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狩兽
12-03
厉害啊,这拿很久了
@价值投资为王:
$阿斯麦(ASML)$
阿斯麦历史新高,AI后半场荣光是属于半导体设备的!
狩兽
11-26
今天发现一个问题,就是昨晚12点的时候好多科技股的期权都出现尖塔,12点是有啥新闻动态码我也没有查到呀,有没有可以解释呢
狩兽
11-25
毕竟能把汽车送到太空的人了画饼大家也肯吃[开心]
马斯克:每周亲自主持芯片设计会议,计划实现AI芯片快速量产目标
狩兽
11-18
卖远期的call,成交额都一千多万,那么相同日期的不同行权价都在几十万左右,既然是大单卖出,接盘的怎么那么准,就有人去接,会不会是左手右手?
狩兽
11-17
阿里是看什么都赚钱,什么都想搞。
狩兽
11-14
是不是11.25开始做空科技股呢?
为何美股需要警惕“大空头”清盘?其成名之路就是一段泡沫预警的历史
狩兽
11-13
对呀,就是sell call把
@王山爾:
$蔚来(NIO)$
没想到有一天我也成了一个小空头。
狩兽
06-09
全球平均年薪1万美元?
大摩力挺特斯拉:马斯克手里的牌非常多! “特马闹剧”无碍牛市叙事
狩兽
01-31
好,起飞
美国白宫官员:美国总统特朗普将在白宫会见英伟达首席执行官
狩兽
2024-11-14
这话我不信,一个造火箭的不懂的造电池,只能说马总借助中国成熟的电车供应链而已
狩兽
2024-11-08
,太厉害了吧
@CZDUE:
$特斯拉(TSLA)$
暂时清仓,目前为止盈利85万,希望
狩兽
2024-11-05
这篇文章不错,转发给大家看看
@期权叨叨虎:超微电脑财报来了!做空该用什么策略?
狩兽
2024-11-03
我支持特朗普,毕竟他之前干的也不错
狩兽
2024-10-31
应该会跌,因为苹果16的销量是在降价中获取的量,这样对营业额增幅拉动并不是很大。预计跌幅4-7%
狩兽
2024-03-12
牛逼,啥时候买的,买了几股,期权买了吗
@和时间赛跑zilong:
$英伟达(NVDA)$
这次买入的目标价格是年底达到700-800,今天终于突破八字头进入九百大关,也许很快就会突破1000。但我有点怕了,拿不住咯,记录一下翻倍,再观察吧!
狩兽
2023-09-12
这是特斯拉的智慧大脑哦,一旦发挥作用其前景包含自动驾驶,工业4.0,再链接到社交网络,加以自己的网络卫星通讯。**从现实到虚拟,虚拟走向现实,特斯拉未来不可估量
特斯拉一日暴涨10%!大摩高呼Dojo超算将解锁AI魔力,估值或激增5000亿
狩兽
2023-07-06
11111,
@和时间赛跑zilong
抱歉,原内容已删除
狩兽
2023-02-03
这篇文章不错,转发给大家看看
@异观财经:Meta从虚拟元宇宙重回现实
狩兽
2023-01-18
盘前都涨5快了,能够突破十块吗?今天晚上我这个是开盘卖还是缓一缓
$TSLA 20230120 110.0 PUT$
$TSLA 20230120 110.0 PUT$
狩兽
2023-01-18
今晚这个1.5啥价位可以买呢,
去老虎APP查看更多动态
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震荡拉升,盘中大涨超6%。马斯克在社交媒体上宣布,特斯拉正大力招募AI芯片工程师,并透露自己每周亲自主持两次芯片设计会议。公司计划实现每12个月将一款新AI芯片投入量产的目标,预计最终产能将超越所有竞争对手的总和。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61ed9e9cc07d730e2e11803e63b6d25f\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>马斯克:每周亲自主持芯片设计会议,计划实现AI芯片快速量产目标</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; 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href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 震荡拉升,盘中大涨超6%。马斯克在社交媒体上宣布,特斯拉正大力招募AI芯片工程师,并透露自己每周亲自主持两次芯片设计会议。公司计划实现每12个月将一款新AI芯片投入量产的目标,预计最终产能将超越所有竞争对手的总和。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61ed9e9cc07d730e2e11803e63b6d25f\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e119267d72edc1794c759c3e997eca02","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102966340","content_text":"周一, 特斯拉 震荡拉升,盘中大涨超6%。马斯克在社交媒体上宣布,特斯拉正大力招募AI芯片工程师,并透露自己每周亲自主持两次芯片设计会议。公司计划实现每12个月将一款新AI芯片投入量产的目标,预计最终产能将超越所有竞争对手的总和。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501509458883112,"gmtCreate":1763446595396,"gmtModify":1763447968202,"author":{"id":"3584392559633232","authorId":"3584392559633232","name":"狩兽","avatar":"https://static.tigerbbs.com/ce1d06c2a299e2d4b19418ba2fe13fb6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584392559633232","idStr":"3584392559633232"},"themes":[],"title":"","htmlText":"卖远期的call,成交额都一千多万,那么相同日期的不同行权价都在几十万左右,既然是大单卖出,接盘的怎么那么准,就有人去接,会不会是左手右手?","listText":"卖远期的call,成交额都一千多万,那么相同日期的不同行权价都在几十万左右,既然是大单卖出,接盘的怎么那么准,就有人去接,会不会是左手右手?","text":"卖远期的call,成交额都一千多万,那么相同日期的不同行权价都在几十万左右,既然是大单卖出,接盘的怎么那么准,就有人去接,会不会是左手右手?","images":[{"img":"https://static.tigerbbs.com/4e523c4a670fb28eec58653e69703cf5","width":"1224","height":"2776"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501509458883112","isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":501065688395816,"gmtCreate":1763371062494,"gmtModify":1763371064856,"author":{"id":"3584392559633232","authorId":"3584392559633232","name":"狩兽","avatar":"https://static.tigerbbs.com/ce1d06c2a299e2d4b19418ba2fe13fb6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584392559633232","idStr":"3584392559633232"},"themes":[],"htmlText":"阿里是看什么都赚钱,什么都想搞。","listText":"阿里是看什么都赚钱,什么都想搞。","text":"阿里是看什么都赚钱,什么都想搞。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501065688395816","isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":500028726861960,"gmtCreate":1763102875356,"gmtModify":1763102877718,"author":{"id":"3584392559633232","authorId":"3584392559633232","name":"狩兽","avatar":"https://static.tigerbbs.com/ce1d06c2a299e2d4b19418ba2fe13fb6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584392559633232","idStr":"3584392559633232"},"themes":[],"title":"","htmlText":"是不是11.25开始做空科技股呢?","listText":"是不是11.25开始做空科技股呢?","text":"是不是11.25开始做空科技股呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/500028726861960","repostId":"2583289555","repostType":4,"repost":{"id":"2583289555","kind":"news","pubTimestamp":1763092537,"share":"https://www.laohu8.com/m/news/2583289555?lang=zh_CN&edition=full","pubTime":"2025-11-14 11:55","market":"us","language":"zh","title":"为何美股需要警惕“大空头”清盘?其成名之路就是一段泡沫预警的历史","url":"https://stock-news.laohu8.com/highlight/detail?id=2583289555","media":"智通财经","summary":"关于游戏驿站在 2021 年的迅速崛起,据报道,伯里在 1 月份曾发推文称,这种轧空行为“异常、疯狂且危险”,并呼吁对这种交易行为进行法律和监管方面的惩处。周二,伯里再次发出警告,矛头指向了大型科技公司的会计操作方式。2025 年 11 月 13 日美国证券交易委员会的一份文件以及伯里在其个人社交媒体账号上发布的消息证实,Scion Asset Management已于 11 月 10 日终止了其在证券交易委员会的注册资格。","content":"<html><head></head><body><p>此前大胆逆市唱空AI热潮后,电影《大空头》原型人物、曾精准预言2008年次贷危机的迈克尔·伯里(Michael Burry)突然宣布,他旗下Scion Asset Management已从美国证券交易委员会(SEC)撤销注册。伯里在信中表示:“我对于证券价值的判断与市场行情并不一致,这种情况已经持续了一段时间了。”</p><p>自 3 月份起管理着 1.55 亿美元资产的Scion Asset Management所进行的押注,长期以来一直被仔细研究,以寻找即将出现的泡沫迹象和市场过度繁荣的端倪。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>资产管理公司在 9 月份写道,自 2022 年 11 月 OpenAI 推出 ChatGPT 以来,与人工智能相关的股票已占到<a href=\"https://laohu8.com/S/161125\">标普500</a> 指数收益的 75%。</p><p>Erlen Capital Management董事总经理Bruno Schneller表示:“伯里的决定与其说是‘退出’,不如说是远离一场他认为存在根本性操纵的游戏。但别把他排除在外,只需预计他可能会暂时脱离常规运作模式。他可能会转而采用家族办公室的模式,自行管理资金。”</p><p>以下是这位市场中最为知名的逆向者的发展历史,以及为何投资者们对此密切关注:</p><h2 id=\"id_1690082015\">过往之路:精准预测</h2><p><strong>2004 - 2008年:“大空头”时代</strong></p><p>千禧年代中期,伯里敏锐地察觉到了美国房地产市场的危机,而这一预警早在该市场崩溃之前就已经出现。他于 2000 年 11 月创立了自己的对冲基金——Scion Capital。</p><p>在2000年代中期,通过Scion Capital,他利用信用违约互换工具对次级抵押贷款债券进行做空操作。此前报道指出,到 2005 年第二季度,Scion Capital已对次级抵押贷款债券的信用违约互换合约敞口达 10 亿美元之多,而伯里则认为该市场即将崩溃,因此他做出了这一押注。</p><p>在 2007 至 2008 年期间市场出现了崩溃,他的赌注最终获得了巨大的回报。</p><p>从此,伯里已经声名远扬。迈克尔·刘易斯在其著作《大空头:末日机器内幕》中讲述了这一故事。该书后来被改编成电影《大空头》,在影片中,演员克里斯蒂安·贝尔饰演了伯里这一角色。</p><p>然而,在兴奋情绪消退之后,伯里关闭了Scion Capital,并暂时停止了管理他人资金的工作。有报道称,他在 2008 年关闭了公司,是因为公司接到了大量诉讼和美国国税局的审计通知,导致不堪重负。</p><p><strong>2013 - 2020 年:回归之路</strong></p><p>2013 年,伯里重新归来,并将他的公司更名为Scion Asset Management。</p><p>这一次,他的担忧集中在所谓的“指数泡沫”上。在 2019 年接受采访时,他将指数基金的兴起比作 2008 年之前次级抵押贷款债务担保债券(CDO)的繁荣景象。他还表示,被动投资已经剥夺了股票市场中的价格发现机制。</p><p>据报道,伯里在<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>(GME.US)成为热门概念股并大幅上涨之前,就已经大量购入了该股票。然而,他在 2020 年末将手中全部股份售出,因此错过了 GME 在 2021 年一度达到的 2000%的涨幅。</p><p><strong>2021 年:<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的豪赌</strong></p><p>2021 年 5 月,相关文件显示,Scion对特斯拉持有大量看跌期权,这表明伯里认为这家电动汽车制造商的估值已与基本面脱节。一则报道称,截至 2021 年第一季度末,该公司已对这家埃隆·马斯克的公司800,100 股股票创建了看跌期权。</p><p>关于游戏驿站在 2021 年的迅速崛起,据报道,伯里在 1 月份曾发推文称,这种轧空行为“异常、疯狂且危险”,并呼吁对这种交易行为进行法律和监管方面的惩处。此时,伯里已经清空了他在游戏驿站的持仓。</p><h2 id=\"id_11432904\">2025:人工智能的警告</h2><p>伯里再次选择了低调行事。然而,在过去的几周里,他凭借自己对人工智能及科技公司的独到见解重新走上了公众视野。</p><p>他还将自己在 X 网站上的个人资料名称改为了“卡桑德拉·未束缚”。卡桑德拉是一位托尔特克公主,她精准的预言注定会无人相信。</p><p><strong>2025 年 10 月 31 日</strong></p><p>伯里分享了一张演员克里斯蒂安·贝尔在电影《大空头》中饰演伯里的照片,并写道:“有时我们会看到泡沫现象。有时,我们能够采取一些措施来应对。有时,唯一明智的选择就是不参与其中。”</p><p>他在 10 月 31 日之前的帖子似乎已被删除了。</p><p><strong>2025 年 11 月 4 日</strong></p><p>伯里最近几周加大了对科技巨头的批评力度,其中包括<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>(PLTR.US)。他质疑云计算基础设施的迅猛发展,并指责这些大型供应商通过不正当的会计手段夸大其大规模硬件投资所带来的利润。</p><p>伯里在推特上发文称,他花费了约 920 万美元购入了约 5 万份Palantir的看跌期权。他表示,这些期权将使他能够在 2027 年以每股 50 美元的价格出售该公司的股票。Palantir在周四的交易价格为每股 178.29 美元,这使得该公司市值达到 4223.6 亿美元。</p><p><strong>看跌的投资押注</strong></p><p>上周,伯里旗下的Scion Asset Management对人工智能领域的热门股英伟达和Palantir进行了做空操作,这表明他对今年推动市场大幅上涨的人工智能交易持谨慎态度。他还透露了对<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>(PFE.US)、<a href=\"https://laohu8.com/S/HAL\">哈里伯顿</a>(HAL.US)、莫林纳医疗保健(MOH.US)和Lululemon(LULU.US)的新买入操作。</p><p>很快,Palantir首席执行官亚历克斯·卡普进行了反击,他批评了做空者,并指出了伯里。卡普表示:“他所做空的这两家公司才是盈利最多的公司,这太奇怪了。认为芯片是应该做空的对象简直是荒谬的——太疯狂了。”</p><p><strong>2025 年 11 月 10 日</strong></p><p>然而,这并未改变伯里的想法。周二,伯里再次发出警告,矛头指向了大型科技公司的会计操作方式。他表示,一些大型云服务和人工智能基础设施公司通过延长其资产的资产折旧周期来人为地抬高利润。