gmtCreate":1615480918807,"gmtModify":1703489829614,"author":{"id":"3573561653499784","authorId":"3573561653499784","name":"lq393","avatar":"https://static.tigerbbs.com/a9e02090a43bb155f8ec3468547afafa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573561653499784","idStr":"3573561653499784"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>模拟盘，是不是不能体验上杠杆啊？ 哪位兄弟能指点一下？ 怎么买到Put啊[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>模拟盘，是不是不能体验上杠杆啊？ 哪位兄弟能指点一下？ 怎么买到Put啊[流泪]&nbsp;","text":"$老虎证券(TIGR)$模拟盘，是不是不能体验上杠杆啊？ 哪位兄弟能指点一下？ 怎么买到Put啊[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328925605","isVote":1,"tweetType":1,"viewCount":1528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321957474,"gmtCreate":1615390354798,"gmtModify":1703488424561,"author":{"id":"3573561653499784","authorId":"3573561653499784","name":"lq393","avatar":"https://static.tigerbbs.com/a9e02090a43bb155f8ec3468547afafa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573561653499784","idStr":"3573561653499784"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NCTY\">$第九城市(NCTY)$</a>完了，今晚要发套了","listText":"<a href=\"https://laohu8.com/S/NCTY\">$第九城市(NCTY)$</a>完了，今晚要发套了","text":"$第九城市(NCTY)$完了，今晚要发套了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321957474","isVote":1,"tweetType":1,"viewCount":1310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321008568,"gmtCreate":1615382391254,"gmtModify":1703488177501,"author":{"id":"3573561653499784","authorId":"3573561653499784","name":"lq393","avatar":"https://static.tigerbbs.com/a9e02090a43bb155f8ec3468547afafa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573561653499784","idStr":"3573561653499784"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NCTY\">$第九城市(NCTY)$</a>比特币看来今晚或明晚要创新高了56100🔪","listText":"<a href=\"https://laohu8.com/S/NCTY\">$第九城市(NCTY)$</a>比特币看来今晚或明晚要创新高了56100🔪","text":"$第九城市(NCTY)$比特币看来今晚或明晚要创新高了56100🔪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321008568","isVote":1,"tweetType":1,"viewCount":1635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323161956,"gmtCreate":1615311248075,"gmtModify":1703487255031,"author":{"id":"3573561653499784","authorId":"3573561653499784","name":"lq393","avatar":"https://static.tigerbbs.com/a9e02090a43bb155f8ec3468547afafa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573561653499784","idStr":"3573561653499784"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics Holdings,Inc.(SENS)$</a>醒醒啊兄弟，到3🔪了","listText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics Holdings,Inc.(SENS)$</a>醒醒啊兄弟，到3🔪了","text":"$Senseonics Holdings,Inc.(SENS)$醒醒啊兄弟，到3🔪了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323161956","isVote":1,"tweetType":1,"viewCount":1584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":613025886728536,"gmtCreate":1790683691813,"gmtModify":1790683694098,"author":{"id":"3573561653499784","authorId":"3573561653499784","name":"lq393","avatar":"https://static.tigerbbs.com/a9e02090a43bb155f8ec3468547afafa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573561653499784","authorIdStr":"3573561653499784"},"themes":[],"title":"","htmlText":"那B理算啥啊，蒙对一次就想次次蒙。 