社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
林奇的马甲
IP属地：广东
+关注
帖子 · 99
帖子 · 99
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
林奇的马甲
林奇的马甲
·
02-03
$白银/美元(XAGUSD.FOREX)$
J交割不了，strong long
看
307
回复
评论
点赞
1
编组 21备份 2
分享
举报
林奇的马甲
林奇的马甲
·
02-02
$白银/美元(XAGUSD.FOREX)$
否极泰来
看
175
回复
1
点赞
2
编组 21备份 2
分享
举报
林奇的马甲
林奇的马甲
·
01-03
$黄金/美元(XAUUSD.FOREX)$
美元脱钩，舍gold其谁
看
438
回复
评论
点赞
2
编组 21备份 2
分享
举报
林奇的马甲
林奇的马甲
·
2025-12-12
$黄金主连 2602(GCmain)$
美元式微时，黄金何其幸
看
559
回复
评论
点赞
1
编组 21备份 2
分享
举报
林奇的马甲
林奇的马甲
·
2025-12-12
不以物喜，不以己悲，云开见月，知行合一——追求极致，信仰、杠杆、收益、感恩
看
328
回复
评论
点赞
1
编组 21备份 2
分享
举报
林奇的马甲
林奇的马甲
·
2025-11-20
股权投资+采购订单，循环
没被英伟达财报说服？“大空头”继续炮轰AI：真实需求“少得可笑”
伯里已披露做空英伟达和Palantir的头寸，并多次指责大型AI支出公司歪曲数据中心折旧以夸大收益。他的最新警告是在英伟达发布强于预期的第三季度业绩并发布由持续AI驱动需求支持的乐观展望后仅几小时发出的。英伟达CEO黄仁勋驳斥了关于AI泡沫的猜测，称其需求基础超出了超大规模数据中心运营商。尽管伯里发出警告，但英伟达股价在盘后交易中仍上涨超过5%，提振了更广泛的科技和AI股票，并推高了美国股指期货。
没被英伟达财报说服？“大空头”继续炮轰AI：真实需求“少得可笑”
看
725
回复
评论
点赞
1
编组 21备份 2
分享
举报
林奇的马甲
林奇的马甲
·
2025-11-11
$南方两倍做多恒科(07226)$
看
527
回复
评论
点赞
1
编组 21备份 2
分享
举报
林奇的马甲
林奇的马甲
·
2025-10-11
$标普500(.SPX)$
意图决定高度，大国竞争需要适当的泡沫
看
1,380
回复
评论
点赞
1
编组 21备份 2
分享
举报
林奇的马甲
林奇的马甲
·
2025-06-18
milestone
美国参议院通过了稳定币法案
据Politico报道，当地时间周周二，美国参议院通过了具有里程碑意义的加密货币立法，旨在促进该行业的增长。这是数字资产公司在参议院首次针对加密货币全面监管改革投票中取得的历史性游说胜利。参议院以68票赞成、30票反对的结果通过该法案，18名民主党人与多数共和党人共同支持将其提交众议院。这项由田纳西州共和党参议员比尔·哈格蒂主导的法案，将首次为与美元价值挂钩的稳定币建立美国监管框架。此次投票前，法案的共和党支持者与一批对加密货币持友好态度的民主党参议员进行了数月的激烈谈判。共和党人需争取这些民主党人的支持，才能达到法案通过所需的60票门槛。
美国参议院通过了稳定币法案
看
1,830
回复
评论
点赞
1
编组 21备份 2
分享
举报
林奇的马甲
林奇的马甲
·
2025-06-09
龙二，又逢稳定币风口，回调即买入，看好，目标180
看
1,156
回复
评论
点赞
1
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3540991147300687","uuid":"3540991147300687","gmtCreate":1577897124753,"gmtModify":1606356797726,"name":"林奇的马甲","pinyin":"lqdmjlinqidemajia","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/fbac162aaaa1119e280119e8df8b1c2a","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":3,"headSize":35,"tweetSize":99,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":4,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":6,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.24","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.12.08","exceedPercentage":"93.84%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.58%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":6,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":1,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":528765705217624,"gmtCreate":1770124432596,"gmtModify":1770124434340,"author":{"id":"3540991147300687","authorId":"3540991147300687","name":"林奇的马甲","avatar":"https://static.tigerbbs.com/fbac162aaaa1119e280119e8df8b1c2a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540991147300687","idStr":"3540991147300687"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/XAGUSD.FOREX\">$白银/美元(XAGUSD.FOREX)$ </a><v-v data-views=\"1\"></v-v> J交割不了，strong long","listText":"<a href=\"https://laohu8.com/S/XAGUSD.FOREX\">$白银/美元(XAGUSD.FOREX)$ </a><v-v data-views=\"1\"></v-v> J交割不了，strong long","text":"$白银/美元(XAGUSD.FOREX)$ J交割不了，strong long","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528765705217624","isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528249850364216,"gmtCreate":1769988227272,"gmtModify":1769988229274,"author":{"id":"3540991147300687","authorId":"3540991147300687","name":"林奇的马甲","avatar":"https://static.tigerbbs.com/fbac162aaaa1119e280119e8df8b1c2a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540991147300687","idStr":"3540991147300687"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/XAGUSD.FOREX\">$白银/美元(XAGUSD.FOREX)$ </a><v-v data-views=\"1\"></v-v> 否极泰来","listText":"<a href=\"https://laohu8.com/S/XAGUSD.FOREX\">$白银/美元(XAGUSD.FOREX)$ </a><v-v data-views=\"1\"></v-v> 否极泰来","text":"$白银/美元(XAGUSD.FOREX)$ 否极泰来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/528249850364216","isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3504685758377507","authorId":"3504685758377507","name":"美股总舵主","avatar":"https://static.tigerbbs.com/0b099fd8b8745d8edc5a291a43f57254","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3504685758377507","idStr":"3504685758377507"},"content":"今天能上85不[笑哭]","text":"今天能上85不[笑哭]","html":"今天能上85不[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":517956425949248,"gmtCreate":1767424757055,"gmtModify":1767424759122,"author":{"id":"3540991147300687","authorId":"3540991147300687","name":"林奇的马甲","avatar":"https://static.tigerbbs.com/fbac162aaaa1119e280119e8df8b1c2a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540991147300687","idStr":"3540991147300687"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/XAUUSD.FOREX\">$黄金/美元(XAUUSD.FOREX)$ </a><v-v data-views=\"1\"></v-v> 美元脱钩，舍gold其谁","listText":"<a href=\"https://laohu8.com/S/XAUUSD.FOREX\">$黄金/美元(XAUUSD.FOREX)$ </a><v-v data-views=\"1\"></v-v> 美元脱钩，舍gold其谁","text":"$黄金/美元(XAUUSD.FOREX)$ 美元脱钩，舍gold其谁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/517956425949248","isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":510066548204400,"gmtCreate":1765540898670,"gmtModify":1765540900456,"author":{"id":"3540991147300687","authorId":"3540991147300687","name":"林奇的马甲","avatar":"https://static.tigerbbs.com/fbac162aaaa1119e280119e8df8b1c2a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540991147300687","idStr":"3540991147300687"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2602(GCmain)$ </a><v-v data-views=\"1\"></v-v> 