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浙里枫
09-23
大空头近年胜是不是23%
抱歉，原内容已删除
浙里枫
08-27
一天天的大空头，大空头的，这家伙近期胜率23%
“大空头”Michael Burry买入英伟达看涨期权“对冲”，同时加码做空
浙里枫
08-13
胜率23%的大空头[龇牙]
“大空头”再炮轰：英伟达AI扩张有“安然的影子”、危害“高出几个数量级”
浙里枫
2025-06-14
谷歌为什么己经运营了？
安全性遭质疑！特斯拉奥斯汀自动驾驶出租车项目引发抗议
去老虎APP查看更多动态
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16:30","market":"us","language":"zh","title":"“大空头”Michael Burry买入英伟达看涨期权“对冲”，同时加码做空","url":"https://stock-news.laohu8.com/highlight/detail?id=2662779042","media":"华尔街见闻","summary":"Burry在社交平台Substack中披露，英伟达财报前买入12月到期、行权价200美元中高区间的看涨期权（占组合3.5%-4%），但强调这仅用于“对冲其空头敞口”而非看多。他认为英伟达垄断优势难持久且AI资本开支将挤压回报，目前其做空英伟达、甲骨文等多只股票的空头仓位已超投资组合的21%。","content":"<html><head></head><body><blockquote><p>Michael Burry在Substack披露，他在财报前买入了英伟达12月到期的看涨期权（行权价200多美元中高段，占组合3.5%-4%），但强调这仅为“对冲”而非看多。同时，他目前做空英伟达、甲骨文等多只股票的空头仓位已超组合的21%，因其认为英伟达垄断难持久、资本开支将挤压回报。</p></blockquote><p style=\"text-align: justify;\">英伟达财报前夕，长期看空者Michael Burry罕见出手买入该股看涨期权，但他明确表示这不过是一次"对冲"，其看空立场依然未变。</p><p style=\"text-align: justify;\">据StockTwits 27日报道，Burry在社交平台Substack中披露，<strong>已买入12月到期、行权价位于200美元中高区间的英伟达看涨期权，并将该仓位定性为对冲其庞大空头敞口的工具。</strong></p><p style=\"text-align: justify;\">与此同时，<strong>他进一步加码做空英伟达、甲骨文（Oracle）、Palantir、Nebius和卡特彼勒（Caterpillar），目前其空头股票仓位（不含看跌期权）已超过整体投资组合的21%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0064e6fee69bedad1c0a7a4ab36141d9\" tg-width=\"1024\" tg-height=\"1039\"/></p><p style=\"text-align: justify;\"><strong>面对这种“一边加码做空、一边买看涨期权”的操作，Burry特别澄清这并非看好股价：</strong>“我做这笔交易并不是为了靠上涨获利。”他表示，如果不是自己手中握有庞大的做空和看跌期权（Put）头寸，他根本不会买入看涨期权。买看涨期权虽然支付了权利金，但已被其做空头寸的收益完全抵消。目前这笔涨期权仓位约占其投资组合的3.5%至4%。</p><p style=\"text-align: justify;\">而这种"Buying Calls as Hedge against a massive Short"的期权组合策略，本质上是在"扩大做空规模"的同时，花了一小笔钱买了一份"防暴涨保险"，其整体的实际空头头寸（Short Position）反而是在增加的。</p><p style=\"text-align: justify;\">他坦言，历史上他在财报前围绕空头仓位使用此类策略，但承认"过往记录并不出色"。他同时指出，英伟达近期财报后的股价走势"跌多涨少"，而即将公布的财报结果"不过是一次掷硬币"。"市场并不相信，"他写道，"今天或许会暂时重建信心，但也只是暂时的。"</p><h2 id=\"c4b9bca\">估值逻辑：垄断优势将尽，盈利面临冲击</h2><p style=\"text-align: justify;\">尽管Burry承认英伟达表面上市盈率偏低、且坐拥垄断定价权，看似"明显低估"，但他认为这一表象具有误导性。</p><p style=\"text-align: justify;\">他的核心论点在于：<strong>英伟达的垄断地位存续时间将短于市场预期，盈利利润率随之下滑；公司"不会向股东分配足够的回报"，资本将更多流向资本开支和多元化投资；而其在"泡沫顶部附近及穿越顶部"的持续投入，可能在"并不遥远的未来"导致盈利出现"惊人的下滑"。</strong></p><p style=\"text-align: justify;\">他将英伟达AI扩张与安然的融资结构相提并论，并此前在Substack发文指出，当前AI基础设施投资热潮中，大量资本开支并未对应真实终端需求，而是通过不透明融资结构自我循环，存在系统性高估风险。</p><h2 id=\"21\">空头仓位全面扩张，超过组合21%</h2><p style=\"text-align: justify;\"><strong>Burry本周加码做空了英伟达、甲骨文、Palantir、Nebius和卡特彼勒。其空头股票仓位（不含看跌期权）目前已超过整体投资组合的21%。</strong></p><p style=\"text-align: justify;\">与此同时，他也在多头方向积累仓位。他以30美元中段价格加仓Birkenstock（BIRK），称已建成完整仓位；以5美元中段加仓房地美（Freddie Mac，FMCC），并表示在房利美（Fannie Mae）持有大额仓位。</p><p style=\"text-align: justify;\">从更长周期看，Burry今年的多空策略承受着明显的市场压力。截至目前，他做空的英伟达年内累计上涨逾12%，Nebius更飙涨逾150%；而他做多的Palantir年内下跌近5%，甲骨文跌逾23%。</p><p style=\"text-align: justify;\">在交易层面持续承压的背景下，其Substack付费订阅通讯"Cassandra Unchained"上线231天已突破30万订阅者，按年费379美元测算，理论年收入约1.137亿美元，成为其另一条引人关注的收益线。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“大空头”Michael Burry买入英伟达看涨期权“对冲”，同时加码做空\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-08-27 16:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>Michael Burry在Substack披露，他在财报前买入了英伟达12月到期的看涨期权（行权价200多美元中高段，占组合3.5%-4%），但强调这仅为“对冲”而非看多。同时，他目前做空英伟达、甲骨文等多只股票的空头仓位已超组合的21%，因其认为英伟达垄断难持久、资本开支将挤压回报。</p></blockquote><p style=\"text-align: justify;\">英伟达财报前夕，长期看空者Michael Burry罕见出手买入该股看涨期权，但他明确表示这不过是一次"对冲"，其看空立场依然未变。</p><p style=\"text-align: justify;\">据StockTwits 27日报道，Burry在社交平台Substack中披露，<strong>已买入12月到期、行权价位于200美元中高区间的英伟达看涨期权，并将该仓位定性为对冲其庞大空头敞口的工具。</strong></p><p style=\"text-align: justify;\">与此同时，<strong>他进一步加码做空英伟达、甲骨文（Oracle）、Palantir、Nebius和卡特彼勒（Caterpillar），目前其空头股票仓位（不含看跌期权）已超过整体投资组合的21%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0064e6fee69bedad1c0a7a4ab36141d9\" tg-width=\"1024\" tg-height=\"1039\"/></p><p style=\"text-align: justify;\"><strong>面对这种“一边加码做空、一边买看涨期权”的操作，Burry特别澄清这并非看好股价：</strong>“我做这笔交易并不是为了靠上涨获利。”他表示，如果不是自己手中握有庞大的做空和看跌期权（Put）头寸，他根本不会买入看涨期权。买看涨期权虽然支付了权利金，但已被其做空头寸的收益完全抵消。目前这笔涨期权仓位约占其投资组合的3.5%至4%。</p><p style=\"text-align: justify;\">而这种"Buying Calls as Hedge against a massive Short"的期权组合策略，本质上是在"扩大做空规模"的同时，花了一小笔钱买了一份"防暴涨保险"，其整体的实际空头头寸（Short Position）反而是在增加的。</p><p style=\"text-align: justify;\">他坦言，历史上他在财报前围绕空头仓位使用此类策略，但承认"过往记录并不出色"。他同时指出，英伟达近期财报后的股价走势"跌多涨少"，而即将公布的财报结果"不过是一次掷硬币"。"市场并不相信，"他写道，"今天或许会暂时重建信心，但也只是暂时的。"</p><h2 id=\"c4b9bca\">估值逻辑：垄断优势将尽，盈利面临冲击</h2><p style=\"text-align: justify;\">尽管Burry承认英伟达表面上市盈率偏低、且坐拥垄断定价权，看似"明显低估"，但他认为这一表象具有误导性。</p><p style=\"text-align: justify;\">他的核心论点在于：<strong>英伟达的垄断地位存续时间将短于市场预期，盈利利润率随之下滑；公司"不会向股东分配足够的回报"，资本将更多流向资本开支和多元化投资；而其在"泡沫顶部附近及穿越顶部"的持续投入，可能在"并不遥远的未来"导致盈利出现"惊人的下滑"。</strong></p><p style=\"text-align: justify;\">他将英伟达AI扩张与安然的融资结构相提并论，并此前在Substack发文指出，当前AI基础设施投资热潮中，大量资本开支并未对应真实终端需求，而是通过不透明融资结构自我循环，存在系统性高估风险。</p><h2 id=\"21\">空头仓位全面扩张，超过组合21%</h2><p style=\"text-align: justify;\"><strong>Burry本周加码做空了英伟达、甲骨文、Palantir、Nebius和卡特彼勒。其空头股票仓位（不含看跌期权）目前已超过整体投资组合的21%。</strong></p><p style=\"text-align: justify;\">与此同时，他也在多头方向积累仓位。他以30美元中段价格加仓Birkenstock（BIRK），称已建成完整仓位；以5美元中段加仓房地美（Freddie Mac，FMCC），并表示在房利美（Fannie Mae）持有大额仓位。</p><p style=\"text-align: justify;\">从更长周期看，Burry今年的多空策略承受着明显的市场压力。截至目前，他做空的英伟达年内累计上涨逾12%，Nebius更飙涨逾150%；而他做多的Palantir年内下跌近5%，甲骨文跌逾23%。</p><p style=\"text-align: justify;\">在交易层面持续承压的背景下，其Substack付费订阅通讯"Cassandra Unchained"上线231天已突破30万订阅者，按年费379美元测算，理论年收入约1.137亿美元，成为其另一条引人关注的收益线。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/71cd54827eeee4802f0d242902de8bb3","relate_stocks":{"IXN":"iShares Trust S&P Global Informa","NVD":"2倍做空NVDA ETF-GraniteShares","AIFD":"TCW Artificial Intelligence ETF","ABFL":"ABACUS FCF LEADERS ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","EFIV":"SPDR S&P 500 ESG ETF","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth 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27日报道，Burry在社交平台Substack中披露，已买入12月到期、行权价位于200美元中高区间的英伟达看涨期权，并将该仓位定性为对冲其庞大空头敞口的工具。与此同时，他进一步加码做空英伟达、甲骨文（Oracle）、Palantir、Nebius和卡特彼勒（Caterpillar），目前其空头股票仓位（不含看跌期权）已超过整体投资组合的21%。面对这种“一边加码做空、一边买看涨期权”的操作，Burry特别澄清这并非看好股价：“我做这笔交易并不是为了靠上涨获利。”他表示，如果不是自己手中握有庞大的做空和看跌期权（Put）头寸，他根本不会买入看涨期权。买看涨期权虽然支付了权利金，但已被其做空头寸的收益完全抵消。目前这笔涨期权仓位约占其投资组合的3.5%至4%。而这种\"Buying Calls as Hedge against a massive Short\"的期权组合策略，本质上是在\"扩大做空规模\"的同时，花了一小笔钱买了一份\"防暴涨保险\"，其整体的实际空头头寸（Short Position）反而是在增加的。他坦言，历史上他在财报前围绕空头仓位使用此类策略，但承认\"过往记录并不出色\"。他同时指出，英伟达近期财报后的股价走势\"跌多涨少\"，而即将公布的财报结果\"不过是一次掷硬币\"。\"市场并不相信，\"他写道，\"今天或许会暂时重建信心，但也只是暂时的。\"估值逻辑：垄断优势将尽，盈利面临冲击尽管Burry承认英伟达表面上市盈率偏低、且坐拥垄断定价权，看似\"明显低估\"，但他认为这一表象具有误导性。他的核心论点在于：英伟达的垄断地位存续时间将短于市场预期，盈利利润率随之下滑；公司\"不会向股东分配足够的回报\"，资本将更多流向资本开支和多元化投资；而其在\"泡沫顶部附近及穿越顶部\"的持续投入，可能在\"并不遥远的未来\"导致盈利出现\"惊人的下滑\"。他将英伟达AI扩张与安然的融资结构相提并论，并此前在Substack发文指出，当前AI基础设施投资热潮中，大量资本开支并未对应真实终端需求，而是通过不透明融资结构自我循环，存在系统性高估风险。空头仓位全面扩张，超过组合21%Burry本周加码做空了英伟达、甲骨文、Palantir、Nebius和卡特彼勒。其空头股票仓位（不含看跌期权）目前已超过整体投资组合的21%。与此同时，他也在多头方向积累仓位。他以30美元中段价格加仓Birkenstock（BIRK），称已建成完整仓位；以5美元中段加仓房地美（Freddie Mac，FMCC），并表示在房利美（Fannie Mae）持有大额仓位。从更长周期看，Burry今年的多空策略承受着明显的市场压力。截至目前，他做空的英伟达年内累计上涨逾12%，Nebius更飙涨逾150%；而他做多的Palantir年内下跌近5%，甲骨文跌逾23%。在交易层面持续承压的背景下，其Substack付费订阅通讯\"Cassandra Unchained\"上线231天已突破30万订阅者，按年费379美元测算，理论年收入约1.137亿美元，成为其另一条引人关注的收益线。","news_type":1,"symbols_score_info":{"CNEQ":0.6,"ANV":0.6,"ESUM":0.6,"DIPS":0.6,"NVDS":0.6,"ARTY":0.6,"NVDA":1.5,"ILDR":0.6,"TTEQ":0.6,"NVDB":0.6,"SMH":0.6,"SMHX":0.6,"NVDL":0.6,"TYLG":0.6,"NVDQ":0.6,"NVDD":0.6,"NVDX":0.6,"VGT":0.6,"TTXU":0.6,"2NVD.UK":0.6,"GAMR":0.6,"IXN":0.6,"NULC":0.6,"AIFD":0.6,"CLSE":0.6,"NVDU":0.6,"CHAT":0.6,"EFIV":0.6,"NVDY":0.6,"NVII":0.6,"ABFL":0.6,"NVDO":0.6,"THMR":0.6,"SNVD.UK":0.6,"ESLG":0.6,"JGRO":0.6,"AGOX":0.6,"ROM":0.6,"SNPE":0.6,"XLK":0.6,"TRFK":0.6,"FTEC":0.6,"TEK":0.6,"NVDW":0.6,"AIPI":0.6,"FDTX":0.6,"NVIW.SI":0.6,"NVD":0.6,"VT":0.6,"NVDG":0.6}},"isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596346938556992,"gmtCreate":1786610668033,"gmtModify":1786611259873,"author":{"id":"4205150523116642","authorId":"4205150523116642","name":"浙里枫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4205150523116642","authorIdStr":"4205150523116642"},"themes":[],"title":"","htmlText":"胜率23%的大空头[龇牙] ","listText":"胜率23%的大空头[龇牙] ","text":"胜率23%的大空头[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596346938556992","repostId":"2659131519","repostType":2,"repost":{"id":"2659131519","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1786605500,"share":"https://www.laohunote.com/m/news/2659131519?lang=zh_CN&edition=full","pubTime":"2026-08-13 15:18","market":"us","language":"zh","title":"“大空头”再炮轰：英伟达AI扩张有“安然的影子”、危害“高出几个数量级”","url":"https://stock-news.laohu8.com/highlight/detail?id=2659131519","media":"华尔街见闻","summary":"Michael Burry将英伟达AI扩张与安然丑闻相提并论，警告其危害“高出几个数量级”——这位“大空头”的炮轰，恰好落在英伟达宣布5000亿美元芯片融资体系的敏感时点。而Burry今年最赚钱的生意或许不是炒股，他的博客已有30万订阅者，按年费379美元测算，理论年收入约1.137亿美元。","content":"<html><head></head><body><p style=\"text-align: left;\">电影《大空头》原型、以做空闻名的投资者Michael Burry将英伟达当前的AI业务扩张与2001年安然财务丑闻相提并论，并警告其对经济和投资者的潜在危害远超安然事件，为市场围绕AI资本开支与科技股估值风险的讨论再添一份重量级看空声音。</p><p style=\"text-align: left;\">8月13日，Burry在社交平台X上发文称，"<strong>这比单一公司的问题大得多，对经济和投资者的危险程度比安然高出几个数量级</strong>"，并附上英国《每日电讯报》一篇题为《英伟达的AI扩张有安然的影子》（<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>'s AI push has echoes of Enron）的报道。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d492dd7d8ffdc05d96c92114bccd2db2\" data-align=\"center\" tg-width=\"735\" tg-height=\"713\"/><span></span></p><p style=\"text-align: left;\">该言论经AI批评者Gary Marcus转发后迅速扩散。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/96ba25356018d9b7df4e3de32de648e1\" data-align=\"center\" tg-width=\"745\" tg-height=\"730\"/><span></span></p><p style=\"text-align: left;\"><strong>这一警告正落在市场最敏感的时点。</strong>就在本周，英伟达宣布联手华尔街头部机构建立5000亿美元芯片融资体系，其五年期信用违约互换（CDS）价差今年以来已飙升约90%，信用市场对其财务结构的担忧持续升温。</p><p style=\"text-align: left;\"><strong>Burry并非首次对英伟达的融资安排提出质疑。</strong>在英伟达5000亿美元融资计划引发"循环融资"争议后，他已在Substack上就信用结构化问题发声，如今更进一步将类比对象指向安然。