勋子人家实干家思想家，实打实收钱办事","listText":"那B理算啥啊，蒙对一次就想次次蒙。 勋子人家实干家思想家，实打实收钱办事","text":"那B理算啥啊，蒙对一次就想次次蒙。 勋子人家实干家思想家，实打实收钱办事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613025886728536","repostId":"2671219350","repostType":2,"repost":{"id":"2671219350","kind":"news","pubTimestamp":1790681456,"share":"https://www.laohunote.com/m/news/2671219350?lang=zh_CN&edition=full","pubTime":"2026-09-29 19:30","market":"us","language":"zh","title":"“大空头”伯里再狙英伟达：批黄仁勋像Palantir CEO卡普，1500亿美元回购惹质疑","url":"https://stock-news.laohu8.com/highlight/detail?id=2671219350","media":"智通财经","summary":"智通财经APP获悉，英伟达及更广泛AI基础设施热潮的知名怀疑者迈克尔·伯里再次抨击这家芯片制造商，将CEO黄仁勋与Palantir CEO亚历克斯·卡普相提并论。伯里持有英伟达看跌期权，若股价下跌即可获利。英伟达1500亿美元回购计划引关注伯里发表上述评论之际，英伟达正加码其股票回购计划。英伟达预计将在2028财年前执行该计划。此前，英伟达已于5月批准800亿美元回购授权。","content":"<html><head></head><body><p>9月29日，英伟达(NVDA.US)及更广泛AI基础设施热潮的知名怀疑者迈克尔·伯里再次抨击这家芯片制造商，将CEO黄仁勋与Palantir CEO亚历克斯·卡普相提并论。这位电影《大空头》的原型人物因精准预测2008年次贷危机而闻名。目前黄仁勋正密集接受媒体采访。伯里持有英伟达看跌期权，若股价下跌即可获利。</p><p>周一晚些时候，在其Substack页面的聊天帖中，一位用户评论了黄仁勋近期的媒体露面潮。伯里回复称：“他在这方面正变得有点像卡普。”</p><p>卡普经常出现在电视采访中，讨论AI、Palantir及更广泛的科技行业。黄仁勋此次媒体攻势之际，部分投资者正对英伟达估值及AI行业所谓的循环融资提出担忧。</p><h2 id=\"id_660204866\">英伟达1500亿美元回购计划引关注</h2><p>伯里发表上述评论之际，英伟达正加码其股票回购计划。该公司董事会周一批准额外1500亿美元股票回购授权，使剩余总授权规模达到2350亿美元。</p><p>英伟达预计将在2028财年前执行该计划。公司称此次增加为史上最大规模股票回购授权提升。此前，英伟达已于5月批准800亿美元回购授权。根据最新文件，仅2027财年上半年，英伟达就回购了398亿美元股票。</p><p>伯里的聊天群中，一名用户质疑在其所描述的“疯狂的市场行情”期间回购股票的合理性，并认为，当股票估值较高时，管理层应该保留现金;而当股价被低估时，则应该更加积极地投入资金。</p><p>伯里基本认同这一观点，但他表示：“是的，这种做法目前在海外比美国更为普遍。在美国，无论处于什么水平，进行股票回购似乎已经成了一种惯例。”</p><h2 id=\"id_3273591672\">直言不讳的批评者</h2><p>伯里一直是英伟达及更广泛AI交易的怀疑者，多次质疑AI投资逻辑，并认为巨额资本支出未必能够转化为可持续的回报。他曾多次警告AI支出激增和高估值类似“泡沫”，质疑大规模AI基础设施投资的可持续性，对企业在英伟达GPU上激进支出表示担忧，并批评市场对AI驱动增长的狂热。</p><p>伯里做空美股AI股的开端是2025年三季度一份名义价值约11亿美元的英伟达(NVDA.US)及Palantir(PLTR.US)看跌期权，2026年扩展为覆盖半导体、存储、AI基建的全链条空头网，包括对美光科技(MU.US)、甲骨文(ORCL.US)、Nebius(NBIS.US)以及<a href=\"https://laohu8.com/S/EEMA\">iShares</a>半导体ETF(SOXX)的看空押注。</p><p>最近，伯里平掉了对英伟达、Palantir、美光、Nebius及其他AI相关股票的单边空头头寸，将其中许多替换为2027年到期的看跌期权。</p><p>他表示，新研究促使其将看跌时间线提前，其中“大部分”仓位调整源于他认为AI泡沫可能“比预期更早”破裂。</p><p>近日，伯里提到，如今人工智能(AI)行业的成功对于美国政府而言，与推动这轮热潮的科技巨头同样至关重要。他认为，尽管自己仍然看空AI交易中处于核心地位的几家公司，但AI基础设施建设已经成为支撑美国经济的关键力量。</p><p>在Stocktwits上，散户对英伟达的情绪仍处于“看跌”区间，与上周持平，部分用户则讨论了最新回购授权。</p><p>一位交易员写道：“英伟达好消息太多了，股价近期不大幅上涨都说不过去。”另一位则表示：“英伟达今天能上涨就应该知足了。这是个令人振奋的消息。继续持有。”</p><p>截至上次收盘，英伟达股价年初至今上涨23%。</p></body></html>","source":"stock_zhitongcaijing","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”伯里再狙英伟达：批黄仁勋像Palantir CEO卡普，1500亿美元回购惹质疑</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{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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”伯里再狙英伟达：批黄仁勋像Palantir CEO卡普，1500亿美元回购惹质疑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-29 19:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1502232.