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带翅膀的老虎
带翅膀的老虎
·
05-20
$三倍做多半导体ETF-Direxion Daily(SOXL)$
1929年，美国股市全民狂热。投资家巴鲁克在路边擦鞋时，擦鞋童主动跟他聊股票、荐股，说自己也在炒，赚了不少。巴鲁克意识到，连底层孩童都入市，说明市场已过热、泡沫将破。回家后他立刻清仓所有股票，不久美股崩盘，他成功躲过股灾。
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带翅膀的老虎
带翅膀的老虎
·
05-20
还不走等着过年呢，昨天晚上冲高就已经很明显的信号了。最后一步主力为了自保都在跑路，追进去的人绝逼死定了。
美股芯片股与软件股相关性首次转负，AI驱动科技板块内部分化
美股衡量iShares半导体ETF与iShares扩展科技软件板块ETF过去40个交易日走势关联程度的指标，于上周五首次收于负值区间，周二录得-0.05。专业人士指出，投资者一直在“押注AI资本支出，并做空那些容易受到AI颠覆的股票”。
美股芯片股与软件股相关性首次转负，AI驱动科技板块内部分化
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带翅膀的老虎
带翅膀的老虎
·
02-20
能让你看到的，就是想让你看到的
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带翅膀的老虎
带翅膀的老虎
·
2025-12-19
$纳斯达克(.IXIC)$
没有什么其他的原因，因为在人最多的时候，我得反向操作
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带翅膀的老虎
带翅膀的老虎
·
2025-11-28
这人从历史做空的战绩来看，大部分都是失败的。偶尔成功了一次，所以只能说是运气，如果说这次ai英伟达泡沫很多的话，那么大a的ai就不用发展了，全部都得退市，不完全就是欺骗投资者嘛
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带翅膀的老虎
带翅膀的老虎
·
2025-11-24
想拖累大A才是真是目的，并且自己快爆仓了应该是
不信英伟达(NVDA.US)财报！“大空头”继续炮轰：AI巨头延长GPU折旧以虚增盈利 真实终端需求少得可笑
迈克尔·伯里在社交平台上以其标志性的直率表达了对英伟达第三季度业绩的质疑，并指出，英伟达最狂热的支持者完全忽视了那些迟早会暴露的会计与经济现实。
不信英伟达(NVDA.US)财报！“大空头”继续炮轰：AI巨头延长GPU折旧以虚增盈利 真实终端需求少得可笑
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带翅膀的老虎
带翅膀的老虎
·
2025-10-06
$英伟达(NVDA)$
熬了一个月的黑暗岁月，回过头看是值得的
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带翅膀的老虎
带翅膀的老虎
·
2025-09-02
寒武纪目前来看情绪非常的激昂，没错。确实好像很牛逼，但是这个牛逼是已经透支了10年的算力。中国机构做事就是直接把一支票干透掉，然后慢慢再来修复估值，从市盈率来看的话，已经是10年之后的市盈率了，也就是说在2035年的时候，寒武纪的票才是这个价，如果现在买入，短期不说，起码深套三年以上，机构没关系，散户千万别介入，机构拿着钱去接盘用的，反正是基民，管理费照收，套你10年，锁定你的十年现金流，这个想一想都是非常可怕的，散户就更不用说了，以卵击石。
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带翅膀的老虎
带翅膀的老虎
·
2025-08-29
我真的是觉得许家印如果他那个时候说他要照芯片的话，不至于恒大会这样。
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带翅膀的老虎
带翅膀的老虎
·
2025-08-29
寒王直接把十年后的涨幅都吃掉了
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href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a><v-v data-views=\"0\"></v-v> 1929年，美国股市全民狂热。投资家巴鲁克在路边擦鞋时，擦鞋童主动跟他聊股票、荐股，说自己也在炒，赚了不少。巴鲁克意识到，连底层孩童都入市，说明市场已过热、泡沫将破。回家后他立刻清仓所有股票，不久美股崩盘，他成功躲过股灾。","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a><v-v data-views=\"0\"></v-v> 1929年，美国股市全民狂热。投资家巴鲁克在路边擦鞋时，擦鞋童主动跟他聊股票、荐股，说自己也在炒，赚了不少。巴鲁克意识到，连底层孩童都入市，说明市场已过热、泡沫将破。回家后他立刻清仓所有股票，不久美股崩盘，他成功躲过股灾。","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$ 1929年，美国股市全民狂热。投资家巴鲁克在路边擦鞋时，擦鞋童主动跟他聊股票、荐股，说自己也在炒，赚了不少。巴鲁克意识到，连底层孩童都入市，说明市场已过热、泡沫将破。回家后他立刻清仓所有股票，不久美股崩盘，他成功躲过股灾。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566260558078792","isVote":1,"tweetType":1,"viewCount":2079,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566086349394064,"gmtCreate":1779239086375,"gmtModify":1779239089013,"author":{"id":"3480051839422027","authorId":"3480051839422027","name":"带翅膀的老虎","avatar":"https://static.tigerbbs.com/3e909a533772736ef00064aff4d26b98","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3480051839422027","idStr":"3480051839422027"},"themes":[],"title":"","htmlText":"还不走等着过年呢，昨天晚上冲高就已经很明显的信号了。