美元式微时，黄金何其幸","listText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2602(GCmain)$ </a><v-v data-views=\"1\"></v-v> 美元式微时，黄金何其幸","text":"$黄金主连 2602(GCmain)$ 美元式微时，黄金何其幸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/510066548204400","isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":510059263644472,"gmtCreate":1765539057031,"gmtModify":1765539060015,"author":{"id":"3540991147300687","authorId":"3540991147300687","name":"林奇的马甲","avatar":"https://static.tigerbbs.com/fbac162aaaa1119e280119e8df8b1c2a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540991147300687","idStr":"3540991147300687"},"themes":[],"htmlText":"不以物喜，不以己悲，云开见月，知行合一——追求极致，信仰、杠杆、收益、感恩","listText":"不以物喜，不以己悲，云开见月，知行合一——追求极致，信仰、杠杆、收益、感恩","text":"不以物喜，不以己悲，云开见月，知行合一——追求极致，信仰、杠杆、收益、感恩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/510059263644472","isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502288003448896,"gmtCreate":1763648002596,"gmtModify":1763648004955,"author":{"id":"3540991147300687","authorId":"3540991147300687","name":"林奇的马甲","avatar":"https://static.tigerbbs.com/fbac162aaaa1119e280119e8df8b1c2a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540991147300687","idStr":"3540991147300687"},"themes":[],"title":"","htmlText":"股权投资+采购订单，循环","listText":"股权投资+采购订单，循环","text":"股权投资+采购订单，循环","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502288003448896","repostId":"2584907013","repostType":2,"repost":{"id":"2584907013","kind":"news","pubTimestamp":1763618500,"share":"https://www.laohu8.com/m/news/2584907013?lang=zh_CN&edition=full","pubTime":"2025-11-20 14:01","market":"us","language":"zh","title":"没被英伟达财报说服？“大空头”继续炮轰AI：真实需求“少得可笑”","url":"https://stock-news.laohu8.com/highlight/detail?id=2584907013","media":"金十数据","summary":"伯里已披露做空英伟达和Palantir的头寸，并多次指责大型AI支出公司歪曲数据中心折旧以夸大收益。他的最新警告是在英伟达发布强于预期的第三季度业绩并发布由持续AI驱动需求支持的乐观展望后仅几小时发出的。英伟达CEO黄仁勋驳斥了关于AI泡沫的猜测，称其需求基础超出了超大规模数据中心运营商。尽管伯里发出警告，但英伟达股价在盘后交易中仍上涨超过5%，提振了更广泛的科技和AI股票，并推高了美国股指期货。","content":"<html><body><article><p><strong>AI播客：换个方式听新闻</strong>下载mp3音频由扣子空间生成</p><p>电影《大空头》原型人物迈克尔·伯里（Michael Burry）当地时间周三晚间发出尖锐警告，声称<strong>人工智能（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</strong>。这一评论是在<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发布又一轮亮眼的季度财报、引发全球科技股反弹后不久发表的。</p><p>这位因准确预测2008年次贷危机而闻名的知名投资者分享了一张图表，突出显示了<a href=\"https://laohu8.com/S/MSFT\">微软</a>（MSFT）、OpenAI、<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>（ORCL）和英伟达（NVDA）等主要科技巨头之间的AI投资协议。在图片旁边，他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。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251120140142289d201nx50w2rwmvm\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251120140143483d2012m5vzpnj30d\"/><p>伯里认为，<strong>未来的观察者回顾这段时期时，会将当前的AI热潮视为欺诈而非变革。