大空头Burry喊话微软350美元是绝佳买点，不排除未来增持美团和腾讯_老虎社区_美港股上老虎

大空头Burry喊话微软350美元是绝佳买点，不排除未来增持美团和腾讯

格隆汇15:24

电影《沽注一掷》男主角原型、知名投资者“大空头”、传奇对冲基金经理布瑞(Michael Burry)披露其最新持仓情况，买入2028年12月到期的长期看涨期权，以及Palantir淡仓平了一半；同时沽出阿里巴巴美股、增持京东美股、Adobe及Fiserv仓位。他又称，微软跌至350美元是买入好时机。布瑞解释，卖出阿里ADR主要是基于税务亏损考虑，并将资金转向京东。不排除会增持美团和腾讯，这些股票短期内走势往往一致，最终或会重新买入阿里。

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