淘金书生AI的个人主页 - 老虎社区

淘金书生AI

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12-05 03:30

$纳斯达克(.IXIC)$ 没有信仰，不靠谱等着吃花生米吧

12-05 02:41

$纳斯达克(.IXIC)$ 利己主义的社会，没前途

12-05 02:09

$纳斯达克(.IXIC)$ 一个没有信誉的国家，只为利益，多么可怕

12-05 02:05

有什么有，丢掉了最可贵的信誉。欧洲才是文明的中心

英伟达CEO黄仁勋会晤特朗普，聚焦AI芯片出口管制，直言“GAIN AI法案”更不利美国

12-05 01:50

$纳斯达克(.IXIC)$ 美元此次陨落！不靠谱功不可没

12-05 01:43

$纳斯达克(.IXIC)$ 美国信誉崩坍！我挺欧洲

12-05 01:33

$纳斯达克(.IXIC)$ 老特没信仰，王八旦，美国人民的信誉给他一人消耗殆尽

12-03

$特斯拉(TSLA)$ 中国区大卖大家眼瞎啦？8W多辆呀！恐怖如斯

12-03

干爆空头

枪口瞄准特斯拉！大空头称其估值荒谬、薪酬计划损害股东

12-02

打爆他狗头🐶

《大空头》迈克尔·伯里重启对特斯拉的做空押注，称该股“估值过高”