</strong>他认为<strong>“真实的终端需求少得可笑”</strong>，并声称<strong>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。</strong></p><p>在后续帖子中，伯里称OpenAI是整个AI繁荣的“关键支柱”，并质疑这家初创公司审计师的可信度。自11月公开回归以来，他的这些警告延续了一系列对AI驱动的科技估值飙升的怀疑言论。伯里已披露做空英伟达和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>的头寸，并多次指责大型AI支出公司歪曲数据中心折旧以夸大收益。</p><p>他的最新警告是在英伟达发布强于预期的第三季度业绩并发布由持续AI驱动需求支持的乐观展望后仅几小时发出的。英伟达CEO黄仁勋驳斥了关于AI泡沫的猜测，称其需求基础超出了超大规模数据中心运营商。</p><p>尽管伯里发出警告，但英伟达股价在盘后交易中仍上涨超过5%，提振了更广泛的科技和AI股票，并推高了美国<span>股指期货</span>。</p><p>伯里本周早些时候表示，虽然他的对冲基金公司Scion Asset Management已办理注销注册，但<strong>他仍活跃于市场。</strong></p><p>“这最后一次的尝试本质上就是一个亲朋好友共同拥有的基金。”他在周二写道，“我没有像大多数人那样进行市场推广或管理，也没有试图通过引入我不认识的投资者来扩大<span>资产</span>规模。我不想再次遇到像创办Scion Capital时那样的问题。”</p><p>“我仍在管理我的资金并活跃于市场，”他补充道。</p><p>这位对冲基金经理在2008年成功做空美国住房市场后关闭了之前的公司Scion Capital，并于2013年开设了Scion Asset Management。不久前Scion Asset Management已终止在美国证券交易委员会（SEC）的注册状态，他在X上发帖表示“11月25日将去做更好的事”。</p><p>“我很高兴摆脱合规负担和我的文件引发的广泛误解，”伯里周二写道。“Scion Asset Management并没有关闭，因为它也是我运行其他投资项目的工具。它不再是RIA（注册投资顾问），也不再为外部投资者管理基金。”</p></article></body></html>","source":"tencent","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>没被英伟达财报说服？“大空头”继续炮轰AI：真实需求“少得可笑”</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没被英伟达财报说服？“大空头”继续炮轰AI：真实需求“少得可笑”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-20 14:01 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251120140150a4ae7c32&s=b><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI播客：换个方式听新闻下载mp3音频由扣子空间生成电影《大空头》原型人物迈克尔·伯里（Michael Burry）当地时间周三晚间发出尖锐警告，声称人工智能（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。这一评论是在英伟达发布又一轮亮眼的季度财报、引发全球科技股反弹后不久发表的。这位因准确预测2008年次贷危机而闻名的知名投资者分享了一张图表，突出显示了微软（MSFT）、OpenAI、...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251120140150a4ae7c32&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文","MSFT":"微软","NVDA":"英伟达"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251120140150a4ae7c32&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2584907013","content_text":"AI播客：换个方式听新闻下载mp3音频由扣子空间生成电影《大空头》原型人物迈克尔·伯里（Michael Burry）当地时间周三晚间发出尖锐警告，声称人工智能（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。这一评论是在英伟达发布又一轮亮眼的季度财报、引发全球科技股反弹后不久发表的。这位因准确预测2008年次贷危机而闻名的知名投资者分享了一张图表，突出显示了微软（MSFT）、OpenAI、甲骨文（ORCL）和英伟达（NVDA）等主要科技巨头之间的AI投资协议。在图片旁边，他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。伯里认为，未来的观察者回顾这段时期时，会将当前的AI热潮视为欺诈而非变革。他认为“真实的终端需求少得可笑”，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。在后续帖子中，伯里称OpenAI是整个AI繁荣的“关键支柱”，并质疑这家初创公司审计师的可信度。自11月公开回归以来，他的这些警告延续了一系列对AI驱动的科技估值飙升的怀疑言论。伯里已披露做空英伟达和Palantir的头寸，并多次指责大型AI支出公司歪曲数据中心折旧以夸大收益。他的最新警告是在英伟达发布强于预期的第三季度业绩并发布由持续AI驱动需求支持的乐观展望后仅几小时发出的。英伟达CEO黄仁勋驳斥了关于AI泡沫的猜测，称其需求基础超出了超大规模数据中心运营商。