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月29日，英伟达(NVDA.US)及更广泛AI基础设施热潮的知名怀疑者迈克尔·伯里再次抨击这家芯片制造商，将CEO黄仁勋与Palantir CEO亚历克斯·卡普相提并论。这位电影《大空头》的原型人物因精准预测2008年次贷危机而闻名。目前黄仁勋正密集接受媒体采访。伯里持有英伟达看跌期权，若股价下跌即可获利。周一晚些时候，在其Substack页面的聊天帖中，一位用户评论了黄仁勋近期的媒体露面潮。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1502232.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1502232.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2671219350","content_text":"9月29日，英伟达(NVDA.US)及更广泛AI基础设施热潮的知名怀疑者迈克尔·伯里再次抨击这家芯片制造商，将CEO黄仁勋与Palantir CEO亚历克斯·卡普相提并论。这位电影《大空头》的原型人物因精准预测2008年次贷危机而闻名。目前黄仁勋正密集接受媒体采访。伯里持有英伟达看跌期权，若股价下跌即可获利。周一晚些时候，在其Substack页面的聊天帖中，一位用户评论了黄仁勋近期的媒体露面潮。伯里回复称：“他在这方面正变得有点像卡普。”卡普经常出现在电视采访中，讨论AI、Palantir及更广泛的科技行业。黄仁勋此次媒体攻势之际，部分投资者正对英伟达估值及AI行业所谓的循环融资提出担忧。英伟达1500亿美元回购计划引关注伯里发表上述评论之际，英伟达正加码其股票回购计划。该公司董事会周一批准额外1500亿美元股票回购授权，使剩余总授权规模达到2350亿美元。英伟达预计将在2028财年前执行该计划。公司称此次增加为史上最大规模股票回购授权提升。此前，英伟达已于5月批准800亿美元回购授权。根据最新文件，仅2027财年上半年，英伟达就回购了398亿美元股票。伯里的聊天群中，一名用户质疑在其所描述的“疯狂的市场行情”期间回购股票的合理性，并认为，当股票估值较高时，管理层应该保留现金;而当股价被低估时，则应该更加积极地投入资金。伯里基本认同这一观点，但他表示：“是的，这种做法目前在海外比美国更为普遍。在美国，无论处于什么水平，进行股票回购似乎已经成了一种惯例。”直言不讳的批评者伯里一直是英伟达及更广泛AI交易的怀疑者，多次质疑AI投资逻辑，并认为巨额资本支出未必能够转化为可持续的回报。他曾多次警告AI支出激增和高估值类似“泡沫”，质疑大规模AI基础设施投资的可持续性，对企业在英伟达GPU上激进支出表示担忧，并批评市场对AI驱动增长的狂热。伯里做空美股AI股的开端是2025年三季度一份名义价值约11亿美元的英伟达(NVDA.US)及Palantir(PLTR.US)看跌期权，2026年扩展为覆盖半导体、存储、AI基建的全链条空头网，包括对美光科技(MU.US)、甲骨文(ORCL.US)、Nebius(NBIS.US)以及iShares半导体ETF(SOXX)的看空押注。最近，伯里平掉了对英伟达、Palantir、美光、Nebius及其他AI相关股票的单边空头头寸，将其中许多替换为2027年到期的看跌期权。他表示，新研究促使其将看跌时间线提前，其中“大部分”仓位调整源于他认为AI泡沫可能“比预期更早”破裂。近日，伯里提到，如今人工智能(AI)行业的成功对于美国政府而言，与推动这轮热潮的科技巨头同样至关重要。他认为，尽管自己仍然看空AI交易中处于核心地位的几家公司，但AI基础设施建设已经成为支撑美国经济的关键力量。在Stocktwits上，散户对英伟达的情绪仍处于“看跌”区间，与上周持平，部分用户则讨论了最新回购授权。一位交易员写道：“英伟达好消息太多了，股价近期不大幅上涨都说不过去。”另一位则表示：“英伟达今天能上涨就应该知足了。这是个令人振奋的消息。继续持有。”截至上次收盘，英伟达股价年初至今上涨23%。","news_type":1,"symbols_score_info":{"3NVD.UK":0.6,"AIPI":0.6,"ROM":0.6,"NVDS":0.6,"JGRO":0.6,"ESUM":0.6,"ABFL":0.6,"NVII":0.6,"IETC":0.6,"NVC":0.6,"07788":0.6,"09388":0.6,"SPTE":0.6,"NVDS.UK":0.6,"SNVD.UK":0.6,"NVDY":0.6,"NVD3.UK":0.6,"FAI":0.6,"USD":0.6,"NULC":0.6,"2NVD.UK":0.6,"TTXU":0.6,"XLK":0.6,"CHPX":0.6,"SOXQ":0.6,"ESLG":0.6,"LFGY":0.6,"NVDW":0.6,"AIFD":0.6,"WISE":0.6,"NVDQ":0.6,"CMAG":0.6,"THMR":0.6,"VT":0.6,"VGT":0.6,"NVDG":0.6,"NVIW.SI":0.6,"SMHX":0.6,"NVDO":0.6,"SMH":0.6,"EFIV":0.6,"SHOC":0.6,"TTEQ":0.6,"FTEC":0.6,"NVYY":0.6,"DIPS":0.6,"SOXY":0.6,"NVDL":0.6,"SNVDAmain":0.6,"SOXX":0.6,"NVDU":0.6,"METV":0.6,"ILDR":0.6,"NVD":0.6,"USXF":0.6,"07388":0.6,"NVDD":0.6,"FDTX":0.6,"TRFK":0.6,"SNPE":0.6,"ARTY":0.6,"CNEQ":0.6,"NVD2.UK":0.6,"NVDB":0.6,"09788":0.6,"TYLG":0.6,"IXN":0.6,"ANV":0.6,"TEK":0.6,"AGOX":0.6,"NVDA":1.98,"CLSE":0.6,"CHAT":0.6,"NVDX":0.6,"GAMR":0.6}},