</p><h2 style=\"text-align: left;\">从"循环融资"到"安然类比"</h2><p style=\"text-align: left;\">Burry对英伟达的质疑并非无迹可寻。做空过抵押贷款支持证券、近期又押注英伟达等AI股下跌的Burry，此前在Substack上直言：</p><blockquote><p style=\"text-align: left;\">"信用结构化是金融体系的自然组成部分。但在牛市后期，为了延续势头而对不自然的信用进行结构化，才是真正令人担忧的地方。"</p></blockquote><p style=\"text-align: left;\">8月13日，他将类比对象升级为安然。据英国《每日电讯报》报道，Burry在X上转发该报文章《Nvidia's AI push has echoes of Enron, says Big Short investor》时表示，英伟达的AI扩张"有安然的影子"，并强调其潜在危害远超当年的安然事件。</p><p style=\"text-align: left;\">值得关注的是，华尔街见闻文章此前写道，Burry于7月25日在Substack发文披露最新持仓动向，显示他进一步扩大了对<a href=\"https://laohu8.com/S/MU\">美光科技</a>、英伟达及费城半导体ETF的空头仓位，同时新增做空卡特彼勒。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c88feab16c1c637e5f7c39eb4fb752f9\" data-align=\"center\" tg-width=\"640\" tg-height=\"363\"/><span></span></p><p style=\"text-align: left;\">他当时明确表示，英伟达当前及未来的大量需求并非来自终端客户，而是通过表外融资安排循环驱动，并援引2026年国际清算银行年度报告加以佐证。他认为，<strong>当前AI基础设施投资热潮中，大量资本开支并未对应真实的终端需求，而是通过不透明的融资结构自我循环，存在系统性高估风险。</strong></p><h2 style=\"text-align: left;\">触发点：5000亿美元芯片融资体系</h2><p style=\"text-align: left;\">Burry的警告发生于英伟达本周宣布一项宏大融资计划之后。英伟达与Apollo、<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>、<a href=\"https://laohu8.com/S/BX\">黑石</a>、博枫、<a href=\"https://laohu8.com/S/GS\">高盛</a>及KKR达成合作，目标建立规模高达5000亿美元的芯片融资体系，以英伟达AI硬件为底层资产，向养老金、保险公司及主权财富基金等机构投资者发行债务，所募资金用于AI企业的芯片采购或租赁融资。</p><p style=\"text-align: left;\">英伟达CEO黄仁勋将这一计划称为"大构想"，主张把AI算力重新定义为一种可投资资产。"它们现在是创收资产，具有生产性、长寿命、可替代性和灵活性。"黄仁勋表示。</p><p style=\"text-align: left;\">不过这一宏大构想的落地仍有距离——上述合作框架下尚未完成任何实际募资，具体条款将取决于市场需求。</p><p style=\"text-align: left;\"><strong>围绕英伟达的融资体系，市场最关心的是GPU作为抵押品的长期残值。</strong>批评者担忧，芯片技术迭代迅速，一旦技术过时几乎没有可靠的买家接盘，其长期价值存在高度不确定性。</p><p style=\"text-align: left;\">英伟达则以实际数据反驳。华尔街见闻文章写道，黄仁勋本周称，六年前推出的A100芯片至今仍在使用，经济寿命正被延长至接近10年，租赁价格仍在上涨；公司还承诺芯片在租赁期内至少保留25%的残值，由英伟达承担初始损失。</p><p style=\"text-align: left;\">美银研究分析师Vivek Arya指出，<strong>华尔街<a href=\"https://laohu8.com/S/FISI\">金融机构</a>的介入意味着英伟达可以逐步退出"供应商融资"模式，"负担由财团承担，而非英伟达的资产负债表"。</strong></p><p style=\"text-align: left;\">分析认为，Burry的"安然式"警告，正是在"芯片能否成为可靠金融资产"这一悬念上叠加了一份来自标志性做空投资者的质疑。<strong>争论的最终答案，取决于AI算力需求能否持续、芯片残值能否经受周期检验。</strong></p><h2 style=\"text-align: left;\"><strong>做“大V”大赚一个亿</strong></h2><p style=\"text-align: left;\"><strong>值得注意的是，华尔街见闻文章写道，Michael Burry今年最赚钱的生意，或许不是炒股，而是写博文。</strong></p><p style=\"text-align: left;\">"大空头"Michael Burry的Substack订阅投资类通讯"Cassandra Unchained"上线仅231天便突破30万订阅者。按年费379美元测算，理论年收入约1.137亿美元。</p><p style=\"text-align: left;\">这个数字有多直观？据Stocktwits报道，如果把100万美元分别投入<a href=\"https://laohu8.com/S/161125\">标普500</a>年内涨幅最好的10只股票，总收益约3400万美元——还不到Burry通讯理论收入的三分之一。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6b2c0a7d4ebabcc0e6c53cb2876ff7dc\" data-align=\"center\" tg-width=\"640\" tg-height=\"421\"/><span></span></p><h2 style=\"text-align: left;\">30万订阅者，231天</h2><p style=\"text-align: left;\">Burry在一篇题为《Short & Thankful: 300》的帖子中披露，"Cassandra Unchained"已达到300,044名订阅者和346,680名关注者，订阅者来自美国全部50个州及212个国家，其中52%在美国以外。</p><p style=\"text-align: left;\">从数据看，"Cassandra Unchained"通讯今年1月约有21.8万名关注者，到7月已接近34.7万，增长曲线持续向上。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8ca8f0ef86c43e9961fba41a394bd4b5\" data-align=\"center\" tg-width=\"640\" tg-height=\"586\"/><span></span></p><p style=\"text-align: left;\">通讯定价为每月39美元或每年379美元，另设免费层级。Burry未披露付费订阅者的具体比例，Substack的订阅数统计同时包含免费和付费读者，且上述测算未扣除Substack平台抽成。因此，1.137亿美元是理论上限，而非实际到手收入。</p><p style=\"text-align: left;\">Burry于2025年11月创办该通讯，彼时他刚刚向SEC注销对冲基金登记，重返社交媒体，并重启对AI热潮的批评。通讯上线即吸引逾6万订阅者，此后逐步演变为他发布实时持仓更新、估值分析及详细交易记录的主要平台。</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”再炮轰：英伟达AI扩张有“安然的影子”、危害“高出几个数量级”</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; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“大空头”再炮轰：英伟达AI扩张有“安然的影子”、危害“高出几个数量级”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-08-13 15:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">电影《大空头》原型、以做空闻名的投资者Michael Burry将英伟达当前的AI业务扩张与2001年安然财务丑闻相提并论，并警告其对经济和投资者的潜在危害远超安然事件，为市场围绕AI资本开支与科技股估值风险的讨论再添一份重量级看空声音。</p><p style=\"text-align: left;\">8月13日，Burry在社交平台X上发文称，"<strong>这比单一公司的问题大得多，对经济和投资者的危险程度比安然高出几个数量级</strong>"，并附上英国《每日电讯报》一篇题为《英伟达的AI扩张有安然的影子》（<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>'s AI push has echoes of Enron）的报道。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d492dd7d8ffdc05d96c92114bccd2db2\" data-align=\"center\" tg-width=\"735\" tg-height=\"713\"/><span></span></p><p style=\"text-align: left;\">该言论经AI批评者Gary Marcus转发后迅速扩散。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/96ba25356018d9b7df4e3de32de648e1\" data-align=\"center\" tg-width=\"745\" tg-height=\"730\"/><span></span></p><p style=\"text-align: left;\"><strong>这一警告正落在市场最敏感的时点。</strong>就在本周，英伟达宣布联手华尔街头部机构建立5000亿美元芯片融资体系，其五年期信用违约互换（CDS）价差今年以来已飙升约90%，信用市场对其财务结构的担忧持续升温。</p><p style=\"text-align: left;\"><strong>Burry并非首次对英伟达的融资安排提出质疑。</strong>在英伟达5000亿美元融资计划引发"循环融资"争议后，他已在Substack上就信用结构化问题发声，如今更进一步将类比对象指向安然。</p><h2 style=\"text-align: left;\">从"循环融资"到"安然类比"</h2><p style=\"text-align: left;\">Burry对英伟达的质疑并非无迹可寻。做空过抵押贷款支持证券、近期又押注英伟达等AI股下跌的Burry，此前在Substack上直言：</p><blockquote><p style=\"text-align: left;\">"信用结构化是金融体系的自然组成部分。但在牛市后期，为了延续势头而对不自然的信用进行结构化，才是真正令人担忧的地方。"</p></blockquote><p style=\"text-align: left;\">8月13日，他将类比对象升级为安然。据英国《每日电讯报》报道，Burry在X上转发该报文章《Nvidia's AI push has echoes of Enron, says Big Short investor》时表示，英伟达的AI扩张"有安然的影子"，并强调其潜在危害远超当年的安然事件。</p><p style=\"text-align: left;\">值得关注的是，华尔街见闻文章此前写道，Burry于7月25日在Substack发文披露最新持仓动向，显示他进一步扩大了对<a href=\"https://laohu8.com/S/MU\">美光科技</a>、英伟达及费城半导体ETF的空头仓位，同时新增做空卡特彼勒。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c88feab16c1c637e5f7c39eb4fb752f9\" data-align=\"center\" tg-width=\"640\" tg-height=\"363\"/><span></span></p><p style=\"text-align: left;\">他当时明确表示，英伟达当前及未来的大量需求并非来自终端客户，而是通过表外融资安排循环驱动，并援引2026年国际清算银行年度报告加以佐证。他认为，<strong>当前AI基础设施投资热潮中，大量资本开支并未对应真实的终端需求，而是通过不透明的融资结构自我循环，存在系统性高估风险。</strong></p><h2 style=\"text-align: left;\">触发点：5000亿美元芯片融资体系</h2><p style=\"text-align: left;\">Burry的警告发生于英伟达本周宣布一项宏大融资计划之后。英伟达与Apollo、<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>、<a href=\"https://laohu8.com/S/BX\">黑石</a>、博枫、<a href=\"https://laohu8.com/S/GS\">高盛</a>及KKR达成合作，目标建立规模高达5000亿美元的芯片融资体系，以英伟达AI硬件为底层资产，向养老金、保险公司及主权财富基金等机构投资者发行债务，所募资金用于AI企业的芯片采购或租赁融资。</p><p style=\"text-align: left;\">英伟达CEO黄仁勋将这一计划称为"大构想"，主张把AI算力重新定义为一种可投资资产。"它们现在是创收资产，具有生产性、长寿命、可替代性和灵活性。"黄仁勋表示。</p><p style=\"text-align: left;\">不过这一宏大构想的落地仍有距离——上述合作框架下尚未完成任何实际募资，具体条款将取决于市场需求。</p><p style=\"text-align: left;\"><strong>围绕英伟达的融资体系，市场最关心的是GPU作为抵押品的长期残值。</strong>批评者担忧，芯片技术迭代迅速，一旦技术过时几乎没有可靠的买家接盘，其长期价值存在高度不确定性。</p><p style=\"text-align: left;\">英伟达则以实际数据反驳。华尔街见闻文章写道，黄仁勋本周称，六年前推出的A100芯片至今仍在使用，经济寿命正被延长至接近10年，租赁价格仍在上涨；公司还承诺芯片在租赁期内至少保留25%的残值，由英伟达承担初始损失。</p><p style=\"text-align: left;\">美银研究分析师Vivek Arya指出，<strong>华尔街<a href=\"https://laohu8.com/S/FISI\">金融机构</a>的介入意味着英伟达可以逐步退出"供应商融资"模式，"负担由财团承担，而非英伟达的资产负债表"。</strong></p><p style=\"text-align: left;\">分析认为，Burry的"安然式"警告，正是在"芯片能否成为可靠金融资产"这一悬念上叠加了一份来自标志性做空投资者的质疑。<strong>争论的最终答案，取决于AI算力需求能否持续、芯片残值能否经受周期检验。</strong></p><h2 style=\"text-align: left;\"><strong>做“大V”大赚一个亿</strong></h2><p style=\"text-align: left;\"><strong>值得注意的是，华尔街见闻文章写道，Michael Burry今年最赚钱的生意，或许不是炒股，而是写博文。</strong></p><p style=\"text-align: left;\">"大空头"Michael Burry的Substack订阅投资类通讯"Cassandra Unchained"上线仅231天便突破30万订阅者。按年费379美元测算，理论年收入约1.137亿美元。</p><p style=\"text-align: left;\">这个数字有多直观？据Stocktwits报道，如果把100万美元分别投入<a href=\"https://laohu8.com/S/161125\">标普500</a>年内涨幅最好的10只股票，总收益约3400万美元——还不到Burry通讯理论收入的三分之一。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6b2c0a7d4ebabcc0e6c53cb2876ff7dc\" data-align=\"center\" tg-width=\"640\" tg-height=\"421\"/><span></span></p><h2 style=\"text-align: left;\">30万订阅者，231天</h2><p style=\"text-align: left;\">Burry在一篇题为《Short & Thankful: 300》的帖子中披露，"Cassandra Unchained"已达到300,044名订阅者和346,680名关注者，订阅者来自美国全部50个州及212个国家，其中52%在美国以外。</p><p style=\"text-align: left;\">从数据看，"Cassandra Unchained"通讯今年1月约有21.8万名关注者，到7月已接近34.7万，增长曲线持续向上。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8ca8f0ef86c43e9961fba41a394bd4b5\" data-align=\"center\" tg-width=\"640\" tg-height=\"586\"/><span></span></p><p style=\"text-align: left;\">通讯定价为每月39美元或每年379美元，另设免费层级。Burry未披露付费订阅者的具体比例，Substack的订阅数统计同时包含免费和付费读者，且上述测算未扣除Substack平台抽成。因此，1.137亿美元是理论上限，而非实际到手收入。</p><p style=\"text-align: left;\">Burry于2025年11月创办该通讯，彼时他刚刚向SEC注销对冲基金登记，重返社交媒体，并重启对AI热潮的批评。通讯上线即吸引逾6万订阅者，此后逐步演变为他发布实时持仓更新、估值分析及详细交易记录的主要平台。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/efae12979d167e877074f8eb17a2f1a1","relate_stocks":{"NVDU":"2倍做多NVDA ETF-Direxion","ARTY":"ISHARES FUTURE AI & TECH ETF","NULC":"Nuveen ESG Large-Cap ETF","NVDA":"英伟达","FAI":"First Trust Bloomberg Artificial Intelligence ETF","ESUM":"EVENTIDE US MARKET ETF","NVDW":"NVDA周配息ETF-Roundhill","LFGY":"YieldMax Crypto Industry and Tech Portfolio Option Income ETF","NVIW.SI":"NVDA 3xLongSG261006","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","AGIX":"通用人工智能 ETF-AGIX","USXF":"iShares ESG Advanced MSCI USA ETF","CHPX":"Global X AI Semiconductor & Quantum ETF","WISE":"THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF","NVDX":"2倍做多NVDA ETF-T-Rex","VTHR":"Vanguard Russell 3000 ETF","IXN":"iShares Trust S&P Global Informa","METV":"Roundhill Metaverse ETF","SHOC":"Strive U.S. Semiconductor ETF","CNEQ":"Alger Concentrated Equity ETF","SMHX":"VanEck Fabless Semiconductor ETF","NVDY":"NVDA期权收益策略ETF-YieldMax","AIPO":"Defiance AI and Power Infrastructure ETF","AGOX":"Adaptive Alpha Opportunities ETF","NVDB":"ProShares Ultra NVDA ETF","VT":"世界全股市ETF-Vanguard","CLSE":"Convergence Long/Short Equity ETF","NVII":"Rex NVDA Growth & Income ETF","ROM":"ProShares Ultra Technology","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVD2.UK":"2X NVIDIA ETP","TYLG":"GLOBAL X INFORMATION TECHNOLOGY COVERED CALL & GROWTH ETF","FDTX":"Fidelity Disruptive Technology ETF","SNPE":"Xtrackers S&P 500 Scored & Screened ETF","GAMR":"Amplify Video Game Leaders ETF","NVD3.UK":"LS 3X NVIDIA","XLK":"高科技指数ETF-SPDR","SNVD.UK":"LS -1X NVIDIA","NVDS.UK":"LS -1X NVIDIA","THMR":"THOR AdaptiveRisk Dynamic ETF","SMH":"半导体指数ETF-HOLDRs","QTOC":"Innovator Growth Accelerated Plus ETF - October","SOXQ":"Invesco PHLX Semiconductor ETF","CMAG":"Corgi Mag 7 ETF","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","ILDR":"First Trust Innovation Leaders ETF","FTEC":"Fidelity MSCI Information Techno","NVDS":"1.5倍做空NVDA ETF-Tradr","SPTE":"SP FUNDS S&P GLOBAL TECHNOLOGY ETF"},"source_url":"https://wallstreetcn.com/articles/3779359","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2659131519","content_text":"电影《大空头》原型、以做空闻名的投资者Michael Burry将英伟达当前的AI业务扩张与2001年安然财务丑闻相提并论，并警告其对经济和投资者的潜在危害远超安然事件，为市场围绕AI资本开支与科技股估值风险的讨论再添一份重量级看空声音。