尽管伯里发出警告，但英伟达股价在盘后交易中仍上涨超过5%，提振了更广泛的科技和AI股票，并推高了美国股指期货。伯里本周早些时候表示，虽然他的对冲基金公司Scion Asset Management已办理注销注册，但他仍活跃于市场。“这最后一次的尝试本质上就是一个亲朋好友共同拥有的基金。”他在周二写道，“我没有像大多数人那样进行市场推广或管理，也没有试图通过引入我不认识的投资者来扩大资产规模。我不想再次遇到像创办Scion Capital时那样的问题。”“我仍在管理我的资金并活跃于市场，”他补充道。这位对冲基金经理在2008年成功做空美国住房市场后关闭了之前的公司Scion Capital，并于2013年开设了Scion Asset Management。不久前Scion Asset Management已终止在美国证券交易委员会（SEC）的注册状态，他在X上发帖表示“11月25日将去做更好的事”。“我很高兴摆脱合规负担和我的文件引发的广泛误解，”伯里周二写道。“Scion Asset Management并没有关闭，因为它也是我运行其他投资项目的工具。它不再是RIA（注册投资顾问），也不再为外部投资者管理基金。”","news_type":1,"symbols_score_info":{"ORCL":0.9,"MSFT":0.9,"NVDA":1.5}},"isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499051478737480,"gmtCreate":1762863694843,"gmtModify":1762863696213,"author":{"id":"3540991147300687","authorId":"3540991147300687","name":"林奇的马甲","avatar":"https://static.tigerbbs.com/fbac162aaaa1119e280119e8df8b1c2a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540991147300687","idStr":"3540991147300687"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/07226\">$南方两倍做多恒科(07226)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/07226\">$南方两倍做多恒科(07226)$ </a><v-v data-views=\"1\"></v-v> ","text":"$南方两倍做多恒科(07226)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499051478737480","isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":487777805922368,"gmtCreate":1760113618858,"gmtModify":1760113620920,"author":{"id":"3540991147300687","authorId":"3540991147300687","name":"林奇的马甲","avatar":"https://static.tigerbbs.com/fbac162aaaa1119e280119e8df8b1c2a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540991147300687","idStr":"3540991147300687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$ </a><v-v data-views=\"1\"></v-v> 意图决定高度，大国竞争需要适当的泡沫","listText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$ </a><v-v data-views=\"1\"></v-v> 意图决定高度，大国竞争需要适当的泡沫","text":"$标普500(.SPX)$ 意图决定高度，大国竞争需要适当的泡沫","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487777805922368","isVote":1,"tweetType":1,"viewCount":1380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447215559041920,"gmtCreate":1750204571658,"gmtModify":1750204573254,"author":{"id":"3540991147300687","authorId":"3540991147300687","name":"林奇的马甲","avatar":"https://static.tigerbbs.com/fbac162aaaa1119e280119e8df8b1c2a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540991147300687","idStr":"3540991147300687"},"themes":[],"htmlText":"milestone","listText":"milestone","text":"milestone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447215559041920","repostId":"1142055481","repostType":2,"repost":{"id":"1142055481","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":1750200379,"share":"https://www.laohu8.com/m/news/1142055481?lang=zh_CN&edition=full","pubTime":"2025-06-18 06:46","market":"us","language":"zh","title":"美国参议院通过了稳定币法案","url":"https://stock-news.laohu8.com/highlight/detail?id=1142055481","media":"老虎资讯综合","summary":"据Politico报道，当地时间周周二，美国参议院通过了具有里程碑意义的加密货币立法，旨在促进该行业的增长。