11-18

必须买部特斯拉支持一下！

11-13

$特斯拉(TSLA)$ 即将到来高光时刻

11-11

还差9万刀

11-07

$纳斯达克(.IXIC)$ 还没有最后疯狂

11-04

训觉

11-02

虎虎生威

10-31

美股真的只能做多呀！

10-28

胆子还是小了点

10-17

$纳斯达克(.IXIC)$ 钱在贬值，还不如持有优质股票

10-11

$纳斯达克(.IXIC)$ 降息钱会去哪里？

去老虎APP查看更多动态

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一个没有信誉的国家，只为利益，多么可怕","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507253365531088","isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507474611093768,"gmtCreate":1764871557106,"gmtModify":1764871559521,"author":{"id":"4202492524609412","authorId":"4202492524609412","name":"淘金书生AI","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4202492524609412","idStr":"4202492524609412"},"themes":[],"title":"","htmlText":"有什么有，丢掉了最可贵的信誉。欧洲才是文明的中心","listText":"有什么有，丢掉了最可贵的信誉。欧洲才是文明的中心","text":"有什么有，丢掉了最可贵的信誉。欧洲才是文明的中心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507474611093768","repostId":"2588227110","repostType":2,"repost":{"id":"2588227110","kind":"news","pubTimestamp":1764799200,"share":"https://www.laohu8.com/m/news/2588227110?lang=&edition=full","pubTime":"2025-12-04 06:00","market":"hk","language":"zh","title":"英伟达CEO黄仁勋会晤特朗普，聚焦AI芯片出口管制，直言“GAIN AI法案”更不利美国","url":"https://stock-news.laohu8.com/highlight/detail?id=2588227110","media":"智通财经","summary":"然而，据知情人士透露，GAIN AI 法案预计不会被纳入今年的国防授权法案。对此，黄仁勋表示，这是“明智的举动”，并进一步指出，GAIN AI 法案对美国的负面影响甚至超过此前同样备受争议的《AI扩散法案》。在谈及人工智能监管框架时，黄仁勋也对美国各州自行制定AI监管法律的趋势提出批评。黄仁勋强调，美国需要推动联邦层面的AI监管体系，“联邦监管才是最明智的选择”。","content":"<html><head></head><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)首席执行官黄仁勋周三表示，他当天与总统特朗普进行了会面，双方讨论了先进人工智能芯片的出口限制问题。在美国国会酝酿进一步收紧向其他国家出口高端AI芯片的背景下，这场会晤受到科技行业与政策界的高度关注。</p><p>黄仁勋在国会山对媒体表示，他一直明确支持美国的出口管制政策，但强调必须确保美国企业始终拥有“最好的、最多的、最领先的技术”。</p><p>此前，部分立法者考虑将《保障美国企业获取与创新的国家人工智能法案》（GAIN AI Act）纳入年度《国防授权法案》（NDAA）。该提案要求包括英伟达、<a href=\"https://laohu8.com/S/SMCI\">超微</a>半导体(<a href=\"https://laohu8.com/S/AMD\">AMD</a>.US)在内的芯片制造商必须优先保证美国企业获得AI芯片，之后才能向其他国家出口。然而，据知情人士透露，GAIN AI 法案预计不会被纳入今年的国防授权法案。对此，黄仁勋表示，这是“明智的举动”，并进一步指出，GAIN AI 法案对美国的负面影响甚至超过此前同样备受争议的《AI扩散法案》（AI Diffusion Act）。</p><p>在谈及人工智能监管框架时，黄仁勋也对美国各州自行制定AI监管法律的趋势提出批评。他表示，美国不能允许出现州与州之间高度碎片化的监管体系，否则会让美国AI行业陷入停滞，并可能导致国家安全风险。科技公司一直反对“各州各自为政”式的监管方式，并因此支持成立名为“Leading the Future”的超级政治行动委员会，倡导制定全国统一标准。黄仁勋强调，美国需要推动联邦层面的AI监管体系，“联邦监管才是最明智的选择”。</p><p>特朗普上月曾敦促国会在今年的NDAA中加入条款，以一项统一的联邦标准覆盖州级监管，但该条款最终未能获得足够支持。众议院多数党领袖Steve Scalise本周表示，该条款不会被纳入今年的法案，不过国会将继续寻找方式，为美国建立全国统一的AI监管框架，以避免监管碎片化给产业带来的不确定性。</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>英伟达CEO黄仁勋会晤特朗普，聚焦AI芯片出口管制，直言“GAIN AI法案”更不利美国</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英伟达CEO黄仁勋会晤特朗普，聚焦AI芯片出口管制，直言“GAIN AI法案”更不利美国\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-04 06:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1377520.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，英伟达(NVDA.US)首席执行官黄仁勋周三表示，他当天与总统特朗普进行了会面，双方讨论了先进人工智能芯片的出口限制问题。在美国国会酝酿进一步收紧向其他国家出口高端AI芯片的背景下，这场会晤受到科技行业与政策界的高度关注。黄仁勋在国会山对媒体表示，他一直明确支持美国的出口管制政策，但强调必须确保美国企业始终拥有“最好的、最多的、最领先的技术”。此前，部分立法者考虑将《保障美国...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1377520.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{"LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","NVDA":"英伟达","NVDL":"2倍做多NVDA ETF-GraniteShares","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE 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Henderson Balanced A Acc SGD-H","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0861579265.USD":"联博低波幅策略股票基金A","LU0109392836.USD":"富兰克林科技股A"},"source_url":"http://www.zhitongcaijing.com/content/detail/1377520.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2588227110","content_text":"智通财经APP获悉，英伟达(NVDA.US)首席执行官黄仁勋周三表示，他当天与总统特朗普进行了会面，双方讨论了先进人工智能芯片的出口限制问题。在美国国会酝酿进一步收紧向其他国家出口高端AI芯片的背景下，这场会晤受到科技行业与政策界的高度关注。黄仁勋在国会山对媒体表示，他一直明确支持美国的出口管制政策，但强调必须确保美国企业始终拥有“最好的、最多的、最领先的技术”。此前，部分立法者考虑将《保障美国企业获取与创新的国家人工智能法案》（GAIN AI Act）纳入年度《国防授权法案》（NDAA）。该提案要求包括英伟达、超微半导体(AMD.US)在内的芯片制造商必须优先保证美国企业获得AI芯片，之后才能向其他国家出口。然而，据知情人士透露，GAIN AI 法案预计不会被纳入今年的国防授权法案。对此，黄仁勋表示，这是“明智的举动”，并进一步指出，GAIN AI 法案对美国的负面影响甚至超过此前同样备受争议的《AI扩散法案》（AI Diffusion Act）。在谈及人工智能监管框架时，黄仁勋也对美国各州自行制定AI监管法律的趋势提出批评。他表示，美国不能允许出现州与州之间高度碎片化的监管体系，否则会让美国AI行业陷入停滞，并可能导致国家安全风险。科技公司一直反对“各州各自为政”式的监管方式，并因此支持成立名为“Leading the Future”的超级政治行动委员会，倡导制定全国统一标准。