8月13日，Burry在社交平台X上发文称，\"这比单一公司的问题大得多，对经济和投资者的危险程度比安然高出几个数量级\"，并附上英国《每日电讯报》一篇题为《英伟达的AI扩张有安然的影子》（Nvidia's AI push has echoes of Enron）的报道。该言论经AI批评者Gary Marcus转发后迅速扩散。这一警告正落在市场最敏感的时点。就在本周，英伟达宣布联手华尔街头部机构建立5000亿美元芯片融资体系，其五年期信用违约互换（CDS）价差今年以来已飙升约90%，信用市场对其财务结构的担忧持续升温。Burry并非首次对英伟达的融资安排提出质疑。在英伟达5000亿美元融资计划引发\"循环融资\"争议后，他已在Substack上就信用结构化问题发声，如今更进一步将类比对象指向安然。从\"循环融资\"到\"安然类比\"Burry对英伟达的质疑并非无迹可寻。做空过抵押贷款支持证券、近期又押注英伟达等AI股下跌的Burry，此前在Substack上直言：\"信用结构化是金融体系的自然组成部分。但在牛市后期，为了延续势头而对不自然的信用进行结构化，才是真正令人担忧的地方。\"8月13日，他将类比对象升级为安然。据英国《每日电讯报》报道，Burry在X上转发该报文章《Nvidia's AI push has echoes of Enron, says Big Short investor》时表示，英伟达的AI扩张\"有安然的影子\"，并强调其潜在危害远超当年的安然事件。值得关注的是，华尔街见闻文章此前写道，Burry于7月25日在Substack发文披露最新持仓动向，显示他进一步扩大了对美光科技、英伟达及费城半导体ETF的空头仓位，同时新增做空卡特彼勒。他当时明确表示，英伟达当前及未来的大量需求并非来自终端客户，而是通过表外融资安排循环驱动，并援引2026年国际清算银行年度报告加以佐证。他认为，当前AI基础设施投资热潮中，大量资本开支并未对应真实的终端需求，而是通过不透明的融资结构自我循环，存在系统性高估风险。触发点：5000亿美元芯片融资体系Burry的警告发生于英伟达本周宣布一项宏大融资计划之后。英伟达与Apollo、贝莱德、黑石、博枫、高盛及KKR达成合作，目标建立规模高达5000亿美元的芯片融资体系，以英伟达AI硬件为底层资产，向养老金、保险公司及主权财富基金等机构投资者发行债务，所募资金用于AI企业的芯片采购或租赁融资。英伟达CEO黄仁勋将这一计划称为\"大构想\"，主张把AI算力重新定义为一种可投资资产。\"它们现在是创收资产，具有生产性、长寿命、可替代性和灵活性。\"黄仁勋表示。不过这一宏大构想的落地仍有距离——上述合作框架下尚未完成任何实际募资，具体条款将取决于市场需求。围绕英伟达的融资体系，市场最关心的是GPU作为抵押品的长期残值。批评者担忧，芯片技术迭代迅速，一旦技术过时几乎没有可靠的买家接盘，其长期价值存在高度不确定性。英伟达则以实际数据反驳。华尔街见闻文章写道，黄仁勋本周称，六年前推出的A100芯片至今仍在使用，经济寿命正被延长至接近10年，租赁价格仍在上涨；公司还承诺芯片在租赁期内至少保留25%的残值，由英伟达承担初始损失。美银研究分析师Vivek Arya指出，华尔街金融机构的介入意味着英伟达可以逐步退出\"供应商融资\"模式，\"负担由财团承担，而非英伟达的资产负债表\"。分析认为，Burry的\"安然式\"警告，正是在\"芯片能否成为可靠金融资产\"这一悬念上叠加了一份来自标志性做空投资者的质疑。争论的最终答案，取决于AI算力需求能否持续、芯片残值能否经受周期检验。做“大V”大赚一个亿值得注意的是，华尔街见闻文章写道，Michael Burry今年最赚钱的生意，或许不是炒股，而是写博文。\"大空头\"Michael Burry的Substack订阅投资类通讯\"Cassandra Unchained\"上线仅231天便突破30万订阅者。按年费379美元测算，理论年收入约1.137亿美元。这个数字有多直观？据Stocktwits报道，如果把100万美元分别投入标普500年内涨幅最好的10只股票，总收益约3400万美元——还不到Burry通讯理论收入的三分之一。30万订阅者，231天Burry在一篇题为《Short & Thankful: 300》的帖子中披露，\"Cassandra Unchained\"已达到300,044名订阅者和346,680名关注者，订阅者来自美国全部50个州及212个国家，其中52%在美国以外。从数据看，\"Cassandra Unchained\"通讯今年1月约有21.8万名关注者，到7月已接近34.7万，增长曲线持续向上。通讯定价为每月39美元或每年379美元，另设免费层级。Burry未披露付费订阅者的具体比例，Substack的订阅数统计同时包含免费和付费读者，且上述测算未扣除Substack平台抽成。因此，1.137亿美元是理论上限，而非实际到手收入。Burry于2025年11月创办该通讯，彼时他刚刚向SEC注销对冲基金登记，重返社交媒体，并重启对AI热潮的批评。通讯上线即吸引逾6万订阅者，此后逐步演变为他发布实时持仓更新、估值分析及详细交易记录的主要平台。","news_type":1,"symbols_score_info":{"CMAG":0.6,"METV":0.6,"NVD3.UK":0.6,"NVDB":0.6,"NVDX":0.6,"ESUM":0.6,"NVD2.UK":0.6,"CHAT":1.5,"SHOC":0.6,"TYLG":0.6,"NVDW":0.6,"ROM":0.6,"SPTE":0.6,"THMR":0.6,"CNEQ":0.6,"FDTX":0.6,"NVDS.UK":0.6,"WISE":0.6,"NVDU":0.6,"USXF":0.6,"VT":0.6,"SOXQ":0.6,"SMH":0.6,"NVDS":0.6,"AGIX":1.5,"GAMR":0.6,"DIPS":0.6,"IXN":0.6,"XLK":0.6,"SNVD.UK":0.6,"CHPX":0.6,"NVDA":2.1,"LFGY":0.6,"AIPO":1.5,"FAI":0.6,"SMHX":0.6,"NVDO":0.6,"ILDR":0.6,"SNPE":0.6,"VTHR":1.5,"NULC":0.6,"ARTY":1.5,"CLSE":0.6,"NVDY":0.6,"NVII":0.6,"AGOX":0.6,"QTOC":1.5,"FTEC":0.6,"NVIW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":446001752699656,"gmtCreate":1749892839687,"gmtModify":1749897391204,"author":{"id":"4205150523116642","authorId":"4205150523116642","name":"浙里枫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4205150523116642","authorIdStr":"4205150523116642"},"themes":[],"title":"","htmlText":"谷歌为什么己经运营了？","listText":"谷歌为什么己经运营了？","text":"谷歌为什么己经运营了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446001752699656","repostId":"2543681066","repostType":2,"repost":{"id":"2543681066","kind":"news","pubTimestamp":1749886685,"share":"https://www.laohunote.com/m/news/2543681066?lang=zh_CN&edition=full","pubTime":"2025-06-14 15:38","market":"us","language":"zh","title":"安全性遭质疑！特斯拉奥斯汀自动驾驶出租车项目引发抗议","url":"https://stock-news.laohu8.com/highlight/detail?id=2543681066","media":"智通财经","summary":"6月14日，随着埃隆·马斯克将6月22日定为$特斯拉$在德克萨斯州奥斯汀启动自动驾驶出租车试点服务的初步日期，抗议声浪也随之而起。公共安全倡导者和政治抗议者在周四聚集于奥斯汀市中心，表达他们对自动驾驶出租车项目启动的担忧。本周早些时候，马斯克在社交平台上发布的一段视频中展示了特斯拉自动驾驶出租车的外观。除此之外，他们对特斯拉的安全标准缺乏信心，并称该公司对其自动驾驶出租车如何运作缺乏透明度。","content":"<html><head></head><body><p>6月14日，随着埃隆·马斯克将6月22日定为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在德克萨斯州奥斯汀启动自动驾驶出租车试点服务的初步日期，抗议声浪也随之而起。公共安全倡导者和政治抗议者在周四聚集于奥斯汀市中心，表达他们对自动驾驶出租车项目启动的担忧。这些抗议者包括Dawn Project、Tesla Takedown和Resist Austin等团体的成员，他们指出特斯拉的部分自动驾驶系统存在安全隐患。</p><p>据悉，特斯拉目前在美国销售的汽车配备了<a href=\"https://laohu8.com/S/600302\">标准</a>的自动辅助驾驶系统，或者是更高级的“完全自动驾驶”(Full Self-Driving，简称FSD)选项。这些系统具有如自动保持车道、自动转向、自动泊车等功能。根据美国国家公路交通安全管理局(NHTSA)追踪的数据，配备这些系统的车辆已涉及数百起碰撞事故，其中包括数十起致命事故。</p><p>本周早些时候，马斯克在社交平台上发布的一段视频中展示了特斯拉自动驾驶出租车的外观。这些车辆是特斯拉热门车型Model Y的新版本，配备了即将发布的FSD软件。该“无监督”版本的FSD，即自动驾驶技术，目前尚未向公众开放。</p><p>自称从事技术安全和安全教育业务的The Dawn Project的特斯拉批评者带来了一款安装了相对较新的FSD软件(13.2.9版)的Model Y，向奥斯汀的居民展示了它是如何工作的。在周四的演示中，他们展示了这样一个场景：启用FSD的特斯拉高速驶过一辆停靠、并竖起停车标志的校车，随后撞上了一个他们放在车前、与儿童大小相仿的人形假人。</p><p>不过，值得一提的是，The Dawn Project的首席执行官Dan O’Dowd同时也是Green Hills Software的负责人，该公司向包括福特和丰田在内的特斯拉竞争对手销售技术产品。</p><p>参与抗议的其他人还对马斯克在特朗普政府中的角色表示不满。除此之外，他们对特斯拉的安全标准缺乏信心，并称该公司对其自动驾驶出租车如何运作缺乏透明度。</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>安全性遭质疑！特斯拉奥斯汀自动驾驶出租车项目引发抗议</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1305360.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/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","BK4612":"AI芯片","TSLL":"2倍做多TSLA ETF-Direxion","TSLA":"特斯拉","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","BK4588":"碎股","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4550":"红杉资本持仓","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4548":"巴美列捷福持仓","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) 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INC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1305360.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2543681066","content_text":"6月14日，随着埃隆·马斯克将6月22日定为特斯拉在德克萨斯州奥斯汀启动自动驾驶出租车试点服务的初步日期，抗议声浪也随之而起。公共安全倡导者和政治抗议者在周四聚集于奥斯汀市中心，表达他们对自动驾驶出租车项目启动的担忧。这些抗议者包括Dawn Project、Tesla Takedown和Resist Austin等团体的成员，他们指出特斯拉的部分自动驾驶系统存在安全隐患。据悉，特斯拉目前在美国销售的汽车配备了标准的自动辅助驾驶系统，或者是更高级的“完全自动驾驶”(Full Self-Driving，简称FSD)选项。这些系统具有如自动保持车道、自动转向、自动泊车等功能。根据美国国家公路交通安全管理局(NHTSA)追踪的数据，配备这些系统的车辆已涉及数百起碰撞事故，其中包括数十起致命事故。本周早些时候，马斯克在社交平台上发布的一段视频中展示了特斯拉自动驾驶出租车的外观。这些车辆是特斯拉热门车型Model Y的新版本，配备了即将发布的FSD软件。该“无监督”版本的FSD，即自动驾驶技术，目前尚未向公众开放。自称从事技术安全和安全教育业务的The Dawn Project的特斯拉批评者带来了一款安装了相对较新的FSD软件(13.2.9版)的Model Y，向奥斯汀的居民展示了它是如何工作的。在周四的演示中，他们展示了这样一个场景：启用FSD的特斯拉高速驶过一辆停靠、并竖起停车标志的校车，随后撞上了一个他们放在车前、与儿童大小相仿的人形假人。不过，值得一提的是，The Dawn Project的首席执行官Dan O’Dowd同时也是Green Hills Software的负责人，该公司向包括福特和丰田在内的特斯拉竞争对手销售技术产品。参与抗议的其他人还对马斯克在特朗普政府中的角色表示不满。除此之外，他们对特斯拉的安全标准缺乏信心，并称该公司对其自动驾驶出租车如何运作缺乏透明度。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":3316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":601251256295792,"gmtCreate":1787826810911,"gmtModify":1787829384971,"author":{"id":"4205150523116642","authorId":"4205150523116642","name":"浙里枫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4205150523116642","authorIdStr":"4205150523116642"},"themes":[],"title":"","htmlText":"一天天的大空头，大空头的，这家伙近期胜率23%","listText":"一天天的大空头，大空头的，这家伙近期胜率23%","text":"一天天的大空头，大空头的，这家伙近期胜率23%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601251256295792","repostId":"2662779042","repostType":2,"repost":{"id":"2662779042","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1787819405,"share":"https://www.laohunote.com/m/news/2662779042?lang=zh_CN&edition=full","pubTime":"2026-08-27 16:30","market":"us","language":"zh","title":"“大空头”Michael Burry买入英伟达看涨期权“对冲”，同时加码做空","url":"https://stock-news.laohu8.com/highlight/detail?id=2662779042","media":"华尔街见闻","summary":"Burry在社交平台Substack中披露，英伟达财报前买入12月到期、行权价200美元中高区间的看涨期权（占组合3.5%-4%），但强调这仅用于“对冲其空头敞口”而非看多。他认为英伟达垄断优势难持久且AI资本开支将挤压回报，目前其做空英伟达、甲骨文等多只股票的空头仓位已超投资组合的21%。","content":"<html><head></head><body><blockquote><p>Michael Burry在Substack披露，他在财报前买入了英伟达12月到期的看涨期权（行权价200多美元中高段，占组合3.5%-4%），但强调这仅为“对冲”而非看多。同时，他目前做空英伟达、甲骨文等多只股票的空头仓位已超组合的21%，因其认为英伟达垄断难持久、资本开支将挤压回报。</p></blockquote><p style=\"text-align: justify;\">英伟达财报前夕，长期看空者Michael Burry罕见出手买入该股看涨期权，但他明确表示这不过是一次"对冲"，其看空立场依然未变。</p><p style=\"text-align: justify;\">据StockTwits 27日报道，Burry在社交平台Substack中披露，<strong>已买入12月到期、行权价位于200美元中高区间的英伟达看涨期权，并将该仓位定性为对冲其庞大空头敞口的工具。</strong></p><p style=\"text-align: justify;\">与此同时，<strong>他进一步加码做空英伟达、甲骨文（Oracle）、Palantir、Nebius和卡特彼勒（Caterpillar），目前其空头股票仓位（不含看跌期权）已超过整体投资组合的21%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0064e6fee69bedad1c0a7a4ab36141d9\" tg-width=\"1024\" tg-height=\"1039\"/></p><p style=\"text-align: justify;\"><strong>面对这种“一边加码做空、一边买看涨期权”的操作，Burry特别澄清这并非看好股价：</strong>“我做这笔交易并不是为了靠上涨获利。”他表示，如果不是自己手中握有庞大的做空和看跌期权（Put）头寸，他根本不会买入看涨期权。买看涨期权虽然支付了权利金，但已被其做空头寸的收益完全抵消。目前这笔涨期权仓位约占其投资组合的3.5%至4%。</p><p style=\"text-align: justify;\">而这种"Buying Calls as Hedge against a massive Short"的期权组合策略，本质上是在"扩大做空规模"的同时，花了一小笔钱买了一份"防暴涨保险"，其整体的实际空头头寸（Short Position）反而是在增加的。</p><p style=\"text-align: justify;\">他坦言，历史上他在财报前围绕空头仓位使用此类策略，但承认"过往记录并不出色"。他同时指出，英伟达近期财报后的股价走势"跌多涨少"，而即将公布的财报结果"不过是一次掷硬币"。"市场并不相信，"他写道，"今天或许会暂时重建信心，但也只是暂时的。"</p><h2 id=\"c4b9bca\">估值逻辑：垄断优势将尽，盈利面临冲击</h2><p style=\"text-align: justify;\">尽管Burry承认英伟达表面上市盈率偏低、且坐拥垄断定价权，看似"明显低估"，但他认为这一表象具有误导性。</p><p style=\"text-align: justify;\">他的核心论点在于：<strong>英伟达的垄断地位存续时间将短于市场预期，盈利利润率随之下滑；公司"不会向股东分配足够的回报"，资本将更多流向资本开支和多元化投资；而其在"泡沫顶部附近及穿越顶部"的持续投入，可能在"并不遥远的未来"导致盈利出现"惊人的下滑"。</strong></p><p style=\"text-align: justify;\">他将英伟达AI扩张与安然的融资结构相提并论，并此前在Substack发文指出，当前AI基础设施投资热潮中，大量资本开支并未对应真实终端需求，而是通过不透明融资结构自我循环，存在系统性高估风险。