黑天鹅作者：对盲目押注AI股的投资者而言英伟达周一的大跌只是开始_老虎社区_美港股上老虎

黑天鹅作者：对盲目押注AI股的投资者而言英伟达周一的大跌只是开始

环球市场播报2025-01-28

《黑天鹅》一书的作者Nassim Taleb警告称，英伟达周一的惨跌，对盲目涌入AI驱动股票的投资者而言，只是一个开始。　　Taleb在迈阿密对冲基金周间隙表示，未来的回调幅度可能是英伟达本周初17%跌幅的两倍甚至三倍。周一的跌势抹去了英伟达5，890亿美元的市值，为有史以来的最大。　　Nassim Taleb接受采访　　“这只是开始，”Taleb在周一收盘后接受彭博新闻社采访时表示。“是...

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Taleb警告称，英伟达周一的惨跌，对盲目涌入AI驱动股票的投资者而言，只是一个开始。\n　　Taleb在迈阿密对冲基金周间隙表示，未来的回调幅度可能是英伟达本周初17%跌幅的两倍甚至三倍。周一的跌势抹去了英伟达5，890亿美元的市值，为有史以来的最大。\n　　Nassim Taleb接受采访\n　　“这只是开始，”Taleb在周一收盘后接受彭博新闻社采访时表示。“是...</p>\n\n<a href=\"https://finance.sina.com.cn/world/2025-01-28/doc-inehpyiw4927606.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVDS.UK","symbol_name":"LS -1X NVIDIA","start_time":0,"source_url":"https://finance.sina.com.cn/world/2025-01-28/doc-inehpyiw4927606.shtml","article_id":"2506514782","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2506514782","pubTimestamp":1738076100,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"《黑天鹅》一书的作者Nassim 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ETF-Direxion"},"translate_title":"Black Swan Author: Nvidia's plunge on Monday is just the beginning for investors blindly betting on AI stocks","themeId":"e15fdb33caf4f14bb5c5b2ae5ad50592","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVD2.UK":0.6,"NVIW.SI":0.6,"NVDS.UK":0.6,"NVDY":0.6,"3NVD.UK":0.6,"NVDS":0.6,"NVD":0.6,"NVDU":0.6,"NVDA":1,"NVDD":0.6,"SNVD.UK":0.6,"NVD3.UK":0.6,"2NVD.UK":0.6},"content_text":"《黑天鹅》一书的作者Nassim Taleb警告称，英伟达周一的惨跌，对盲目涌入AI驱动股票的投资者而言，只是一个开始。\n　　Taleb在迈阿密对冲基金周间隙表示，未来的回调幅度可能是英伟达本周初17%跌幅的两倍甚至三倍。周一的跌势抹去了英伟达5，890亿美元的市值，为有史以来的最大。\n　　Nassim Taleb接受采访\n　　“这只是开始，”Taleb在周一收盘后接受彭博新闻社采访时表示。“是大家适应现实的开始。因为现在他们意识到，已经不再是完美无缺的了。玻璃杯上有了一个小缺口。”\n　　Taleb表示，到目前为止，投资者都过于关注一种叙事：随着英伟达保持在AI领域的主导地位，该公司的股价将持续上涨。而他表示，考虑到行业风险，周一的下跌幅度实际上“非常小”。\n　　Taleb的畅销书《黑天鹅》探索了罕见和不可预测的事件所造成的极端影响，他也是Universa Investments的科学顾问。Universa Investment是一家尾部风险对冲基金，实际上提供某种形式的保险，来保护投资组合免受重大市场事件的影响。\n　　这位原期权交易员在业内以悲观的预言而著称，但并非所有预言都应验。2023年初，他表示许多投资者对高利率时代准备不足，资产可能不再“疯狂地膨胀”。但自那以来美国基准股指上涨了近50%，主要是AI热潮的功劳。\n　　Taleb和Universa的主张并不是说投资者应当逃离市场，进而错过这样的上涨。相反，他们认为要配置少量投资组合，以防止意外的冲击。\n　　Taleb称，太多的投资者一直在押注AI相关公司股价的上涨，但却并不完全了解其运作的细节、以及如何能够成功。他说科技公司就像“灰天鹅”，因为投资者低估了可能在一天之内所出现的价格偏差。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：丁文武","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}