黄仁勋强调，美国需要推动联邦层面的AI监管体系，“联邦监管才是最明智的选择”。特朗普上月曾敦促国会在今年的NDAA中加入条款，以一项统一的联邦标准覆盖州级监管，但该条款最终未能获得足够支持。众议院多数党领袖Steve 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老特没信仰，王八旦，美国人民的信誉给他一人消耗殆尽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507452284916016","isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506731351355416,"gmtCreate":1764697011367,"gmtModify":1764711424788,"author":{"id":"4202492524609412","authorId":"4202492524609412","name":"淘金书生AI","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4202492524609412","idStr":"4202492524609412"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 中国区大卖大家眼瞎啦？8W多辆呀！恐怖如斯","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 中国区大卖大家眼瞎啦？8W多辆呀！恐怖如斯","text":"$特斯拉(TSLA)$ 中国区大卖大家眼瞎啦？8W多辆呀！恐怖如斯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506731351355416","isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506598437126176,"gmtCreate":1764695695416,"gmtModify":1764695697940,"author":{"id":"4202492524609412","authorId":"4202492524609412","name":"淘金书生AI","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4202492524609412","idStr":"4202492524609412"},"themes":[],"title":"","htmlText":"干爆空头","listText":"干爆空头","text":"干爆空头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506598437126176","repostId":"1145472766","repostType":2,"repost":{"id":"1145472766","kind":"news","pubTimestamp":1764662670,"share":"https://www.laohu8.com/m/news/1145472766?lang=&edition=full","pubTime":"2025-12-02 16:04","market":"us","language":"zh","title":"枪口瞄准特斯拉！大空头称其估值荒谬、薪酬计划损害股东","url":"https://stock-news.laohu8.com/highlight/detail?id=1145472766","media":"华尔街见闻","summary":"Burry特别针对马斯克提出的价值1万亿美元的薪酬计划提出批评，认为该计划的规模和潜在稀释效应已成为机构投资者评估公司风险的焦点。电影《大空头》原型、以成功预测2008年金融危机闻名的投资人Michael Burry再度做空特斯拉股票，称其\"估值高得荒谬\"，并警告马斯克提出的薪酬方案将进一步稀释股东权益。目前市场反应相对温和，特斯拉股价周一收盘基本持平。","content":"<html><head></head><body><blockquote><p>Michael Burry估计特斯拉基于股票的薪酬方案在无回购抵消的情况下，每年会稀释股东权益约3.6%。Burry特别针对马斯克提出的价值1万亿美元的薪酬计划提出批评，认为该计划的规模和潜在稀释效应已成为机构投资者评估公司风险的焦点。</p></blockquote><p style=\"text-align: left;\">电影《大空头》原型、以成功预测2008年金融危机闻名的投资人Michael Burry再度做空特斯拉股票，称其&#34;估值高得荒谬&#34;，并警告马斯克提出的薪酬方案将进一步稀释股东权益。这一举动延续了Burry对高估值科技股的看跌立场，也呼应了他此前做空英伟达和Palantir的策略。</p><p style=\"text-align: justify;\">周二，据媒体援引Burry在付费订阅平台Substack发布的文章报道，<strong>他估计特斯拉基于股票的薪酬方案在无回购抵消的情况下，每年会稀释股东权益约3.6%。Burry特别针对马斯克提出的价值1万亿美元的薪酬计划提出批评，认为该计划的规模和潜在稀释效应已成为机构投资者评估公司风险的焦点。</strong></p><p style=\"text-align: left;\">特斯拉股价今年上涨6.5%，但远逊于纳斯达克100指数20.6%的涨幅，目前以接近200倍的未来12个月预期市盈率交易。全球最大主权财富基金挪威央行投资管理公司已投票反对马斯克的薪酬方案，理由是担忧其规模、稀释效应以及对马斯克的过度依赖。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6bdb26ef173e882913305c2a1de0499a\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: left;\">在披露做空特斯拉交易不久前，Burry注销了其公司Scion Asset Management，这表明他希望通过Substack账号直接与市场对话，影响围绕科技股估值的讨论。目前市场反应相对温和，特斯拉股价周一收盘基本持平。</p><h2 id=\"id_3879252285\" style=\"text-align: left;\">持续看空AI概念股并升级与英伟达论战</h2><p style=\"text-align: left;\">Burry近期将批评矛头集中指向人工智能行业，称英伟达向华尔街分析师分发的内部反驳备忘录&#34;令人失望&#34;并充斥着&#34;稻草人论证&#34;。他在Substack博客中表<strong>示&#34;不敢相信&#34;这些回应出自全球市值最高的上市公司，并称该文件&#34;读起来几乎像个骗局&#34;。</strong></p><p style=\"text-align: left;\">Burry透露他&#34;继续持有针对Palantir和英伟达的看跌期权&#34;，直接向市场传递了对这两家AI明星公司前景的看空信号。根据Scion Asset Management 11月3日提交的文件，该公司在9月底持有对英伟达和Palantir的看跌期权，尽管名义价值高达11亿美元，但实际成本每个仅约1000万美元。</p><p style=\"text-align: left;\">针对英伟达的七页反驳备忘录，Burry指出其核心论点被曲解。他强调从未质疑英伟达自身的固定资产折旧政策，因为作为芯片设计公司，英伟达的资本支出极小。<strong>他的关注焦点是未来风险，即新款芯片可能在2026年至2028年间就变得功能性过时。</strong></p><p style=\"text-align: left;\">Burry警告的核心在于AI公司客户的会计处理方式，特别是那些斥巨资购买AI芯片的超大规模数据中心正在系统性延长芯片和服务器的使用年限。将折旧期从三年延长至五或六年可以在短期内美化利润，但面临技术快速迭代带来的资产减记风险。</p><h2 id=\"id_1235863791\" style=\"text-align: left;\">马斯克薪酬方案面临广泛质疑</h2><p style=\"text-align: left;\">马斯克提出的1万亿美元薪酬方案正成为股东辩论焦点，该方案以业绩里程碑为条件。其规模和潜在稀释效应已成为机构投资者评估特斯拉集中度和关键人员风险的重要考量因素。</p><p style=\"text-align: left;\">挪威央行投资管理公司投票反对该薪酬方案，理由包括担忧其规模、稀释效应以及未能充分缓解对马斯克的依赖。这一立场表明反对声音已从Burry等知名做空者扩展至主流资产管理机构。</p><p style=\"text-align: left;\">特斯拉目前股价以接近200倍未来12个月预期利润交易，彭博数据显示其估值水平远高于同行。在潜在AI泡沫已引发投资者担忧的背景下，Burry对薪酬结构的批评进一步加剧了市场忧虑情绪。</p></body></html>","source":"lsy1762389672944","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>枪口瞄准特斯拉！大空头称其估值荒谬、薪酬计划损害股东</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n枪口瞄准特斯拉！