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612906085589016,"gmtCreate":1790654446819,"gmtModify":1790654449060,"author":{"id":"3573561653499784","authorId":"3573561653499784","name":"lq393","avatar":"https://static.tigerbbs.com/a9e02090a43bb155f8ec3468547afafa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573561653499784","authorIdStr":"3573561653499784"},"themes":[],"title":"","htmlText":"今晚大涨","listText":"今晚大涨","text":"今晚大涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612906085589016","repostId":"1140267375","repostType":2,"repost":{"id":"1140267375","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1790652743,"share":"https://www.laohunote.com/m/news/1140267375?lang=zh_CN&edition=full","pubTime":"2026-09-29 11:32","market":"us","language":"zh","title":"“大空头”Michael Burry认为AI泡沫“可能会”比最初预期更早破裂，正将部分AI股由直接卖空转向看跌期权","url":"https://stock-news.laohu8.com/highlight/detail?id=1140267375","media":"老虎资讯综合","summary":"要点“大空头”投资者Michael Burry正在以更短的时间框架做空一些关键AI股票。新的研究让他开始认为，“AI泡沫可能会更早而不是更晚破裂”。Michael Burry正在提前其对人工智能热潮最终命运的看空判断时间表。他表示，如今他正在将对部分关键AI股票的做空仓位从直接卖空转向看跌期权，从而能够在更短的时间周期内，以更低的成本获得更高的杠杆。Burry目前以看跌期权为主的仓位表明，AI交易可能最晚在明年夏季之前发生逆转。","content":"<html><head></head><body><p style=\"text-align: left;\"><strong>要点</strong></p><ul><li><p style=\"text-align: left;\">“大空头”投资者Michael Burry正在以更短的时间框架做空一些关键AI股票。</p></li><li><p style=\"text-align: left;\">新的研究让他开始认为，“AI泡沫可能会更早而不是更晚破裂”。</p></li><li><p style=\"text-align: left;\">Burry引用Ares Management的一份报告指出，AI热潮依赖于“AI资本支出持续增长”这一假设。</p></li></ul><p style=\"text-align: left;\">Michael Burry正在提前其对人工智能热潮最终命运的看空判断时间表。</p><p style=\"text-align: left;\">这位投资者因在2007年至2009年全球金融危机爆发前做空美国房地产市场而闻名。他表示，如今他正在将对部分关键AI股票的做空仓位从直接卖空转向看跌期权，从而能够在更短的时间周期内，以更低的成本获得更高的杠杆。</p><p style=\"text-align: left;\">“从根本上说，我正在把时间表提前。”Burry在周一发布的投资通讯中写道。“因此，我希望在我的做空仓位中获得更高的杠杆。更明确的时间窗口让使用杠杆变得更加容易接受。在这种情况下，没有什么比期权——具体来说是看跌期权——更能体现杠杆作用，因为由于VIX等波动率指标处于异常低的水平，这些期权相对便宜。”</p><p style=\"text-align: left;\">他说，其中一些操作是为了降低自己的税务负担，但大部分调整是因为他认为，“AI泡沫可能会更早而不是更晚破裂”。Burry目前以看跌期权为主的仓位表明，AI交易可能最晚在明年夏季之前发生逆转。</p><p style=\"text-align: left;\">他将对 <a href=\"https://laohu8.com/S/MU\">美光科技</a>（美光）的做空仓位换成了6月到期、行权价约为500美元的看跌期权。</p><p style=\"text-align: left;\">他将对 <a href=\"https://laohu8.com/S/NBIS\">NEBIUS</a>的做空仓位换成了6月到期、行权价处于“两位数”区间的看跌期权。</p><p style=\"text-align: left;\">此外，他还将对 <a href=\"https://laohu8.com/S/SOXX\">iShares费城交易所半导体ETF</a>（SOXX）的做空仓位换成了2027年9月到期、行权价在400美元出头的看跌期权。</p><p style=\"text-align: left;\">他还“将Palantir的做空仓位和看跌期权仓位进行了替换并展期，转为规模更大的看跌期权仓位”，到期时间集中在2027年9月，行权价位于100美元出头。</p><p style=\"text-align: left;\">Burry引用了Ares Management近期的一份研究报告。该报告强调，AI领域目前依赖尚未得到验证的收入，而这些收入背后还伴随着要求严格的法律协议，因此这种商业模式具有脆弱性。</p><p style=\"text-align: left;\">Ares报告称：</p><p style=\"text-align: left;\">“只需要出现一个AI收入低于为其资本支出融资提供依据的预期的季度。在这种情况下，一些董事会本身就倾向于将资本重新配置到他们最有信心的投资方向，而他们只需要得出一个结论：最高信心的投资方向已经发生了变化。相关法律文件已经为这一决策作出了安排。”</p><p style=\"text-align: left;\">Burry最新的操作表明，他对AI交易的看空程度正在进一步加深。