“大空头”伯里再狙英伟达：批黄仁勋像Palantir CEO卡普，1500亿美元回购惹质疑_老虎社区_美港股上老虎

“大空头”伯里再狙英伟达：批黄仁勋像Palantir CEO卡普，1500亿美元回购惹质疑

智通财经09-29

9月29日，英伟达(NVDA.US)及更广泛AI基础设施热潮的知名怀疑者迈克尔·伯里再次抨击这家芯片制造商，将CEO黄仁勋与Palantir CEO亚历克斯·卡普相提并论。这位电影《大空头》的原型人物因精准预测2008年次贷危机而闻名。目前黄仁勋正密集接受媒体采访。伯里持有英伟达看跌期权，若股价下跌即可获利。周一晚些时候，在其Substack页面的聊天帖中，一位用户评论了黄仁勋近期的媒体露面潮。...

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lq393
·09-29
那B理算啥啊，蒙对一次就想次次蒙。勋子人家实干家思想家，实打实收钱办事
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CEO亚历克斯·卡普相提并论。这位电影《大空头》的原型人物因精准预测2008年次贷危机而闻名。目前黄仁勋正密集接受媒体采访。伯里持有英伟达看跌期权，若股价下跌即可获利。周一晚些时候，在其Substack页面的聊天帖中，一位用户评论了黄仁勋近期的媒体露面潮。伯里回复称：“他在这方面正变得有点像卡普。”卡普经常出现在电视采访中，讨论AI、Palantir及更广泛的科技行业。黄仁勋此次媒体攻势之际，部分投资者正对英伟达估值及AI行业所谓的循环融资提出担忧。英伟达1500亿美元回购计划引关注伯里发表上述评论之际，英伟达正加码其股票回购计划。该公司董事会周一批准额外1500亿美元股票回购授权，使剩余总授权规模达到2350亿美元。英伟达预计将在2028财年前执行该计划。公司称此次增加为史上最大规模股票回购授权提升。此前，英伟达已于5月批准800亿美元回购授权。根据最新文件，仅2027财年上半年，英伟达就回购了398亿美元股票。伯里的聊天群中，一名用户质疑在其所描述的“疯狂的市场行情”期间回购股票的合理性，并认为，当股票估值较高时，管理层应该保留现金;而当股价被低估时，则应该更加积极地投入资金。伯里基本认同这一观点，但他表示：“是的，这种做法目前在海外比美国更为普遍。在美国，无论处于什么水平，进行股票回购似乎已经成了一种惯例。”直言不讳的批评者伯里一直是英伟达及更广泛AI交易的怀疑者，多次质疑AI投资逻辑，并认为巨额资本支出未必能够转化为可持续的回报。他曾多次警告AI支出激增和高估值类似“泡沫”，质疑大规模AI基础设施投资的可持续性，对企业在英伟达GPU上激进支出表示担忧，并批评市场对AI驱动增长的狂热。伯里做空美股AI股的开端是2025年三季度一份名义价值约11亿美元的英伟达(NVDA.US)及Palantir(PLTR.US)看跌期权，2026年扩展为覆盖半导体、存储、AI基建的全链条空头网，包括对美光科技(MU.US)、甲骨文(ORCL.US)、Nebius(NBIS.US)以及iShares半导体ETF(SOXX)的看空押注。最近，伯里平掉了对英伟达、Palantir、美光、Nebius及其他AI相关股票的单边空头头寸，将其中许多替换为2027年到期的看跌期权。他表示，新研究促使其将看跌时间线提前，其中“大部分”仓位调整源于他认为AI泡沫可能“比预期更早”破裂。近日，伯里提到，如今人工智能(AI)行业的成功对于美国政府而言，与推动这轮热潮的科技巨头同样至关重要。他认为，尽管自己仍然看空AI交易中处于核心地位的几家公司，但AI基础设施建设已经成为支撑美国经济的关键力量。在Stocktwits上，散户对英伟达的情绪仍处于“看跌”区间，与上周持平，部分用户则讨论了最新回购授权。一位交易员写道：“英伟达好消息太多了，股价近期不大幅上涨都说不过去。”另一位则表示：“英伟达今天能上涨就应该知足了。这是个令人振奋的消息。继续持有。”截至上次收盘，英伟达股价年初至今上涨23%。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"buyback","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":613025886728536,"gmtCreate":1790683691813,"gmtModify":1790683694098,"author":{"id":"3573561653499784","authorId":"3573561653499784","name":"lq393","avatar":"https://static.tigerbbs.com/a9e02090a43bb155f8ec3468547afafa","vip":1,"crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3573561653499784","idStr":"3573561653499784"},"htmlText":"那B理算啥啊，蒙对一次就想次次蒙。 勋子人家实干家思想家，实打实收钱办事","listText":"那B理算啥啊，蒙对一次就想次次蒙。 勋子人家实干家思想家，实打实收钱办事","text":"那B理算啥啊，蒙对一次就想次次蒙。 