大空头称其估值荒谬、薪酬计划损害股东\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-02 16:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3760515><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Michael Burry估计特斯拉基于股票的薪酬方案在无回购抵消的情况下，每年会稀释股东权益约3.6%。Burry特别针对马斯克提出的价值1万亿美元的薪酬计划提出批评，认为该计划的规模和潜在稀释效应已成为机构投资者评估公司风险的焦点。电影《大空头》原型、以成功预测2008年金融危机闻名的投资人Michael Burry再度做空特斯拉股票，称其\"估值高得荒谬\"，并警告马斯克提出的薪酬方案将进一步...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3760515\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/968c7f56416ea450ba452ed25e324d2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3760515","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145472766","content_text":"Michael Burry估计特斯拉基于股票的薪酬方案在无回购抵消的情况下，每年会稀释股东权益约3.6%。Burry特别针对马斯克提出的价值1万亿美元的薪酬计划提出批评，认为该计划的规模和潜在稀释效应已成为机构投资者评估公司风险的焦点。电影《大空头》原型、以成功预测2008年金融危机闻名的投资人Michael Burry再度做空特斯拉股票，称其\"估值高得荒谬\"，并警告马斯克提出的薪酬方案将进一步稀释股东权益。这一举动延续了Burry对高估值科技股的看跌立场，也呼应了他此前做空英伟达和Palantir的策略。周二，据媒体援引Burry在付费订阅平台Substack发布的文章报道，他估计特斯拉基于股票的薪酬方案在无回购抵消的情况下，每年会稀释股东权益约3.6%。Burry特别针对马斯克提出的价值1万亿美元的薪酬计划提出批评，认为该计划的规模和潜在稀释效应已成为机构投资者评估公司风险的焦点。特斯拉股价今年上涨6.5%，但远逊于纳斯达克100指数20.6%的涨幅，目前以接近200倍的未来12个月预期市盈率交易。全球最大主权财富基金挪威央行投资管理公司已投票反对马斯克的薪酬方案，理由是担忧其规模、稀释效应以及对马斯克的过度依赖。在披露做空特斯拉交易不久前，Burry注销了其公司Scion Asset Management，这表明他希望通过Substack账号直接与市场对话，影响围绕科技股估值的讨论。目前市场反应相对温和，特斯拉股价周一收盘基本持平。持续看空AI概念股并升级与英伟达论战Burry近期将批评矛头集中指向人工智能行业，称英伟达向华尔街分析师分发的内部反驳备忘录\"令人失望\"并充斥着\"稻草人论证\"。他在Substack博客中表示\"不敢相信\"这些回应出自全球市值最高的上市公司，并称该文件\"读起来几乎像个骗局\"。Burry透露他\"继续持有针对Palantir和英伟达的看跌期权\"，直接向市场传递了对这两家AI明星公司前景的看空信号。根据Scion Asset Management 11月3日提交的文件，该公司在9月底持有对英伟达和Palantir的看跌期权，尽管名义价值高达11亿美元，但实际成本每个仅约1000万美元。针对英伟达的七页反驳备忘录，Burry指出其核心论点被曲解。他强调从未质疑英伟达自身的固定资产折旧政策，因为作为芯片设计公司，英伟达的资本支出极小。他的关注焦点是未来风险，即新款芯片可能在2026年至2028年间就变得功能性过时。Burry警告的核心在于AI公司客户的会计处理方式，特别是那些斥巨资购买AI芯片的超大规模数据中心正在系统性延长芯片和服务器的使用年限。将折旧期从三年延长至五或六年可以在短期内美化利润，但面临技术快速迭代带来的资产减记风险。马斯克薪酬方案面临广泛质疑马斯克提出的1万亿美元薪酬方案正成为股东辩论焦点，该方案以业绩里程碑为条件。其规模和潜在稀释效应已成为机构投资者评估特斯拉集中度和关键人员风险的重要考量因素。挪威央行投资管理公司投票反对该薪酬方案，理由包括担忧其规模、稀释效应以及未能充分缓解对马斯克的依赖。这一立场表明反对声音已从Burry等知名做空者扩展至主流资产管理机构。特斯拉目前股价以接近200倍未来12个月预期利润交易，彭博数据显示其估值水平远高于同行。在潜在AI泡沫已引发投资者担忧的背景下，Burry对薪酬结构的批评进一步加剧了市场忧虑情绪。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506509404202024,"gmtCreate":1764690204095,"gmtModify":1764690206683,"author":{"id":"4202492524609412","authorId":"4202492524609412","name":"淘金书生AI","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4202492524609412","idStr":"4202492524609412"},"themes":[],"title":"","htmlText":"打爆他狗头🐶","listText":"打爆他狗头🐶","text":"打爆他狗头🐶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506509404202024","repostId":"1174321317","repostType":2,"repost":{"id":"1174321317","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":1764634314,"share":"https://www.laohu8.com/m/news/1174321317?lang=&edition=full","pubTime":"2025-12-02 08:11","market":"us","language":"zh","title":"《大空头》迈克尔·伯里重启对特斯拉的做空押注，称该股“估值过高”","url":"https://stock-news.laohu8.com/highlight/detail?id=1174321317","media":"老虎资讯综合","summary":"上个月获得股东压倒性批准的2025年薪酬方案，可能使马斯克获得至少数千万股特斯拉股票，这将进一步稀释现有股东的持股比例。《大空头》的投资人伯里此前曾在2021年做空特斯拉，当时他的对冲基金做空了约5.3亿美元的特斯拉股票，并在几个月后平仓。目前尚不清楚他第一次做空特斯拉的具体结果，但根据Scion披露做空信息到伯里表示平仓期间特斯拉的股价走势来看，该公司很可能蒙受了损失。马斯克过去对特斯拉的做空者并不友好。","content":"<html><head></head><body><p>12月2日，据《财富》杂志报道，曾成功预测 2008 年房地产市场崩盘的《大空头》投资者表示，电动汽车制造商<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的估值“高得离谱”，并警告称马斯克 1 万亿美元的薪酬计划只会让情况变得更糟。</p><p>上个月注销了其对冲基金 Scion Asset Management 的 Michael Burry 在新推出的 Substack 账户上透露，他押注做空埃隆·马斯克的特斯拉。 </p><p style=\"text-align: start;\">他在一篇帖子中写道：“特斯拉目前的市值被严重高估，而且这种情况已经持续了很长时间。”</p><p>伯里表示，特斯拉通过向员工发放股票期权作为薪酬，却不进行股票回购来抵消影响，导致其股东权益每年被稀释约3.6%。他还补充说，首席执行官马斯克的巨额薪酬会让情况更加糟糕。 </p><p style=\"text-align: start;\">上个月获得股东压倒性批准的2025年薪酬方案，可能使马斯克获得至少数千万股特斯拉股票，这将进一步稀释现有股东的持股比例。方案最高时，马斯克将获得数亿股股票，只要他达到严格的目标，其特斯拉持股比例将从目前的15%增至29%。</p><p style=\"text-align: start;\">据《财富》杂志的肖恩·塔利报道，如果马斯克能够实现解锁薪酬所需的两个比较容易实现的目标，那么他可能比支持他的股东们获益更多。</p><p style=\"text-align: start;\">周一，该公司股价约为 426 美元，在 Burry 的博客文章发表后下跌不到 1%，但由于年初股价大幅下跌后的反弹，今年迄今为止股价仍上涨超过 6%。 </p><p style=\"text-align: start;\">除了认为特斯拉估值过高之外，伯里还抨击了该公司的超级粉丝，称特斯拉的首要任务是一个不断变化的目标。</p><p style=\"text-align: start;\">这位传奇投资人说：“顺便一提，埃隆·马斯克的拥趸们曾经全力投入电动汽车，直到出现竞争对手；后来又全力投入自动驾驶，直到出现竞争对手；现在又全力投入<a href=\"https://laohu8.com/S/300024\">机器人</a>——直到出现竞争对手。”</p><p>特斯拉尚未回复《财富》杂志的置评请求。