最后一步主力为了自保都在跑路，追进去的人绝逼死定了。","listText":"还不走等着过年呢，昨天晚上冲高就已经很明显的信号了。最后一步主力为了自保都在跑路，追进去的人绝逼死定了。","text":"还不走等着过年呢，昨天晚上冲高就已经很明显的信号了。最后一步主力为了自保都在跑路，追进去的人绝逼死定了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566086349394064","repostId":"2636147860","repostType":2,"repost":{"id":"2636147860","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":1779233432,"share":"https://www.laohu8.com/m/news/2636147860?lang=zh_CN&edition=full","pubTime":"2026-05-20 07:30","market":"us","language":"zh","title":"美股芯片股与软件股相关性首次转负，AI驱动科技板块内部分化","url":"https://stock-news.laohu8.com/highlight/detail?id=2636147860","media":"华尔街见闻","summary":"美股衡量iShares半导体ETF与iShares扩展科技软件板块ETF过去40个交易日走势关联程度的指标，于上周五首次收于负值区间，周二录得-0.05。专业人士指出，投资者一直在“押注AI资本支出，并做空那些容易受到AI颠覆的股票”。","content":"<html><head></head><body><p>美股芯片股与软件股之间的走势相关性已跌破零值，创下有记录以来首次负值，凸显出人工智能导致科技板块内部的分化日益加深。</p><p>据彭博，衡量<a href=\"https://laohu8.com/S/EEMA\">iShares</a>半导体ETF与iShares扩展科技软件板块ETF过去40个交易日走势关联程度的指标，于上周五首次收于负值区间，周二进一步录得-0.05。在<a href=\"https://laohu8.com/S/161125\">标普500</a>指数成分股层面，芯片与软件股的相关性虽仍为正值，但已降至1994年以来最低水平。</p><p>个股层面的分化尤为显著。存储芯片龙头<a href=\"https://laohu8.com/S/MU\">美光科技</a>今年以来累计涨幅超过150%，而企业软件公司<a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>则下跌逾33%，两者落差超过180个百分点。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c7b109c4bc52193f0c91f81d6fbc1675\" tg-width=\"1788\" tg-height=\"1168\"/></p><p>近几个月来，投资者一直在买入半导体股票并抛售软件。随着人工智能算力基础设施支出的激增，以及<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和美光科技等芯片制造商的利润增长加速，这一交易策略带来了丰厚的回报。</p><p>相比之下，软件股则受到压制，主要原因是市场担心来自OpenAI和Anthropic等AI公司的竞争将侵蚀其业务，并拖累其长期营收增长。</p><p>Hirtle Callaghan公司首席投资官Brad Conger表示，投资者一直在“押注AI资本支出，并做空那些容易受到AI颠覆的股票”。他补充道，基于动量的交易策略似乎也被吸引到了这一对冲交易中。</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>美股芯片股与软件股相关性首次转负，AI驱动科技板块内部分化</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股芯片股与软件股相关性首次转负，AI驱动科技板块内部分化\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\">2026-05-20 07:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美股芯片股与软件股之间的走势相关性已跌破零值，创下有记录以来首次负值，凸显出人工智能导致科技板块内部的分化日益加深。</p><p>据彭博，衡量<a href=\"https://laohu8.com/S/EEMA\">iShares</a>半导体ETF与iShares扩展科技软件板块ETF过去40个交易日走势关联程度的指标，于上周五首次收于负值区间，周二进一步录得-0.05。在<a href=\"https://laohu8.com/S/161125\">标普500</a>指数成分股层面，芯片与软件股的相关性虽仍为正值，但已降至1994年以来最低水平。</p><p>个股层面的分化尤为显著。存储芯片龙头<a href=\"https://laohu8.com/S/MU\">美光科技</a>今年以来累计涨幅超过150%，而企业软件公司<a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>则下跌逾33%，两者落差超过180个百分点。