</p><h2 id=\"21\">空头仓位全面扩张，超过组合21%</h2><p style=\"text-align: justify;\"><strong>Burry本周加码做空了英伟达、甲骨文、Palantir、Nebius和卡特彼勒。其空头股票仓位（不含看跌期权）目前已超过整体投资组合的21%。</strong></p><p style=\"text-align: justify;\">与此同时，他也在多头方向积累仓位。他以30美元中段价格加仓Birkenstock（BIRK），称已建成完整仓位；以5美元中段加仓房地美（Freddie Mac，FMCC），并表示在房利美（Fannie Mae）持有大额仓位。</p><p style=\"text-align: justify;\">从更长周期看，Burry今年的多空策略承受着明显的市场压力。截至目前，他做空的英伟达年内累计上涨逾12%，Nebius更飙涨逾150%；而他做多的Palantir年内下跌近5%，甲骨文跌逾23%。</p><p style=\"text-align: justify;\">在交易层面持续承压的背景下，其Substack付费订阅通讯"Cassandra Unchained"上线231天已突破30万订阅者，按年费379美元测算，理论年收入约1.137亿美元，成为其另一条引人关注的收益线。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“大空头”Michael Burry买入英伟达看涨期权“对冲”，同时加码做空</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“大空头”Michael Burry买入英伟达看涨期权“对冲”，同时加码做空\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-08-27 16:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>Michael Burry在Substack披露，他在财报前买入了英伟达12月到期的看涨期权（行权价200多美元中高段，占组合3.5%-4%），但强调这仅为“对冲”而非看多。同时，他目前做空英伟达、甲骨文等多只股票的空头仓位已超组合的21%，因其认为英伟达垄断难持久、资本开支将挤压回报。</p></blockquote><p style=\"text-align: justify;\">英伟达财报前夕，长期看空者Michael Burry罕见出手买入该股看涨期权，但他明确表示这不过是一次"对冲"，其看空立场依然未变。</p><p style=\"text-align: justify;\">据StockTwits 27日报道，Burry在社交平台Substack中披露，<strong>已买入12月到期、行权价位于200美元中高区间的英伟达看涨期权，并将该仓位定性为对冲其庞大空头敞口的工具。</strong></p><p style=\"text-align: justify;\">与此同时，<strong>他进一步加码做空英伟达、甲骨文（Oracle）、Palantir、Nebius和卡特彼勒（Caterpillar），目前其空头股票仓位（不含看跌期权）已超过整体投资组合的21%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0064e6fee69bedad1c0a7a4ab36141d9\" tg-width=\"1024\" tg-height=\"1039\"/></p><p style=\"text-align: justify;\"><strong>面对这种“一边加码做空、一边买看涨期权”的操作，Burry特别澄清这并非看好股价：</strong>“我做这笔交易并不是为了靠上涨获利。”他表示，如果不是自己手中握有庞大的做空和看跌期权（Put）头寸，他根本不会买入看涨期权。买看涨期权虽然支付了权利金，但已被其做空头寸的收益完全抵消。目前这笔涨期权仓位约占其投资组合的3.5%至4%。</p><p style=\"text-align: justify;\">而这种"Buying Calls as Hedge against a massive Short"的期权组合策略，本质上是在"扩大做空规模"的同时，花了一小笔钱买了一份"防暴涨保险"，其整体的实际空头头寸（Short Position）反而是在增加的。</p><p style=\"text-align: justify;\">他坦言，历史上他在财报前围绕空头仓位使用此类策略，但承认"过往记录并不出色"。他同时指出，英伟达近期财报后的股价走势"跌多涨少"，而即将公布的财报结果"不过是一次掷硬币"。"市场并不相信，"他写道，"今天或许会暂时重建信心，但也只是暂时的。"</p><h2 id=\"c4b9bca\">估值逻辑：垄断优势将尽，盈利面临冲击</h2><p style=\"text-align: justify;\">尽管Burry承认英伟达表面上市盈率偏低、且坐拥垄断定价权，看似"明显低估"，但他认为这一表象具有误导性。</p><p style=\"text-align: justify;\">他的核心论点在于：<strong>英伟达的垄断地位存续时间将短于市场预期，盈利利润率随之下滑；公司"不会向股东分配足够的回报"，资本将更多流向资本开支和多元化投资；而其在"泡沫顶部附近及穿越顶部"的持续投入，可能在"并不遥远的未来"导致盈利出现"惊人的下滑"。</strong></p><p style=\"text-align: justify;\">他将英伟达AI扩张与安然的融资结构相提并论，并此前在Substack发文指出，当前AI基础设施投资热潮中，大量资本开支并未对应真实终端需求，而是通过不透明融资结构自我循环，存在系统性高估风险。</p><h2 id=\"21\">空头仓位全面扩张，超过组合21%</h2><p style=\"text-align: justify;\"><strong>Burry本周加码做空了英伟达、甲骨文、Palantir、Nebius和卡特彼勒。其空头股票仓位（不含看跌期权）目前已超过整体投资组合的21%。</strong></p><p style=\"text-align: justify;\">与此同时，他也在多头方向积累仓位。他以30美元中段价格加仓Birkenstock（BIRK），称已建成完整仓位；以5美元中段加仓房地美（Freddie Mac，FMCC），并表示在房利美（Fannie Mae）持有大额仓位。</p><p style=\"text-align: justify;\">从更长周期看，Burry今年的多空策略承受着明显的市场压力。截至目前，他做空的英伟达年内累计上涨逾12%，Nebius更飙涨逾150%；而他做多的Palantir年内下跌近5%，甲骨文跌逾23%。</p><p style=\"text-align: justify;\">在交易层面持续承压的背景下，其Substack付费订阅通讯"Cassandra Unchained"上线231天已突破30万订阅者，按年费379美元测算，理论年收入约1.137亿美元，成为其另一条引人关注的收益线。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/71cd54827eeee4802f0d242902de8bb3","relate_stocks":{"IXN":"iShares Trust S&P Global Informa","NVD":"2倍做空NVDA ETF-GraniteShares","AIFD":"TCW Artificial Intelligence ETF","ABFL":"ABACUS FCF LEADERS ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","EFIV":"SPDR S&P 500 ESG ETF","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth 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Large-Cap ETF","SNVD.UK":"LS -1X NVIDIA","NVIW.SI":"NVDA 3xLongSG261006","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDW":"NVDA周配息ETF-Roundhill","VGT":"信息技术ETF-Vanguard","VT":"世界全股市ETF-Vanguard","ESUM":"EVENTIDE US MARKET ETF","NVDX":"2倍做多NVDA ETF-T-Rex","AIPI":"REX AI EQUITY PREMIUM INCOME ETF","ROM":"ProShares Ultra Technology","TYLG":"GLOBAL X INFORMATION TECHNOLOGY COVERED CALL & GROWTH ETF"},"source_url":"https://wallstreetcn.com/articles/3780433","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2662779042","content_text":"Michael Burry在Substack披露，他在财报前买入了英伟达12月到期的看涨期权（行权价200多美元中高段，占组合3.5%-4%），但强调这仅为“对冲”而非看多。同时，他目前做空英伟达、甲骨文等多只股票的空头仓位已超组合的21%，因其认为英伟达垄断难持久、资本开支将挤压回报。英伟达财报前夕，长期看空者Michael Burry罕见出手买入该股看涨期权，但他明确表示这不过是一次\"对冲\"，其看空立场依然未变。据StockTwits 27日报道，Burry在社交平台Substack中披露，已买入12月到期、行权价位于200美元中高区间的英伟达看涨期权，并将该仓位定性为对冲其庞大空头敞口的工具。与此同时，他进一步加码做空英伟达、甲骨文（Oracle）、Palantir、Nebius和卡特彼勒（Caterpillar），目前其空头股票仓位（不含看跌期权）已超过整体投资组合的21%。面对这种“一边加码做空、一边买看涨期权”的操作，Burry特别澄清这并非看好股价：“我做这笔交易并不是为了靠上涨获利。”他表示，如果不是自己手中握有庞大的做空和看跌期权（Put）头寸，他根本不会买入看涨期权。买看涨期权虽然支付了权利金，但已被其做空头寸的收益完全抵消。目前这笔涨期权仓位约占其投资组合的3.5%至4%。而这种\"Buying Calls as Hedge against a massive Short\"的期权组合策略，本质上是在\"扩大做空规模\"的同时，花了一小笔钱买了一份\"防暴涨保险\"，其整体的实际空头头寸（Short Position）反而是在增加的。他坦言，历史上他在财报前围绕空头仓位使用此类策略，但承认\"过往记录并不出色\"。他同时指出，英伟达近期财报后的股价走势\"跌多涨少\"，而即将公布的财报结果\"不过是一次掷硬币\"。\"市场并不相信，\"他写道，\"今天或许会暂时重建信心，但也只是暂时的。\"估值逻辑：垄断优势将尽，盈利面临冲击尽管Burry承认英伟达表面上市盈率偏低、且坐拥垄断定价权，看似\"明显低估\"，但他认为这一表象具有误导性。他的核心论点在于：英伟达的垄断地位存续时间将短于市场预期，盈利利润率随之下滑；公司\"不会向股东分配足够的回报\"，资本将更多流向资本开支和多元化投资；而其在\"泡沫顶部附近及穿越顶部\"的持续投入，可能在\"并不遥远的未来\"导致盈利出现\"惊人的下滑\"。他将英伟达AI扩张与安然的融资结构相提并论，并此前在Substack发文指出，当前AI基础设施投资热潮中，大量资本开支并未对应真实终端需求，而是通过不透明融资结构自我循环，存在系统性高估风险。空头仓位全面扩张，超过组合21%Burry本周加码做空了英伟达、甲骨文、Palantir、Nebius和卡特彼勒。其空头股票仓位（不含看跌期权）目前已超过整体投资组合的21%。与此同时，他也在多头方向积累仓位。他以30美元中段价格加仓Birkenstock（BIRK），称已建成完整仓位；以5美元中段加仓房地美（Freddie Mac，FMCC），并表示在房利美（Fannie Mae）持有大额仓位。从更长周期看，Burry今年的多空策略承受着明显的市场压力。截至目前，他做空的英伟达年内累计上涨逾12%，Nebius更飙涨逾150%；而他做多的Palantir年内下跌近5%，甲骨文跌逾23%。在交易层面持续承压的背景下，其Substack付费订阅通讯\"Cassandra Unchained\"上线231天已突破30万订阅者，按年费379美元测算，理论年收入约1.137亿美元，成为其另一条引人关注的收益线。","news_type":1,"symbols_score_info":{"CNEQ":0.6,"ANV":0.6,"ESUM":0.6,"DIPS":0.6,"NVDS":0.6,"ARTY":0.6,"NVDA":1.5,"ILDR":0.6,"TTEQ":0.6,"NVDB":0.6,"SMH":0.6,"SMHX":0.6,"NVDL":0.6,"TYLG":0.6,"NVDQ":0.6,"NVDD":0.6,"NVDX":0.6,"VGT":0.6,"TTXU":0.6,"2NVD.UK":0.6,"GAMR":0.6,"IXN":0.6,"NULC":0.6,"AIFD":0.6,"CLSE":0.6,"NVDU":0.6,"CHAT":0.6,"EFIV":0.6,"NVDY":0.6,"NVII":0.6,"ABFL":0.6,"NVDO":0.6,"THMR":0.6,"SNVD.UK":0.6,"ESLG":0.6,"JGRO":0.6,"AGOX":0.6,"ROM":0.6,"SNPE":0.6,"XLK":0.6,"TRFK":0.6,"FTEC":0.6,"TEK":0.6,"NVDW":0.6,"AIPI":0.6,"FDTX":0.6,"NVIW.SI":0.6,"NVD":0.6,"VT":0.6,"NVDG":0.6}},"isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596346938556992,"gmtCreate":1786610668033,"gmtModify":1786611259873,"author":{"id":"4205150523116642","authorId":"4205150523116642","name":"浙里枫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4205150523116642","authorIdStr":"4205150523116642"},"themes":[],"title":"","htmlText":"胜率23%的大空头[龇牙] ","listText":"胜率23%的大空头[龇牙] ","text":"胜率23%的大空头[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596346938556992","repostId":"2659131519","repostType":2,"repost":{"id":"2659131519","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1786605500,"share":"https://www.laohunote.com/m/news/2659131519?lang=zh_CN&edition=full","pubTime":"2026-08-13 15:18","market":"us","language":"zh","title":"“大空头”再炮轰：英伟达AI扩张有“安然的影子”、危害“高出几个数量级”","url":"https://stock-news.laohu8.com/highlight/detail?id=2659131519","media":"华尔街见闻","summary":"Michael Burry将英伟达AI扩张与安然丑闻相提并论，警告其危害“高出几个数量级”——这位“大空头”的炮轰，恰好落在英伟达宣布5000亿美元芯片融资体系的敏感时点。而Burry今年最赚钱的生意或许不是炒股，他的博客已有30万订阅者，按年费379美元测算，理论年收入约1.137亿美元。","content":"<html><head></head><body><p style=\"text-align: left;\">电影《大空头》原型、以做空闻名的投资者Michael Burry将英伟达当前的AI业务扩张与2001年安然财务丑闻相提并论，并警告其对经济和投资者的潜在危害远超安然事件，为市场围绕AI资本开支与科技股估值风险的讨论再添一份重量级看空声音。</p><p style=\"text-align: left;\">8月13日，Burry在社交平台X上发文称，"<strong>这比单一公司的问题大得多，对经济和投资者的危险程度比安然高出几个数量级</strong>"，并附上英国《每日电讯报》一篇题为《英伟达的AI扩张有安然的影子》（<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>'s AI push has echoes of Enron）的报道。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d492dd7d8ffdc05d96c92114bccd2db2\" data-align=\"center\" tg-width=\"735\" tg-height=\"713\"/><span></span></p><p style=\"text-align: left;\">该言论经AI批评者Gary Marcus转发后迅速扩散。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/96ba25356018d9b7df4e3de32de648e1\" data-align=\"center\" tg-width=\"745\" tg-height=\"730\"/><span></span></p><p style=\"text-align: left;\"><strong>这一警告正落在市场最敏感的时点。</strong>就在本周，英伟达宣布联手华尔街头部机构建立5000亿美元芯片融资体系，其五年期信用违约互换（CDS）价差今年以来已飙升约90%，信用市场对其财务结构的担忧持续升温。</p><p style=\"text-align: left;\"><strong>Burry并非首次对英伟达的融资安排提出质疑。</strong>在英伟达5000亿美元融资计划引发"循环融资"争议后，他已在Substack上就信用结构化问题发声，如今更进一步将类比对象指向安然。</p><h2 style=\"text-align: left;\">从"循环融资"到"安然类比"</h2><p style=\"text-align: left;\">Burry对英伟达的质疑并非无迹可寻。做空过抵押贷款支持证券、近期又押注英伟达等AI股下跌的Burry，此前在Substack上直言：</p><blockquote><p style=\"text-align: left;\">"信用结构化是金融体系的自然组成部分。但在牛市后期，为了延续势头而对不自然的信用进行结构化，才是真正令人担忧的地方。"</p></blockquote><p style=\"text-align: left;\">8月13日，他将类比对象升级为安然。据英国《每日电讯报》报道，Burry在X上转发该报文章《Nvidia's AI push has echoes of Enron, says Big Short investor》时表示，英伟达的AI扩张"有安然的影子"，并强调其潜在危害远超当年的安然事件。</p><p style=\"text-align: left;\">值得关注的是，华尔街见闻文章此前写道，Burry于7月25日在Substack发文披露最新持仓动向，显示他进一步扩大了对<a href=\"https://laohu8.com/S/MU\">美光科技</a>、英伟达及费城半导体ETF的空头仓位，同时新增做空卡特彼勒。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c88feab16c1c637e5f7c39eb4fb752f9\" data-align=\"center\" tg-width=\"640\" tg-height=\"363\"/><span></span></p><p style=\"text-align: left;\">他当时明确表示，英伟达当前及未来的大量需求并非来自终端客户，而是通过表外融资安排循环驱动，并援引2026年国际清算银行年度报告加以佐证。他认为，<strong>当前AI基础设施投资热潮中，大量资本开支并未对应真实的终端需求，而是通过不透明的融资结构自我循环，存在系统性高估风险。</strong></p><h2 style=\"text-align: left;\">触发点：5000亿美元芯片融资体系</h2><p style=\"text-align: left;\">Burry的警告发生于英伟达本周宣布一项宏大融资计划之后。英伟达与Apollo、<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>、<a href=\"https://laohu8.com/S/BX\">黑石</a>、博枫、<a href=\"https://laohu8.com/S/GS\">高盛</a>及KKR达成合作，目标建立规模高达5000亿美元的芯片融资体系，以英伟达AI硬件为底层资产，向养老金、保险公司及主权财富基金等机构投资者发行债务，所募资金用于AI企业的芯片采购或租赁融资。</p><p style=\"text-align: left;\">英伟达CEO黄仁勋将这一计划称为"大构想"，主张把AI算力重新定义为一种可投资资产。"它们现在是创收资产，具有生产性、长寿命、可替代性和灵活性。"黄仁勋表示。