他在推特上发布的一篇帖子中提到了包括<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>(ORCL.US)、<a href=\"https://laohu8.com/S/META\">Meta</a>(META.US)、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(GOOGL.US)、<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)在内的多家大公司。他估计,在 2026 年至 2028 年期间,这些会计处理方式可能会使折旧额低估约 1760 亿美元,从而导致整个行业公布的利润出现虚增。</p><p>在同一篇帖子中,他表示更多细节将于 11 月 25 日公布。</p><p>布里在推特上的个人简介名为“卡桑德拉·未受束缚”,这一设定被认为是对希腊神话人物卡桑德拉的致敬,这位人物被阿波罗诅咒,只能说出无人会相信的真预言。</p><p><strong>2025 年 11 月 13 日</strong></p><p>美国证券交易委员会的一份文件以及伯里在其个人社交媒体账号上发布的消息证实,Scion Asset Management已于 11 月 10 日终止了其在证券交易委员会的注册资格。</p><p>在社交媒体平台上,有多篇帖子传播了一封日期为 10 月 27 日、由伯里写给Scion Asset Management投资者的信件,信中称他正在逐步关闭自己的基金。</p><p><strong>静待2025 年 11 月 25 日</strong></p><p>在最新的帖子中,伯里再次提到了 11 月 25 日这个日期,并说道:“11 月 25 日之后,我们将迎来更加美好的时光。”</p><p>伯里并未进一步阐明“11 月 25 日”具体意味着什么,这让投资者们只能自行猜测。</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 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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为何美股需要警惕“大空头”清盘?其成名之路就是一段泡沫预警的历史\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-14 11:55 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1369192.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>此前大胆逆市唱空AI热潮后,电影《大空头》原型人物、曾精准预言2008年次贷危机的迈克尔·伯里(Michael Burry)突然宣布,他旗下Scion Asset Management已从美国证券交易委员会(SEC)撤销注册。伯里在信中表示:“我对于证券价值的判断与市场行情并不一致,这种情况已经持续了一段时间了。”自 3 月份起管理着 1.55 亿美元资产的Scion Asset ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1369192.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/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"http://www.zhitongcaijing.com/content/detail/1369192.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2583289555","content_text":"此前大胆逆市唱空AI热潮后,电影《大空头》原型人物、曾精准预言2008年次贷危机的迈克尔·伯里(Michael Burry)突然宣布,他旗下Scion Asset Management已从美国证券交易委员会(SEC)撤销注册。伯里在信中表示:“我对于证券价值的判断与市场行情并不一致,这种情况已经持续了一段时间了。”自 3 月份起管理着 1.55 亿美元资产的Scion Asset Management所进行的押注,长期以来一直被仔细研究,以寻找即将出现的泡沫迹象和市场过度繁荣的端倪。摩根大通资产管理公司在 9 月份写道,自 2022 年 11 月 OpenAI 推出 ChatGPT 以来,与人工智能相关的股票已占到标普500 指数收益的 75%。Erlen Capital Management董事总经理Bruno Schneller表示:“伯里的决定与其说是‘退出’,不如说是远离一场他认为存在根本性操纵的游戏。但别把他排除在外,只需预计他可能会暂时脱离常规运作模式。他可能会转而采用家族办公室的模式,自行管理资金。”以下是这位市场中最为知名的逆向者的发展历史,以及为何投资者们对此密切关注:过往之路:精准预测2004 - 2008年:“大空头”时代千禧年代中期,伯里敏锐地察觉到了美国房地产市场的危机,而这一预警早在该市场崩溃之前就已经出现。他于 2000 年 11 月创立了自己的对冲基金——Scion Capital。在2000年代中期,通过Scion Capital,他利用信用违约互换工具对次级抵押贷款债券进行做空操作。此前报道指出,到 2005 年第二季度,Scion Capital已对次级抵押贷款债券的信用违约互换合约敞口达 10 亿美元之多,而伯里则认为该市场即将崩溃,因此他做出了这一押注。在 2007 至 2008 年期间市场出现了崩溃,他的赌注最终获得了巨大的回报。从此,伯里已经声名远扬。迈克尔·刘易斯在其著作《大空头:末日机器内幕》中讲述了这一故事。该书后来被改编成电影《大空头》,在影片中,演员克里斯蒂安·贝尔饰演了伯里这一角色。然而,在兴奋情绪消退之后,伯里关闭了Scion Capital,并暂时停止了管理他人资金的工作。有报道称,他在 2008 年关闭了公司,是因为公司接到了大量诉讼和美国国税局的审计通知,导致不堪重负。2013 - 2020 年:回归之路2013 年,伯里重新归来,并将他的公司更名为Scion Asset Management。这一次,他的担忧集中在所谓的“指数泡沫”上。在 2019 年接受采访时,他将指数基金的兴起比作 2008 年之前次级抵押贷款债务担保债券(CDO)的繁荣景象。他还表示,被动投资已经剥夺了股票市场中的价格发现机制。据报道,伯里在游戏驿站(GME.US)成为热门概念股并大幅上涨之前,就已经大量购入了该股票。然而,他在 2020 年末将手中全部股份售出,因此错过了 GME 在 2021 年一度达到的 2000%的涨幅。2021 年:特斯拉的豪赌2021 年 5 月,相关文件显示,Scion对特斯拉持有大量看跌期权,这表明伯里认为这家电动汽车制造商的估值已与基本面脱节。一则报道称,截至 2021 年第一季度末,该公司已对这家埃隆·马斯克的公司800,100 股股票创建了看跌期权。关于游戏驿站在 2021 年的迅速崛起,据报道,伯里在 1 月份曾发推文称,这种轧空行为“异常、疯狂且危险”,并呼吁对这种交易行为进行法律和监管方面的惩处。此时,伯里已经清空了他在游戏驿站的持仓。2025:人工智能的警告伯里再次选择了低调行事。然而,在过去的几周里,他凭借自己对人工智能及科技公司的独到见解重新走上了公众视野。他还将自己在 X 网站上的个人资料名称改为了“卡桑德拉·未束缚”。卡桑德拉是一位托尔特克公主,她精准的预言注定会无人相信。2025 年 10 月 31 日伯里分享了一张演员克里斯蒂安·贝尔在电影《大空头》中饰演伯里的照片,并写道:“有时我们会看到泡沫现象。有时,我们能够采取一些措施来应对。有时,唯一明智的选择就是不参与其中。”他在 10 月 31 日之前的帖子似乎已被删除了。2025 年 11 月 4 日伯里最近几周加大了对科技巨头的批评力度,其中包括英伟达(NVDA.US)和Palantir(PLTR.US)。他质疑云计算基础设施的迅猛发展,并指责这些大型供应商通过不正当的会计手段夸大其大规模硬件投资所带来的利润。伯里在推特上发文称,他花费了约 920 万美元购入了约 5 万份Palantir的看跌期权。他表示,这些期权将使他能够在 2027 年以每股 50 美元的价格出售该公司的股票。Palantir在周四的交易价格为每股 178.29 美元,这使得该公司市值达到 4223.6 亿美元。看跌的投资押注上周,伯里旗下的Scion Asset Management对人工智能领域的热门股英伟达和Palantir进行了做空操作,这表明他对今年推动市场大幅上涨的人工智能交易持谨慎态度。他还透露了对辉瑞(PFE.US)、哈里伯顿(HAL.US)、莫林纳医疗保健(MOH.US)和Lululemon(LULU.US)的新买入操作。很快,Palantir首席执行官亚历克斯·卡普进行了反击,他批评了做空者,并指出了伯里。卡普表示:“他所做空的这两家公司才是盈利最多的公司,这太奇怪了。认为芯片是应该做空的对象简直是荒谬的——太疯狂了。”2025 年 11 月 10 日然而,这并未改变伯里的想法。周二,伯里再次发出警告,矛头指向了大型科技公司的会计操作方式。他表示,一些大型云服务和人工智能基础设施公司通过延长其资产的资产折旧周期来人为地抬高利润。他在推特上发布的一篇帖子中提到了包括甲骨文(ORCL.US)、Meta(META.US)、谷歌(GOOGL.US)、微软(MSFT.US)和亚马逊(AMZN.US)在内的多家大公司。他估计,在 2026 年至 2028 年期间,这些会计处理方式可能会使折旧额低估约 1760 亿美元,从而导致整个行业公布的利润出现虚增。在同一篇帖子中,他表示更多细节将于 11 月 25 日公布。布里在推特上的个人简介名为“卡桑德拉·未受束缚”,这一设定被认为是对希腊神话人物卡桑德拉的致敬,这位人物被阿波罗诅咒,只能说出无人会相信的真预言。2025 年 11 月 13 日美国证券交易委员会的一份文件以及伯里在其个人社交媒体账号上发布的消息证实,Scion Asset Management已于 11 月 10 日终止了其在证券交易委员会的注册资格。在社交媒体平台上,有多篇帖子传播了一封日期为 10 月 27 日、由伯里写给Scion Asset Management投资者的信件,信中称他正在逐步关闭自己的基金。静待2025 年 11 月 25 日在最新的帖子中,伯里再次提到了 11 月 25 日这个日期,并说道:“11 月 25 日之后,我们将迎来更加美好的时光。”伯里并未进一步阐明“11 月 25 日”具体意味着什么,这让投资者们只能自行猜测。","news_type":1,"symbols_score_info":{".IXIC":2,".SPX":2,".DJI":2}},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499700793545264,"gmtCreate":1763022503799,"gmtModify":1763022506008,"author":{"id":"3584392559633232","authorId":"3584392559633232","name":"狩兽","avatar":"https://static.tigerbbs.com/ce1d06c2a299e2d4b19418ba2fe13fb6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584392559633232","idStr":"3584392559633232"},"themes":[],"htmlText":"对呀,就是sell call把","listText":"对呀,就是sell call把","text":"对呀,就是sell call把","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499700793545264","repostId":"499584688202528","repostType":1,"repost":{"id":499584688202528,"gmtCreate":1762994634244,"gmtModify":1763190601897,"author":{"id":"3509486618479635","authorId":"3509486618479635","name":"王山爾","avatar":"https://static.tigerbbs.com/79a3754b892f5cb64bc1ea13751b12b7","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3509486618479635","idStr":"3509486618479635"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"1\"></v-v> 没想到有一天我也成了一个小空头。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"1\"></v-v> 没想到有一天我也成了一个小空头。","text":"$蔚来(NIO)$ 没想到有一天我也成了一个小空头。","images":[{"img":"https://static.tigerbbs.com/e1bf0b2fb9c49079fdf1489a7bf48d50","width":"1026","height":"1938"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499584688202528","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444250748473616,"gmtCreate":1749481081922,"gmtModify":1749481083564,"author":{"id":"3584392559633232","authorId":"3584392559633232","name":"狩兽","avatar":"https://static.tigerbbs.com/ce1d06c2a299e2d4b19418ba2fe13fb6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584392559633232","idStr":"3584392559633232"},"themes":[],"htmlText":"全球平均年薪1万美元?","listText":"全球平均年薪1万美元?","text":"全球平均年薪1万美元?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444250748473616","repostId":"2542480814","repostType":2,"repost":{"id":"2542480814","kind":"news","pubTimestamp":1749453443,"share":"https://www.laohu8.com/m/news/2542480814?lang=zh_CN&edition=full","pubTime":"2025-06-09 15:17","market":"us","language":"zh","title":"大摩力挺特斯拉:马斯克手里的牌非常多! “特马闹剧”无碍牛市叙事","url":"https://stock-news.laohu8.com/highlight/detail?id=2542480814","media":"智通财经","summary":"由于这场争执在上周四意外愈演愈烈,特斯拉上周暴跌近15%,马斯克与特朗普在社交媒体上相互展开人身攻击。2025年迄今,特斯拉已累计下跌超25%。但大摩分析团队认为特斯拉的长期前景仍然非常乐观。不过,大摩警告称,特斯拉短期内股价可能仍将波动,并可能在未来一周左右相对疲软。","content":"<html><head></head><body><p>智通财经APP获悉,堪称<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>“超级多头”的华尔街金融巨头<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>近日再度向特斯拉投来非常强势看涨的研报,来自大摩的分析师团队在最近的一份报告中表示,尽管首席执行官埃隆·马斯克与美国总统唐纳德·特朗普之间的这场吸引全球目光的公开决裂在短期内将给特斯拉股价带来较为不利的因素,但他们仍对特斯拉(TSLA.US)股票维持“增持”(Overweight)评级,并重申长期以来予以的410美元基准目标股价。</p><p>特斯拉“超级多头”摩根士丹利所坚持的410美元目标价,意味着在大摩分析师团队看来特斯拉股价<a href=\"https://laohu8.com/S/600532\">未来</a>12个月内较上周五收盘价将有着接近40% 的大幅上行空间。大摩表示,马斯克手里的牌非常多,其中仅仅特斯拉就涉及AI(人工智能)、基于特斯拉AI体系的自动驾驶网络、人形机器人、AI+制造业、军工+无人机、电池能源以及储能等众多美国乃至全球最前沿的科技领域,而这些是美国人民以及美国政府未来长期依赖以及能够持续创造就业岗位的“制造业回流美国”政策的核心领域,并且这些领域在很长一段时间内找不到规模堪比特斯拉的替代标的。</p><p>由于这场争执在上周四意外愈演愈烈,特斯拉上周暴跌近15%,马斯克与特朗普在社交媒体上相互展开人身攻击。在上周四单日,这场“特马”争端导致特斯拉股价单日暴跌逾 14%,创下史上最大单日市值损失,同时拖累<a href=\"https://laohu8.com/S/161125\">标普500</a>指数以及纳斯达克周四走低。周五,特斯拉股价小幅反弹,涨近4%。