</p><p style=\"text-align: left;\"><strong>本月早些时候</strong>，随着纳斯达克100指数创下历史新高，他已经增加了对美光、Nebius以及SOXX的做空仓位。</p><p style=\"text-align: left;\">他还引用了宏碁（Acer）CEO Jason Chen的话。Jason Chen在接受媒体采访时表示，随着中国存储芯片产能不断增加，存储芯片行业的周期性可能会重新出现。</p><p style=\"text-align: left;\">Jason Chen被引述称：</p><p style=\"text-align: left;\">“怎么可能会一直短缺？中国的产能一直在增加，根本不存在短缺问题。目前合约价格正在高位波动，有些价格上涨，有些价格下跌。”</p><p style=\"text-align: left;\">Burry今年以来已经看空市场一段时间，但股市仍然不断创下新高。</p><p style=\"text-align: left;\">Burry在5月份表示，目前的股票市场“让人感觉就像1999年至2000年泡沫破裂前的最后几个月”。</p><p style=\"text-align: left;\">纳斯达克综合指数上周收于历史新高。</p><p style=\"text-align: left;\">不过，许多科技股目前仍明显低于各自的历史高点。</p><p style=\"text-align: left;\">美光目前比历史最高水平低约16%，而Palantir则比其历史最高价低约10%。</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”Michael Burry认为AI泡沫“可能会”比最初预期更早破裂，正将部分AI股由直接卖空转向看跌期权</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{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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”Michael Burry认为AI泡沫“可能会”比最初预期更早破裂，正将部分AI股由直接卖空转向看跌期权\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-09-29 11:32</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;\"><strong>要点</strong></p><ul><li><p style=\"text-align: left;\">“大空头”投资者Michael Burry正在以更短的时间框架做空一些关键AI股票。</p></li><li><p style=\"text-align: left;\">新的研究让他开始认为，“AI泡沫可能会更早而不是更晚破裂”。</p></li><li><p style=\"text-align: left;\">Burry引用Ares Management的一份报告指出，AI热潮依赖于“AI资本支出持续增长”这一假设。</p></li></ul><p style=\"text-align: left;\">Michael Burry正在提前其对人工智能热潮最终命运的看空判断时间表。</p><p style=\"text-align: left;\">这位投资者因在2007年至2009年全球金融危机爆发前做空美国房地产市场而闻名。他表示，如今他正在将对部分关键AI股票的做空仓位从直接卖空转向看跌期权，从而能够在更短的时间周期内，以更低的成本获得更高的杠杆。</p><p style=\"text-align: left;\">“从根本上说，我正在把时间表提前。”Burry在周一发布的投资通讯中写道。“因此，我希望在我的做空仓位中获得更高的杠杆。更明确的时间窗口让使用杠杆变得更加容易接受。在这种情况下，没有什么比期权——具体来说是看跌期权——更能体现杠杆作用，因为由于VIX等波动率指标处于异常低的水平，这些期权相对便宜。”</p><p style=\"text-align: left;\">他说，其中一些操作是为了降低自己的税务负担，但大部分调整是因为他认为，“AI泡沫可能会更早而不是更晚破裂”。Burry目前以看跌期权为主的仓位表明，AI交易可能最晚在明年夏季之前发生逆转。</p><p style=\"text-align: left;\">他将对 <a href=\"https://laohu8.com/S/MU\">美光科技</a>（美光）的做空仓位换成了6月到期、行权价约为500美元的看跌期权。</p><p style=\"text-align: left;\">他将对 <a href=\"https://laohu8.com/S/NBIS\">NEBIUS</a>的做空仓位换成了6月到期、行权价处于“两位数”区间的看跌期权。</p><p style=\"text-align: left;\">此外，他还将对 <a href=\"https://laohu8.com/S/SOXX\">iShares费城交易所半导体ETF</a>（SOXX）的做空仓位换成了2027年9月到期、行权价在400美元出头的看跌期权。</p><p style=\"text-align: left;\">他还“将Palantir的做空仓位和看跌期权仓位进行了替换并展期，转为规模更大的看跌期权仓位”，到期时间集中在2027年9月，行权价位于100美元出头。</p><p style=\"text-align: left;\">Burry引用了Ares Management近期的一份研究报告。该报告强调，AI领域目前依赖尚未得到验证的收入，而这些收入背后还伴随着要求严格的法律协议，因此这种商业模式具有脆弱性。</p><p style=\"text-align: left;\">Ares报告称：</p><p style=\"text-align: left;\">“只需要出现一个AI收入低于为其资本支出融资提供依据的预期的季度。在这种情况下，一些董事会本身就倾向于将资本重新配置到他们最有信心的投资方向，而他们只需要得出一个结论：最高信心的投资方向已经发生了变化。相关法律文件已经为这一决策作出了安排。”</p><p style=\"text-align: left;\">Burry最新的操作表明，他对AI交易的看空程度正在进一步加深。