</p><p style=\"text-align: left;\">不过这一宏大构想的落地仍有距离——上述合作框架下尚未完成任何实际募资，具体条款将取决于市场需求。</p><p style=\"text-align: left;\"><strong>围绕英伟达的融资体系，市场最关心的是GPU作为抵押品的长期残值。</strong>批评者担忧，芯片技术迭代迅速，一旦技术过时几乎没有可靠的买家接盘，其长期价值存在高度不确定性。</p><p style=\"text-align: left;\">英伟达则以实际数据反驳。华尔街见闻文章写道，黄仁勋本周称，六年前推出的A100芯片至今仍在使用，经济寿命正被延长至接近10年，租赁价格仍在上涨；公司还承诺芯片在租赁期内至少保留25%的残值，由英伟达承担初始损失。</p><p style=\"text-align: left;\">美银研究分析师Vivek Arya指出，<strong>华尔街<a href=\"https://laohu8.com/S/FISI\">金融机构</a>的介入意味着英伟达可以逐步退出"供应商融资"模式，"负担由财团承担，而非英伟达的资产负债表"。</strong></p><p style=\"text-align: left;\">分析认为，Burry的"安然式"警告，正是在"芯片能否成为可靠金融资产"这一悬念上叠加了一份来自标志性做空投资者的质疑。<strong>争论的最终答案，取决于AI算力需求能否持续、芯片残值能否经受周期检验。</strong></p><h2 style=\"text-align: left;\"><strong>做“大V”大赚一个亿</strong></h2><p style=\"text-align: left;\"><strong>值得注意的是，华尔街见闻文章写道，Michael Burry今年最赚钱的生意，或许不是炒股，而是写博文。</strong></p><p style=\"text-align: left;\">"大空头"Michael Burry的Substack订阅投资类通讯"Cassandra Unchained"上线仅231天便突破30万订阅者。按年费379美元测算，理论年收入约1.137亿美元。</p><p style=\"text-align: left;\">这个数字有多直观？据Stocktwits报道，如果把100万美元分别投入<a href=\"https://laohu8.com/S/161125\">标普500</a>年内涨幅最好的10只股票，总收益约3400万美元——还不到Burry通讯理论收入的三分之一。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6b2c0a7d4ebabcc0e6c53cb2876ff7dc\" data-align=\"center\" tg-width=\"640\" tg-height=\"421\"/><span></span></p><h2 style=\"text-align: left;\">30万订阅者，231天</h2><p style=\"text-align: left;\">Burry在一篇题为《Short & Thankful: 300》的帖子中披露，"Cassandra Unchained"已达到300,044名订阅者和346,680名关注者，订阅者来自美国全部50个州及212个国家，其中52%在美国以外。</p><p style=\"text-align: left;\">从数据看，"Cassandra Unchained"通讯今年1月约有21.8万名关注者，到7月已接近34.7万，增长曲线持续向上。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8ca8f0ef86c43e9961fba41a394bd4b5\" data-align=\"center\" tg-width=\"640\" tg-height=\"586\"/><span></span></p><p style=\"text-align: left;\">通讯定价为每月39美元或每年379美元，另设免费层级。Burry未披露付费订阅者的具体比例，Substack的订阅数统计同时包含免费和付费读者，且上述测算未扣除Substack平台抽成。因此，1.137亿美元是理论上限，而非实际到手收入。</p><p style=\"text-align: left;\">Burry于2025年11月创办该通讯，彼时他刚刚向SEC注销对冲基金登记，重返社交媒体，并重启对AI热潮的批评。通讯上线即吸引逾6万订阅者，此后逐步演变为他发布实时持仓更新、估值分析及详细交易记录的主要平台。</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”再炮轰：英伟达AI扩张有“安然的影子”、危害“高出几个数量级”</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; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“大空头”再炮轰：英伟达AI扩张有“安然的影子”、危害“高出几个数量级”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-08-13 15:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">电影《大空头》原型、以做空闻名的投资者Michael Burry将英伟达当前的AI业务扩张与2001年安然财务丑闻相提并论，并警告其对经济和投资者的潜在危害远超安然事件，为市场围绕AI资本开支与科技股估值风险的讨论再添一份重量级看空声音。</p><p style=\"text-align: left;\">8月13日，Burry在社交平台X上发文称，"<strong>这比单一公司的问题大得多，对经济和投资者的危险程度比安然高出几个数量级</strong>"，并附上英国《每日电讯报》一篇题为《英伟达的AI扩张有安然的影子》（<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>'s AI push has echoes of Enron）的报道。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d492dd7d8ffdc05d96c92114bccd2db2\" data-align=\"center\" tg-width=\"735\" tg-height=\"713\"/><span></span></p><p style=\"text-align: left;\">该言论经AI批评者Gary Marcus转发后迅速扩散。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/96ba25356018d9b7df4e3de32de648e1\" data-align=\"center\" tg-width=\"745\" tg-height=\"730\"/><span></span></p><p style=\"text-align: left;\"><strong>这一警告正落在市场最敏感的时点。</strong>就在本周，英伟达宣布联手华尔街头部机构建立5000亿美元芯片融资体系，其五年期信用违约互换（CDS）价差今年以来已飙升约90%，信用市场对其财务结构的担忧持续升温。</p><p style=\"text-align: left;\"><strong>Burry并非首次对英伟达的融资安排提出质疑。</strong>在英伟达5000亿美元融资计划引发"循环融资"争议后，他已在Substack上就信用结构化问题发声，如今更进一步将类比对象指向安然。</p><h2 style=\"text-align: left;\">从"循环融资"到"安然类比"</h2><p style=\"text-align: left;\">Burry对英伟达的质疑并非无迹可寻。做空过抵押贷款支持证券、近期又押注英伟达等AI股下跌的Burry，此前在Substack上直言：</p><blockquote><p style=\"text-align: left;\">"信用结构化是金融体系的自然组成部分。但在牛市后期，为了延续势头而对不自然的信用进行结构化，才是真正令人担忧的地方。"</p></blockquote><p style=\"text-align: left;\">8月13日，他将类比对象升级为安然。据英国《每日电讯报》报道，Burry在X上转发该报文章《Nvidia's AI push has echoes of Enron, says Big Short investor》时表示，英伟达的AI扩张"有安然的影子"，并强调其潜在危害远超当年的安然事件。</p><p style=\"text-align: left;\">值得关注的是，华尔街见闻文章此前写道，Burry于7月25日在Substack发文披露最新持仓动向，显示他进一步扩大了对<a href=\"https://laohu8.com/S/MU\">美光科技</a>、英伟达及费城半导体ETF的空头仓位，同时新增做空卡特彼勒。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c88feab16c1c637e5f7c39eb4fb752f9\" data-align=\"center\" tg-width=\"640\" tg-height=\"363\"/><span></span></p><p style=\"text-align: left;\">他当时明确表示，英伟达当前及未来的大量需求并非来自终端客户，而是通过表外融资安排循环驱动，并援引2026年国际清算银行年度报告加以佐证。他认为，<strong>当前AI基础设施投资热潮中，大量资本开支并未对应真实的终端需求，而是通过不透明的融资结构自我循环，存在系统性高估风险。</strong></p><h2 style=\"text-align: left;\">触发点：5000亿美元芯片融资体系</h2><p style=\"text-align: left;\">Burry的警告发生于英伟达本周宣布一项宏大融资计划之后。英伟达与Apollo、<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>、<a href=\"https://laohu8.com/S/BX\">黑石</a>、博枫、<a href=\"https://laohu8.com/S/GS\">高盛</a>及KKR达成合作，目标建立规模高达5000亿美元的芯片融资体系，以英伟达AI硬件为底层资产，向养老金、保险公司及主权财富基金等机构投资者发行债务，所募资金用于AI企业的芯片采购或租赁融资。</p><p style=\"text-align: left;\">英伟达CEO黄仁勋将这一计划称为"大构想"，主张把AI算力重新定义为一种可投资资产。"它们现在是创收资产，具有生产性、长寿命、可替代性和灵活性。"黄仁勋表示。</p><p style=\"text-align: left;\">不过这一宏大构想的落地仍有距离——上述合作框架下尚未完成任何实际募资，具体条款将取决于市场需求。</p><p style=\"text-align: left;\"><strong>围绕英伟达的融资体系，市场最关心的是GPU作为抵押品的长期残值。</strong>批评者担忧，芯片技术迭代迅速，一旦技术过时几乎没有可靠的买家接盘，其长期价值存在高度不确定性。</p><p style=\"text-align: left;\">英伟达则以实际数据反驳。华尔街见闻文章写道，黄仁勋本周称，六年前推出的A100芯片至今仍在使用，经济寿命正被延长至接近10年，租赁价格仍在上涨；公司还承诺芯片在租赁期内至少保留25%的残值，由英伟达承担初始损失。</p><p style=\"text-align: left;\">美银研究分析师Vivek Arya指出，<strong>华尔街<a href=\"https://laohu8.com/S/FISI\">金融机构</a>的介入意味着英伟达可以逐步退出"供应商融资"模式，"负担由财团承担，而非英伟达的资产负债表"。</strong></p><p style=\"text-align: left;\">分析认为，Burry的"安然式"警告，正是在"芯片能否成为可靠金融资产"这一悬念上叠加了一份来自标志性做空投资者的质疑。<strong>争论的最终答案，取决于AI算力需求能否持续、芯片残值能否经受周期检验。</strong></p><h2 style=\"text-align: left;\"><strong>做“大V”大赚一个亿</strong></h2><p style=\"text-align: left;\"><strong>值得注意的是，华尔街见闻文章写道，Michael Burry今年最赚钱的生意，或许不是炒股，而是写博文。</strong></p><p style=\"text-align: left;\">"大空头"Michael Burry的Substack订阅投资类通讯"Cassandra Unchained"上线仅231天便突破30万订阅者。按年费379美元测算，理论年收入约1.137亿美元。</p><p style=\"text-align: left;\">这个数字有多直观？据Stocktwits报道，如果把100万美元分别投入<a href=\"https://laohu8.com/S/161125\">标普500</a>年内涨幅最好的10只股票，总收益约3400万美元——还不到Burry通讯理论收入的三分之一。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6b2c0a7d4ebabcc0e6c53cb2876ff7dc\" data-align=\"center\" tg-width=\"640\" tg-height=\"421\"/><span></span></p><h2 style=\"text-align: left;\">30万订阅者，231天</h2><p style=\"text-align: left;\">Burry在一篇题为《Short & Thankful: 300》的帖子中披露，"Cassandra Unchained"已达到300,044名订阅者和346,680名关注者，订阅者来自美国全部50个州及212个国家，其中52%在美国以外。</p><p style=\"text-align: left;\">从数据看，"Cassandra Unchained"通讯今年1月约有21.8万名关注者，到7月已接近34.7万，增长曲线持续向上。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8ca8f0ef86c43e9961fba41a394bd4b5\" data-align=\"center\" tg-width=\"640\" tg-height=\"586\"/><span></span></p><p style=\"text-align: left;\">通讯定价为每月39美元或每年379美元，另设免费层级。Burry未披露付费订阅者的具体比例，Substack的订阅数统计同时包含免费和付费读者，且上述测算未扣除Substack平台抽成。因此，1.137亿美元是理论上限，而非实际到手收入。</p><p style=\"text-align: left;\">Burry于2025年11月创办该通讯，彼时他刚刚向SEC注销对冲基金登记，重返社交媒体，并重启对AI热潮的批评。通讯上线即吸引逾6万订阅者，此后逐步演变为他发布实时持仓更新、估值分析及详细交易记录的主要平台。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/efae12979d167e877074f8eb17a2f1a1","relate_stocks":{"NVDU":"2倍做多NVDA ETF-Direxion","ARTY":"ISHARES FUTURE AI & TECH ETF","NULC":"Nuveen ESG Large-Cap ETF","NVDA":"英伟达","FAI":"First Trust Bloomberg Artificial Intelligence ETF","ESUM":"EVENTIDE US MARKET ETF","NVDW":"NVDA周配息ETF-Roundhill","LFGY":"YieldMax Crypto Industry and Tech Portfolio Option Income ETF","NVIW.SI":"NVDA 3xLongSG261006","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","AGIX":"通用人工智能 ETF-AGIX","USXF":"iShares ESG Advanced MSCI USA ETF","CHPX":"Global X AI Semiconductor & Quantum ETF","WISE":"THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF","NVDX":"2倍做多NVDA ETF-T-Rex","VTHR":"Vanguard Russell 3000 ETF","IXN":"iShares Trust S&P Global Informa","METV":"Roundhill Metaverse 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Shares","ILDR":"First Trust Innovation Leaders ETF","FTEC":"Fidelity MSCI Information Techno","NVDS":"1.5倍做空NVDA ETF-Tradr","SPTE":"SP FUNDS S&P GLOBAL TECHNOLOGY ETF"},"source_url":"https://wallstreetcn.com/articles/3779359","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2659131519","content_text":"电影《大空头》原型、以做空闻名的投资者Michael Burry将英伟达当前的AI业务扩张与2001年安然财务丑闻相提并论，并警告其对经济和投资者的潜在危害远超安然事件，为市场围绕AI资本开支与科技股估值风险的讨论再添一份重量级看空声音。8月13日，Burry在社交平台X上发文称，\"这比单一公司的问题大得多，对经济和投资者的危险程度比安然高出几个数量级\"，并附上英国《每日电讯报》一篇题为《英伟达的AI扩张有安然的影子》（Nvidia's AI push has echoes of Enron）的报道。该言论经AI批评者Gary Marcus转发后迅速扩散。这一警告正落在市场最敏感的时点。就在本周，英伟达宣布联手华尔街头部机构建立5000亿美元芯片融资体系，其五年期信用违约互换（CDS）价差今年以来已飙升约90%，信用市场对其财务结构的担忧持续升温。Burry并非首次对英伟达的融资安排提出质疑。在英伟达5000亿美元融资计划引发\"循环融资\"争议后，他已在Substack上就信用结构化问题发声，如今更进一步将类比对象指向安然。从\"循环融资\"到\"安然类比\"Burry对英伟达的质疑并非无迹可寻。做空过抵押贷款支持证券、近期又押注英伟达等AI股下跌的Burry，此前在Substack上直言：\"信用结构化是金融体系的自然组成部分。但在牛市后期，为了延续势头而对不自然的信用进行结构化，才是真正令人担忧的地方。\"8月13日，他将类比对象升级为安然。据英国《每日电讯报》报道，Burry在X上转发该报文章《Nvidia's AI push has echoes of Enron, says Big Short investor》时表示，英伟达的AI扩张\"有安然的影子\"，并强调其潜在危害远超当年的安然事件。值得关注的是，华尔街见闻文章此前写道，Burry于7月25日在Substack发文披露最新持仓动向，显示他进一步扩大了对美光科技、英伟达及费城半导体ETF的空头仓位，同时新增做空卡特彼勒。他当时明确表示，英伟达当前及未来的大量需求并非来自终端客户，而是通过表外融资安排循环驱动，并援引2026年国际清算银行年度报告加以佐证。他认为，当前AI基础设施投资热潮中，大量资本开支并未对应真实的终端需求，而是通过不透明的融资结构自我循环，存在系统性高估风险。触发点：5000亿美元芯片融资体系Burry的警告发生于英伟达本周宣布一项宏大融资计划之后。英伟达与Apollo、贝莱德、黑石、博枫、高盛及KKR达成合作，目标建立规模高达5000亿美元的芯片融资体系，以英伟达AI硬件为底层资产，向养老金、保险公司及主权财富基金等机构投资者发行债务，所募资金用于AI企业的芯片采购或租赁融资。英伟达CEO黄仁勋将这一计划称为\"大构想\"，主张把AI算力重新定义为一种可投资资产。\"它们现在是创收资产，具有生产性、长寿命、可替代性和灵活性。\"黄仁勋表示。不过这一宏大构想的落地仍有距离——上述合作框架下尚未完成任何实际募资，具体条款将取决于市场需求。围绕英伟达的融资体系，市场最关心的是GPU作为抵押品的长期残值。批评者担忧，芯片技术迭代迅速，一旦技术过时几乎没有可靠的买家接盘，其长期价值存在高度不确定性。英伟达则以实际数据反驳。华尔街见闻文章写道，黄仁勋本周称，六年前推出的A100芯片至今仍在使用，经济寿命正被延长至接近10年，租赁价格仍在上涨；公司还承诺芯片在租赁期内至少保留25%的残值，由英伟达承担初始损失。美银研究分析师Vivek Arya指出，华尔街金融机构的介入意味着英伟达可以逐步退出\"供应商融资\"模式，\"负担由财团承担，而非英伟达的资产负债表\"。分析认为，Burry的\"安然式\"警告，正是在\"芯片能否成为可靠金融资产\"这一悬念上叠加了一份来自标志性做空投资者的质疑。争论的最终答案，取决于AI算力需求能否持续、芯片残值能否经受周期检验。做“大V”大赚一个亿值得注意的是，华尔街见闻文章写道，Michael Burry今年最赚钱的生意，或许不是炒股，而是写博文。\"大空头\"Michael Burry的Substack订阅投资类通讯\"Cassandra Unchained\"上线仅231天便突破30万订阅者。按年费379美元测算，理论年收入约1.137亿美元。