</p><p>伯里做空特斯拉之前，还做空了科技巨头<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>，他最近也透露了这一点。 </p><p style=\"text-align: start;\">《大空头》的投资人伯里此前曾在2021年做空特斯拉，当时他的对冲基金做空了约5.3亿美元的特斯拉股票，并在几个月后平仓。当时，伯里告诉CNBC，这“只是一笔交易”。目前尚不清楚他第一次做空特斯拉的具体结果，但根据Scion披露做空信息到伯里表示平仓期间特斯拉的股价走势来看，该公司很可能蒙受了损失。 </p><p style=\"text-align: start;\">不过，伯里的观点并非华尔街的共识。尽管他预测特斯拉前景黯淡，但仍有约四分之三的分析师对特斯拉给予“买入”或“持有”评级。上个月，特斯拉股东批准了马斯克的薪酬方案后，特斯拉的坚定支持者丹·艾夫斯及其韦德布什证券团队重申了他们对这位首席执行官及其公司愿景的支持。</p><p style=\"text-align: start;\">马斯克过去对特斯拉的做空者并不友好。大约在2022年，在发现比尔·盖茨做空特斯拉股票后，马斯克对这位<a href=\"https://laohu8.com/S/MSFT\">微软</a>联合创始人“非常刻薄”，盖茨后来在一次采访中透露了这一点。</p><p style=\"text-align: start;\">目前尚不清楚盖茨是否已经平仓，但马斯克并没有忘记。 </p><p>“如果盖茨还没有完全平仓他持有近 8 年的特斯拉疯狂空头头寸，他最好尽快平仓。”他上个月在X上发表的一篇文章中写道。</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》迈克尔·伯里重启对特斯拉的做空押注，称该股“估值过高”</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n《大空头》迈克尔·伯里重启对特斯拉的做空押注，称该股“估值过高”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-12-02 08:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月2日，据《财富》杂志报道，曾成功预测 2008 年房地产市场崩盘的《大空头》投资者表示，电动汽车制造商<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的估值“高得离谱”，并警告称马斯克 1 万亿美元的薪酬计划只会让情况变得更糟。</p><p>上个月注销了其对冲基金 Scion Asset Management 的 Michael Burry 在新推出的 Substack 账户上透露，他押注做空埃隆·马斯克的特斯拉。 </p><p style=\"text-align: start;\">他在一篇帖子中写道：“特斯拉目前的市值被严重高估，而且这种情况已经持续了很长时间。”</p><p>伯里表示，特斯拉通过向员工发放股票期权作为薪酬，却不进行股票回购来抵消影响，导致其股东权益每年被稀释约3.6%。他还补充说，首席执行官马斯克的巨额薪酬会让情况更加糟糕。 </p><p style=\"text-align: start;\">上个月获得股东压倒性批准的2025年薪酬方案，可能使马斯克获得至少数千万股特斯拉股票，这将进一步稀释现有股东的持股比例。方案最高时，马斯克将获得数亿股股票，只要他达到严格的目标，其特斯拉持股比例将从目前的15%增至29%。</p><p style=\"text-align: start;\">据《财富》杂志的肖恩·塔利报道，如果马斯克能够实现解锁薪酬所需的两个比较容易实现的目标，那么他可能比支持他的股东们获益更多。</p><p style=\"text-align: start;\">周一，该公司股价约为 426 美元，在 Burry 的博客文章发表后下跌不到 1%，但由于年初股价大幅下跌后的反弹，今年迄今为止股价仍上涨超过 6%。 </p><p style=\"text-align: start;\">除了认为特斯拉估值过高之外，伯里还抨击了该公司的超级粉丝，称特斯拉的首要任务是一个不断变化的目标。</p><p style=\"text-align: start;\">这位传奇投资人说：“顺便一提，埃隆·马斯克的拥趸们曾经全力投入电动汽车，直到出现竞争对手；后来又全力投入自动驾驶，直到出现竞争对手；现在又全力投入<a href=\"https://laohu8.com/S/300024\">机器人</a>——直到出现竞争对手。”</p><p>特斯拉尚未回复《财富》杂志的置评请求。</p><p>伯里做空特斯拉之前，还做空了科技巨头<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>，他最近也透露了这一点。 </p><p style=\"text-align: start;\">《大空头》的投资人伯里此前曾在2021年做空特斯拉，当时他的对冲基金做空了约5.3亿美元的特斯拉股票，并在几个月后平仓。当时，伯里告诉CNBC，这“只是一笔交易”。目前尚不清楚他第一次做空特斯拉的具体结果，但根据Scion披露做空信息到伯里表示平仓期间特斯拉的股价走势来看，该公司很可能蒙受了损失。 </p><p style=\"text-align: start;\">不过，伯里的观点并非华尔街的共识。尽管他预测特斯拉前景黯淡，但仍有约四分之三的分析师对特斯拉给予“买入”或“持有”评级。上个月，特斯拉股东批准了马斯克的薪酬方案后，特斯拉的坚定支持者丹·艾夫斯及其韦德布什证券团队重申了他们对这位首席执行官及其公司愿景的支持。</p><p style=\"text-align: start;\">马斯克过去对特斯拉的做空者并不友好。大约在2022年，在发现比尔·盖茨做空特斯拉股票后，马斯克对这位<a href=\"https://laohu8.com/S/MSFT\">微软</a>联合创始人“非常刻薄”，盖茨后来在一次采访中透露了这一点。</p><p style=\"text-align: start;\">目前尚不清楚盖茨是否已经平仓，但马斯克并没有忘记。 </p><p>“如果盖茨还没有完全平仓他持有近 8 年的特斯拉疯狂空头头寸，他最好尽快平仓。”他上个月在X上发表的一篇文章中写道。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLL":"2倍做多TSLA ETF-Direxion","TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174321317","content_text":"12月2日，据《财富》杂志报道，曾成功预测 2008 年房地产市场崩盘的《大空头》投资者表示，电动汽车制造商特斯拉的估值“高得离谱”，并警告称马斯克 1 万亿美元的薪酬计划只会让情况变得更糟。上个月注销了其对冲基金 Scion Asset Management 的 Michael Burry 在新推出的 Substack 账户上透露，他押注做空埃隆·马斯克的特斯拉。 他在一篇帖子中写道：“特斯拉目前的市值被严重高估，而且这种情况已经持续了很长时间。”伯里表示，特斯拉通过向员工发放股票期权作为薪酬，却不进行股票回购来抵消影响，导致其股东权益每年被稀释约3.6%。他还补充说，首席执行官马斯克的巨额薪酬会让情况更加糟糕。 上个月获得股东压倒性批准的2025年薪酬方案，可能使马斯克获得至少数千万股特斯拉股票，这将进一步稀释现有股东的持股比例。方案最高时，马斯克将获得数亿股股票，只要他达到严格的目标，其特斯拉持股比例将从目前的15%增至29%。据《财富》杂志的肖恩·塔利报道，如果马斯克能够实现解锁薪酬所需的两个比较容易实现的目标，那么他可能比支持他的股东们获益更多。周一，该公司股价约为 426 美元，在 Burry 的博客文章发表后下跌不到 1%，但由于年初股价大幅下跌后的反弹，今年迄今为止股价仍上涨超过 6%。 除了认为特斯拉估值过高之外，伯里还抨击了该公司的超级粉丝，称特斯拉的首要任务是一个不断变化的目标。这位传奇投资人说：“顺便一提，埃隆·马斯克的拥趸们曾经全力投入电动汽车，直到出现竞争对手；后来又全力投入自动驾驶，直到出现竞争对手；现在又全力投入机器人——直到出现竞争对手。”特斯拉尚未回复《财富》杂志的置评请求。伯里做空特斯拉之前，还做空了科技巨头英伟达和Palantir，他最近也透露了这一点。 《大空头》的投资人伯里此前曾在2021年做空特斯拉，当时他的对冲基金做空了约5.3亿美元的特斯拉股票，并在几个月后平仓。当时，伯里告诉CNBC，这“只是一笔交易”。目前尚不清楚他第一次做空特斯拉的具体结果，但根据Scion披露做空信息到伯里表示平仓期间特斯拉的股价走势来看，该公司很可能蒙受了损失。 不过，伯里的观点并非华尔街的共识。尽管他预测特斯拉前景黯淡，但仍有约四分之三的分析师对特斯拉给予“买入”或“持有”评级。上个月，特斯拉股东批准了马斯克的薪酬方案后，特斯拉的坚定支持者丹·艾夫斯及其韦德布什证券团队重申了他们对这位首席执行官及其公司愿景的支持。马斯克过去对特斯拉的做空者并不友好。大约在2022年，在发现比尔·盖茨做空特斯拉股票后，马斯克对这位微软联合创始人“非常刻薄”，盖茨后来在一次采访中透露了这一点。目前尚不清楚盖茨是否已经平仓，但马斯克并没有忘记。 “如果盖茨还没有完全平仓他持有近 8 年的特斯拉疯狂空头头寸，他最好尽快平仓。”