</p><p style=\"text-align: left;\"><strong>本月早些时候</strong>，随着纳斯达克100指数创下历史新高，他已经增加了对美光、Nebius以及SOXX的做空仓位。</p><p style=\"text-align: left;\">他还引用了宏碁（Acer）CEO Jason Chen的话。Jason Chen在接受媒体采访时表示，随着中国存储芯片产能不断增加，存储芯片行业的周期性可能会重新出现。</p><p style=\"text-align: left;\">Jason Chen被引述称：</p><p style=\"text-align: left;\">“怎么可能会一直短缺？中国的产能一直在增加，根本不存在短缺问题。目前合约价格正在高位波动，有些价格上涨，有些价格下跌。”</p><p style=\"text-align: left;\">Burry今年以来已经看空市场一段时间，但股市仍然不断创下新高。</p><p style=\"text-align: left;\">Burry在5月份表示，目前的股票市场“让人感觉就像1999年至2000年泡沫破裂前的最后几个月”。</p><p style=\"text-align: left;\">纳斯达克综合指数上周收于历史新高。</p><p style=\"text-align: left;\">不过，许多科技股目前仍明显低于各自的历史高点。</p><p style=\"text-align: left;\">美光目前比历史最高水平低约16%，而Palantir则比其历史最高价低约10%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/a9834b43c30354e1a6bc6fe8c81124bd","relate_stocks":{"NEBX":"2倍做多NBIS ETF-Tradr","PLTW":"PLTR周配息ETF-Roundhill","MUU":"2倍做多MU ETF-Direxion","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","PLTY":"PLTR期权收益策略ETF-YieldMax","NBIC":"Corgi NBIS 2x Daily ETF","MULL":"2倍做多MU ETF-GraniteShares","PLTZ":"2倍做空PLTR ETF-Defiance","MUYY":"GraniteShares YieldBOOSTMU ETF","MUZ":"2倍做空MU ETF-Defiance","NBIG":"Leverage Shares 2X Long NBIS Daily ETF","MIC":"2倍做多MU ETF-Corgi","NBIL":"GraniteShares 2x Long NBIS Daily ETF","PLTA":"ProShares Ultra PLTR ETF","NBIS":"NEBIUS","MU":"美光科技","PLYY":"GraniteShares YieldBOOST PLTR ETF","NBIZ":"Tradr 2X Short NBIS Daily ETF","PLTD":"1倍做空PLTR ETF-Direxion","PLTR":"Palantir Technologies Inc.","PLTG":"2倍做多PLTR ETF-Leverage Shares","PLTI":"REX PLTR Growth & Income ETF","SOXX":"iShares费城交易所半导体ETF","PTIR":"2倍做多PLTR ETF-GraniteShares","PLTL":"2倍做多PLTR ETF-Corgi","MUD":"1倍做空MU ETF-Direxion","MUG":"Leverage Shares 2X Long MU Daily ETF","PLTU":"2倍做多PLTR ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140267375","content_text":"要点“大空头”投资者Michael Burry正在以更短的时间框架做空一些关键AI股票。新的研究让他开始认为，“AI泡沫可能会更早而不是更晚破裂”。Burry引用Ares Management的一份报告指出，AI热潮依赖于“AI资本支出持续增长”这一假设。Michael Burry正在提前其对人工智能热潮最终命运的看空判断时间表。这位投资者因在2007年至2009年全球金融危机爆发前做空美国房地产市场而闻名。他表示，如今他正在将对部分关键AI股票的做空仓位从直接卖空转向看跌期权，从而能够在更短的时间周期内，以更低的成本获得更高的杠杆。“从根本上说，我正在把时间表提前。”Burry在周一发布的投资通讯中写道。“因此，我希望在我的做空仓位中获得更高的杠杆。更明确的时间窗口让使用杠杆变得更加容易接受。在这种情况下，没有什么比期权——具体来说是看跌期权——更能体现杠杆作用，因为由于VIX等波动率指标处于异常低的水平，这些期权相对便宜。”他说，其中一些操作是为了降低自己的税务负担，但大部分调整是因为他认为，“AI泡沫可能会更早而不是更晚破裂”。Burry目前以看跌期权为主的仓位表明，AI交易可能最晚在明年夏季之前发生逆转。他将对 美光科技（美光）的做空仓位换成了6月到期、行权价约为500美元的看跌期权。他将对 NEBIUS的做空仓位换成了6月到期、行权价处于“两位数”区间的看跌期权。此外，他还将对 iShares费城交易所半导体ETF（SOXX）的做空仓位换成了2027年9月到期、行权价在400美元出头的看跌期权。他还“将Palantir的做空仓位和看跌期权仓位进行了替换并展期，转为规模更大的看跌期权仓位”，到期时间集中在2027年9月，行权价位于100美元出头。Burry引用了Ares Management近期的一份研究报告。该报告强调，AI领域目前依赖尚未得到验证的收入，而这些收入背后还伴随着要求严格的法律协议，因此这种商业模式具有脆弱性。Ares报告称：“只需要出现一个AI收入低于为其资本支出融资提供依据的预期的季度。在这种情况下，一些董事会本身就倾向于将资本重新配置到他们最有信心的投资方向，而他们只需要得出一个结论：最高信心的投资方向已经发生了变化。相关法律文件已经为这一决策作出了安排。”Burry最新的操作表明，他对AI交易的看空程度正在进一步加深。本月早些时候，随着纳斯达克100指数创下历史新高，他已经增加了对美光、Nebius以及SOXX的做空仓位。