2025年迄今,特斯拉已累计下跌超25%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/57abc9098e3f273faac83dec83498f5d\" tg-width=\"1096\" tg-height=\"637\"/></p><p>不过,特马两人于周末被认为大幅调低了言辞攻击火力,尽管有媒体报道称,特朗普没有与马斯克正面交谈的计划;马斯克此前已于5月底卸任其在白宫的职务。</p><p>双方争论的核心似乎是特朗普政府所主导的“大而美”税收与支出法案,马斯克此前已经多次(且措辞尖锐地)批评该法案。</p><p>暗示特朗普与马斯克激烈争端可能缓和的最新信号之一在于:美国对冲基金传奇人物、共和党大金主之一的比尔·阿克曼(Bill Ackman)在社交媒体X上发文当和事佬称大家都是为了美国国家利益,应该和平相处,马斯克则回复阿克曼表示“你说得对”。因此,马斯克对于阿克曼的回复被视为双方开始退让。</p><p>另一暗示双方退让的信号在于:特朗普表示洛杉矶已经被非法移民和罪犯入侵并占领,他已经任命多名白宫官员处理此事,骚乱将得以终止,洛杉矶也将重回安全。马斯克在转发后评论了两面美国国旗,态度显然站在特朗普一边。</p><p><strong>“超级多头”力挺特斯拉长期基本面预期</strong></p><p>堪称特斯拉“超级多头”摩根士丹利表示,特朗普政府所主导的“大而美”法案中逐步取消电动汽车税收抵免的条款,对特斯拉股价与基本面的长期前景而言并不重要。</p><p>该机构的分析团队指出,此前特斯拉股价在4月-5月的触底反弹期间逾50%的涨幅,可能源于马斯克承诺淡出美国政府事务、将更多时间投入特斯拉,以及投资者们押注特斯拉未来将成AI、自动驾驶、AI+制造业以及人形机器人领域的绝对主导者。</p><p>大摩分析团队亦指出,政治关注度提升可能“暂时疏远”政治立场不同的顾客以及企业端客户们,从而给特斯拉旗下产品带来更多的需求压力。</p><p>比如,由于美国民主党消费者,以及欧洲消费者们对马斯克政治行为反感,以及在中国市场面临竞争加剧、Model系列车型老化,特斯拉近几个季度在全球范围销量大幅下滑。</p><p>但大摩分析团队认为特斯拉的长期前景仍然非常乐观。“虽然看跌情绪短期内高涨,我们并不认为驱动特斯拉股价奔向410美元,乃至800美元牛市价位的长期因素发生任何程度变化。”</p><p>“特斯拉人工智能超算体系领导力、基于特斯拉AI超算的FSD、自动驾驶出租车网络、人形机器人技术、AI+制造、供应链重构、可再生能源、关键储能基础设施……在我们看来,马斯克领导下的特斯拉仍握有许多极具增长潜力与<a href=\"https://laohu8.com/S/601258\">庞大</a>就业空间、在很大程度上与美国政治无环境关且美国民众长期无法脱离的王牌。”摩根士丹利分析师们在报告中写道。</p><p>大摩分析团队尤其强调,马斯克本人也一直把人工智能、人形机器人、FSD(完全自动驾驶)以及自动驾驶出租车视为特斯拉下一阶段的增长引擎。不过,大摩警告称,特斯拉短期内股价可能仍将波动,并可能在未来一周左右相对疲软。</p><p><strong>特斯拉“长期牛市”的核心:FSD、Robotaxi与Optimus</strong></p><p>据悉,大摩予以特斯拉800美元这一长期牛市目标价并且强调“长期牛市逻辑”仍然畅通无阻。大摩长期看涨特斯拉的核心逻辑在于FSD自动驾驶系统深度普及、Robotaxi完全自动驾驶出租车网络,以及无比庞大的AI人形机器人业务(即Optimus AI人形机器人)——摩根士丹利预计机器人市场规模可能远超当前全球汽车市场。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2aed16f960c6a93e4bdf7e2e7503cae0\" tg-width=\"947\" tg-height=\"609\"/></p><p>大摩分析团队认为,特斯拉当前的高市值与相比于车企高得多的估值仍难以用传统业务盈利来支撑,投资者们普遍只给其汽车业务估值50-100美元/股的基准便戛然而止,这种局限如同仅将<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>视为普通的线上零售商或把<a href=\"https://laohu8.com/S/AAPL\">苹果</a>看作一家硬件制造商。大摩表示,特斯拉价值的核心逻辑在于其“一系列最前沿初创业务组合”——人工智能大模型、自动驾驶网络、人形机器人、电池能源、储能等未来潜力。</p><p>随着ChatGPT持续火遍全球以及DeepSeek引领的以“极低成本”和不输OpenAI的“高能效”为核心的全新“AI大模型算力范式”掀起新一轮AI浪潮,人工智能大模型开始与医疗、金融和教育等各行业,以及与消费电子等应用终端深度融合,人类社会进入AI应用纪元。在大摩看来,拥有Dojo人工智能超算系统以及Optimus机器人(擎天柱人形机器人)体系的特斯拉将是“全球AI应用浪潮”最大受益者之一。</p><p>特斯拉拥有世界一流的AI团队,并且马斯克本人创立并领导的AI新势力xAI所推出的Grok系列AI大模型,未来或将与特斯拉的人工智能超算体系进行深度融合。特斯拉已经开发出FSD(完全自动驾驶)、Dojo超级计算机和定制化AI芯片。特斯拉基于Dojo AI超算体系所打造的FSD,有了Grok最先进大模型的接入相当于“大脑迎来智力等级提升”,对于需要在极短时间内根据视觉场景做出极速推理能力的Optimus来说也可谓是强劲催化剂。</p><p>大摩在研报中提到,全球劳动力约有近40亿人,年均薪资约1万美元——对应约40万亿美元的劳动力市场。一台擎天柱人形机器人若以5美元/小时的成本租用,可替代两名薪资25美元/小时的人类工人——据此计算每个人形机器人价值大约20万美元的净现值(NPV)。美国劳动力市场约有1.6亿从业者。保守估计,每有1%的劳动力被类人机器人取代,就相当于创造逾3,000亿美元的价值,折合提升特斯拉约100美元/股市值。因此对于特斯拉未来股价与市值前景来说,擎天柱人形机器人带来的提振堪称惊人。</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\" 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href=http://www.zhitongcaijing.com/content/detail/1302831.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,堪称特斯拉“超级多头”的华尔街金融巨头摩根士丹利近日再度向特斯拉投来非常强势看涨的研报,来自大摩的分析师团队在最近的一份报告中表示,尽管首席执行官埃隆·马斯克与美国总统唐纳德·特朗普之间的这场吸引全球目光的公开决裂在短期内将给特斯拉股价带来较为不利的因素,但他们仍对特斯拉(TSLA.US)股票维持“增持”(Overweight)评级,并重申长期以来予以的410美元基准目标股价。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1302831.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/1da1808c476bfbe9388a4202f176a117","relate_stocks":{"LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","TSYW.SI":"TESLA 3xLongSG261006","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","TSLL":"2倍做多TSLA ETF-Direxion","LU2250418816.HKD":"BGF 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的大幅上行空间。大摩表示,马斯克手里的牌非常多,其中仅仅特斯拉就涉及AI(人工智能)、基于特斯拉AI体系的自动驾驶网络、人形机器人、AI+制造业、军工+无人机、电池能源以及储能等众多美国乃至全球最前沿的科技领域,而这些是美国人民以及美国政府未来长期依赖以及能够持续创造就业岗位的“制造业回流美国”政策的核心领域,并且这些领域在很长一段时间内找不到规模堪比特斯拉的替代标的。由于这场争执在上周四意外愈演愈烈,特斯拉上周暴跌近15%,马斯克与特朗普在社交媒体上相互展开人身攻击。在上周四单日,这场“特马”争端导致特斯拉股价单日暴跌逾 14%,创下史上最大单日市值损失,同时拖累标普500指数以及纳斯达克周四走低。周五,特斯拉股价小幅反弹,涨近4%。2025年迄今,特斯拉已累计下跌超25%。不过,特马两人于周末被认为大幅调低了言辞攻击火力,尽管有媒体报道称,特朗普没有与马斯克正面交谈的计划;马斯克此前已于5月底卸任其在白宫的职务。双方争论的核心似乎是特朗普政府所主导的“大而美”税收与支出法案,马斯克此前已经多次(且措辞尖锐地)批评该法案。暗示特朗普与马斯克激烈争端可能缓和的最新信号之一在于:美国对冲基金传奇人物、共和党大金主之一的比尔·阿克曼(Bill Ackman)在社交媒体X上发文当和事佬称大家都是为了美国国家利益,应该和平相处,马斯克则回复阿克曼表示“你说得对”。因此,马斯克对于阿克曼的回复被视为双方开始退让。另一暗示双方退让的信号在于:特朗普表示洛杉矶已经被非法移民和罪犯入侵并占领,他已经任命多名白宫官员处理此事,骚乱将得以终止,洛杉矶也将重回安全。马斯克在转发后评论了两面美国国旗,态度显然站在特朗普一边。“超级多头”力挺特斯拉长期基本面预期堪称特斯拉“超级多头”摩根士丹利表示,特朗普政府所主导的“大而美”法案中逐步取消电动汽车税收抵免的条款,对特斯拉股价与基本面的长期前景而言并不重要。该机构的分析团队指出,此前特斯拉股价在4月-5月的触底反弹期间逾50%的涨幅,可能源于马斯克承诺淡出美国政府事务、将更多时间投入特斯拉,以及投资者们押注特斯拉未来将成AI、自动驾驶、AI+制造业以及人形机器人领域的绝对主导者。大摩分析团队亦指出,政治关注度提升可能“暂时疏远”政治立场不同的顾客以及企业端客户们,从而给特斯拉旗下产品带来更多的需求压力。比如,由于美国民主党消费者,以及欧洲消费者们对马斯克政治行为反感,以及在中国市场面临竞争加剧、Model系列车型老化,特斯拉近几个季度在全球范围销量大幅下滑。但大摩分析团队认为特斯拉的长期前景仍然非常乐观。“虽然看跌情绪短期内高涨,我们并不认为驱动特斯拉股价奔向410美元,乃至800美元牛市价位的长期因素发生任何程度变化。”“特斯拉人工智能超算体系领导力、基于特斯拉AI超算的FSD、自动驾驶出租车网络、人形机器人技术、AI+制造、供应链重构、可再生能源、关键储能基础设施……在我们看来,马斯克领导下的特斯拉仍握有许多极具增长潜力与庞大就业空间、在很大程度上与美国政治无环境关且美国民众长期无法脱离的王牌。”摩根士丹利分析师们在报告中写道。大摩分析团队尤其强调,马斯克本人也一直把人工智能、人形机器人、FSD(完全自动驾驶)以及自动驾驶出租车视为特斯拉下一阶段的增长引擎。不过,大摩警告称,特斯拉短期内股价可能仍将波动,并可能在未来一周左右相对疲软。特斯拉“长期牛市”的核心:FSD、Robotaxi与Optimus据悉,大摩予以特斯拉800美元这一长期牛市目标价并且强调“长期牛市逻辑”仍然畅通无阻。大摩长期看涨特斯拉的核心逻辑在于FSD自动驾驶系统深度普及、Robotaxi完全自动驾驶出租车网络,以及无比庞大的AI人形机器人业务(即Optimus AI人形机器人)——摩根士丹利预计机器人市场规模可能远超当前全球汽车市场。大摩分析团队认为,特斯拉当前的高市值与相比于车企高得多的估值仍难以用传统业务盈利来支撑,投资者们普遍只给其汽车业务估值50-100美元/股的基准便戛然而止,这种局限如同仅将亚马逊视为普通的线上零售商或把苹果看作一家硬件制造商。大摩表示,特斯拉价值的核心逻辑在于其“一系列最前沿初创业务组合”——人工智能大模型、自动驾驶网络、人形机器人、电池能源、储能等未来潜力。随着ChatGPT持续火遍全球以及DeepSeek引领的以“极低成本”和不输OpenAI的“高能效”为核心的全新“AI大模型算力范式”掀起新一轮AI浪潮,人工智能大模型开始与医疗、金融和教育等各行业,以及与消费电子等应用终端深度融合,人类社会进入AI应用纪元。在大摩看来,拥有Dojo人工智能超算系统以及Optimus机器人(擎天柱人形机器人)体系的特斯拉将是“全球AI应用浪潮”最大受益者之一。特斯拉拥有世界一流的AI团队,并且马斯克本人创立并领导的AI新势力xAI所推出的Grok系列AI大模型,未来或将与特斯拉的人工智能超算体系进行深度融合。特斯拉已经开发出FSD(完全自动驾驶)、Dojo超级计算机和定制化AI芯片。特斯拉基于Dojo AI超算体系所打造的FSD,有了Grok最先进大模型的接入相当于“大脑迎来智力等级提升”,对于需要在极短时间内根据视觉场景做出极速推理能力的Optimus来说也可谓是强劲催化剂。大摩在研报中提到,全球劳动力约有近40亿人,年均薪资约1万美元——对应约40万亿美元的劳动力市场。一台擎天柱人形机器人若以5美元/小时的成本租用,可替代两名薪资25美元/小时的人类工人——据此计算每个人形机器人价值大约20万美元的净现值(NPV)。美国劳动力市场约有1.6亿从业者。保守估计,每有1%的劳动力被类人机器人取代,就相当于创造逾3,000亿美元的价值,折合提升特斯拉约100美元/股市值。因此对于特斯拉未来股价与市值前景来说,擎天柱人形机器人带来的提振堪称惊人。","news_type":1,"symbols_score_info":{"TSLL":1,"TSYW.SI":0.6,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":1291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398578888978904,"gmtCreate":1738331617729,"gmtModify":1738331619645,"author":{"id":"3584392559633232","authorId":"3584392559633232","name":"狩兽","avatar":"https://static.tigerbbs.com/ce1d06c2a299e2d4b19418ba2fe13fb6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584392559633232","idStr":"3584392559633232"},"themes":[],"htmlText":"好,起飞","listText":"好,起飞","text":"好,起飞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398578888978904","repostId":"1164263308","repostType":2,"repost":{"id":"1164263308","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":1738331309,"share":"https://www.laohu8.com/m/news/1164263308?lang=zh_CN&edition=full","pubTime":"2025-01-31 21:48","market":"us","language":"zh","title":"美国白宫官员:美国总统特朗普将在白宫会见英伟达首席执行官","url":"https://stock-news.laohu8.com/highlight/detail?id=1164263308","media":"老虎资讯综合","summary":"美国白宫官员:美国总统特朗普将在白宫会见英伟达首席执行官","content":"<html><head></head><body><p>美国白宫官员表示:美国总统特朗普将在白宫会见英伟达首席执行官。</p><p>英伟达盘前跌幅短线收窄,一度转涨。</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>美国白宫官员:美国总统特朗普将在白宫会见英伟达首席执行官</title>\n<style 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21:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国白宫官员表示:美国总统特朗普将在白宫会见英伟达首席执行官。</p><p>英伟达盘前跌幅短线收窄,一度转涨。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/57ad66c83796c50731ef69a802b644e7","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164263308","content_text":"美国白宫官员表示:美国总统特朗普将在白宫会见英伟达首席执行官。英伟达盘前跌幅短线收窄,一度转涨。