这个数字有多直观？据Stocktwits报道，如果把100万美元分别投入标普500年内涨幅最好的10只股票，总收益约3400万美元——还不到Burry通讯理论收入的三分之一。30万订阅者，231天Burry在一篇题为《Short & Thankful: 300》的帖子中披露，\"Cassandra Unchained\"已达到300,044名订阅者和346,680名关注者，订阅者来自美国全部50个州及212个国家，其中52%在美国以外。从数据看，\"Cassandra Unchained\"通讯今年1月约有21.8万名关注者，到7月已接近34.7万，增长曲线持续向上。通讯定价为每月39美元或每年379美元，另设免费层级。Burry未披露付费订阅者的具体比例，Substack的订阅数统计同时包含免费和付费读者，且上述测算未扣除Substack平台抽成。因此，1.137亿美元是理论上限，而非实际到手收入。Burry于2025年11月创办该通讯，彼时他刚刚向SEC注销对冲基金登记，重返社交媒体，并重启对AI热潮的批评。通讯上线即吸引逾6万订阅者，此后逐步演变为他发布实时持仓更新、估值分析及详细交易记录的主要平台。","news_type":1,"symbols_score_info":{"CMAG":0.6,"METV":0.6,"NVD3.UK":0.6,"NVDB":0.6,"NVDX":0.6,"ESUM":0.6,"NVD2.UK":0.6,"CHAT":1.5,"SHOC":0.6,"TYLG":0.6,"NVDW":0.6,"ROM":0.6,"SPTE":0.6,"THMR":0.6,"CNEQ":0.6,"FDTX":0.6,"NVDS.UK":0.6,"WISE":0.6,"NVDU":0.6,"USXF":0.6,"VT":0.6,"SOXQ":0.6,"SMH":0.6,"NVDS":0.6,"AGIX":1.5,"GAMR":0.6,"DIPS":0.6,"IXN":0.6,"XLK":0.6,"SNVD.UK":0.6,"CHPX":0.6,"NVDA":2.1,"LFGY":0.6,"AIPO":1.5,"FAI":0.6,"SMHX":0.6,"NVDO":0.6,"ILDR":0.6,"SNPE":0.6,"VTHR":1.5,"NULC":0.6,"ARTY":1.5,"CLSE":0.6,"NVDY":0.6,"NVII":0.6,"AGOX":0.6,"QTOC":1.5,"FTEC":0.6,"NVIW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610940518818208,"gmtCreate":1790174593965,"gmtModify":1790174595886,"author":{"id":"4205150523116642","authorId":"4205150523116642","name":"浙里枫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4205150523116642","authorIdStr":"4205150523116642"},"themes":[],"title":"","htmlText":"大空头近年胜是不是23%","listText":"大空头近年胜是不是23%","text":"大空头近年胜是不是23%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610940518818208","repostId":"1193975194","repostType":2,"repost":{"id":"1193975194","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":1790165042,"share":"https://www.laohunote.com/m/news/1193975194?lang=zh_CN&edition=full","pubTime":"2026-09-23 20:04","market":"us","language":"zh","title":"美股盘前｜量子计算股IonQ涨超11%，生物技术股JAGX跌超49%；英伟达、SpaceX高管相继减持；“大空头”加码做空美光","url":"https://stock-news.laohu8.com/highlight/detail?id=1193975194","media":"老虎资讯综合","summary":"03 要闻IonQ攻克量子纠错经典计算瓶颈，为商业规模容错量子计算铺路，盘前大涨11%量子计算公司IonQ盘前大幅上涨11%。监管文件显示，肖特维尔拟出售342,170股，合计市值约5196万美元，相关股份通过现金行权股票期权方式取得。与此同时，另一份财务披露揭示，以美国总统特朗普名义持有的投资账户曾于7月对SpaceX股票进行短线买卖操作，进一步引发外界对内部人交易的关注。本次披露的大宗交易加权平均价格为219.72美元，另有1万股以220.42美元出售。","content":"<html><head></head><body><h2 style=\"text-align: left;\"><strong>01 股市</strong></h2><p style=\"text-align: left;\">9月23日，美股三大股指期货齐跌。道指期货跌0.22%，标普500指数期货跌0.11%，纳指期货跌0.28%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4e085867c74c0c45e7e609f422a5352\" data-align=\"center\" tg-width=\"376\" tg-height=\"177\"/><span></span></p><p style=\"text-align: left;\"><strong>热门股异动：</strong>Cracker Barrel盘前涨超8%，Q4业绩超出市场预期。</p><p style=\"text-align: left;\">贵金属板块普跌，<a href=\"https://laohu8.com/S/GFI\">金田</a>、<a href=\"https://laohu8.com/S/HMY\">哈莫尼黄金</a>、AngloGold Ashanti跌超4%，<a href=\"https://laohu8.com/S/CDE\">科尔黛伦矿业</a>、<a href=\"https://laohu8.com/S/AG\">First Majestic Silver</a>跌超3%，<a href=\"https://laohu8.com/S/KGC\">金罗斯黄金</a>跌超2%。</p><p style=\"text-align: left;\">热门中概股盘前多数下跌，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌近4%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌超2%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏集团</a>跌超1%。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/000504\">生物</a>技术股盘前涨跌分化，<a href=\"https://laohu8.com/S/JAGX\">Jaguar Health</a>跌超49%，<a href=\"https://laohu8.com/S/VKTX\">Viking</a> <a href=\"https://laohu8.com/S/LENZ\">Therapeutics</a>跌超2%，<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>跌超1%； <a href=\"https://laohu8.com/S/DCOY\">Decoy Therapeutics</a>涨超34%。</p><h2 style=\"text-align: left;\"><strong>02 其他市场</strong></h2><p style=\"text-align: left;\">十年美债收益率上升0.26%，最新收益率为4.98%。</p><p style=\"text-align: left;\">WTI原油涨0.20%，报90.70美元/桶。布伦特原油涨1.02%，报100.26美元/桶。</p><p style=\"text-align: left;\"><span>现货黄金价格跌1.06%，报4312.00美元/盎司；现货白银价格跌3.03%，报65.00美元/盎司。</span></p><h2 style=\"text-align: left;\"><strong>03 要闻</strong></h2><p style=\"text-align: left;\"><strong>IonQ攻克量子纠错经典计算瓶颈，为商业规模容错量子计算铺路，盘前大涨11%</strong></p><p style=\"text-align: left;\">量子计算公司IonQ盘前大幅上涨11%。消息面上，公司宣布，成功开发并测试其所称的业界首个端到端实时量子纠错解码器，可在单颗标准商用CPU上运行。研究团队使用模拟最多408个逻辑量子比特、涉及逾3150万次量子操作的基准电路进行测试，在标准运行噪声条件下，解码带来的额外运行时间最低仅为0.02%。公司表示，该成果有助于缓解量子纠错中的经典计算瓶颈，为商业规模容错量子计算提供技术支撑。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f37c33c3683dbf9aa462bd285e55814d\" data-align=\"center\" tg-width=\"450\" tg-height=\"238\"/><span></span></p><p style=\"text-align: left;\"><strong>SpaceX上市后首次！总裁拟减持34万股，套现逾5200万美元</strong></p><p style=\"text-align: left;\">SpaceX上市后迎来首个高管减持信号，总裁兼首席运营官格温·肖特维尔（Gwynne Shotwell）拟出售逾5200万美元股票，时间节点恰在星舰首次入轨测试前夕，令市场对公司高估值的分歧再度浮上台面。</p><p style=\"text-align: left;\">监管文件显示，肖特维尔拟出售342,170股，合计市值约5196万美元，相关股份通过现金行权股票期权方式取得。与此同时，另一份财务披露揭示，以美国总统特朗普名义持有的投资账户曾于7月对SpaceX股票进行短线买卖操作，进一步引发外界对内部人交易的关注。</p><p style=\"text-align: left;\"><strong>Anthropic部署加强算力控制，寻求减少对云服务商依赖</strong></p><p style=\"text-align: left;\">Anthropic计划从一家由<a href=\"https://laohu8.com/S/APO\">阿波罗全球管理</a>多数持股的数据中心开发商处租赁最多1吉瓦的计算容量，目前正处于早期洽谈阶段。这是这家AI公司为减少对云服务提供商依赖而作出的重大努力之一。据知情人士称，Anthropic已讨论作为直接租户入驻Stream Data Centers开发的设施，并在其中部署由博通和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>设计的TPU。Anthropic与Stream Data Centers洽谈租赁至多1吉瓦算力的数据中心。Anthropic寻求直接控制计算资源，这可能降低成本。Anthropic还讨论了谷歌为该项目提供信用担保的可能性。目前尚不清楚谷歌将为项目的哪一部分提供担保。</p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/INTC\">英特尔</a>：智能体时代CPU配置权重上升，18A已量产、14A计划2028年放量</strong></p><p style=\"text-align: justify;\">英特尔在技术创新与产业生态大会上表示，随着AI负载由模型推理转向复杂任务执行，数据中心CPU与GPU的配置比例预计逐步接近1∶1，部分复杂<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>体场景需要更高CPU密度。公司称，Intel 18A已进入量产，18A-P进入风险试产；Intel 14A面向内部产品的风险试产计划于2027年下半年启动，目标于2028年实现大规模量产爬坡。英特尔数据中心业务负责人陈葆立表示，CPU、GPU和存储目前均面临供应紧张，希望利用新增产能缓解供应问题。</p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>推进Optimus量产，德州<a href=\"https://laohu8.com/S/300024\">机器人</a>工厂主体接近完工</strong></p><p style=\"text-align: justify;\">据报道， 特斯拉机器人团队近期在宁波对<a href=\"https://laohu8.com/S/601689\">拓普集团</a>、<a href=\"https://laohu8.com/S/02050\">三花智控</a>、<a href=\"https://laohu8.com/S/00699\">均胜电子</a>等供应商开展审核；德州机器人工厂主体结构接近完工，钢结构与混凝土施工同步推进。德国建设的自动化机器人产线已有首条运抵并等待安装。<a href=\"https://laohu8.com/S/01776\">广发证券</a>9月22日研报称，特斯拉9月初已向核心供应链下达约5000台Optimus订单；华福证券预计，其年底前产量有望达到每周2000台。马斯克近期受访时还预测，全球人形机器人数量可能在15年后达到100亿台。</p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>董事披露减持约3亿美元股票，交易发生于9月18日</strong></p><p style=\"text-align: justify;\">英伟达9月22日提交的Form 4文件显示，董事Mark Stevens于9月18日出售约140万股股票，价值约3亿美元。本次披露的大宗交易加权平均价格为219.72美元，另有1万股以220.42美元出售。Stevens在9月较早时候已出售约6.4亿美元英伟达股票，今年6月亦曾减持约1.86亿美元。最新申报显示，他仍直接持有约1154万股，并通过Envy信托间接持有约1502万股。文件未显示此次交易依据10b5-1预设交易计划执行。</p><p style=\"text-align: justify;\"><strong>软银启动巨额垃圾债发行，为AI布局融资</strong></p><p style=\"text-align: justify;\">软银启动了一场势将成为史上最大规模公司垃圾债券发行之一的交易，这家日本企业集团正借助债务投资者为人工智能领域的大规模投资提供资金。作为全球最大的AI投资者之一，软银已开始推介这笔多部分交易，其中美元部分的初步价格指引正在进行中。该集团此次发行旨在筹集超过110亿美元的资金，包括100亿美元的美元债部分和10亿欧元(约合11亿美元)的欧元债部分。此次发行是软银今年在债券市场一系列动作中的最新一笔，旨在帮助其为对OpenAI近650亿美元的承诺提供资金，以及为该领域更多并购提供融资。</p><p style=\"text-align: justify;\"><strong><a href=\"https://laohu8.com/S/MSFT\">微软</a>拟推Copilot最高五折企业折扣，同步上线AI“超级应用”</strong></p><p style=\"text-align: justify;\">据知情人士透露，微软高管本周告诉销售人员，针对承诺购买大量席位并根据某些功能的使用情况进行额外支付的企业客户，将授权对其CopilotAI软件订阅提供30%到50%的更大幅度折扣。据悉这些折扣最早将于10月开始，与微软计划推出改版Copilot超级应用同步进行。根据知情人士的说法，新版Copilot预计将在本周推出，将把AI编码工具和OpenClaw风格的AI代理功能等特性整合到一个应用中。该应用的部分功能将根据订阅者的使用情况额外收费。</p><p style=\"text-align: justify;\"><strong>“大空头”加码做空美光，警告周期逆转将引发“剧烈抛售”</strong></p><p style=\"text-align: justify;\">以2008年做空美国次贷市场而声名大噪的Michael Burry披露最新交易动态，进一步加码了对<a href=\"https://laohu8.com/S/MU\">美光科技</a>、荷兰AI基础设施供应商<a href=\"https://laohu8.com/S/NBIS\">Nebius</a> Group(NBIS.US)、半导体ETF-<a href=\"https://laohu8.com/S/EEMA\">iShares</a>(SOXX.US)以及<a href=\"https://laohu8.com/S/PLTR\">Palantir</a> Technologies(PLTR.US)的做空头寸，并称此次建立的空方仓位“规模不小”。Burry对存储芯片制造商的估值表达了明确的质疑。他将这些公司的股价形容为“相对于其本身而言已涨至离谱的水平”，并预判一旦周期逆转，相关个股将面临“剧烈抛售”。</p><p style=\"text-align: justify;\"><strong><a href=\"https://laohu8.com/S/QCOM\">高通</a>发布骁龙8 Elite Gen 6芯片：<a href=\"https://laohu8.com/S/TSM\">台积电</a>2nm工艺，对标<a href=\"https://laohu8.com/S/AAPL\">苹果</a>A20 Pro聚焦“端侧智能体”</strong></p><p style=\"text-align: justify;\">高通发布了面向 Android 手机的最新芯片组，将为端侧人工智能调校，并将与苹果iPhone 中的 A20 Pro 展开竞争。高通周二在新闻稿中表示，新芯片以“骁龙 8 Elite Gen 6”为品牌名，将采用台积电 2 纳米制程制造，并将被摩托罗拉、<a href=\"https://laohu8.com/S/XIACY\">小米</a>和<a href=\"https://laohu8.com/S/00763\">中兴</a>等公司的旗舰智能手机采用。高通此次推出两个版本，其中一个具备额外能力，冠以“Extreme(超级至尊)”品牌。</p><p style=\"text-align: justify;\"><strong><a href=\"https://laohu8.com/S/NVO\">诺和诺德</a>考虑进军脱发市场，“后Wegovy”战略寻求新增长点</strong></p><p style=\"text-align: justify;\">诺和诺德正将目光投向脱发市场——这家Ozempic生产商正寻求多元化，作为其“后Wegovy”增长战略的一部分。“我们可以利用我们的科学知识，潜在地进入这一领域，”诺和诺德首席科学官马丁·朗格(Martin Lange)表示，并补充说，“这不一定是我们会最先推进的方向，但那将是一个明确的可能性。”</p><p style=\"text-align: justify;\"><strong>美国加密监管争相填补真空：《清晰法案》参院搁浅，SEC、CFTC火速补位</strong></p><p style=\"text-align: justify;\">就在《清晰法案》未能在参议院推进两天后，美国证券交易委员会(SEC)依据现有权限扩充其加密监管规则手册。该机构发布命令，为某些代币化股票交易创建临时通道，推动金融市场向全天候交易更近一步。同日，美国商品期货交易委员会(CFTC)向白宫提交加密规则制定提案以供审查。提案细节未公开，但白宫管理和预算办公室(OMB)的一则公告证实，相关规则仍待审查。</p><p style=\"text-align: justify;\"><strong>香港证监会行政总裁：港交所将就延长股票市场交易时间征询意见</strong></p><p style=\"text-align: left;\">香港证监会行政总裁梁凤仪表示，<a href=\"https://laohu8.com/S/00388\">香港交易所</a>将就可能延长股票市场交易时间征询利益相关方意见。</p><p style=\"text-align: justify;\"><strong>美国柴油出口禁令在即?特朗普表态支持，称将“很快”作决定</strong></p><p style=\"text-align: justify;\">随着柴油价格飙升至历史新高，近期美国政府酝酿柴油出口禁令的传闻持续发酵。对此，美国总统特朗普周二表态称，他支持禁止柴油出口。特朗普还表示，他已在内部呼吁禁止柴油出口，并称将"很快"就是否实施禁令作出决定。美国财长贝森特随后表示，政府正在根据美国整体炼油能力评估柴油出口禁令的可行性，并研究全面禁令或部分禁令哪种方式更行得通。</p><p style=\"text-align: justify;\"><strong>重要经济数据和事件预告</strong></p><p style=\"text-align: justify;\">北京时间21:45：美国9月SPGI制造业PMI初值。</p><p style=\"text-align: justify;\">北京时间22:05：美联储理事巴尔就“住房”主题发表讲话。</p><p style=\"text-align: justify;\">北京时间22:30：美国截至9月18日当周EIA原油库存变动。