他上个月在X上发表的一篇文章中写道。","news_type":1,"symbols_score_info":{"TSLL":1.5,"TSLA":1.5}},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501219405423000,"gmtCreate":1763398342195,"gmtModify":1763398354676,"author":{"id":"4202492524609412","authorId":"4202492524609412","name":"淘金书生AI","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4202492524609412","idStr":"4202492524609412"},"themes":[],"title":"","htmlText":"必须买部特斯拉支持一下！","listText":"必须买部特斯拉支持一下！","text":"必须买部特斯拉支持一下！","images":[{"img":"https://static.tigerbbs.com/6bd2619747dec2c78bd41317da706186","width":"981","height":"1577"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501219405423000","isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":499486171272064,"gmtCreate":1762970243385,"gmtModify":1762970245294,"author":{"id":"4202492524609412","authorId":"4202492524609412","name":"淘金书生AI","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4202492524609412","idStr":"4202492524609412"},"themes":[],"title":"","htmlText":"<a 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即将到来高光时刻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/499486171272064","isVote":1,"tweetType":1,"viewCount":1811,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"content":"2025要突破480有点难了，守不住400估计慢慢回调到350以上，400以下了，今晚估计420问题不大","text":"2025要突破480有点难了，守不住400估计慢慢回调到350以上，400以下了，今晚估计420问题不大","html":"2025要突破480有点难了，守不住400估计慢慢回调到350以上，400以下了，今晚估计420问题不大"},{"author":{"id":"4197012052838412","authorId":"4197012052838412","name":"PilotKev","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4197012052838412","idStr":"4197012052838412"},"content":"又跟这儿做梦呢","text":"又跟这儿做梦呢","html":"又跟这儿做梦呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506598437126176,"gmtCreate":1764695695416,"gmtModify":1764695697940,"author":{"id":"4202492524609412","authorId":"4202492524609412","name":"淘金书生AI","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4202492524609412","idStr":"4202492524609412"},"themes":[],"title":"","htmlText":"干爆空头","listText":"干爆空头","text":"干爆空头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506598437126176","repostId":"1145472766","repostType":2,"repost":{"id":"1145472766","kind":"news","pubTimestamp":1764662670,"share":"https://www.laohu8.com/m/news/1145472766?lang=&edition=full","pubTime":"2025-12-02 16:04","market":"us","language":"zh","title":"枪口瞄准特斯拉！大空头称其估值荒谬、薪酬计划损害股东","url":"https://stock-news.laohu8.com/highlight/detail?id=1145472766","media":"华尔街见闻","summary":"Burry特别针对马斯克提出的价值1万亿美元的薪酬计划提出批评，认为该计划的规模和潜在稀释效应已成为机构投资者评估公司风险的焦点。电影《大空头》原型、以成功预测2008年金融危机闻名的投资人Michael Burry再度做空特斯拉股票，称其\"估值高得荒谬\"，并警告马斯克提出的薪酬方案将进一步稀释股东权益。目前市场反应相对温和，特斯拉股价周一收盘基本持平。","content":"<html><head></head><body><blockquote><p>Michael Burry估计特斯拉基于股票的薪酬方案在无回购抵消的情况下，每年会稀释股东权益约3.6%。Burry特别针对马斯克提出的价值1万亿美元的薪酬计划提出批评，认为该计划的规模和潜在稀释效应已成为机构投资者评估公司风险的焦点。</p></blockquote><p style=\"text-align: left;\">电影《大空头》原型、以成功预测2008年金融危机闻名的投资人Michael Burry再度做空特斯拉股票，称其&#34;估值高得荒谬&#34;，并警告马斯克提出的薪酬方案将进一步稀释股东权益。这一举动延续了Burry对高估值科技股的看跌立场，也呼应了他此前做空英伟达和Palantir的策略。</p><p style=\"text-align: justify;\">周二，据媒体援引Burry在付费订阅平台Substack发布的文章报道，<strong>他估计特斯拉基于股票的薪酬方案在无回购抵消的情况下，每年会稀释股东权益约3.6%。Burry特别针对马斯克提出的价值1万亿美元的薪酬计划提出批评，认为该计划的规模和潜在稀释效应已成为机构投资者评估公司风险的焦点。</strong></p><p style=\"text-align: left;\">特斯拉股价今年上涨6.5%，但远逊于纳斯达克100指数20.6%的涨幅，目前以接近200倍的未来12个月预期市盈率交易。全球最大主权财富基金挪威央行投资管理公司已投票反对马斯克的薪酬方案，理由是担忧其规模、稀释效应以及对马斯克的过度依赖。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6bdb26ef173e882913305c2a1de0499a\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: left;\">在披露做空特斯拉交易不久前，Burry注销了其公司Scion Asset Management，这表明他希望通过Substack账号直接与市场对话，影响围绕科技股估值的讨论。目前市场反应相对温和，特斯拉股价周一收盘基本持平。</p><h2 id=\"id_3879252285\" style=\"text-align: left;\">持续看空AI概念股并升级与英伟达论战</h2><p style=\"text-align: left;\">Burry近期将批评矛头集中指向人工智能行业，称英伟达向华尔街分析师分发的内部反驳备忘录&#34;令人失望&#34;并充斥着&#34;稻草人论证&#34;。他在Substack博客中表<strong>示&#34;不敢相信&#34;这些回应出自全球市值最高的上市公司，并称该文件&#34;读起来几乎像个骗局&#34;。</strong></p><p style=\"text-align: left;\">Burry透露他&#34;继续持有针对Palantir和英伟达的看跌期权&#34;，直接向市场传递了对这两家AI明星公司前景的看空信号。根据Scion Asset Management 11月3日提交的文件，该公司在9月底持有对英伟达和Palantir的看跌期权，尽管名义价值高达11亿美元，但实际成本每个仅约1000万美元。</p><p style=\"text-align: left;\">针对英伟达的七页反驳备忘录，Burry指出其核心论点被曲解。他强调从未质疑英伟达自身的固定资产折旧政策，因为作为芯片设计公司，英伟达的资本支出极小。<strong>他的关注焦点是未来风险，即新款芯片可能在2026年至2028年间就变得功能性过时。