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370895337767208,"gmtCreate":1731589684073,"gmtModify":1731589686435,"author":{"id":"3584392559633232","authorId":"3584392559633232","name":"狩兽","avatar":"https://static.tigerbbs.com/ce1d06c2a299e2d4b19418ba2fe13fb6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584392559633232","idStr":"3584392559633232"},"themes":[],"htmlText":"这话我不信,一个造火箭的不懂的造电池,只能说马总借助中国成熟的电车供应链而已","listText":"这话我不信,一个造火箭的不懂的造电池,只能说马总借助中国成熟的电车供应链而已","text":"这话我不信,一个造火箭的不懂的造电池,只能说马总借助中国成熟的电车供应链而已","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370895337767208","isVote":1,"tweetType":1,"viewCount":2298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368794185793544,"gmtCreate":1731075348748,"gmtModify":1731075350564,"author":{"id":"3584392559633232","authorId":"3584392559633232","name":"狩兽","avatar":"https://static.tigerbbs.com/ce1d06c2a299e2d4b19418ba2fe13fb6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584392559633232","idStr":"3584392559633232"},"themes":[],"htmlText":",太厉害了吧","listText":",太厉害了吧","text":",太厉害了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368794185793544","repostId":"368772547862944","repostType":1,"repost":{"id":368772547862944,"gmtCreate":1731073842511,"gmtModify":1731080402954,"author":{"id":"4125049091280352","authorId":"4125049091280352","name":"CZDUE","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4125049091280352","idStr":"4125049091280352"},"themes":[],"htmlText":"<a 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暂时清仓,目前为止盈利85万,希望","images":[{"img":"https://static.tigerbbs.com/56ef88ec4572ad51586d56e4c973fc9f","width":"1170","height":"2532"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368772547862944","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367734821695592,"gmtCreate":1730819487117,"gmtModify":1730819489009,"author":{"id":"3584392559633232","authorId":"3584392559633232","name":"狩兽","avatar":"https://static.tigerbbs.com/ce1d06c2a299e2d4b19418ba2fe13fb6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584392559633232","idStr":"3584392559633232"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367734821695592","repostId":"367705882480712","repostType":1,"repost":{"id":367705882480712,"gmtCreate":1730789459931,"gmtModify":1730789490482,"author":{"id":"4142574206948102","authorId":"4142574206948102","name":"期权叨叨虎","avatar":"https://static.tigerbbs.com/87212d005a0736e14fa8b5e673df8099","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142574206948102","idStr":"4142574206948102"},"themes":[],"title":"超微电脑财报来了!做空该用什么策略?","htmlText":"人工智能(AI)服务器供应商SMCI将于11月5日发布2025财年第一财季业绩。市场预计该公司Q1营收为64.53亿美元,同比增长204.43%;每股收益为0.68美元,同比增长146.69%。尽管市场对SMCI Q1业绩持乐观看法,但其股价在过去八个月里已经下跌了接近80%。据悉,SMCI在3月18日开盘前加入标普500指数,当时正值这家AI服务器制造商股价创下历史新高,累计涨幅达到惊人的295%。不过,该股随后的走势一直在下滑,尤其是从7月中旬起跌势愈加明显。包括审计风波在内的多种因素拖累了SMCI的股价表现。根据SMCI 10月30日的声明,审计机构安永会计师事务所提出辞职,称不能依赖管理层和审计委员会提供的财务数据。早在今年8月,著名的做空机构兴登堡研究公司就指控该公司存在“会计操纵”和其他可疑行为。不久之后,纳斯达克因SMCI未能按时提交年度报告(10-K)而向该公司发出了违规通知。根据TipRanks的数据,看空者认为风险持续存在,围绕内部控制的不确定性和推迟提交10-K文件加剧了他们的谨慎。然而,看多者认为,在强大产品阵容的支持下,SMCI处于有利地位,可以从不断增加的人工智能基础设施投资中获益。针对SMCI财报后的行情,期权交易者可以考虑熊市看涨价差策略。什么是熊市看涨价差策略?熊市看涨价差是期权交易者预计标的资产价格将在未来一段时间内下跌,交易者希望做空标的,并希望限制交易在一定风险范围内的一种期权策略。具体而言熊市看涨价差是通过以特定的执行价格购买看涨期权,同时以较低的执行价格出售相同数量的具有相同到期日的看涨期权来实现的。做空SMCI具体案例以做空SMCI 为例,SMCI 现价为26美元,假设投资者预期12月20日会下跌到20左右,投资者此时可以使用熊市价差策略来做空SMCI。第一步:卖出12月20日到期,行权价为20的看涨期权,获得910美元权利金。","listText":"人工智能(AI)服务器供应商SMCI将于11月5日发布2025财年第一财季业绩。市场预计该公司Q1营收为64.53亿美元,同比增长204.43%;每股收益为0.68美元,同比增长146.69%。尽管市场对SMCI Q1业绩持乐观看法,但其股价在过去八个月里已经下跌了接近80%。据悉,SMCI在3月18日开盘前加入标普500指数,当时正值这家AI服务器制造商股价创下历史新高,累计涨幅达到惊人的295%。不过,该股随后的走势一直在下滑,尤其是从7月中旬起跌势愈加明显。包括审计风波在内的多种因素拖累了SMCI的股价表现。根据SMCI 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 这次买入的目标价格是年底达到700-800,今天终于突破八字头进入九百大关,也许很快就会突破1000。但我有点怕了,拿不住咯,记录一下翻倍,再观察吧!","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 这次买入的目标价格是年底达到700-800,今天终于突破八字头进入九百大关,也许很快就会突破1000。但我有点怕了,拿不住咯,记录一下翻倍,再观察吧!","text":"$英伟达(NVDA)$ 这次买入的目标价格是年底达到700-800,今天终于突破八字头进入九百大关,也许很快就会突破1000。但我有点怕了,拿不住咯,记录一下翻倍,再观察吧!","images":[{"img":"https://static.tigerbbs.com/c7a0ae7a7cddcec17198bd7510080463","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281787688186008","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":219061068693544,"gmtCreate":1694519252759,"gmtModify":1694519254777,"author":{"id":"3584392559633232","authorId":"3584392559633232","name":"狩兽","avatar":"https://static.tigerbbs.com/ce1d06c2a299e2d4b19418ba2fe13fb6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584392559633232","idStr":"3584392559633232"},"themes":[],"htmlText":"这是特斯拉的智慧大脑哦,一旦发挥作用其前景包含自动驾驶,工业4.0,再链接到社交网络,加以自己的网络卫星通讯。**从现实到虚拟,虚拟走向现实,特斯拉未来不可估量","listText":"这是特斯拉的智慧大脑哦,一旦发挥作用其前景包含自动驾驶,工业4.0,再链接到社交网络,加以自己的网络卫星通讯。**从现实到虚拟,虚拟走向现实,特斯拉未来不可估量","text":"这是特斯拉的智慧大脑哦,一旦发挥作用其前景包含自动驾驶,工业4.0,再链接到社交网络,加以自己的网络卫星通讯。**从现实到虚拟,虚拟走向现实,特斯拉未来不可估量","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/219061068693544","repostId":"1196889552","repostType":2,"repost":{"id":"1196889552","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":1694470827,"share":"https://www.laohu8.com/m/news/1196889552?lang=zh_CN&edition=full","pubTime":"2023-09-12 06:20","market":"us","language":"zh","title":"特斯拉一日暴涨10%!大摩高呼Dojo超算将解锁AI魔力,估值或激增5000亿","url":"https://stock-news.laohu8.com/highlight/detail?id=1196889552","media":"华尔街见闻","summary":"$特斯拉$市值一日增超700亿美元。摩根士丹利大力唱多特斯拉超级计算机Dojo释放人工智能提升业绩的巨大潜力。特斯拉股价暴涨。美东时间时间9月11日周一,连跌三日的特斯拉股价强劲反弹,跳空高开逾6.3%,午盘一度接近274.90美元,日内涨幅扩大到10.6%,最终,收涨10.09%,创1月27日以来最大盘中和收盘涨幅,报273.58美元,创7月19日以来收盘新高,市值一日猛增超过700亿美元。周一美股午盘时段,特斯拉为首的多只科技股走高,力挺大盘上行。","content":"<html><head></head><body><blockquote><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>市值一日增超700亿美元。<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师将特斯拉目标价上调60%至400美元,较上周五高61%,将Dojo比作<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的利润增长引擎AWS,预计Dojo加快自动驾驶技术研发,未来几年可节省成本65亿美元,它可以代表市场对特斯拉认知的重大变化。</p></blockquote><p style=\"text-align: justify;\">摩根士丹利大力唱多特斯拉超级计算机Dojo释放人工智能(AI)提升业绩的巨大潜力。特斯拉股价暴涨。</p><p style=\"text-align: justify;\">美东时间时间9月11日周一,连跌三日的特斯拉股价强劲反弹,跳空高开逾6.3%,午盘一度接近274.90美元,日内涨幅扩大到10.6%,最终,收涨10.09%,创1月27日以来最大盘中和收盘涨幅,报273.58美元,创7月19日以来收盘新高,市值一日猛增超过700亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a24974be067f86fe458d5058ebd35c95\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">周一美股午盘时段,特斯拉为首的多只科技股走高,力挺大盘上行。当天纳指收涨超1%,标普500涨近0.7%,连续两日收涨,继续脱离8月28日以来低位,道指收涨近90点,连涨三日至9月1日以来高位。</p><p style=\"text-align: justify;\">特斯拉以外其他龙头科技股大多上涨,收盘时亚马逊和Meta涨超3%,<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨超1%,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、奈飞涨不足1%;早盘曾跌超1%的芯片股指数费城半导体指数微幅收涨不足0.1%,<a href=\"https://laohu8.com/S/QCOM\">高通</a>涨3.9%,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>涨超1%,而<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌近0.9%,连续四日收跌。</p><p><strong>目标价上调60% 摩根士丹利将Dojo比作亚马逊的AWS 预计加快自动驾驶研发</strong></p><p style=\"text-align: justify;\">周一引爆特斯拉股价大涨的是Adam Jonas等摩根士丹利分析师发布的一份报告,报告题为““解锁特斯拉的AI魔力”。</p><p style=\"text-align: justify;\">报告中,这些分析师将特斯拉的股票评级从持有上调至增持,并将未来12个月的目标价从250美元大幅上调至400美元,成为华尔街机构目前给出的最高目标价,上调幅度高达60%。</p><p style=\"text-align: justify;\">这意味着,Dojo超级计算机将推动<a href=\"https://laohu8.com/S/300024\">机器人</a>出租车和网络服务加快应用,特斯拉的股价将在上周五收盘的基础上再涨约61%,市值可能而增加多达5000亿美元。</p><p style=\"text-align: justify;\">报告中,Adam Jonas等分析师将特斯拉列为“首选”,将特斯拉的Dojo超级计算机比作亚马逊业绩的增长引擎——云服务AWS。报告写道:</p><blockquote><p style=\"text-align: justify;\">“投资者长期在争论特斯拉是一家汽车公司还是一家科技公司。我们认为两者都是,但最大的价值驱动因素是软件和服务收入。我们认为,推动 AWS 达到亚马逊总息税前利润 (EBIT)70%的力量同样也可以在特斯拉发挥作用,开辟新的潜在市场,远远超出以固定价格销售汽车的范围。什么是催化剂?Dojo,也就是过去五年特斯拉一直在努力的客户超级计算。”</p></blockquote><p style=\"text-align: justify;\">报告认为,旨在训练驾驶系统中大量数据的Dojo可能让特斯拉在一个潜在价值10万亿美元的市场拥有“不对称优势”。</p><p style=\"text-align: justify;\">具体来说,Dojo应该有助于特斯拉改进全自动驾驶技术FSD,因为该技术需要巨大的算力,非常适合像Dojo这样的超级计算机。更好的全自动驾驶产品应该会为特斯拉带来更高的利润和收入,因为客户决定在购买特斯拉汽车时添加附带的FSD软件功能。</p><p style=\"text-align: justify;\">报告称:</p><blockquote><p style=\"text-align: justify;\">“对Dojo研究得越多,我们就越意识到,(特斯拉)股票的价值可能被低估。我们相信Dojo可以代表市场对特斯拉认知的重大变化。”</p></blockquote><p style=\"text-align: justify;\">报告估算,随着特斯拉通过自研超级计算机提高算力,Dojo可以在未来几年为特斯拉节省65亿美元的成本。关键是Dojo可以加快开发自动驾驶能力。</p><p style=\"text-align: justify;\">特斯拉称,Dojo 可以将训练工作量所需的时间从一个多月缩短到一周以内。报告认为,潜在的效率、速度和成本优势可以让特斯拉大幅缩短研发自动驾驶的时间。</p><p style=\"text-align: justify;\">而且,Dojo还可以帮助特斯拉开发人形机器人,并对特斯拉CEO马斯克正在进行的各种科学项目产生更广泛的影响。 这就是特斯拉拥有Dojo对投资者来说如此特别的原因。</p><p style=\"text-align: justify;\">Morningstar Research Services的股票策略师Seth Goldstein本周一预计,如果Dojo 启动、运行并接管软件培训,它将让特斯拉更快地更新软件,并增加软件利润的订阅量,这可能是一个巨大的价值驱动因素。