勋子人家实干家思想家，实打实收钱办事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613025886728536","repostId":2671219350,"repostType":2,"repost":{"id":"2671219350","kind":"news","pubTimestamp":1790681456,"share":"https://www.laohunote.com/m/news/2671219350?lang=zh_CN&edition=full","pubTime":"2026-09-29 19:30","market":"hk","language":"zh","title":"“大空头”伯里再狙英伟达：批黄仁勋像Palantir CEO卡普，1500亿美元回购惹质疑","url":"https://stock-news.laohu8.com/highlight/detail?id=2671219350","media":"智通财经","summary":"智通财经APP获悉，英伟达及更广泛AI基础设施热潮的知名怀疑者迈克尔·伯里再次抨击这家芯片制造商，将CEO黄仁勋与Palantir CEO亚历克斯·卡普相提并论。伯里持有英伟达看跌期权，若股价下跌即可获利。英伟达1500亿美元回购计划引关注伯里发表上述评论之际，英伟达正加码其股票回购计划。英伟达预计将在2028财年前执行该计划。此前，英伟达已于5月批准800亿美元回购授权。","content":"<html><head></head><body><p>9月29日，英伟达(NVDA.US)及更广泛AI基础设施热潮的知名怀疑者迈克尔·伯里再次抨击这家芯片制造商，将CEO黄仁勋与Palantir CEO亚历克斯·卡普相提并论。这位电影《大空头》的原型人物因精准预测2008年次贷危机而闻名。目前黄仁勋正密集接受媒体采访。伯里持有英伟达看跌期权，若股价下跌即可获利。</p><p>周一晚些时候，在其Substack页面的聊天帖中，一位用户评论了黄仁勋近期的媒体露面潮。伯里回复称：“他在这方面正变得有点像卡普。”</p><p>卡普经常出现在电视采访中，讨论AI、Palantir及更广泛的科技行业。黄仁勋此次媒体攻势之际，部分投资者正对英伟达估值及AI行业所谓的循环融资提出担忧。</p><h2 id=\"id_660204866\">英伟达1500亿美元回购计划引关注</h2><p>伯里发表上述评论之际，英伟达正加码其股票回购计划。该公司董事会周一批准额外1500亿美元股票回购授权，使剩余总授权规模达到2350亿美元。</p><p>英伟达预计将在2028财年前执行该计划。公司称此次增加为史上最大规模股票回购授权提升。此前，英伟达已于5月批准800亿美元回购授权。根据最新文件，仅2027财年上半年，英伟达就回购了398亿美元股票。</p><p>伯里的聊天群中，一名用户质疑在其所描述的“疯狂的市场行情”期间回购股票的合理性，并认为，当股票估值较高时，管理层应该保留现金;而当股价被低估时，则应该更加积极地投入资金。</p><p>伯里基本认同这一观点，但他表示：“是的，这种做法目前在海外比美国更为普遍。在美国，无论处于什么水平，进行股票回购似乎已经成了一种惯例。”</p><h2 id=\"id_3273591672\">直言不讳的批评者</h2><p>伯里一直是英伟达及更广泛AI交易的怀疑者，多次质疑AI投资逻辑，并认为巨额资本支出未必能够转化为可持续的回报。他曾多次警告AI支出激增和高估值类似“泡沫”，质疑大规模AI基础设施投资的可持续性，对企业在英伟达GPU上激进支出表示担忧，并批评市场对AI驱动增长的狂热。</p><p>伯里做空美股AI股的开端是2025年三季度一份名义价值约11亿美元的英伟达(NVDA.US)及Palantir(PLTR.US)看跌期权，2026年扩展为覆盖半导体、存储、AI基建的全链条空头网，包括对美光科技(MU.US)、甲骨文(ORCL.US)、Nebius(NBIS.US)以及<a href=\"https://laohu8.com/S/EEMA\">iShares</a>半导体ETF(SOXX)的看空押注。</p><p>最近，伯里平掉了对英伟达、Palantir、美光、Nebius及其他AI相关股票的单边空头头寸，将其中许多替换为2027年到期的看跌期权。</p><p>他表示，新研究促使其将看跌时间线提前，其中“大部分”仓位调整源于他认为AI泡沫可能“比预期更早”破裂。</p><p>近日，伯里提到，如今人工智能(AI)行业的成功对于美国政府而言，与推动这轮热潮的科技巨头同样至关重要。他认为，尽管自己仍然看空AI交易中处于核心地位的几家公司，但AI基础设施建设已经成为支撑美国经济的关键力量。</p><p>在Stocktwits上，散户对英伟达的情绪仍处于“看跌”区间，与上周持平，部分用户则讨论了最新回购授权。</p><p>一位交易员写道：“英伟达好消息太多了，股价近期不大幅上涨都说不过去。”另一位则表示：“英伟达今天能上涨就应该知足了。这是个令人振奋的消息。继续持有。”</p><p>截至上次收盘，英伟达股价年初至今上涨23%。</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>“大空头”伯里再狙英伟达：批黄仁勋像Palantir CEO卡普，1500亿美元回购惹质疑</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1502232.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/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{"LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU0861579265.USD":"联博低波幅策略股票基金A","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","2NVD.UK":"2X NVIDIA ETP","NVYY":"GraniteShares YieldBOOST NVDA ETF","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" 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