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c7b109c4bc52193f0c91f81d6fbc1675\" tg-width=\"1788\" tg-height=\"1168\"/></p><p>近几个月来，投资者一直在买入半导体股票并抛售软件。随着人工智能算力基础设施支出的激增，以及<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和美光科技等芯片制造商的利润增长加速，这一交易策略带来了丰厚的回报。</p><p>相比之下，软件股则受到压制，主要原因是市场担心来自OpenAI和Anthropic等AI公司的竞争将侵蚀其业务，并拖累其长期营收增长。</p><p>Hirtle Callaghan公司首席投资官Brad Conger表示，投资者一直在“押注AI资本支出，并做空那些容易受到AI颠覆的股票”。他补充道，基于动量的交易策略似乎也被吸引到了这一对冲交易中。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/caeefaa7456571440c6e1ab833590f92","relate_stocks":{"IGV":"北美软件ETF-iShares","BK4588":"碎股","BK4585":"ETF&股票定投概念","MU":"美光科技","NOW":"ServiceNow","BK4535":"淡马锡持仓","SOX":"费城半导体指数","NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3772668","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2636147860","content_text":"美股芯片股与软件股之间的走势相关性已跌破零值，创下有记录以来首次负值，凸显出人工智能导致科技板块内部的分化日益加深。据彭博，衡量iShares半导体ETF与iShares扩展科技软件板块ETF过去40个交易日走势关联程度的指标，于上周五首次收于负值区间，周二进一步录得-0.05。在标普500指数成分股层面，芯片与软件股的相关性虽仍为正值，但已降至1994年以来最低水平。个股层面的分化尤为显著。存储芯片龙头美光科技今年以来累计涨幅超过150%，而企业软件公司ServiceNow则下跌逾33%，两者落差超过180个百分点。近几个月来，投资者一直在买入半导体股票并抛售软件。随着人工智能算力基础设施支出的激增，以及英伟达和美光科技等芯片制造商的利润增长加速，这一交易策略带来了丰厚的回报。相比之下，软件股则受到压制，主要原因是市场担心来自OpenAI和Anthropic等AI公司的竞争将侵蚀其业务，并拖累其长期营收增长。Hirtle Callaghan公司首席投资官Brad Conger表示，投资者一直在“押注AI资本支出，并做空那些容易受到AI颠覆的股票”。他补充道，基于动量的交易策略似乎也被吸引到了这一对冲交易中。","news_type":1,"symbols_score_info":{"NVDA":1.75,"MU":1.89,"SOX":1.77,"IGV":1.88,"NOW":1.8}},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":534717632734104,"gmtCreate":1771565380787,"gmtModify":1771565383086,"author":{"id":"3480051839422027","authorId":"3480051839422027","name":"带翅膀的老虎","avatar":"https://static.tigerbbs.com/3e909a533772736ef00064aff4d26b98","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3480051839422027","idStr":"3480051839422027"},"themes":[],"title":"","htmlText":"能让你看到的，就是想让你看到的","listText":"能让你看到的，就是想让你看到的","text":"能让你看到的，就是想让你看到的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534717632734104","isVote":1,"tweetType":1,"viewCount":1498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512210886898528,"gmtCreate":1766078521180,"gmtModify":1766078522774,"author":{"id":"3480051839422027","authorId":"3480051839422027","name":"带翅膀的老虎","avatar":"https://static.tigerbbs.com/3e909a533772736ef00064aff4d26b98","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3480051839422027","idStr":"3480051839422027"},"themes":[],"title":"","htmlText":"<a 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没有什么其他的原因，因为在人最多的时候，我得反向操作","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512210886898528","isVote":1,"tweetType":1,"viewCount":1434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":505129516052856,"gmtCreate":1764341101708,"gmtModify":1764341104690,"author":{"id":"3480051839422027","authorId":"3480051839422027","name":"带翅膀的老虎","avatar":"https://static.tigerbbs.com/3e909a533772736ef00064aff4d26b98","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3480051839422027","idStr":"3480051839422027"},"themes":[],"title":"","htmlText":"这人从历史做空的战绩来看，大部分都是失败的。