</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>特斯拉一日暴涨10%!大摩高呼Dojo超算将解锁AI魔力,估值或激增5000亿</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特斯拉一日暴涨10%!大摩高呼Dojo超算将解锁AI魔力,估值或激增5000亿\n</h2>\n\n<h4 class=\"meta\">\n\n2023-09-12 06:20 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉市值一日增超700亿美元。摩根士丹利分析师将特斯拉目标价上调60%至400美元,较上周五高61%,将Dojo比作亚马逊的利润增长引擎AWS,预计Dojo加快自动驾驶技术研发,未来几年可节省成本65亿美元,它可以代表市场对特斯拉认知的重大变化。摩根士丹利大力唱多特斯拉超级计算机Dojo释放人工智能(AI)提升业绩的巨大潜力。特斯拉股价暴涨。美东时间时间9月11日周一,连跌三日的特斯拉股价强劲...</p>\n\n<a href=\"\">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/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLL":"2倍做多TSLA ETF-Direxion","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","TSLA":"特斯拉","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","MS":"摩根士丹利","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196889552","content_text":"特斯拉市值一日增超700亿美元。摩根士丹利分析师将特斯拉目标价上调60%至400美元,较上周五高61%,将Dojo比作亚马逊的利润增长引擎AWS,预计Dojo加快自动驾驶技术研发,未来几年可节省成本65亿美元,它可以代表市场对特斯拉认知的重大变化。摩根士丹利大力唱多特斯拉超级计算机Dojo释放人工智能(AI)提升业绩的巨大潜力。特斯拉股价暴涨。美东时间时间9月11日周一,连跌三日的特斯拉股价强劲反弹,跳空高开逾6.3%,午盘一度接近274.90美元,日内涨幅扩大到10.6%,最终,收涨10.09%,创1月27日以来最大盘中和收盘涨幅,报273.58美元,创7月19日以来收盘新高,市值一日猛增超过700亿美元。周一美股午盘时段,特斯拉为首的多只科技股走高,力挺大盘上行。当天纳指收涨超1%,标普500涨近0.7%,连续两日收涨,继续脱离8月28日以来低位,道指收涨近90点,连涨三日至9月1日以来高位。特斯拉以外其他龙头科技股大多上涨,收盘时亚马逊和Meta涨超3%,微软涨超1%,苹果、谷歌、奈飞涨不足1%;早盘曾跌超1%的芯片股指数费城半导体指数微幅收涨不足0.1%,高通涨3.9%,英特尔涨超1%,而英伟达跌近0.9%,连续四日收跌。目标价上调60% 摩根士丹利将Dojo比作亚马逊的AWS 预计加快自动驾驶研发周一引爆特斯拉股价大涨的是Adam Jonas等摩根士丹利分析师发布的一份报告,报告题为““解锁特斯拉的AI魔力”。报告中,这些分析师将特斯拉的股票评级从持有上调至增持,并将未来12个月的目标价从250美元大幅上调至400美元,成为华尔街机构目前给出的最高目标价,上调幅度高达60%。这意味着,Dojo超级计算机将推动机器人出租车和网络服务加快应用,特斯拉的股价将在上周五收盘的基础上再涨约61%,市值可能而增加多达5000亿美元。报告中,Adam Jonas等分析师将特斯拉列为“首选”,将特斯拉的Dojo超级计算机比作亚马逊业绩的增长引擎——云服务AWS。报告写道:“投资者长期在争论特斯拉是一家汽车公司还是一家科技公司。我们认为两者都是,但最大的价值驱动因素是软件和服务收入。我们认为,推动 AWS 达到亚马逊总息税前利润 (EBIT)70%的力量同样也可以在特斯拉发挥作用,开辟新的潜在市场,远远超出以固定价格销售汽车的范围。什么是催化剂?Dojo,也就是过去五年特斯拉一直在努力的客户超级计算。”报告认为,旨在训练驾驶系统中大量数据的Dojo可能让特斯拉在一个潜在价值10万亿美元的市场拥有“不对称优势”。具体来说,Dojo应该有助于特斯拉改进全自动驾驶技术FSD,因为该技术需要巨大的算力,非常适合像Dojo这样的超级计算机。更好的全自动驾驶产品应该会为特斯拉带来更高的利润和收入,因为客户决定在购买特斯拉汽车时添加附带的FSD软件功能。报告称:“对Dojo研究得越多,我们就越意识到,(特斯拉)股票的价值可能被低估。我们相信Dojo可以代表市场对特斯拉认知的重大变化。”报告估算,随着特斯拉通过自研超级计算机提高算力,Dojo可以在未来几年为特斯拉节省65亿美元的成本。关键是Dojo可以加快开发自动驾驶能力。特斯拉称,Dojo 可以将训练工作量所需的时间从一个多月缩短到一周以内。报告认为,潜在的效率、速度和成本优势可以让特斯拉大幅缩短研发自动驾驶的时间。而且,Dojo还可以帮助特斯拉开发人形机器人,并对特斯拉CEO马斯克正在进行的各种科学项目产生更广泛的影响。 这就是特斯拉拥有Dojo对投资者来说如此特别的原因。Morningstar Research Services的股票策略师Seth Goldstein本周一预计,如果Dojo 启动、运行并接管软件培训,它将让特斯拉更快地更新软件,并增加软件利润的订阅量,这可能是一个巨大的价值驱动因素。","news_type":1,"symbols_score_info":{"TSLL":1,"TSLA":1,"MS":1}},"isVote":1,"tweetType":1,"viewCount":4030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195035873144848,"gmtCreate":1688638893716,"gmtModify":1688638895232,"author":{"id":"3584392559633232","authorId":"3584392559633232","name":"狩兽","avatar":"https://static.tigerbbs.com/ce1d06c2a299e2d4b19418ba2fe13fb6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584392559633232","idStr":"3584392559633232"},"themes":[],"htmlText":"11111,<a href=\"https://laohu8.com/U/73452179038098\">@和时间赛跑zilong </a>","listText":"11111,<a href=\"https://laohu8.com/U/73452179038098\">@和时间赛跑zilong </a>","text":"11111,@和时间赛跑zilong","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195035873144848","repostId":"2349626727","repostType":2,"isVote":1,"tweetType":1,"viewCount":2116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":622637481,"gmtCreate":1675430887444,"gmtModify":1675430889327,"author":{"id":"3584392559633232","authorId":"3584392559633232","name":"狩兽","avatar":"https://static.tigerbbs.com/ce1d06c2a299e2d4b19418ba2fe13fb6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584392559633232","idStr":"3584392559633232"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622637481","repostId":"622142263","repostType":1,"repost":{"id":622142263,"gmtCreate":1675325973952,"gmtModify":1675326063647,"author":{"id":"3522811592236647","authorId":"3522811592236647","name":"异观财经","avatar":"https://static.tigerbbs.com/898e3377b438b939ca4f3344b73c37b4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3522811592236647","idStr":"3522811592236647"},"themes":[],"title":"Meta从虚拟元宇宙重回现实","htmlText":"重押元宇宙一年多之后,Meta终于重回现实,资本支出的“大头”又重点用到了改善传统业务。 在Meta发布的最新财报中,Meta的营收和净利润均呈现了同比下滑的情况,但公布的业绩却超出了市场的预期。同时,Meta对新财年做出业绩指引,预计2023年第一季度总收入将在260亿至285亿美元之间,高于华尔街预期,Meta对外释放出积极的信号,资本市场以公司股价大涨给出了积极的反馈。 Meta超出市场预期的业绩成色几何? 美东时间2月1日盘后,社交网络与数字广告科技巨头Facebook母公司Meta发布了2022财年第四季度财务业绩报告。 此前,Snap暴雷的业绩,以及对于下一个财季悲观的预期,让Meta等的股价受到“牵连”,股价下跌。而此次Meta对新财年做出业绩指引,预计2023年第一季度总收入将在260亿至285亿美元之间,高于华尔街预期,Meta对外释放出积极的信号,进而带动公司股价大涨,那么Meta最新的财务业绩到底成色几何? 一、 季度营收同比下滑4%,好于华尔街预期的超6%的跌幅。 财报显示,Meta第四季度营收321.7亿美元,同比下降4%,这是Meta连续三个季度出现营收同比下滑,但值得称赞的是,四季度营收高于市场预期的315.3亿美元,且与三季度277.14亿美元的营收相比,环比增长16%,这对外释放了积极的信号。 广告是Meta最主要的收入来源,公司总营收中超97%的收入由广告业务贡献,也是Meta公司业绩增长的关键驱动力。 数据显示,2022财年第四季度,Meta广告业务营收312.54亿美元,同比下降4%,而市场预期下降5.5%,报告期内广告业务营收环比增长15%,与公司总营收16%环比增速接近。 本季度公司广告业务营收的表现,超出了市场的预期。在充满挑战的经济环境下,数字广告的需求疲软、苹果隐私政策调整等因素","listText":"重押元宇宙一年多之后,Meta终于重回现实,资本支出的“大头”又重点用到了改善传统业务。 在Meta发布的最新财报中,Meta的营收和净利润均呈现了同比下滑的情况,但公布的业绩却超出了市场的预期。同时,Meta对新财年做出业绩指引,预计2023年第一季度总收入将在260亿至285亿美元之间,高于华尔街预期,Meta对外释放出积极的信号,资本市场以公司股价大涨给出了积极的反馈。 Meta超出市场预期的业绩成色几何? 美东时间2月1日盘后,社交网络与数字广告科技巨头Facebook母公司Meta发布了2022财年第四季度财务业绩报告。 此前,Snap暴雷的业绩,以及对于下一个财季悲观的预期,让Meta等的股价受到“牵连”,股价下跌。而此次Meta对新财年做出业绩指引,预计2023年第一季度总收入将在260亿至285亿美元之间,高于华尔街预期,Meta对外释放出积极的信号,进而带动公司股价大涨,那么Meta最新的财务业绩到底成色几何? 一、 季度营收同比下滑4%,好于华尔街预期的超6%的跌幅。 财报显示,Meta第四季度营收321.7亿美元,同比下降4%,这是Meta连续三个季度出现营收同比下滑,但值得称赞的是,四季度营收高于市场预期的315.3亿美元,且与三季度277.14亿美元的营收相比,环比增长16%,这对外释放了积极的信号。 广告是Meta最主要的收入来源,公司总营收中超97%的收入由广告业务贡献,也是Meta公司业绩增长的关键驱动力。 数据显示,2022财年第四季度,Meta广告业务营收312.54亿美元,同比下降4%,而市场预期下降5.5%,报告期内广告业务营收环比增长15%,与公司总营收16%环比增速接近。 本季度公司广告业务营收的表现,超出了市场的预期。在充满挑战的经济环境下,数字广告的需求疲软、苹果隐私政策调整等因素","text":"重押元宇宙一年多之后,Meta终于重回现实,资本支出的“大头”又重点用到了改善传统业务。 在Meta发布的最新财报中,Meta的营收和净利润均呈现了同比下滑的情况,但公布的业绩却超出了市场的预期。同时,Meta对新财年做出业绩指引,预计2023年第一季度总收入将在260亿至285亿美元之间,高于华尔街预期,Meta对外释放出积极的信号,资本市场以公司股价大涨给出了积极的反馈。 Meta超出市场预期的业绩成色几何? 美东时间2月1日盘后,社交网络与数字广告科技巨头Facebook母公司Meta发布了2022财年第四季度财务业绩报告。 此前,Snap暴雷的业绩,以及对于下一个财季悲观的预期,让Meta等的股价受到“牵连”,股价下跌。而此次Meta对新财年做出业绩指引,预计2023年第一季度总收入将在260亿至285亿美元之间,高于华尔街预期,Meta对外释放出积极的信号,进而带动公司股价大涨,那么Meta最新的财务业绩到底成色几何? 一、 季度营收同比下滑4%,好于华尔街预期的超6%的跌幅。 财报显示,Meta第四季度营收321.7亿美元,同比下降4%,这是Meta连续三个季度出现营收同比下滑,但值得称赞的是,四季度营收高于市场预期的315.3亿美元,且与三季度277.14亿美元的营收相比,环比增长16%,这对外释放了积极的信号。 广告是Meta最主要的收入来源,公司总营收中超97%的收入由广告业务贡献,也是Meta公司业绩增长的关键驱动力。 数据显示,2022财年第四季度,Meta广告业务营收312.54亿美元,同比下降4%,而市场预期下降5.5%,报告期内广告业务营收环比增长15%,与公司总营收16%环比增速接近。 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href=\"https://laohu8.com/OPT/TSLA 20230120 110.0 PUT\">$TSLA 20230120 110.0 PUT$ </a><a href=\"https://laohu8.com/OPT/TSLA 20230120 110.0 PUT\">$TSLA 20230120 110.0 PUT$ </a> ","listText":"盘前都涨5快了,能够突破十块吗?今天晚上我这个是开盘卖还是缓一缓<a href=\"https://laohu8.com/OPT/TSLA 20230120 110.0 PUT\">$TSLA 20230120 110.0 PUT$ </a><a href=\"https://laohu8.com/OPT/TSLA 20230120 110.0 PUT\">$TSLA 20230120 110.0 PUT$ </a> ","text":"盘前都涨5快了,能够突破十块吗?今天晚上我这个是开盘卖还是缓一缓$TSLA 20230120 110.0 PUT$ $TSLA 20230120 110.0 PUT$","images":[{"img":"https://static.tigerbbs.com/4dee6a60519ae6dba0db0a8821620c3b","width":"1133","height":"2788"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626875262","isVote":1,"tweetType":1,"viewCount":2350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":626875998,"gmtCreate":1674050494614,"gmtModify":1674052352377,"author":{"id":"3584392559633232","authorId":"3584392559633232","name":"狩兽","avatar":"https://static.tigerbbs.com/ce1d06c2a299e2d4b19418ba2fe13fb6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584392559633232","idStr":"3584392559633232"},"themes":[],"htmlText":"今晚这个1.5啥价位可以买呢,","listText":"今晚这个1.5啥价位可以买呢,","text":"今晚这个1.5啥价位可以买呢,","images":[{"img":"https://static.tigerbbs.com/42af55a928c2b0a556f1c429c06b5e12","width":"1133","height":"2788"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626875998","isVote":1,"tweetType":1,"viewCount":2665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":668193124,"gmtCreate":1664453741068,"gmtModify":1664453744227,"author":{"id":"3584392559633232","authorId":"3584392559633232","name":"狩兽","avatar":"https://static.tigerbbs.com/ce1d06c2a299e2d4b19418ba2fe13fb6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584392559633232","idStr":"3584392559633232"},"themes":[],"htmlText":"昨天1.13都没有卖,想着今天能大涨呢,他给我来个大跌,今晚末日看跌还是张呢?