他还引用了宏碁（Acer）CEO Jason Chen的话。Jason Chen在接受媒体采访时表示，随着中国存储芯片产能不断增加，存储芯片行业的周期性可能会重新出现。Jason Chen被引述称：“怎么可能会一直短缺？中国的产能一直在增加，根本不存在短缺问题。目前合约价格正在高位波动，有些价格上涨，有些价格下跌。”Burry今年以来已经看空市场一段时间，但股市仍然不断创下新高。Burry在5月份表示，目前的股票市场“让人感觉就像1999年至2000年泡沫破裂前的最后几个月”。纳斯达克综合指数上周收于历史新高。不过，许多科技股目前仍明显低于各自的历史高点。美光目前比历史最高水平低约16%，而Palantir则比其历史最高价低约10%。","news_type":1,"symbols_score_info":{"NBIC":0.6,"PLTG":0.6,"SOXX":2,"PLTL":0.6,"NBIL":0.6,"NBIZ":0.6,"MULL":0.6,"MUD":0.6,"PTIR":0.6,"PLTI":0.6,"PLTZ":0.6,"PLTA":0.6,"PLOO":0.6,"MUG":0.6,"PLTU":0.6,"NBIS":2,"PLTD":0.6,"PLTY":0.6,"NBIG":0.6,"MIC":0.6,"MUYY":0.6,"NEBX":0.6,"PLTW":0.6,"PLYY":0.6,"MU":2,"MUZ":0.6,"MUU":0.6,"PLTR":2}},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343279498,"gmtCreate":1617721108814,"gmtModify":1617721108814,"author":{"id":"3573561653499784","authorId":"3573561653499784","name":"lq393","avatar":"https://static.tigerbbs.com/a9e02090a43bb155f8ec3468547afafa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573561653499784","authorIdStr":"3573561653499784"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/EBON\">$亿邦国际(EBON)$</a>他的做空报告在哪里？ 就凭他说这两句无证据的话？我真服了小散们。 &nbsp;我发布公告说 苹果 没有造车，只是在做游戏，这是库克的亲密朋友说的，这算不算也是做空报告？搞笑","listText":"<a href=\"https://laohu8.com/S/EBON\">$亿邦国际(EBON)$</a>他的做空报告在哪里？ 就凭他说这两句无证据的话？我真服了小散们。 &nbsp;我发布公告说 苹果 没有造车，只是在做游戏，这是库克的亲密朋友说的，这算不算也是做空报告？搞笑","text":"$亿邦国际(EBON)$他的做空报告在哪里？ 就凭他说这两句无证据的话？我真服了小散们。 我发布公告说 苹果 没有造车，只是在做游戏，这是库克的亲密朋友说的，这算不算也是做空报告？搞笑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/343279498","isVote":1,"tweetType":1,"viewCount":9413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358336612,"gmtCreate":1616661213036,"gmtModify":1616661213036,"author":{"id":"3573561653499784","authorId":"3573561653499784","name":"lq393","avatar":"https://static.tigerbbs.com/a9e02090a43bb155f8ec3468547afafa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573561653499784","authorIdStr":"3573561653499784"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HPR\">$HighPoint Resources(HPR)$</a>不要告诉我，你还要继续停牌。","listText":"<a href=\"https://laohu8.com/S/HPR\">$HighPoint Resources(HPR)$</a>不要告诉我，你还要继续停牌。","text":"$HighPoint Resources(HPR)$不要告诉我，你还要继续停牌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/358336612","isVote":1,"tweetType":1,"viewCount":9191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359767898,"gmtCreate":1616424794014,"gmtModify":1616424794014,"author":{"id":"3573561653499784","authorId":"3573561653499784","name":"lq393","avatar":"https://static.tigerbbs.com/a9e02090a43bb155f8ec3468547afafa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573561653499784","authorIdStr":"3573561653499784"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>公司董事ARON ADAM M于2021年3月17日净卖出50.00万股。 进入泥土堆","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>公司董事ARON ADAM M于2021年3月17日净卖出50.00万股。 进入泥土堆","text":"$AMC院线(AMC)$公司董事ARON ADAM M于2021年3月17日净卖出50.00万股。 