偶尔成功了一次，所以只能说是运气，如果说这次ai英伟达泡沫很多的话，那么大a的ai就不用发展了，全部都得退市，不完全就是欺骗投资者嘛","listText":"这人从历史做空的战绩来看，大部分都是失败的。偶尔成功了一次，所以只能说是运气，如果说这次ai英伟达泡沫很多的话，那么大a的ai就不用发展了，全部都得退市，不完全就是欺骗投资者嘛","text":"这人从历史做空的战绩来看，大部分都是失败的。偶尔成功了一次，所以只能说是运气，如果说这次ai英伟达泡沫很多的话，那么大a的ai就不用发展了，全部都得退市，不完全就是欺骗投资者嘛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/505129516052856","isVote":1,"tweetType":1,"viewCount":2574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503712888033552,"gmtCreate":1763999026777,"gmtModify":1763999029230,"author":{"id":"3480051839422027","authorId":"3480051839422027","name":"带翅膀的老虎","avatar":"https://static.tigerbbs.com/3e909a533772736ef00064aff4d26b98","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3480051839422027","idStr":"3480051839422027"},"themes":[],"title":"","htmlText":"想拖累大A才是真是目的，并且自己快爆仓了应该是","listText":"想拖累大A才是真是目的，并且自己快爆仓了应该是","text":"想拖累大A才是真是目的，并且自己快爆仓了应该是","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503712888033552","repostId":"2585599453","repostType":2,"repost":{"id":"2585599453","kind":"highlight","pubTimestamp":1763963101,"share":"https://www.laohu8.com/m/news/2585599453?lang=zh_CN&edition=full","pubTime":"2025-11-24 13:45","market":"sg","language":"zh","title":"不信英伟达(NVDA.US)财报！“大空头”继续炮轰：AI巨头延长GPU折旧以虚增盈利 真实终端需求少得可笑","url":"https://stock-news.laohu8.com/highlight/detail?id=2585599453","media":"智通财经网","summary":"迈克尔·伯里在社交平台上以其标志性的直率表达了对英伟达第三季度业绩的质疑，并指出，英伟达最狂热的支持者完全忽视了那些迟早会暴露的会计与经济现实。","content":"<html><body><div> <p>智通财经APP获悉，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)上周交出了一份通常会让市场感到兴奋的业绩——其第三季度营收、利润以及对下一季度的展望均显著高于市场预期，该公司首席执行官黄仁勋也发声驳斥“AI泡沫论”。不过，正当投资者庆祝围绕AI交易的这场动荡稍事喘息之际，《大空头》原型人物、Scion资产管理公司创始人迈克尔·伯里再度对英伟达和AI泡沫进行抨击。</p><p>迈克尔·伯里在社交平台上以其标志性的直率表达了对英伟达第三季度业绩的质疑，并指出，英伟达最狂热的支持者完全忽视了那些迟早会暴露的会计与经济现实。他反驳英伟达关于GPU使用寿命延长证明更长折旧期合理的说法，指出将利用率与价值创造混为一谈最终会虚增盈利。他写道：“仅仅因为某样东西被使用了，并不意味着它是有利可图的。”他举了一个例子，航空公司保留旧飞机，以提高假日季节的运力，但它们“利润微薄”，“根本不值钱”。</p><p>迈克尔·伯里还警告称，AI的真实终端用户需求远低于各大科技公司所报告的规模。他发布了一张显示<a href=\"https://laohu8.com/S/MSFT\">微软</a>、OpenAI、<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>和英伟达等主要科技巨头之间AI投资协议的图片，并指责其中几家公司存在“可疑的收入确认”行为，暗示他们报告的增长可能并未反映真正的市场需求。他认为，“真实的终端需求少得可笑”，“几乎所有客户的资金都来自经销商”，并声称许多推动AI增长的客户本身就由向他们销售AI技术的公司资助——描绘了一个自我强化的循环，而非可持续的普及应用。</p><p><strong>“大空头”仍在坚持看空</strong></p><p>这位广为人知的对冲基金经理，因精准预言2008年美国次贷危机、并利用信用违约掉期大举做空次级抵押贷款债券而成为市场传奇。这笔押注为他本人带来了近1亿美元收益，为其投资者赚取了7亿至7.25亿美元。在业内，迈克尔·伯里以极度逆向投资而闻名，他能够忍受巨大的回撤，并在数年之后取得胜利。</p><p>在经历了长达数年的淡出公众视野后，迈克尔·伯里于今年11月重新回到公众视野。他此前多次警告称，美股科技估值存在由AI驱动的泡沫。