</p><hr/><p style=\"text-align: left;\">资料来源：公开市场数据</p><p style=\"text-align: left;\">免责声明：本内容仅供参考，不构成任何投资建议</p><p style=\"text-align: left;\"></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>美股盘前｜量子计算股IonQ涨超11%，生物技术股JAGX跌超49%；英伟达、SpaceX高管相继减持；“大空头”加码做空美光</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美股盘前｜量子计算股IonQ涨超11%，生物技术股JAGX跌超49%；英伟达、SpaceX高管相继减持；“大空头”加码做空美光\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-09-23 20:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 style=\"text-align: left;\"><strong>01 股市</strong></h2><p style=\"text-align: left;\">9月23日，美股三大股指期货齐跌。道指期货跌0.22%，标普500指数期货跌0.11%，纳指期货跌0.28%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4e085867c74c0c45e7e609f422a5352\" data-align=\"center\" tg-width=\"376\" tg-height=\"177\"/><span></span></p><p style=\"text-align: left;\"><strong>热门股异动：</strong>Cracker Barrel盘前涨超8%，Q4业绩超出市场预期。</p><p style=\"text-align: left;\">贵金属板块普跌，<a href=\"https://laohu8.com/S/GFI\">金田</a>、<a href=\"https://laohu8.com/S/HMY\">哈莫尼黄金</a>、AngloGold Ashanti跌超4%，<a href=\"https://laohu8.com/S/CDE\">科尔黛伦矿业</a>、<a href=\"https://laohu8.com/S/AG\">First Majestic Silver</a>跌超3%，<a href=\"https://laohu8.com/S/KGC\">金罗斯黄金</a>跌超2%。</p><p style=\"text-align: left;\">热门中概股盘前多数下跌，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌近4%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌超2%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏集团</a>跌超1%。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/000504\">生物</a>技术股盘前涨跌分化，<a href=\"https://laohu8.com/S/JAGX\">Jaguar Health</a>跌超49%，<a href=\"https://laohu8.com/S/VKTX\">Viking</a> <a href=\"https://laohu8.com/S/LENZ\">Therapeutics</a>跌超2%，<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>跌超1%； <a href=\"https://laohu8.com/S/DCOY\">Decoy Therapeutics</a>涨超34%。</p><h2 style=\"text-align: left;\"><strong>02 其他市场</strong></h2><p style=\"text-align: left;\">十年美债收益率上升0.26%，最新收益率为4.98%。</p><p style=\"text-align: left;\">WTI原油涨0.20%，报90.70美元/桶。布伦特原油涨1.02%，报100.26美元/桶。</p><p style=\"text-align: left;\"><span>现货黄金价格跌1.06%，报4312.00美元/盎司；现货白银价格跌3.03%，报65.00美元/盎司。</span></p><h2 style=\"text-align: left;\"><strong>03 要闻</strong></h2><p style=\"text-align: left;\"><strong>IonQ攻克量子纠错经典计算瓶颈，为商业规模容错量子计算铺路，盘前大涨11%</strong></p><p style=\"text-align: left;\">量子计算公司IonQ盘前大幅上涨11%。消息面上，公司宣布，成功开发并测试其所称的业界首个端到端实时量子纠错解码器，可在单颗标准商用CPU上运行。研究团队使用模拟最多408个逻辑量子比特、涉及逾3150万次量子操作的基准电路进行测试，在标准运行噪声条件下，解码带来的额外运行时间最低仅为0.02%。公司表示，该成果有助于缓解量子纠错中的经典计算瓶颈，为商业规模容错量子计算提供技术支撑。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f37c33c3683dbf9aa462bd285e55814d\" data-align=\"center\" tg-width=\"450\" tg-height=\"238\"/><span></span></p><p style=\"text-align: left;\"><strong>SpaceX上市后首次！总裁拟减持34万股，套现逾5200万美元</strong></p><p style=\"text-align: left;\">SpaceX上市后迎来首个高管减持信号，总裁兼首席运营官格温·肖特维尔（Gwynne Shotwell）拟出售逾5200万美元股票，时间节点恰在星舰首次入轨测试前夕，令市场对公司高估值的分歧再度浮上台面。</p><p style=\"text-align: left;\">监管文件显示，肖特维尔拟出售342,170股，合计市值约5196万美元，相关股份通过现金行权股票期权方式取得。与此同时，另一份财务披露揭示，以美国总统特朗普名义持有的投资账户曾于7月对SpaceX股票进行短线买卖操作，进一步引发外界对内部人交易的关注。</p><p style=\"text-align: left;\"><strong>Anthropic部署加强算力控制，寻求减少对云服务商依赖</strong></p><p style=\"text-align: left;\">Anthropic计划从一家由<a href=\"https://laohu8.com/S/APO\">阿波罗全球管理</a>多数持股的数据中心开发商处租赁最多1吉瓦的计算容量，目前正处于早期洽谈阶段。这是这家AI公司为减少对云服务提供商依赖而作出的重大努力之一。据知情人士称，Anthropic已讨论作为直接租户入驻Stream Data Centers开发的设施，并在其中部署由博通和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>设计的TPU。Anthropic与Stream Data Centers洽谈租赁至多1吉瓦算力的数据中心。Anthropic寻求直接控制计算资源，这可能降低成本。Anthropic还讨论了谷歌为该项目提供信用担保的可能性。目前尚不清楚谷歌将为项目的哪一部分提供担保。</p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/INTC\">英特尔</a>：智能体时代CPU配置权重上升，18A已量产、14A计划2028年放量</strong></p><p style=\"text-align: justify;\">英特尔在技术创新与产业生态大会上表示，随着AI负载由模型推理转向复杂任务执行，数据中心CPU与GPU的配置比例预计逐步接近1∶1，部分复杂<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>体场景需要更高CPU密度。公司称，Intel 18A已进入量产，18A-P进入风险试产；Intel 14A面向内部产品的风险试产计划于2027年下半年启动，目标于2028年实现大规模量产爬坡。英特尔数据中心业务负责人陈葆立表示，CPU、GPU和存储目前均面临供应紧张，希望利用新增产能缓解供应问题。</p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>推进Optimus量产，德州<a href=\"https://laohu8.com/S/300024\">机器人</a>工厂主体接近完工</strong></p><p style=\"text-align: justify;\">据报道， 特斯拉机器人团队近期在宁波对<a href=\"https://laohu8.com/S/601689\">拓普集团</a>、<a href=\"https://laohu8.com/S/02050\">三花智控</a>、<a href=\"https://laohu8.com/S/00699\">均胜电子</a>等供应商开展审核；德州机器人工厂主体结构接近完工，钢结构与混凝土施工同步推进。德国建设的自动化机器人产线已有首条运抵并等待安装。<a href=\"https://laohu8.com/S/01776\">广发证券</a>9月22日研报称，特斯拉9月初已向核心供应链下达约5000台Optimus订单；华福证券预计，其年底前产量有望达到每周2000台。马斯克近期受访时还预测，全球人形机器人数量可能在15年后达到100亿台。</p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>董事披露减持约3亿美元股票，交易发生于9月18日</strong></p><p style=\"text-align: justify;\">英伟达9月22日提交的Form 4文件显示，董事Mark Stevens于9月18日出售约140万股股票，价值约3亿美元。本次披露的大宗交易加权平均价格为219.72美元，另有1万股以220.42美元出售。Stevens在9月较早时候已出售约6.4亿美元英伟达股票，今年6月亦曾减持约1.86亿美元。最新申报显示，他仍直接持有约1154万股，并通过Envy信托间接持有约1502万股。文件未显示此次交易依据10b5-1预设交易计划执行。</p><p style=\"text-align: justify;\"><strong>软银启动巨额垃圾债发行，为AI布局融资</strong></p><p style=\"text-align: justify;\">软银启动了一场势将成为史上最大规模公司垃圾债券发行之一的交易，这家日本企业集团正借助债务投资者为人工智能领域的大规模投资提供资金。作为全球最大的AI投资者之一，软银已开始推介这笔多部分交易，其中美元部分的初步价格指引正在进行中。该集团此次发行旨在筹集超过110亿美元的资金，包括100亿美元的美元债部分和10亿欧元(约合11亿美元)的欧元债部分。此次发行是软银今年在债券市场一系列动作中的最新一笔，旨在帮助其为对OpenAI近650亿美元的承诺提供资金，以及为该领域更多并购提供融资。</p><p style=\"text-align: justify;\"><strong><a href=\"https://laohu8.com/S/MSFT\">微软</a>拟推Copilot最高五折企业折扣，同步上线AI“超级应用”</strong></p><p style=\"text-align: justify;\">据知情人士透露，微软高管本周告诉销售人员，针对承诺购买大量席位并根据某些功能的使用情况进行额外支付的企业客户，将授权对其CopilotAI软件订阅提供30%到50%的更大幅度折扣。据悉这些折扣最早将于10月开始，与微软计划推出改版Copilot超级应用同步进行。根据知情人士的说法，新版Copilot预计将在本周推出，将把AI编码工具和OpenClaw风格的AI代理功能等特性整合到一个应用中。该应用的部分功能将根据订阅者的使用情况额外收费。</p><p style=\"text-align: justify;\"><strong>“大空头”加码做空美光，警告周期逆转将引发“剧烈抛售”</strong></p><p style=\"text-align: justify;\">以2008年做空美国次贷市场而声名大噪的Michael Burry披露最新交易动态，进一步加码了对<a href=\"https://laohu8.com/S/MU\">美光科技</a>、荷兰AI基础设施供应商<a href=\"https://laohu8.com/S/NBIS\">Nebius</a> Group(NBIS.US)、半导体ETF-<a href=\"https://laohu8.com/S/EEMA\">iShares</a>(SOXX.US)以及<a href=\"https://laohu8.com/S/PLTR\">Palantir</a> Technologies(PLTR.US)的做空头寸，并称此次建立的空方仓位“规模不小”。Burry对存储芯片制造商的估值表达了明确的质疑。他将这些公司的股价形容为“相对于其本身而言已涨至离谱的水平”，并预判一旦周期逆转，相关个股将面临“剧烈抛售”。</p><p style=\"text-align: justify;\"><strong><a href=\"https://laohu8.com/S/QCOM\">高通</a>发布骁龙8 Elite Gen 6芯片：<a href=\"https://laohu8.com/S/TSM\">台积电</a>2nm工艺，对标<a href=\"https://laohu8.com/S/AAPL\">苹果</a>A20 Pro聚焦“端侧智能体”</strong></p><p style=\"text-align: justify;\">高通发布了面向 Android 手机的最新芯片组，将为端侧人工智能调校，并将与苹果iPhone 中的 A20 Pro 展开竞争。高通周二在新闻稿中表示，新芯片以“骁龙 8 Elite Gen 6”为品牌名，将采用台积电 2 纳米制程制造，并将被摩托罗拉、<a href=\"https://laohu8.com/S/XIACY\">小米</a>和<a href=\"https://laohu8.com/S/00763\">中兴</a>等公司的旗舰智能手机采用。高通此次推出两个版本，其中一个具备额外能力，冠以“Extreme(超级至尊)”品牌。</p><p style=\"text-align: justify;\"><strong><a href=\"https://laohu8.com/S/NVO\">诺和诺德</a>考虑进军脱发市场，“后Wegovy”战略寻求新增长点</strong></p><p style=\"text-align: justify;\">诺和诺德正将目光投向脱发市场——这家Ozempic生产商正寻求多元化，作为其“后Wegovy”增长战略的一部分。“我们可以利用我们的科学知识，潜在地进入这一领域，”诺和诺德首席科学官马丁·朗格(Martin Lange)表示，并补充说，“这不一定是我们会最先推进的方向，但那将是一个明确的可能性。”</p><p style=\"text-align: justify;\"><strong>美国加密监管争相填补真空：《清晰法案》参院搁浅，SEC、CFTC火速补位</strong></p><p style=\"text-align: justify;\">就在《清晰法案》未能在参议院推进两天后，美国证券交易委员会(SEC)依据现有权限扩充其加密监管规则手册。该机构发布命令，为某些代币化股票交易创建临时通道，推动金融市场向全天候交易更近一步。同日，美国商品期货交易委员会(CFTC)向白宫提交加密规则制定提案以供审查。提案细节未公开，但白宫管理和预算办公室(OMB)的一则公告证实，相关规则仍待审查。</p><p style=\"text-align: justify;\"><strong>香港证监会行政总裁：港交所将就延长股票市场交易时间征询意见</strong></p><p style=\"text-align: left;\">香港证监会行政总裁梁凤仪表示，<a href=\"https://laohu8.com/S/00388\">香港交易所</a>将就可能延长股票市场交易时间征询利益相关方意见。</p><p style=\"text-align: justify;\"><strong>美国柴油出口禁令在即?特朗普表态支持，称将“很快”作决定</strong></p><p style=\"text-align: justify;\">随着柴油价格飙升至历史新高，近期美国政府酝酿柴油出口禁令的传闻持续发酵。对此，美国总统特朗普周二表态称，他支持禁止柴油出口。特朗普还表示，他已在内部呼吁禁止柴油出口，并称将"很快"就是否实施禁令作出决定。美国财长贝森特随后表示，政府正在根据美国整体炼油能力评估柴油出口禁令的可行性，并研究全面禁令或部分禁令哪种方式更行得通。</p><p style=\"text-align: justify;\"><strong>重要经济数据和事件预告</strong></p><p style=\"text-align: justify;\">北京时间21:45：美国9月SPGI制造业PMI初值。</p><p style=\"text-align: justify;\">北京时间22:05：美联储理事巴尔就“住房”主题发表讲话。</p><p style=\"text-align: justify;\">北京时间22:30：美国截至9月18日当周EIA原油库存变动。</p><hr/><p style=\"text-align: left;\">资料来源：公开市场数据</p><p style=\"text-align: left;\">免责声明：本内容仅供参考，不构成任何投资建议</p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"80388":"香港交易所-R","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","PLTZ":"2倍做空PLTR ETF-Defiance","BK4097":"系统软件","FDNI":"First Trust Dow Jones International Internet ETF","EEMA":"iShares","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0072913022.USD":"UBS (LUX) EQUITY FUND - GREATER CHINA \"P\" (USD) ACC","BK4099":"汽车制造商","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","PLYY":"GraniteShares YieldBOOST PLTR ETF","SOXQ":"Invesco PHLX Semiconductor ETF","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) 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要闻IonQ攻克量子纠错经典计算瓶颈，为商业规模容错量子计算铺路，盘前大涨11%量子计算公司IonQ盘前大幅上涨11%。消息面上，公司宣布，成功开发并测试其所称的业界首个端到端实时量子纠错解码器，可在单颗标准商用CPU上运行。研究团队使用模拟最多408个逻辑量子比特、涉及逾3150万次量子操作的基准电路进行测试，在标准运行噪声条件下，解码带来的额外运行时间最低仅为0.02%。公司表示，该成果有助于缓解量子纠错中的经典计算瓶颈，为商业规模容错量子计算提供技术支撑。SpaceX上市后首次！总裁拟减持34万股，套现逾5200万美元SpaceX上市后迎来首个高管减持信号，总裁兼首席运营官格温·肖特维尔（Gwynne Shotwell）拟出售逾5200万美元股票，时间节点恰在星舰首次入轨测试前夕，令市场对公司高估值的分歧再度浮上台面。监管文件显示，肖特维尔拟出售342,170股，合计市值约5196万美元，相关股份通过现金行权股票期权方式取得。与此同时，另一份财务披露揭示，以美国总统特朗普名义持有的投资账户曾于7月对SpaceX股票进行短线买卖操作，进一步引发外界对内部人交易的关注。Anthropic部署加强算力控制，寻求减少对云服务商依赖Anthropic计划从一家由阿波罗全球管理多数持股的数据中心开发商处租赁最多1吉瓦的计算容量，目前正处于早期洽谈阶段。这是这家AI公司为减少对云服务提供商依赖而作出的重大努力之一。据知情人士称，Anthropic已讨论作为直接租户入驻Stream Data Centers开发的设施，并在其中部署由博通和谷歌设计的TPU。Anthropic与Stream Data Centers洽谈租赁至多1吉瓦算力的数据中心。Anthropic寻求直接控制计算资源，这可能降低成本。Anthropic还讨论了谷歌为该项目提供信用担保的可能性。目前尚不清楚谷歌将为项目的哪一部分提供担保。英特尔：智能体时代CPU配置权重上升，18A已量产、14A计划2028年放量英特尔在技术创新与产业生态大会上表示，随着AI负载由模型推理转向复杂任务执行，数据中心CPU与GPU的配置比例预计逐步接近1∶1，部分复杂智能体场景需要更高CPU密度。公司称，Intel 18A已进入量产，18A-P进入风险试产；Intel 14A面向内部产品的风险试产计划于2027年下半年启动，目标于2028年实现大规模量产爬坡。英特尔数据中心业务负责人陈葆立表示，CPU、GPU和存储目前均面临供应紧张，希望利用新增产能缓解供应问题。特斯拉推进Optimus量产，德州机器人工厂主体接近完工据报道， 特斯拉机器人团队近期在宁波对拓普集团、三花智控、均胜电子等供应商开展审核；德州机器人工厂主体结构接近完工，钢结构与混凝土施工同步推进。德国建设的自动化机器人产线已有首条运抵并等待安装。