进入泥土堆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/359767898","isVote":1,"tweetType":1,"viewCount":2951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354957549,"gmtCreate":1617121746381,"gmtModify":1617121746381,"author":{"id":"3573561653499784","authorId":"3573561653499784","name":"lq393","avatar":"https://static.tigerbbs.com/a9e02090a43bb155f8ec3468547afafa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573561653499784","authorIdStr":"3573561653499784"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>今晚空头提心吊胆啊[开心]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>今晚空头提心吊胆啊[开心]&nbsp;","text":"$老虎证券(TIGR)$今晚空头提心吊胆啊[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354957549","isVote":1,"tweetType":1,"viewCount":4587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358860356,"gmtCreate":1616680054275,"gmtModify":1616680054275,"author":{"id":"3573561653499784","authorId":"3573561653499784","name":"lq393","avatar":"https://static.tigerbbs.com/a9e02090a43bb155f8ec3468547afafa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573561653499784","authorIdStr":"3573561653499784"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HPR\">$HighPoint Resources(HPR)$</a>是不是又停牌了","listText":"<a href=\"https://laohu8.com/S/HPR\">$HighPoint Resources(HPR)$</a>是不是又停牌了","text":"$HighPoint Resources(HPR)$是不是又停牌了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/358860356","isVote":1,"tweetType":1,"viewCount":6299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350175111,"gmtCreate":1616170624733,"gmtModify":1616170624733,"author":{"id":"3573561653499784","authorId":"3573561653499784","name":"lq393","avatar":"https://static.tigerbbs.com/a9e02090a43bb155f8ec3468547afafa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573561653499784","authorIdStr":"3573561653499784"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>还能不能涨了[愤怒]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>还能不能涨了[愤怒]&nbsp;","text":"$AMC院线(AMC)$还能不能涨了[愤怒]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350175111","isVote":1,"tweetType":1,"viewCount":1574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":344539842,"gmtCreate":1618413913386,"gmtModify":1618414199243,"author":{"id":"3573561653499784","authorId":"3573561653499784","name":"lq393","avatar":"https://static.tigerbbs.com/a9e02090a43bb155f8ec3468547afafa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573561653499784","authorIdStr":"3573561653499784"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/RMO\">$Romeo Power, Inc.(RMO)$</a>真的是尼玛了，每天跌几点跌没了快艹","listText":"<a href=\"https://laohu8.com/S/RMO\">$Romeo Power, Inc.(RMO)$</a>真的是尼玛了，每天跌几点跌没了快艹","text":"$Romeo Power, Inc.(RMO)$真的是尼玛了，每天跌几点跌没了快艹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344539842","isVote":1,"tweetType":1,"viewCount":4566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}