</strong></p><p style=\"text-align: left;\">Burry警告的核心在于AI公司客户的会计处理方式，特别是那些斥巨资购买AI芯片的超大规模数据中心正在系统性延长芯片和服务器的使用年限。将折旧期从三年延长至五或六年可以在短期内美化利润，但面临技术快速迭代带来的资产减记风险。</p><h2 id=\"id_1235863791\" style=\"text-align: left;\">马斯克薪酬方案面临广泛质疑</h2><p style=\"text-align: left;\">马斯克提出的1万亿美元薪酬方案正成为股东辩论焦点，该方案以业绩里程碑为条件。其规模和潜在稀释效应已成为机构投资者评估特斯拉集中度和关键人员风险的重要考量因素。</p><p style=\"text-align: left;\">挪威央行投资管理公司投票反对该薪酬方案，理由包括担忧其规模、稀释效应以及未能充分缓解对马斯克的依赖。这一立场表明反对声音已从Burry等知名做空者扩展至主流资产管理机构。</p><p style=\"text-align: left;\">特斯拉目前股价以接近200倍未来12个月预期利润交易，彭博数据显示其估值水平远高于同行。在潜在AI泡沫已引发投资者担忧的背景下，Burry对薪酬结构的批评进一步加剧了市场忧虑情绪。</p></body></html>","source":"lsy1762389672944","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>枪口瞄准特斯拉！大空头称其估值荒谬、薪酬计划损害股东</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n枪口瞄准特斯拉！大空头称其估值荒谬、薪酬计划损害股东\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-02 16:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3760515><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Michael Burry估计特斯拉基于股票的薪酬方案在无回购抵消的情况下，每年会稀释股东权益约3.6%。Burry特别针对马斯克提出的价值1万亿美元的薪酬计划提出批评，认为该计划的规模和潜在稀释效应已成为机构投资者评估公司风险的焦点。电影《大空头》原型、以成功预测2008年金融危机闻名的投资人Michael Burry再度做空特斯拉股票，称其\"估值高得荒谬\"，并警告马斯克提出的薪酬方案将进一步...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3760515\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/968c7f56416ea450ba452ed25e324d2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3760515","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145472766","content_text":"Michael Burry估计特斯拉基于股票的薪酬方案在无回购抵消的情况下，每年会稀释股东权益约3.6%。Burry特别针对马斯克提出的价值1万亿美元的薪酬计划提出批评，认为该计划的规模和潜在稀释效应已成为机构投资者评估公司风险的焦点。电影《大空头》原型、以成功预测2008年金融危机闻名的投资人Michael Burry再度做空特斯拉股票，称其\"估值高得荒谬\"，并警告马斯克提出的薪酬方案将进一步稀释股东权益。这一举动延续了Burry对高估值科技股的看跌立场，也呼应了他此前做空英伟达和Palantir的策略。周二，据媒体援引Burry在付费订阅平台Substack发布的文章报道，他估计特斯拉基于股票的薪酬方案在无回购抵消的情况下，每年会稀释股东权益约3.6%。Burry特别针对马斯克提出的价值1万亿美元的薪酬计划提出批评，认为该计划的规模和潜在稀释效应已成为机构投资者评估公司风险的焦点。特斯拉股价今年上涨6.5%，但远逊于纳斯达克100指数20.6%的涨幅，目前以接近200倍的未来12个月预期市盈率交易。全球最大主权财富基金挪威央行投资管理公司已投票反对马斯克的薪酬方案，理由是担忧其规模、稀释效应以及对马斯克的过度依赖。在披露做空特斯拉交易不久前，Burry注销了其公司Scion Asset Management，这表明他希望通过Substack账号直接与市场对话，影响围绕科技股估值的讨论。目前市场反应相对温和，特斯拉股价周一收盘基本持平。持续看空AI概念股并升级与英伟达论战Burry近期将批评矛头集中指向人工智能行业，称英伟达向华尔街分析师分发的内部反驳备忘录\"令人失望\"并充斥着\"稻草人论证\"。他在Substack博客中表示\"不敢相信\"这些回应出自全球市值最高的上市公司，并称该文件\"读起来几乎像个骗局\"。Burry透露他\"继续持有针对Palantir和英伟达的看跌期权\"，直接向市场传递了对这两家AI明星公司前景的看空信号。根据Scion Asset Management 11月3日提交的文件，该公司在9月底持有对英伟达和Palantir的看跌期权，尽管名义价值高达11亿美元，但实际成本每个仅约1000万美元。针对英伟达的七页反驳备忘录，Burry指出其核心论点被曲解。他强调从未质疑英伟达自身的固定资产折旧政策，因为作为芯片设计公司，英伟达的资本支出极小。他的关注焦点是未来风险，即新款芯片可能在2026年至2028年间就变得功能性过时。Burry警告的核心在于AI公司客户的会计处理方式，特别是那些斥巨资购买AI芯片的超大规模数据中心正在系统性延长芯片和服务器的使用年限。将折旧期从三年延长至五或六年可以在短期内美化利润，但面临技术快速迭代带来的资产减记风险。马斯克薪酬方案面临广泛质疑马斯克提出的1万亿美元薪酬方案正成为股东辩论焦点，该方案以业绩里程碑为条件。其规模和潜在稀释效应已成为机构投资者评估特斯拉集中度和关键人员风险的重要考量因素。挪威央行投资管理公司投票反对该薪酬方案，理由包括担忧其规模、稀释效应以及未能充分缓解对马斯克的依赖。这一立场表明反对声音已从Burry等知名做空者扩展至主流资产管理机构。特斯拉目前股价以接近200倍未来12个月预期利润交易，彭博数据显示其估值水平远高于同行。在潜在AI泡沫已引发投资者担忧的背景下，Burry对薪酬结构的批评进一步加剧了市场忧虑情绪。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506509404202024,"gmtCreate":1764690204095,"gmtModify":1764690206683,"author":{"id":"4202492524609412","authorId":"4202492524609412","name":"淘金书生AI","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4202492524609412","idStr":"4202492524609412"},"themes":[],"title":"","htmlText":"打爆他狗头🐶","listText":"打爆他狗头🐶","text":"打爆他狗头🐶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506509404202024","repostId":"1174321317","repostType":2,"repost":{"id":"1174321317","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":1764634314,"share":"https://www.laohu8.com/m/news/1174321317?lang=&edition=full","pubTime":"2025-12-02 08:11","market":"us","language":"zh","title":"《大空头》迈克尔·伯里重启对特斯拉的做空押注，称该股“估值过高”","url":"https://stock-news.laohu8.com/highlight/detail?id=1174321317","media":"老虎资讯综合","summary":"上个月获得股东压倒性批准的2025年薪酬方案，可能使马斯克获得至少数千万股特斯拉股票，这将进一步稀释现有股东的持股比例。《大空头》的投资人伯里此前曾在2021年做空特斯拉，当时他的对冲基金做空了约5.3亿美元的特斯拉股票，并在几个月后平仓。目前尚不清楚他第一次做空特斯拉的具体结果，但根据Scion披露做空信息到伯里表示平仓期间特斯拉的股价走势来看，该公司很可能蒙受了损失。马斯克过去对特斯拉的做空者并不友好。","content":"<html><head></head><body><p>12月2日，据《财富》杂志报道，曾成功预测 2008 年房地产市场崩盘的《大空头》投资者表示，电动汽车制造商<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的估值“高得离谱”，并警告称马斯克 1 万亿美元的薪酬计划只会让情况变得更糟。</p><p>上个月注销了其对冲基金 Scion Asset Management 的 Michael Burry 在新推出的 Substack 账户上透露，他押注做空埃隆·马斯克的特斯拉。 </p><p style=\"text-align: start;\">他在一篇帖子中写道：“特斯拉目前的市值被严重高估，而且这种情况已经持续了很长时间。”