他披露了对英伟达和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>(PLTR.US)的空头头寸，同时指责主要的AI支出方对其数据中心资产的折旧情况进行了不实陈述。</p><p>值得一提的是，就在近日，迈克尔·伯里突然宣布基金“清盘”，他旗下管理的Scion资产管理公司已从美国证券交易委员会(SEC)撤销注册。外界猜测，伯里可能计划将Scion转为家族办公室，这种顾问类型无需在SEC注册。他当时表示：“我对于证券价值的判断与市场行情并不一致，这种情况已经持续了一段时间了。”</p> <div></div> </div></body></html>","source":"highlight_zhitongcaijin","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\" 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href=http://www.zhitongcaijing.com/content/detail/1372612.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，英伟达(NVDA.US)上周交出了一份通常会让市场感到兴奋的业绩——其第三季度营收、利润以及对下一季度的展望均显著高于市场预期，该公司首席执行官黄仁勋也发声驳斥“AI泡沫论”。不过，正当投资者庆祝围绕AI交易的这场动荡稍事喘息之际，《大空头》原型人物、Scion资产管理公司创始人迈克尔·伯里再度对英伟达和AI泡沫进行抨击。迈克尔·伯里在社交平台上以其标志性的直率表达了对英伟达...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1372612.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20251124/20251124122746_26916.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","relate_stocks":{"NVDA":"英伟达"},"source_url":"http://www.zhitongcaijing.com/content/detail/1372612.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2585599453","content_text":"智通财经APP获悉，英伟达(NVDA.US)上周交出了一份通常会让市场感到兴奋的业绩——其第三季度营收、利润以及对下一季度的展望均显著高于市场预期，该公司首席执行官黄仁勋也发声驳斥“AI泡沫论”。不过，正当投资者庆祝围绕AI交易的这场动荡稍事喘息之际，《大空头》原型人物、Scion资产管理公司创始人迈克尔·伯里再度对英伟达和AI泡沫进行抨击。迈克尔·伯里在社交平台上以其标志性的直率表达了对英伟达第三季度业绩的质疑，并指出，英伟达最狂热的支持者完全忽视了那些迟早会暴露的会计与经济现实。他反驳英伟达关于GPU使用寿命延长证明更长折旧期合理的说法，指出将利用率与价值创造混为一谈最终会虚增盈利。他写道：“仅仅因为某样东西被使用了，并不意味着它是有利可图的。”他举了一个例子，航空公司保留旧飞机，以提高假日季节的运力，但它们“利润微薄”，“根本不值钱”。迈克尔·伯里还警告称，AI的真实终端用户需求远低于各大科技公司所报告的规模。他发布了一张显示微软、OpenAI、甲骨文和英伟达等主要科技巨头之间AI投资协议的图片，并指责其中几家公司存在“可疑的收入确认”行为，暗示他们报告的增长可能并未反映真正的市场需求。他认为，“真实的终端需求少得可笑”，“几乎所有客户的资金都来自经销商”，并声称许多推动AI增长的客户本身就由向他们销售AI技术的公司资助——描绘了一个自我强化的循环，而非可持续的普及应用。“大空头”仍在坚持看空这位广为人知的对冲基金经理，因精准预言2008年美国次贷危机、并利用信用违约掉期大举做空次级抵押贷款债券而成为市场传奇。这笔押注为他本人带来了近1亿美元收益，为其投资者赚取了7亿至7.25亿美元。在业内，迈克尔·伯里以极度逆向投资而闻名，他能够忍受巨大的回撤，并在数年之后取得胜利。在经历了长达数年的淡出公众视野后，迈克尔·伯里于今年11月重新回到公众视野。他此前多次警告称，美股科技估值存在由AI驱动的泡沫。他披露了对英伟达和Palantir(PLTR.US)的空头头寸，同时指责主要的AI支出方对其数据中心资产的折旧情况进行了不实陈述。值得一提的是，就在近日，迈克尔·伯里突然宣布基金“清盘”，他旗下管理的Scion资产管理公司已从美国证券交易委员会(SEC)撤销注册。外界猜测，伯里可能计划将Scion转为家族办公室，这种顾问类型无需在SEC注册。他当时表示：“我对于证券价值的判断与市场行情并不一致，这种情况已经持续了一段时间了。”","news_type":1,"symbols_score_info":{"NVDA":1.5}},"isVote":1,"tweetType":1,"viewCount":1683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486122070929544,"gmtCreate":1759732368606,"gmtModify":1759732380811,"author":{"id":"3480051839422027","authorId":"3480051839422027","name":"带翅膀的老虎","avatar":"https://static.tigerbbs.com/3e909a533772736ef00064aff4d26b98","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3480051839422027","idStr":"3480051839422027"},"themes":[],"title":"","htmlText":"<a 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