广发证券9月22日研报称，特斯拉9月初已向核心供应链下达约5000台Optimus订单；华福证券预计，其年底前产量有望达到每周2000台。马斯克近期受访时还预测，全球人形机器人数量可能在15年后达到100亿台。英伟达董事披露减持约3亿美元股票，交易发生于9月18日英伟达9月22日提交的Form 4文件显示，董事Mark Stevens于9月18日出售约140万股股票，价值约3亿美元。本次披露的大宗交易加权平均价格为219.72美元，另有1万股以220.42美元出售。Stevens在9月较早时候已出售约6.4亿美元英伟达股票，今年6月亦曾减持约1.86亿美元。最新申报显示，他仍直接持有约1154万股，并通过Envy信托间接持有约1502万股。文件未显示此次交易依据10b5-1预设交易计划执行。软银启动巨额垃圾债发行，为AI布局融资软银启动了一场势将成为史上最大规模公司垃圾债券发行之一的交易，这家日本企业集团正借助债务投资者为人工智能领域的大规模投资提供资金。作为全球最大的AI投资者之一，软银已开始推介这笔多部分交易，其中美元部分的初步价格指引正在进行中。该集团此次发行旨在筹集超过110亿美元的资金，包括100亿美元的美元债部分和10亿欧元(约合11亿美元)的欧元债部分。此次发行是软银今年在债券市场一系列动作中的最新一笔，旨在帮助其为对OpenAI近650亿美元的承诺提供资金，以及为该领域更多并购提供融资。微软拟推Copilot最高五折企业折扣，同步上线AI“超级应用”据知情人士透露，微软高管本周告诉销售人员，针对承诺购买大量席位并根据某些功能的使用情况进行额外支付的企业客户，将授权对其CopilotAI软件订阅提供30%到50%的更大幅度折扣。据悉这些折扣最早将于10月开始，与微软计划推出改版Copilot超级应用同步进行。根据知情人士的说法，新版Copilot预计将在本周推出，将把AI编码工具和OpenClaw风格的AI代理功能等特性整合到一个应用中。该应用的部分功能将根据订阅者的使用情况额外收费。“大空头”加码做空美光，警告周期逆转将引发“剧烈抛售”以2008年做空美国次贷市场而声名大噪的Michael Burry披露最新交易动态，进一步加码了对美光科技、荷兰AI基础设施供应商Nebius Group(NBIS.US)、半导体ETF-iShares(SOXX.US)以及Palantir Technologies(PLTR.US)的做空头寸，并称此次建立的空方仓位“规模不小”。Burry对存储芯片制造商的估值表达了明确的质疑。他将这些公司的股价形容为“相对于其本身而言已涨至离谱的水平”，并预判一旦周期逆转，相关个股将面临“剧烈抛售”。高通发布骁龙8 Elite Gen 6芯片：台积电2nm工艺，对标苹果A20 Pro聚焦“端侧智能体”高通发布了面向 Android 手机的最新芯片组，将为端侧人工智能调校，并将与苹果iPhone 中的 A20 Pro 展开竞争。高通周二在新闻稿中表示，新芯片以“骁龙 8 Elite Gen 6”为品牌名，将采用台积电 2 纳米制程制造，并将被摩托罗拉、小米和中兴等公司的旗舰智能手机采用。高通此次推出两个版本，其中一个具备额外能力，冠以“Extreme(超级至尊)”品牌。诺和诺德考虑进军脱发市场，“后Wegovy”战略寻求新增长点诺和诺德正将目光投向脱发市场——这家Ozempic生产商正寻求多元化，作为其“后Wegovy”增长战略的一部分。“我们可以利用我们的科学知识，潜在地进入这一领域，”诺和诺德首席科学官马丁·朗格(Martin Lange)表示，并补充说，“这不一定是我们会最先推进的方向，但那将是一个明确的可能性。”美国加密监管争相填补真空：《清晰法案》参院搁浅，SEC、CFTC火速补位就在《清晰法案》未能在参议院推进两天后，美国证券交易委员会(SEC)依据现有权限扩充其加密监管规则手册。该机构发布命令，为某些代币化股票交易创建临时通道，推动金融市场向全天候交易更近一步。同日，美国商品期货交易委员会(CFTC)向白宫提交加密规则制定提案以供审查。提案细节未公开，但白宫管理和预算办公室(OMB)的一则公告证实，相关规则仍待审查。香港证监会行政总裁：港交所将就延长股票市场交易时间征询意见香港证监会行政总裁梁凤仪表示，香港交易所将就可能延长股票市场交易时间征询利益相关方意见。美国柴油出口禁令在即?特朗普表态支持，称将“很快”作决定随着柴油价格飙升至历史新高，近期美国政府酝酿柴油出口禁令的传闻持续发酵。对此，美国总统特朗普周二表态称，他支持禁止柴油出口。特朗普还表示，他已在内部呼吁禁止柴油出口，并称将\"很快\"就是否实施禁令作出决定。美国财长贝森特随后表示，政府正在根据美国整体炼油能力评估柴油出口禁令的可行性，并研究全面禁令或部分禁令哪种方式更行得通。重要经济数据和事件预告北京时间21:45：美国9月SPGI制造业PMI初值。北京时间22:05：美联储理事巴尔就“住房”主题发表讲话。北京时间22:30：美国截至9月18日当周EIA原油库存变动。资料来源：公开市场数据免责声明：本内容仅供参考，不构成任何投资建议","news_type":1,"symbols_score_info":{"80388":0.6,"DCOY":1,"FDRV":0.6,"NVDA":1.5,"SPCF":0.6,"LBO":0.6,"BABU":0.6,"IDNA":0.6,"FTEC":0.6,"PLTA":0.6,"DIPS":0.6,"AGOX":0.6,"TSLO":0.6,"BLOX":0.6,"TSLG":0.6,"XLC":0.6,"INTW":0.6,"CGGO":0.6,"NVDY":0.6,"ESUM":0.6,"NVDS":0.6,"DRIV":0.6,"SPCM":0.6,"KPDD":0.6,"EEMA":1,"PSI":0.6,"TSMY":0.6,"TSM":1,"07388":0.6,"QCML":0.6,"JGRO":0.6,"TDV":0.6,"GFI":1,"QCMD":0.6,"IONZ":0.6,"SPTE":0.6,"NVII":0.6,"TSMZ":0.6,"HELX":1.5,"OZEM":0.6,"IGV":0.6,"TSII":0.6,"BABA":1,"MSFY":0.6,"XQTM":1.5,"TRFK":0.6,"GAMR":0.6,"FAI":0.6,"GPZ":0.6,"PTIR":0.6,"DRMY":0.6,"BIDG":0.6,"BABX":0.6,"SILJ":0.6,"TSMX":0.6,"EYES":0.6,"ORBX":0.6,"XNTK":0.6,"GFI.AU":1,"AAUM":0.6,"LFGY":0.6,"MULL":0.6,"RULE":0.6,"CDE":1,"SNVD.UK":0.6,"HKXCY":0.6,"3NVD.UK":0.6,"QBTZ":0.6,"TSLA":1,"GOOX":0.6,"GDMN":0.6,"TINS":0.6,"PLTW":0.6,"USJW.SI":0.6,"PLTU":0.6,"ONLN":0.6,"EMSF":0.6,"NVDG":0.6,"PLTY":0.6,"QPUX":1.5,"SMH":0.6,"SNK":1.5,"IONL":0.6,"AVEM":0.6,"SPWO":0.6,"MARS":0.6,"SPCU":1.5,"CWI":0.6,"MUD":0.6,"METV":0.6,"VGT":0.6,"EVS.SI":0.6,"GOOP":0.6,"CGDG":0.6,"BABW":0.6,"DISK":0.6,"CNEQ":0.6,"CLIX":0.6,"INT":0.6,"SNPE":0.6,"TEST":0.6,"EMM":0.6,"CHPS":0.6,"TSMG":0.6,"SOXY":0.6,"09766":0.6,"EMC":0.6,"NBIZ":0.6,"JD":1,"DXYZ":1.5,"LTL":0.6,"MEMX":0.6,"TESC":0.6,"NVOX":0.6,"00388":1,"NVDU":0.6,"MUYY":0.6,"TRUC":0.6,"AIPI":0.6,"TYLG":0.6,"BBYY":0.6,"NBIL":0.6,"TSLQ":0.6,"NBIC":0.6,"TSLP":0.6,"EFIV":0.6,"VOX":0.6,"CRTC":1.5,"GDXJ":0.6,"XOVR":1.5,"IOYY":0.6,"KGC":1,"NVDO":0.6,"LENZ":1,"SGDM":0.6,"TWSC":0.6,"GXPC":0.6,"MU":1.5,"NVDD":0.6,"AGIX":0.74,"FXL":0.6,"LOFD":0.6,"TSDD":0.6,"ALBmain":0.6,"CQTM":1.5,"PTF":0.6,"WARP":0.6,"AIFD":0.6,"LINT":0.6,"FDTX":0.6,"SEC.AU":1,"AUMI":0.6,"MUZ":0.6,"PDD":1,"AVXC":0.6,"USD":0.6,"CGIC":0.6,"LEGR":0.6,"INTC":1,"XPEG":0.6,"STSM":0.6,"PLTL":0.6,"PBOT":0.9,"NVOC":0.6,"SPAL":1.5,"KWEB":0.6,"MRNX":0.6,"XLK":0.6,"SINTCmain":0.6,"MRNA":1,"CDE.AU":1,"NVO":1,"MSFU":0.6,"PLYY":0.6,"EGGY":0.6,"NEBX":0.6,"WATS":0.6,"HMY.AU":1,"PDDL":0.6,"NVIW.SI":0.6,"SLVR":0.6,"PLTG":0.6,"YSPC":0.6,"MIC":0.6,"NBIS":1,"SPCX":1.5,"01776":1,"SPCH":0.6,"IONX":0.6,"XIACY":1,"HBMX":0.6,"SLVX":0.6,"SMHX":0.6,"SMU00main":0.6,"ESLG":0.6,"INYY":0.6,"SMOG":0.6,"BOBP":0.6,"SHOC":0.6,"02050":1,"GLDN":0.6,"NVDS.UK":0.6,"03145":0.6,"LGHT":0.6,"SPCQ":0.6,"TSLZ":0.6,"FTXL":0.6,"TSLR":0.6,"PLOO":0.6,"07766":0.6,"NVDW":0.6,"NVDB":0.6,"TSLT":0.6,"GOAU":0.6,"TSLL":0.6,"SGOOGmain":0.6,"AIQ":0.6,"NBIG":0.6,"NVD":0.6,"XPEV":1,"CMAG":0.6,"AIPO":0.66,"IDRV":0.6,"CLSE":0.6,"WUGI":0.6,"NVD2.UK":0.6,"CGNG":0.6,"CHAT":0.9,"WDNA":1.5,"07366":0.6,"XOVL":0.6,"PLTI":0.6,"PLTD":0.6,"SOXX":0.6,"VT":0.6,"FDNI":0.6,"ARTY":0.74,"STSLAmain":0.6,"NVDQ":0.6,"SMSFTmain":0.6,"5RE.SI":1,"FCOM":0.6,"HMY":1,"LOUP":1.5,"ANV":0.6,"AIS":0.6,"MSFX":0.6,"PPH":0.6,"XME":0.6,"MSFD":0.6,"09618":0.6,"BIDU":1,"SOXQ":0.6,"TSL":0.6,"07788":0.6,"ADVE":0.6,"TEK":0.6,"SHLD":0.6,"WQTM":1.5,"ABFL":0.6,"QCOM":1,"WISE":0.6,"NVOH":0.6,"OGIG":0.6,"TSLW":0.6,"CRSH":0.6,"MUU":0.6,"GNOM":0.6,"JAGX":1.5,"09388":0.6,"BAI":0.6,"MSFL":0.6,"QTUP":1.5,"QBTX":0.6,"ESIM":0.6,"IONQ":1.5,"NVC":0.6,"AVSE":0.6,"SPAX":0.6,"KBDU":0.6,"CORO":0.6,"MUG":0.6,"BABO":0.6,"DSPC":0.6,"TTXU":0.6,"THNR":0.6,"NVD3.UK":0.6,"SLJY":0.6,"AG":1,"TSYY":0.6,"DRAG":0.6,"KBAB":0.6,"SNVDAmain":0.6,"MRNY":0.6,"UFO":0.6,"NVDL":0.6,"WANT":0.6,"TLA":0.6,"KNOW":0.6,"SIL":0.6,"SPCG":0.6,"PLT":0.6,"CHPX":1.5,"NULC":0.6,"TSMU":0.6,"USXF":0.6,"VKTX":1,"ASIA":0.6,"GOOG":1,"PLTR":1,"QTUM":1.5,"SSPC":0.6,"09366":0.6,"THMR":0.6,"ILDR":0.6,"TESL":0.6,"IXN":0.6,"MSFW":0.6,"IONC":0.6,"QBY":0.6,"LIT":0.6,"DRGN":0.6,"QCMU":0.6,"SPLTRmain":0.6,"00699":1,"TDIV":0.6,"HEXmain":0.6,"09988":0.6,"MSFC":0.6,"QQQA":0.6,"WSPC":0.6,"SQCOMmain":0.6,"IETC":0.6,"AUAU":0.6,"UMMA":0.6,"NVYY":0.6,"MSFO":0.6,"NVDX":0.6,"2NVD.UK":0.6,"09788":0.6,"LOFF":0.6,"TSLY":0.6,"MSFT":1,"TTEQ":0.6,"PRVT":0.6,"APO":1,"WLDR":0.6,"BABC":0.6,"PLTZ":0.6,"GUNZ":0.6,"KJD":0.6,"QUA":1.5,"TSLI":0.6,"QTOC":0.74,"ROM":0.6,"NVO.AU":1,"ELOL":0.6,"TSLS":0.6}},"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":446001752699656,"gmtCreate":1749892839687,"gmtModify":1749897391204,"author":{"id":"4205150523116642","authorId":"4205150523116642","name":"浙里枫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"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15:38","market":"us","language":"zh","title":"安全性遭质疑！特斯拉奥斯汀自动驾驶出租车项目引发抗议","url":"https://stock-news.laohu8.com/highlight/detail?id=2543681066","media":"智通财经","summary":"6月14日，随着埃隆·马斯克将6月22日定为$特斯拉$在德克萨斯州奥斯汀启动自动驾驶出租车试点服务的初步日期，抗议声浪也随之而起。公共安全倡导者和政治抗议者在周四聚集于奥斯汀市中心，表达他们对自动驾驶出租车项目启动的担忧。本周早些时候，马斯克在社交平台上发布的一段视频中展示了特斯拉自动驾驶出租车的外观。除此之外，他们对特斯拉的安全标准缺乏信心，并称该公司对其自动驾驶出租车如何运作缺乏透明度。","content":"<html><head></head><body><p>6月14日，随着埃隆·马斯克将6月22日定为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在德克萨斯州奥斯汀启动自动驾驶出租车试点服务的初步日期，抗议声浪也随之而起。公共安全倡导者和政治抗议者在周四聚集于奥斯汀市中心，表达他们对自动驾驶出租车项目启动的担忧。这些抗议者包括Dawn Project、Tesla Takedown和Resist Austin等团体的成员，他们指出特斯拉的部分自动驾驶系统存在安全隐患。</p><p>据悉，特斯拉目前在美国销售的汽车配备了<a href=\"https://laohu8.com/S/600302\">标准</a>的自动辅助驾驶系统，或者是更高级的“完全自动驾驶”(Full Self-Driving，简称FSD)选项。这些系统具有如自动保持车道、自动转向、自动泊车等功能。根据美国国家公路交通安全管理局(NHTSA)追踪的数据，配备这些系统的车辆已涉及数百起碰撞事故，其中包括数十起致命事故。</p><p>本周早些时候，马斯克在社交平台上发布的一段视频中展示了特斯拉自动驾驶出租车的外观。这些车辆是特斯拉热门车型Model Y的新版本，配备了即将发布的FSD软件。该“无监督”版本的FSD，即自动驾驶技术，目前尚未向公众开放。</p><p>自称从事技术安全和安全教育业务的The Dawn Project的特斯拉批评者带来了一款安装了相对较新的FSD软件(13.2.9版)的Model Y，向奥斯汀的居民展示了它是如何工作的。在周四的演示中，他们展示了这样一个场景：启用FSD的特斯拉高速驶过一辆停靠、并竖起停车标志的校车，随后撞上了一个他们放在车前、与儿童大小相仿的人形假人。</p><p>不过，值得一提的是，The Dawn Project的首席执行官Dan O’Dowd同时也是Green Hills Software的负责人，该公司向包括福特和丰田在内的特斯拉竞争对手销售技术产品。</p><p>参与抗议的其他人还对马斯克在特朗普政府中的角色表示不满。除此之外，他们对特斯拉的安全标准缺乏信心，并称该公司对其自动驾驶出租车如何运作缺乏透明度。</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>安全性遭质疑！特斯拉奥斯汀自动驾驶出租车项目引发抗议</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安全性遭质疑！特斯拉奥斯汀自动驾驶出租车项目引发抗议\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-14 15:38 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1305360.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月14日，随着埃隆·马斯克将6月22日定为特斯拉在德克萨斯州奥斯汀启动自动驾驶出租车试点服务的初步日期，抗议声浪也随之而起。公共安全倡导者和政治抗议者在周四聚集于奥斯汀市中心，表达他们对自动驾驶出租车项目启动的担忧。这些抗议者包括Dawn Project、Tesla Takedown和Resist Austin等团体的成员，他们指出特斯拉的部分自动驾驶系统存在安全隐患。据悉，特斯拉目前在美国销售...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1305360.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/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","BK4612":"AI芯片","TSLL":"2倍做多TSLA ETF-Direxion","TSLA":"特斯拉","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","BK4588":"碎股","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4550":"红杉资本持仓","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4548":"巴美列捷福持仓","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) 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INC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1305360.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2543681066","content_text":"6月14日，随着埃隆·马斯克将6月22日定为特斯拉在德克萨斯州奥斯汀启动自动驾驶出租车试点服务的初步日期，抗议声浪也随之而起。公共安全倡导者和政治抗议者在周四聚集于奥斯汀市中心，表达他们对自动驾驶出租车项目启动的担忧。这些抗议者包括Dawn Project、Tesla Takedown和Resist Austin等团体的成员，他们指出特斯拉的部分自动驾驶系统存在安全隐患。据悉，特斯拉目前在美国销售的汽车配备了标准的自动辅助驾驶系统，或者是更高级的“完全自动驾驶”(Full Self-Driving，简称FSD)选项。这些系统具有如自动保持车道、自动转向、自动泊车等功能。根据美国国家公路交通安全管理局(NHTSA)追踪的数据，配备这些系统的车辆已涉及数百起碰撞事故，其中包括数十起致命事故。本周早些时候，马斯克在社交平台上发布的一段视频中展示了特斯拉自动驾驶出租车的外观。这些车辆是特斯拉热门车型Model Y的新版本，配备了即将发布的FSD软件。该“无监督”版本的FSD，即自动驾驶技术，目前尚未向公众开放。自称从事技术安全和安全教育业务的The Dawn Project的特斯拉批评者带来了一款安装了相对较新的FSD软件(13.2.9版)的Model Y，向奥斯汀的居民展示了它是如何工作的。在周四的演示中，他们展示了这样一个场景：启用FSD的特斯拉高速驶过一辆停靠、并竖起停车标志的校车，随后撞上了一个他们放在车前、与儿童大小相仿的人形假人。不过，值得一提的是，The Dawn Project的首席执行官Dan O’Dowd同时也是Green Hills Software的负责人，该公司向包括福特和丰田在内的特斯拉竞争对手销售技术产品。参与抗议的其他人还对马斯克在特朗普政府中的角色表示不满。除此之外，他们对特斯拉的安全标准缺乏信心，并称该公司对其自动驾驶出租车如何运作缺乏透明度。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":3316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