</p><p>伯里表示，特斯拉通过向员工发放股票期权作为薪酬，却不进行股票回购来抵消影响，导致其股东权益每年被稀释约3.6%。他还补充说，首席执行官马斯克的巨额薪酬会让情况更加糟糕。 </p><p style=\"text-align: start;\">上个月获得股东压倒性批准的2025年薪酬方案，可能使马斯克获得至少数千万股特斯拉股票，这将进一步稀释现有股东的持股比例。方案最高时，马斯克将获得数亿股股票，只要他达到严格的目标，其特斯拉持股比例将从目前的15%增至29%。</p><p style=\"text-align: start;\">据《财富》杂志的肖恩·塔利报道，如果马斯克能够实现解锁薪酬所需的两个比较容易实现的目标，那么他可能比支持他的股东们获益更多。</p><p style=\"text-align: start;\">周一，该公司股价约为 426 美元，在 Burry 的博客文章发表后下跌不到 1%，但由于年初股价大幅下跌后的反弹，今年迄今为止股价仍上涨超过 6%。 </p><p style=\"text-align: start;\">除了认为特斯拉估值过高之外，伯里还抨击了该公司的超级粉丝，称特斯拉的首要任务是一个不断变化的目标。</p><p style=\"text-align: start;\">这位传奇投资人说：“顺便一提，埃隆·马斯克的拥趸们曾经全力投入电动汽车，直到出现竞争对手；后来又全力投入自动驾驶，直到出现竞争对手；现在又全力投入<a href=\"https://laohu8.com/S/300024\">机器人</a>——直到出现竞争对手。”</p><p>特斯拉尚未回复《财富》杂志的置评请求。</p><p>伯里做空特斯拉之前，还做空了科技巨头<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>，他最近也透露了这一点。 </p><p style=\"text-align: start;\">《大空头》的投资人伯里此前曾在2021年做空特斯拉，当时他的对冲基金做空了约5.3亿美元的特斯拉股票，并在几个月后平仓。当时，伯里告诉CNBC，这“只是一笔交易”。目前尚不清楚他第一次做空特斯拉的具体结果，但根据Scion披露做空信息到伯里表示平仓期间特斯拉的股价走势来看，该公司很可能蒙受了损失。 </p><p style=\"text-align: start;\">不过，伯里的观点并非华尔街的共识。尽管他预测特斯拉前景黯淡，但仍有约四分之三的分析师对特斯拉给予“买入”或“持有”评级。上个月，特斯拉股东批准了马斯克的薪酬方案后，特斯拉的坚定支持者丹·艾夫斯及其韦德布什证券团队重申了他们对这位首席执行官及其公司愿景的支持。</p><p style=\"text-align: start;\">马斯克过去对特斯拉的做空者并不友好。大约在2022年，在发现比尔·盖茨做空特斯拉股票后，马斯克对这位<a href=\"https://laohu8.com/S/MSFT\">微软</a>联合创始人“非常刻薄”，盖茨后来在一次采访中透露了这一点。</p><p style=\"text-align: start;\">目前尚不清楚盖茨是否已经平仓，但马斯克并没有忘记。 </p><p>“如果盖茨还没有完全平仓他持有近 8 年的特斯拉疯狂空头头寸，他最好尽快平仓。”他上个月在X上发表的一篇文章中写道。</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》迈克尔·伯里重启对特斯拉的做空押注，称该股“估值过高”</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》迈克尔·伯里重启对特斯拉的做空押注，称该股“估值过高”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-12-02 08:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月2日，据《财富》杂志报道，曾成功预测 2008 年房地产市场崩盘的《大空头》投资者表示，电动汽车制造商<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的估值“高得离谱”，并警告称马斯克 1 万亿美元的薪酬计划只会让情况变得更糟。</p><p>上个月注销了其对冲基金 Scion Asset Management 的 Michael Burry 在新推出的 Substack 账户上透露，他押注做空埃隆·马斯克的特斯拉。 </p><p style=\"text-align: start;\">他在一篇帖子中写道：“特斯拉目前的市值被严重高估，而且这种情况已经持续了很长时间。”</p><p>伯里表示，特斯拉通过向员工发放股票期权作为薪酬，却不进行股票回购来抵消影响，导致其股东权益每年被稀释约3.6%。他还补充说，首席执行官马斯克的巨额薪酬会让情况更加糟糕。 </p><p style=\"text-align: start;\">上个月获得股东压倒性批准的2025年薪酬方案，可能使马斯克获得至少数千万股特斯拉股票，这将进一步稀释现有股东的持股比例。方案最高时，马斯克将获得数亿股股票，只要他达到严格的目标，其特斯拉持股比例将从目前的15%增至29%。</p><p style=\"text-align: start;\">据《财富》杂志的肖恩·塔利报道，如果马斯克能够实现解锁薪酬所需的两个比较容易实现的目标，那么他可能比支持他的股东们获益更多。</p><p style=\"text-align: start;\">周一，该公司股价约为 426 美元，在 Burry 的博客文章发表后下跌不到 1%，但由于年初股价大幅下跌后的反弹，今年迄今为止股价仍上涨超过 6%。 </p><p style=\"text-align: start;\">除了认为特斯拉估值过高之外，伯里还抨击了该公司的超级粉丝，称特斯拉的首要任务是一个不断变化的目标。</p><p style=\"text-align: start;\">这位传奇投资人说：“顺便一提，埃隆·马斯克的拥趸们曾经全力投入电动汽车，直到出现竞争对手；后来又全力投入自动驾驶，直到出现竞争对手；现在又全力投入<a href=\"https://laohu8.com/S/300024\">机器人</a>——直到出现竞争对手。”</p><p>特斯拉尚未回复《财富》杂志的置评请求。</p><p>伯里做空特斯拉之前，还做空了科技巨头<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>，他最近也透露了这一点。 </p><p style=\"text-align: start;\">《大空头》的投资人伯里此前曾在2021年做空特斯拉，当时他的对冲基金做空了约5.3亿美元的特斯拉股票，并在几个月后平仓。当时，伯里告诉CNBC，这“只是一笔交易”。目前尚不清楚他第一次做空特斯拉的具体结果，但根据Scion披露做空信息到伯里表示平仓期间特斯拉的股价走势来看，该公司很可能蒙受了损失。 </p><p style=\"text-align: start;\">不过，伯里的观点并非华尔街的共识。尽管他预测特斯拉前景黯淡，但仍有约四分之三的分析师对特斯拉给予“买入”或“持有”评级。上个月，特斯拉股东批准了马斯克的薪酬方案后，特斯拉的坚定支持者丹·艾夫斯及其韦德布什证券团队重申了他们对这位首席执行官及其公司愿景的支持。</p><p style=\"text-align: start;\">马斯克过去对特斯拉的做空者并不友好。大约在2022年，在发现比尔·盖茨做空特斯拉股票后，马斯克对这位<a href=\"https://laohu8.com/S/MSFT\">微软</a>联合创始人“非常刻薄”，盖茨后来在一次采访中透露了这一点。</p><p style=\"text-align: start;\">目前尚不清楚盖茨是否已经平仓，但马斯克并没有忘记。 </p><p>“如果盖茨还没有完全平仓他持有近 8 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6%。 除了认为特斯拉估值过高之外，伯里还抨击了该公司的超级粉丝，称特斯拉的首要任务是一个不断变化的目标。这位传奇投资人说：“顺便一提，埃隆·马斯克的拥趸们曾经全力投入电动汽车，直到出现竞争对手；后来又全力投入自动驾驶，直到出现竞争对手；现在又全力投入机器人——直到出现竞争对手。”特斯拉尚未回复《财富》杂志的置评请求。伯里做空特斯拉之前，还做空了科技巨头英伟达和Palantir，他最近也透露了这一点。 《大空头》的投资人伯里此前曾在2021年做空特斯拉，当时他的对冲基金做空了约5.3亿美元的特斯拉股票，并在几个月后平仓。当时，伯里告诉CNBC，这“只是一笔交易”。目前尚不清楚他第一次做空特斯拉的具体结果，但根据Scion披露做空信息到伯里表示平仓期间特斯拉的股价走势来看，该公司很可能蒙受了损失。 不过，伯里的观点并非华尔街的共识。尽管他预测特斯拉前景黯淡，但仍有约四分之三的分析师对特斯拉给予“买入”或“持有”评级。上个月，特斯拉股东批准了马斯克的薪酬方案后，特斯拉的坚定支持者丹·艾夫斯及其韦德布什证券团队重申了他们对这位首席执行官及其公司愿景的支持。马斯克过去对特斯拉的做空者并不友好。大约在2022年，在发现比尔·盖茨做空特斯拉股票后，马斯克对这位微软联合创始人“非常刻薄”，盖茨后来在一次采访中透露了这一点。目前尚不清楚盖茨是否已经平仓，但马斯克并没有忘记。 “如果盖茨还没有完全平仓他持有近 8 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