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李海宾
07-27 05:15
@1_11
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“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
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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;\">"大空头"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"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。</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"大部分通过循环安排融资"</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"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。</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"由盛转衰的开始"。</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"自己在慢慢缩小"</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"相当数量"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："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<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;\">"大空头"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"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。</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"大部分通过循环安排融资"</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"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。</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"由盛转衰的开始"。</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"自己在慢慢缩小"</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"相当数量"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："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<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":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"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;\">"大空头"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"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。</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"大部分通过循环安排融资"</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"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。</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"由盛转衰的开始"。</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"自己在慢慢缩小"</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"相当数量"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："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<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;\">"大空头"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"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。</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"大部分通过循环安排融资"</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"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。</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"由盛转衰的开始"。</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"自己在慢慢缩小"</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"相当数量"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："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<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 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