亲们[疑问] 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referrerpolicy=\"no-referrer\"/></p><p>9月28日(周三)10年期美债收益率指数逼近4%,为2010年来首次。</p><p><img src=\"https://static.tigerbbs.com/a20af17f14913c9f66d0edec73d0903a\" tg-width=\"796\" tg-height=\"1206\" referrerpolicy=\"no-referrer\"/></p><p>摩根大通首席全球市场策略师Marko Kolanovic在最新的报告中表示,所有资产的仓位和回报率都是自2010年该数据统计以来最低。</p><p><img src=\"https://static.tigerbbs.com/eaab61eab97cfcd0adcd1988ba30626f\" tg-width=\"796\" tg-height=\"465\" referrerpolicy=\"no-referrer\"/></p><p>市场情绪指标已经跌到悲观平均线以下,萧条氛围已经烘托到极致。</p><p><img src=\"https://static.tigerbbs.com/52ca26d7c704c6fe232b54baababb21b\" tg-width=\"692\" tg-height=\"421\" referrerpolicy=\"no-referrer\"/></p><p>首先是散户全部涌入空军阵营。9月第三周,散户买入180亿美元看空期权,是有记录以来的最高数据,目前散户共持有460亿美元空头头寸,这也是历史新高。</p><p><img src=\"https://static.tigerbbs.com/3bed3db3857467dd3ab8d094e80dcc84\" tg-width=\"680\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>其次,投行也建议回避股票。高盛将未来三个月的全球股票投资评级下调为“减持”,并建议投资者增持现金。高盛策略师Christian Mueller-Glissmann在周一的报告中表示,目前的股票估值水平可能无法完全反映经济衰退相关风险,可能还需要进一步下跌,才能达到市场底部。</p><p>贝莱德也建议投资者“避开多数股票”,并补充称,建议投资者“战术性减持发达国家市场股票”。贝莱德策略分析师Jean Boivin在周一的报告中写道,美国经济实现“软着陆”的概率非常低,这意味着股票等风险资产面临更大的波动和下行压力。</p><p>通常来说,散户是反指,他们极端朝一个方向投资时,大概率市场会反转,但现在的情况是机构和散户都在朝同一个方向迈进,这是更大概率的反指吗?还是市场真的还没跌透?</p></body></html>","source":"wind","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>现在“做空”美股还来得及吗?</title>\n<style 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must)。今年以来美股持续下跌,投资者急需买入对冲,他们在最近也确实买了很多,但是还有效吗?2022年以来,标普500指数跌超23%,纳斯达克指数跌超30%,道琼斯工业指数跌近20%。几乎全部进入技术性熊市。纵观美股史上几次大熊市,目前本轮下跌幅度仅次于1929年大萧条时期和2020年初新冠时期。9月28日(周三)10年期美债收益率指数逼近4%,为2010年来首次。摩根大通首席全球市场策略师Marko Kolanovic在最新的报告中表示,所有资产的仓位和回报率都是自2010年该数据统计以来最低。市场情绪指标已经跌到悲观平均线以下,萧条氛围已经烘托到极致。首先是散户全部涌入空军阵营。9月第三周,散户买入180亿美元看空期权,是有记录以来的最高数据,目前散户共持有460亿美元空头头寸,这也是历史新高。其次,投行也建议回避股票。高盛将未来三个月的全球股票投资评级下调为“减持”,并建议投资者增持现金。高盛策略师Christian Mueller-Glissmann在周一的报告中表示,目前的股票估值水平可能无法完全反映经济衰退相关风险,可能还需要进一步下跌,才能达到市场底部。贝莱德也建议投资者“避开多数股票”,并补充称,建议投资者“战术性减持发达国家市场股票”。贝莱德策略分析师Jean 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href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>","listText":"$快手$今天发现快手里行权价一个是110.0一个是112.5,且行权日都是十月28日,那么相差1.5的行权价,一个call涨334.78%另一个反而跌3.23%.在涨跌之后,同样是看涨为什么行权价高的call反而比行权价低的贵呢?这是哪里的因素导致的呢?<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>","text":"$快手$今天发现快手里行权价一个是110.0一个是112.5,且行权日都是十月28日,那么相差1.5的行权价,一个call涨334.78%另一个反而跌3.23%.在涨跌之后,同样是看涨为什么行权价高的call反而比行权价低的贵呢?这是哪里的因素导致的呢?$快手-W(01024)$","images":[{"img":"https://static.tigerbbs.com/75ccdcdd19c9ef0ad5dcafd2d557cc6f","width":"1133","height":"2453"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/823330392","isVote":1,"tweetType":1,"viewCount":3018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":813506660,"gmtCreate":1630210153050,"gmtModify":1704957088410,"author":{"id":"3584392559633232","authorId":"3584392559633232","name":"狩兽","avatar":"https://static.tigerbbs.com/ce1d06c2a299e2d4b19418ba2fe13fb6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584392559633232","idStr":"3584392559633232"},"themes":[],"htmlText":"有哪位大神解释下为什么177.5的call怎么还比175的贵呢?","listText":"有哪位大神解释下为什么177.5的call怎么还比175的贵呢?","text":"有哪位大神解释下为什么177.5的call怎么还比175的贵呢?","images":[{"img":"https://static.tigerbbs.com/bf7f1debb04277af11ca4cebe1a7ba0d","width":"1133","height":"2453"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/813506660","isVote":1,"tweetType":1,"viewCount":3331,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3584392559633232","authorId":"3584392559633232","name":"狩兽","avatar":"https://static.tigerbbs.com/ce1d06c2a299e2d4b19418ba2fe13fb6","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3584392559633232","idStr":"3584392559633232"},"content":"是数据错误?好多期权中间都会有这么个不按趋势标价,所以我在想相同的时间上为什么会出现这个问题","text":"是数据错误?好多期权中间都会有这么个不按趋势标价,所以我在想相同的时间上为什么会出现这个问题","html":"是数据错误?好多期权中间都会有这么个不按趋势标价,所以我在想相同的时间上为什么会出现这个问题"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":867697893,"gmtCreate":1633247812376,"gmtModify":1633247812376,"author":{"id":"3584392559633232","authorId":"3584392559633232","name":"狩兽","avatar":"https://static.tigerbbs.com/ce1d06c2a299e2d4b19418ba2fe13fb6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584392559633232","idStr":"3584392559633232"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>小鹏汽车月交付突破1万,可以看涨吧,目前35美元的价钱贵吗?最低也就是17美元,长期本人看涨,上涨的空间大吗?","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>小鹏汽车月交付突破1万,可以看涨吧,目前35美元的价钱贵吗?最低也就是17美元,长期本人看涨,上涨的空间大吗?","text":"$小鹏汽车(XPEV)$小鹏汽车月交付突破1万,可以看涨吧,目前35美元的价钱贵吗?最低也就是17美元,长期本人看涨,上涨的空间大吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/867697893","isVote":1,"tweetType":1,"viewCount":1788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398578888978904,"gmtCreate":1738331617729,"gmtModify":1738331619645,"author":{"id":"3584392559633232","authorId":"3584392559633232","name":"狩兽","avatar":"https://static.tigerbbs.com/ce1d06c2a299e2d4b19418ba2fe13fb6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584392559633232","idStr":"3584392559633232"},"themes":[],"htmlText":"好,起飞","listText":"好,起飞","text":"好,起飞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398578888978904","repostId":"1164263308","repostType":2,"repost":{"id":"1164263308","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":1738331309,"share":"https://www.laohu8.com/m/news/1164263308?lang=zh_CN&edition=full","pubTime":"2025-01-31 21:48","market":"us","language":"zh","title":"美国白宫官员:美国总统特朗普将在白宫会见英伟达首席执行官","url":"https://stock-news.laohu8.com/highlight/detail?id=1164263308","media":"老虎资讯综合","summary":"美国白宫官员:美国总统特朗普将在白宫会见英伟达首席执行官","content":"<html><head></head><body><p>美国白宫官员表示:美国总统特朗普将在白宫会见英伟达首席执行官。</p><p>英伟达盘前跌幅短线收窄,一度转涨。</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>美国白宫官员:美国总统特朗普将在白宫会见英伟达首席执行官</title>\n<style 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21:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国白宫官员表示:美国总统特朗普将在白宫会见英伟达首席执行官。</p><p>英伟达盘前跌幅短线收窄,一度转涨。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/57ad66c83796c50731ef69a802b644e7","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164263308","content_text":"美国白宫官员表示:美国总统特朗普将在白宫会见英伟达首席执行官。英伟达盘前跌幅短线收窄,一度转涨。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604720758,"gmtCreate":1639447799782,"gmtModify":1639447799782,"author":{"id":"3584392559633232","authorId":"3584392559633232","name":"狩兽","avatar":"https://static.tigerbbs.com/ce1d06c2a299e2d4b19418ba2fe13fb6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584392559633232","idStr":"3584392559633232"},"themes":[],"htmlText":"还没卖完,明天长点再抛","listText":"还没卖完,明天长点再抛","text":"还没卖完,明天长点再抛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604720758","repostId":"1193705065","repostType":2,"repost":{"id":"1193705065","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":1639444091,"share":"https://www.laohu8.com/m/news/1193705065?lang=zh_CN&edition=full","pubTime":"2021-12-14 09:08","market":"other","language":"zh","title":"特斯拉CEO埃隆·马斯克进一步出售特斯拉股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1193705065","media":"老虎资讯综合","summary":"12月14日讯,特斯拉CEO埃隆·马斯克进一步出售特斯拉股票。\n据美国证交会文件:特斯拉CEO马斯克于12月13日以6.24美元的价格行使2134440份期权,同时卖出934091份特斯拉股票。","content":"<p>12月14日讯,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克进一步出售特斯拉股票。</p>\n<p>据美国证交会文件:特斯拉CEO马斯克于12月13日以6.24美元的价格行使2134440份期权,同时卖出934091份特斯拉股票。</p>","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>特斯拉CEO埃隆·马斯克进一步出售特斯拉股票</title>\n<style 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href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克进一步出售特斯拉股票。</p>\n<p>据美国证交会文件:特斯拉CEO马斯克于12月13日以6.24美元的价格行使2134440份期权,同时卖出934091份特斯拉股票。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e3988a75d33e2b4f95370655c056098","relate_stocks":{"BK4550":"红杉资本持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓","TSLA":"特斯拉","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股","BK4551":"寇图资本持仓"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193705065","content_text":"12月14日讯,特斯拉CEO埃隆·马斯克进一步出售特斯拉股票。\n据美国证交会文件:特斯拉CEO马斯克于12月13日以6.24美元的价格行使2134440份期权,同时卖出934091份特斯拉股票。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506687210841152,"gmtCreate":1764733616282,"gmtModify":1764733618563,"author":{"id":"3584392559633232","authorId":"3584392559633232","name":"狩兽","avatar":"https://static.tigerbbs.com/ce1d06c2a299e2d4b19418ba2fe13fb6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584392559633232","idStr":"3584392559633232"},"themes":[],"title":"","htmlText":"厉害啊,这拿很久了","listText":"厉害啊,这拿很久了","text":"厉害啊,这拿很久了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506687210841152","repostId":"506390733418504","repostType":1,"repost":{"id":506390733418504,"gmtCreate":1764661132153,"gmtModify":1764661144235,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"21347731130544","idStr":"21347731130544"},"themes":[],"title":"","htmlText":"<a 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阿斯麦历史新高,AI后半场荣光是属于半导体设备的!","images":[{"img":"https://static.tigerbbs.com/b51d66bd03c447c0e9ebc6eb81a17d0e","width":"886","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506390733418504","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504311379649280,"gmtCreate":1764151279655,"gmtModify":1764151294579,"author":{"id":"3584392559633232","authorId":"3584392559633232","name":"狩兽","avatar":"https://static.tigerbbs.com/ce1d06c2a299e2d4b19418ba2fe13fb6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584392559633232","idStr":"3584392559633232"},"themes":[],"title":"","htmlText":"今天发现一个问题,就是昨晚12点的时候好多科技股的期权都出现尖塔,12点是有啥新闻动态码我也没有查到呀,有没有可以解释呢","listText":"今天发现一个问题,就是昨晚12点的时候好多科技股的期权都出现尖塔,12点是有啥新闻动态码我也没有查到呀,有没有可以解释呢","text":"今天发现一个问题,就是昨晚12点的时候好多科技股的期权都出现尖塔,12点是有啥新闻动态码我也没有查到呀,有没有可以解释呢","images":[{"img":"https://static.tigerbbs.com/3f1538dbf1c97dc4e20fe6bf1b849ac8","width":"1224","height":"2776"},{"img":"https://static.tigerbbs.com/f3130a5bed63f55438e8ee8a85866b2a","width":"1224","height":"2776"},{"img":"https://static.tigerbbs.com/dec0b1d0e645618923e3a6b6f1cdb344","width":"1224","height":"2776"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504311379649280","isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":503856591409616,"gmtCreate":1764034204468,"gmtModify":1764034206940,"author":{"id":"3584392559633232","authorId":"3584392559633232","name":"狩兽","avatar":"https://static.tigerbbs.com/ce1d06c2a299e2d4b19418ba2fe13fb6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584392559633232","idStr":"3584392559633232"},"themes":[],"title":"","htmlText":"毕竟能把汽车送到太空的人了画饼大家也肯吃[开心] ","listText":"毕竟能把汽车送到太空的人了画饼大家也肯吃[开心] ","text":"毕竟能把汽车送到太空的人了画饼大家也肯吃[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503856591409616","repostId":"1102966340","repostType":2,"repost":{"id":"1102966340","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":1763997658,"share":"https://www.laohu8.com/m/news/1102966340?lang=zh_CN&edition=full","pubTime":"2025-11-24 23:20","market":"us","language":"zh","title":"马斯克:每周亲自主持芯片设计会议,计划实现AI芯片快速量产目标","url":"https://stock-news.laohu8.com/highlight/detail?id=1102966340","media":"老虎资讯综合","summary":"马斯克称即将完成AI5晶片设计。","content":"<html><head></head><body><p>周一, <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 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href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 震荡拉升,盘中大涨超6%。马斯克在社交媒体上宣布,特斯拉正大力招募AI芯片工程师,并透露自己每周亲自主持两次芯片设计会议。公司计划实现每12个月将一款新AI芯片投入量产的目标,预计最终产能将超越所有竞争对手的总和。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61ed9e9cc07d730e2e11803e63b6d25f\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e119267d72edc1794c759c3e997eca02","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102966340","content_text":"周一, 特斯拉 震荡拉升,盘中大涨超6%。马斯克在社交媒体上宣布,特斯拉正大力招募AI芯片工程师,并透露自己每周亲自主持两次芯片设计会议。公司计划实现每12个月将一款新AI芯片投入量产的目标,预计最终产能将超越所有竞争对手的总和。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501509458883112,"gmtCreate":1763446595396,"gmtModify":1763447968202,"author":{"id":"3584392559633232","authorId":"3584392559633232","name":"狩兽","avatar":"https://static.tigerbbs.com/ce1d06c2a299e2d4b19418ba2fe13fb6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584392559633232","idStr":"3584392559633232"},"themes":[],"title":"","htmlText":"卖远期的call,成交额都一千多万,那么相同日期的不同行权价都在几十万左右,既然是大单卖出,接盘的怎么那么准,就有人去接,会不会是左手右手?","listText":"卖远期的call,成交额都一千多万,那么相同日期的不同行权价都在几十万左右,既然是大单卖出,接盘的怎么那么准,就有人去接,会不会是左手右手?","text":"卖远期的call,成交额都一千多万,那么相同日期的不同行权价都在几十万左右,既然是大单卖出,接盘的怎么那么准,就有人去接,会不会是左手右手?","images":[{"img":"https://static.tigerbbs.com/4e523c4a670fb28eec58653e69703cf5","width":"1224","height":"2776"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501509458883112","isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":501065688395816,"gmtCreate":1763371062494,"gmtModify":1763371064856,"author":{"id":"3584392559633232","authorId":"3584392559633232","name":"狩兽","avatar":"https://static.tigerbbs.com/ce1d06c2a299e2d4b19418ba2fe13fb6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584392559633232","idStr":"3584392559633232"},"themes":[],"htmlText":"阿里是看什么都赚钱,什么都想搞。","listText":"阿里是看什么都赚钱,什么都想搞。","text":"阿里是看什么都赚钱,什么都想搞。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501065688395816","isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":500028726861960,"gmtCreate":1763102875356,"gmtModify":1763102877718,"author":{"id":"3584392559633232","authorId":"3584392559633232","name":"狩兽","avatar":"https://static.tigerbbs.com/ce1d06c2a299e2d4b19418ba2fe13fb6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584392559633232","idStr":"3584392559633232"},"themes":[],"title":"","htmlText":"是不是11.25开始做空科技股呢?","listText":"是不是11.25开始做空科技股呢?","text":"是不是11.25开始做空科技股呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/500028726861960","repostId":"2583289555","repostType":4,"repost":{"id":"2583289555","kind":"news","pubTimestamp":1763092537,"share":"https://www.laohu8.com/m/news/2583289555?lang=zh_CN&edition=full","pubTime":"2025-11-14 11:55","market":"us","language":"zh","title":"为何美股需要警惕“大空头”清盘?其成名之路就是一段泡沫预警的历史","url":"https://stock-news.laohu8.com/highlight/detail?id=2583289555","media":"智通财经","summary":"关于游戏驿站在 2021 年的迅速崛起,据报道,伯里在 1 月份曾发推文称,这种轧空行为“异常、疯狂且危险”,并呼吁对这种交易行为进行法律和监管方面的惩处。周二,伯里再次发出警告,矛头指向了大型科技公司的会计操作方式。2025 年 11 月 13 日美国证券交易委员会的一份文件以及伯里在其个人社交媒体账号上发布的消息证实,Scion Asset Management已于 11 月 10 日终止了其在证券交易委员会的注册资格。","content":"<html><head></head><body><p>此前大胆逆市唱空AI热潮后,电影《大空头》原型人物、曾精准预言2008年次贷危机的迈克尔·伯里(Michael Burry)突然宣布,他旗下Scion Asset Management已从美国证券交易委员会(SEC)撤销注册。伯里在信中表示:“我对于证券价值的判断与市场行情并不一致,这种情况已经持续了一段时间了。”</p><p>自 3 月份起管理着 1.55 亿美元资产的Scion Asset Management所进行的押注,长期以来一直被仔细研究,以寻找即将出现的泡沫迹象和市场过度繁荣的端倪。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>资产管理公司在 9 月份写道,自 2022 年 11 月 OpenAI 推出 ChatGPT 以来,与人工智能相关的股票已占到<a href=\"https://laohu8.com/S/161125\">标普500</a> 指数收益的 75%。</p><p>Erlen Capital Management董事总经理Bruno Schneller表示:“伯里的决定与其说是‘退出’,不如说是远离一场他认为存在根本性操纵的游戏。但别把他排除在外,只需预计他可能会暂时脱离常规运作模式。他可能会转而采用家族办公室的模式,自行管理资金。”</p><p>以下是这位市场中最为知名的逆向者的发展历史,以及为何投资者们对此密切关注:</p><h2 id=\"id_1690082015\">过往之路:精准预测</h2><p><strong>2004 - 2008年:“大空头”时代</strong></p><p>千禧年代中期,伯里敏锐地察觉到了美国房地产市场的危机,而这一预警早在该市场崩溃之前就已经出现。他于 2000 年 11 月创立了自己的对冲基金——Scion Capital。</p><p>在2000年代中期,通过Scion Capital,他利用信用违约互换工具对次级抵押贷款债券进行做空操作。此前报道指出,到 2005 年第二季度,Scion Capital已对次级抵押贷款债券的信用违约互换合约敞口达 10 亿美元之多,而伯里则认为该市场即将崩溃,因此他做出了这一押注。</p><p>在 2007 至 2008 年期间市场出现了崩溃,他的赌注最终获得了巨大的回报。</p><p>从此,伯里已经声名远扬。迈克尔·刘易斯在其著作《大空头:末日机器内幕》中讲述了这一故事。该书后来被改编成电影《大空头》,在影片中,演员克里斯蒂安·贝尔饰演了伯里这一角色。</p><p>然而,在兴奋情绪消退之后,伯里关闭了Scion Capital,并暂时停止了管理他人资金的工作。有报道称,他在 2008 年关闭了公司,是因为公司接到了大量诉讼和美国国税局的审计通知,导致不堪重负。</p><p><strong>2013 - 2020 年:回归之路</strong></p><p>2013 年,伯里重新归来,并将他的公司更名为Scion Asset Management。</p><p>这一次,他的担忧集中在所谓的“指数泡沫”上。在 2019 年接受采访时,他将指数基金的兴起比作 2008 年之前次级抵押贷款债务担保债券(CDO)的繁荣景象。他还表示,被动投资已经剥夺了股票市场中的价格发现机制。</p><p>据报道,伯里在<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>(GME.US)成为热门概念股并大幅上涨之前,就已经大量购入了该股票。然而,他在 2020 年末将手中全部股份售出,因此错过了 GME 在 2021 年一度达到的 2000%的涨幅。</p><p><strong>2021 年:<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的豪赌</strong></p><p>2021 年 5 月,相关文件显示,Scion对特斯拉持有大量看跌期权,这表明伯里认为这家电动汽车制造商的估值已与基本面脱节。一则报道称,截至 2021 年第一季度末,该公司已对这家埃隆·马斯克的公司800,100 股股票创建了看跌期权。</p><p>关于游戏驿站在 2021 年的迅速崛起,据报道,伯里在 1 月份曾发推文称,这种轧空行为“异常、疯狂且危险”,并呼吁对这种交易行为进行法律和监管方面的惩处。此时,伯里已经清空了他在游戏驿站的持仓。</p><h2 id=\"id_11432904\">2025:人工智能的警告</h2><p>伯里再次选择了低调行事。然而,在过去的几周里,他凭借自己对人工智能及科技公司的独到见解重新走上了公众视野。</p><p>他还将自己在 X 网站上的个人资料名称改为了“卡桑德拉·未束缚”。卡桑德拉是一位托尔特克公主,她精准的预言注定会无人相信。</p><p><strong>2025 年 10 月 31 日</strong></p><p>伯里分享了一张演员克里斯蒂安·贝尔在电影《大空头》中饰演伯里的照片,并写道:“有时我们会看到泡沫现象。有时,我们能够采取一些措施来应对。有时,唯一明智的选择就是不参与其中。”</p><p>他在 10 月 31 日之前的帖子似乎已被删除了。</p><p><strong>2025 年 11 月 4 日</strong></p><p>伯里最近几周加大了对科技巨头的批评力度,其中包括<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>(PLTR.US)。他质疑云计算基础设施的迅猛发展,并指责这些大型供应商通过不正当的会计手段夸大其大规模硬件投资所带来的利润。</p><p>伯里在推特上发文称,他花费了约 920 万美元购入了约 5 万份Palantir的看跌期权。他表示,这些期权将使他能够在 2027 年以每股 50 美元的价格出售该公司的股票。Palantir在周四的交易价格为每股 178.29 美元,这使得该公司市值达到 4223.6 亿美元。</p><p><strong>看跌的投资押注</strong></p><p>上周,伯里旗下的Scion Asset Management对人工智能领域的热门股英伟达和Palantir进行了做空操作,这表明他对今年推动市场大幅上涨的人工智能交易持谨慎态度。他还透露了对<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>(PFE.US)、<a href=\"https://laohu8.com/S/HAL\">哈里伯顿</a>(HAL.US)、莫林纳医疗保健(MOH.US)和Lululemon(LULU.US)的新买入操作。</p><p>很快,Palantir首席执行官亚历克斯·卡普进行了反击,他批评了做空者,并指出了伯里。卡普表示:“他所做空的这两家公司才是盈利最多的公司,这太奇怪了。认为芯片是应该做空的对象简直是荒谬的——太疯狂了。”</p><p><strong>2025 年 11 月 10 日</strong></p><p>然而,这并未改变伯里的想法。周二,伯里再次发出警告,矛头指向了大型科技公司的会计操作方式。他表示,一些大型云服务和人工智能基础设施公司通过延长其资产的资产折旧周期来人为地抬高利润。他在推特上发布的一篇帖子中提到了包括<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>(ORCL.US)、<a href=\"https://laohu8.com/S/META\">Meta</a>(META.US)、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(GOOGL.US)、<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)在内的多家大公司。他估计,在 2026 年至 2028 年期间,这些会计处理方式可能会使折旧额低估约 1760 亿美元,从而导致整个行业公布的利润出现虚增。</p><p>在同一篇帖子中,他表示更多细节将于 11 月 25 日公布。</p><p>布里在推特上的个人简介名为“卡桑德拉·未受束缚”,这一设定被认为是对希腊神话人物卡桑德拉的致敬,这位人物被阿波罗诅咒,只能说出无人会相信的真预言。</p><p><strong>2025 年 11 月 13 日</strong></p><p>美国证券交易委员会的一份文件以及伯里在其个人社交媒体账号上发布的消息证实,Scion Asset Management已于 11 月 10 日终止了其在证券交易委员会的注册资格。</p><p>在社交媒体平台上,有多篇帖子传播了一封日期为 10 月 27 日、由伯里写给Scion Asset Management投资者的信件,信中称他正在逐步关闭自己的基金。</p><p><strong>静待2025 年 11 月 25 日</strong></p><p>在最新的帖子中,伯里再次提到了 11 月 25 日这个日期,并说道:“11 月 25 日之后,我们将迎来更加美好的时光。”</p><p>伯里并未进一步阐明“11 月 25 日”具体意味着什么,这让投资者们只能自行猜测。</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>为何美股需要警惕“大空头”清盘?其成名之路就是一段泡沫预警的历史</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{ 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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为何美股需要警惕“大空头”清盘?其成名之路就是一段泡沫预警的历史\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-14 11:55 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1369192.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>此前大胆逆市唱空AI热潮后,电影《大空头》原型人物、曾精准预言2008年次贷危机的迈克尔·伯里(Michael Burry)突然宣布,他旗下Scion Asset Management已从美国证券交易委员会(SEC)撤销注册。伯里在信中表示:“我对于证券价值的判断与市场行情并不一致,这种情况已经持续了一段时间了。”自 3 月份起管理着 1.55 亿美元资产的Scion Asset ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1369192.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/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"http://www.zhitongcaijing.com/content/detail/1369192.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2583289555","content_text":"此前大胆逆市唱空AI热潮后,电影《大空头》原型人物、曾精准预言2008年次贷危机的迈克尔·伯里(Michael Burry)突然宣布,他旗下Scion Asset Management已从美国证券交易委员会(SEC)撤销注册。伯里在信中表示:“我对于证券价值的判断与市场行情并不一致,这种情况已经持续了一段时间了。”自 3 月份起管理着 1.55 亿美元资产的Scion Asset Management所进行的押注,长期以来一直被仔细研究,以寻找即将出现的泡沫迹象和市场过度繁荣的端倪。摩根大通资产管理公司在 9 月份写道,自 2022 年 11 月 OpenAI 推出 ChatGPT 以来,与人工智能相关的股票已占到标普500 指数收益的 75%。Erlen Capital Management董事总经理Bruno Schneller表示:“伯里的决定与其说是‘退出’,不如说是远离一场他认为存在根本性操纵的游戏。但别把他排除在外,只需预计他可能会暂时脱离常规运作模式。他可能会转而采用家族办公室的模式,自行管理资金。”以下是这位市场中最为知名的逆向者的发展历史,以及为何投资者们对此密切关注:过往之路:精准预测2004 - 2008年:“大空头”时代千禧年代中期,伯里敏锐地察觉到了美国房地产市场的危机,而这一预警早在该市场崩溃之前就已经出现。他于 2000 年 11 月创立了自己的对冲基金——Scion Capital。在2000年代中期,通过Scion Capital,他利用信用违约互换工具对次级抵押贷款债券进行做空操作。此前报道指出,到 2005 年第二季度,Scion Capital已对次级抵押贷款债券的信用违约互换合约敞口达 10 亿美元之多,而伯里则认为该市场即将崩溃,因此他做出了这一押注。在 2007 至 2008 年期间市场出现了崩溃,他的赌注最终获得了巨大的回报。从此,伯里已经声名远扬。迈克尔·刘易斯在其著作《大空头:末日机器内幕》中讲述了这一故事。该书后来被改编成电影《大空头》,在影片中,演员克里斯蒂安·贝尔饰演了伯里这一角色。然而,在兴奋情绪消退之后,伯里关闭了Scion Capital,并暂时停止了管理他人资金的工作。有报道称,他在 2008 年关闭了公司,是因为公司接到了大量诉讼和美国国税局的审计通知,导致不堪重负。2013 - 2020 年:回归之路2013 年,伯里重新归来,并将他的公司更名为Scion Asset Management。这一次,他的担忧集中在所谓的“指数泡沫”上。在 2019 年接受采访时,他将指数基金的兴起比作 2008 年之前次级抵押贷款债务担保债券(CDO)的繁荣景象。他还表示,被动投资已经剥夺了股票市场中的价格发现机制。据报道,伯里在游戏驿站(GME.US)成为热门概念股并大幅上涨之前,就已经大量购入了该股票。然而,他在 2020 年末将手中全部股份售出,因此错过了 GME 在 2021 年一度达到的 2000%的涨幅。2021 年:特斯拉的豪赌2021 年 5 月,相关文件显示,Scion对特斯拉持有大量看跌期权,这表明伯里认为这家电动汽车制造商的估值已与基本面脱节。一则报道称,截至 2021 年第一季度末,该公司已对这家埃隆·马斯克的公司800,100 股股票创建了看跌期权。关于游戏驿站在 2021 年的迅速崛起,据报道,伯里在 1 月份曾发推文称,这种轧空行为“异常、疯狂且危险”,并呼吁对这种交易行为进行法律和监管方面的惩处。此时,伯里已经清空了他在游戏驿站的持仓。2025:人工智能的警告伯里再次选择了低调行事。然而,在过去的几周里,他凭借自己对人工智能及科技公司的独到见解重新走上了公众视野。他还将自己在 X 网站上的个人资料名称改为了“卡桑德拉·未束缚”。卡桑德拉是一位托尔特克公主,她精准的预言注定会无人相信。2025 年 10 月 31 日伯里分享了一张演员克里斯蒂安·贝尔在电影《大空头》中饰演伯里的照片,并写道:“有时我们会看到泡沫现象。有时,我们能够采取一些措施来应对。有时,唯一明智的选择就是不参与其中。”他在 10 月 31 日之前的帖子似乎已被删除了。2025 年 11 月 4 日伯里最近几周加大了对科技巨头的批评力度,其中包括英伟达(NVDA.US)和Palantir(PLTR.US)。他质疑云计算基础设施的迅猛发展,并指责这些大型供应商通过不正当的会计手段夸大其大规模硬件投资所带来的利润。伯里在推特上发文称,他花费了约 920 万美元购入了约 5 万份Palantir的看跌期权。他表示,这些期权将使他能够在 2027 年以每股 50 美元的价格出售该公司的股票。Palantir在周四的交易价格为每股 178.29 美元,这使得该公司市值达到 4223.6 亿美元。看跌的投资押注上周,伯里旗下的Scion Asset Management对人工智能领域的热门股英伟达和Palantir进行了做空操作,这表明他对今年推动市场大幅上涨的人工智能交易持谨慎态度。他还透露了对辉瑞(PFE.US)、哈里伯顿(HAL.US)、莫林纳医疗保健(MOH.US)和Lululemon(LULU.US)的新买入操作。很快,Palantir首席执行官亚历克斯·卡普进行了反击,他批评了做空者,并指出了伯里。卡普表示:“他所做空的这两家公司才是盈利最多的公司,这太奇怪了。认为芯片是应该做空的对象简直是荒谬的——太疯狂了。”2025 年 11 月 10 日然而,这并未改变伯里的想法。周二,伯里再次发出警告,矛头指向了大型科技公司的会计操作方式。他表示,一些大型云服务和人工智能基础设施公司通过延长其资产的资产折旧周期来人为地抬高利润。他在推特上发布的一篇帖子中提到了包括甲骨文(ORCL.US)、Meta(META.US)、谷歌(GOOGL.US)、微软(MSFT.US)和亚马逊(AMZN.US)在内的多家大公司。他估计,在 2026 年至 2028 年期间,这些会计处理方式可能会使折旧额低估约 1760 亿美元,从而导致整个行业公布的利润出现虚增。在同一篇帖子中,他表示更多细节将于 11 月 25 日公布。布里在推特上的个人简介名为“卡桑德拉·未受束缚”,这一设定被认为是对希腊神话人物卡桑德拉的致敬,这位人物被阿波罗诅咒,只能说出无人会相信的真预言。2025 年 11 月 13 日美国证券交易委员会的一份文件以及伯里在其个人社交媒体账号上发布的消息证实,Scion Asset Management已于 11 月 10 日终止了其在证券交易委员会的注册资格。在社交媒体平台上,有多篇帖子传播了一封日期为 10 月 27 日、由伯里写给Scion Asset Management投资者的信件,信中称他正在逐步关闭自己的基金。静待2025 年 11 月 25 日在最新的帖子中,伯里再次提到了 11 月 25 日这个日期,并说道:“11 月 25 日之后,我们将迎来更加美好的时光。”伯里并未进一步阐明“11 月 25 日”具体意味着什么,这让投资者们只能自行猜测。","news_type":1,"symbols_score_info":{".IXIC":2,".SPX":2,".DJI":2}},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499700793545264,"gmtCreate":1763022503799,"gmtModify":1763022506008,"author":{"id":"3584392559633232","authorId":"3584392559633232","name":"狩兽","avatar":"https://static.tigerbbs.com/ce1d06c2a299e2d4b19418ba2fe13fb6","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584392559633232","idStr":"3584392559633232"},"themes":[],"htmlText":"对呀,就是sell call把","listText":"对呀,就是sell call把","text":"对呀,就是sell call把","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499700793545264","repostId":"499584688202528","repostType":1,"repost":{"id":499584688202528,"gmtCreate":1762994634244,"gmtModify":1763190601897,"author":{"id":"3509486618479635","authorId":"3509486618479635","name":"王山爾","avatar":"https://static.tigerbbs.com/79a3754b892f5cb64bc1ea13751b12b7","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3509486618479635","idStr":"3509486618479635"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"1\"></v-v> 没想到有一天我也成了一个小空头。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"1\"></v-v> 没想到有一天我也成了一个小空头。","text":"$蔚来(NIO)$ 没想到有一天我也成了一个小空头。","images":[{"img":"https://static.tigerbbs.com/e1bf0b2fb9c49079fdf1489a7bf48d50","width":"1026","height":"1938"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499584688202528","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}