这是数字资产公司在参议院首次针对加密货币全面监管改革投票中取得的历史性游说胜利。参议院以68票赞成、30票反对的结果通过该法案，18名民主党人与多数共和党人共同支持将其提交众议院。这项由田纳西州共和党参议员比尔·哈格蒂主导的法案，将首次为与美元价值挂钩的稳定币建立美国监管框架。此次投票前，法案的共和党支持者与一批对加密货币持友好态度的民主党参议员进行了数月的激烈谈判。共和党人需争取这些民主党人的支持，才能达到法案通过所需的60票门槛。","content":"<html><head></head><body><p>据Politico报道，当地时间周周二，美国参议院通过了具有里程碑意义的加密货币立法，旨在促进该行业的增长。</p><p>这是数字资产公司在参议院首次针对加密货币全面监管改革投票中取得的历史性游说胜利。参议院以68票赞成、30票反对的结果通过该法案，18名民主党人与多数共和党人共同支持将其提交众议院。</p><p>这项由田纳西州共和党参议员比尔·哈格蒂主导的法案，将首次为与美元价值挂钩的稳定币建立美国监管框架。</p><p>此次投票前，法案的共和党支持者与一批对加密货币持友好态度的民主党参议员进行了数月的激烈谈判。共和党人需争取这些民主党人的支持，才能达到法案通过所需的60票门槛。</p><p>这是参议院首次通过重要的加密货币立法。</p><p>《GENIUS法案》（GENIUS Act）的发起人、共和党参议员比尔·哈格蒂（Bill Hagerty）在正式投票前感谢了部分参议员同僚的支持。</p><p>不到一周前，议员们以压倒性多数投票通过了该法案，许多人预计该法案将会获得通过。 </p><p>接下来，众议院需要决定如何推进。今年4月，众议院金融服务委员会提出了自己的稳定币立法——《稳定币透明度和问责制促进更好的账本经济法案》。然而，该法案尚未提交众议院全体投票。</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>美国参议院通过了稳定币法案</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美国参议院通过了稳定币法案\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\">2025-06-18 06:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据Politico报道，当地时间周周二，美国参议院通过了具有里程碑意义的加密货币立法，旨在促进该行业的增长。</p><p>这是数字资产公司在参议院首次针对加密货币全面监管改革投票中取得的历史性游说胜利。参议院以68票赞成、30票反对的结果通过该法案，18名民主党人与多数共和党人共同支持将其提交众议院。</p><p>这项由田纳西州共和党参议员比尔·哈格蒂主导的法案，将首次为与美元价值挂钩的稳定币建立美国监管框架。</p><p>此次投票前，法案的共和党支持者与一批对加密货币持友好态度的民主党参议员进行了数月的激烈谈判。共和党人需争取这些民主党人的支持，才能达到法案通过所需的60票门槛。</p><p>这是参议院首次通过重要的加密货币立法。</p><p>《GENIUS法案》（GENIUS Act）的发起人、共和党参议员比尔·哈格蒂（Bill Hagerty）在正式投票前感谢了部分参议员同僚的支持。</p><p>不到一周前，议员们以压倒性多数投票通过了该法案，许多人预计该法案将会获得通过。 </p><p>接下来，众议院需要决定如何推进。今年4月，众议院金融服务委员会提出了自己的稳定币立法——《稳定币透明度和问责制促进更好的账本经济法案》。然而，该法案尚未提交众议院全体投票。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebecc10c44c4e2a7e9c5e837d364b637","relate_stocks":{"CRCL":"Circle Internet Corp."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142055481","content_text":"据Politico报道，当地时间周周二，美国参议院通过了具有里程碑意义的加密货币立法，旨在促进该行业的增长。这是数字资产公司在参议院首次针对加密货币全面监管改革投票中取得的历史性游说胜利。参议院以68票赞成、30票反对的结果通过该法案，18名民主党人与多数共和党人共同支持将其提交众议院。这项由田纳西州共和党参议员比尔·哈格蒂主导的法案，将首次为与美元价值挂钩的稳定币建立美国监管框架。此次投票前，法案的共和党支持者与一批对加密货币持友好态度的民主党参议员进行了数月的激烈谈判。共和党人需争取这些民主党人的支持，才能达到法案通过所需的60票门槛。这是参议院首次通过重要的加密货币立法。《GENIUS法案》（GENIUS Act）的发起人、共和党参议员比尔·哈格蒂（Bill Hagerty）在正式投票前感谢了部分参议员同僚的支持。不到一周前，议员们以压倒性多数投票通过了该法案，许多人预计该法案将会获得通过。 接下来，众议院需要决定如何推进。今年4月，众议院金融服务委员会提出了自己的稳定币立法——《稳定币透明度和问责制促进更好的账本经济法案》。然而，该法案尚未提交众议院全体投票。","news_type":1,"symbols_score_info":{"CRCL":1.1}},"isVote":1,"tweetType":1,"viewCount":1830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":444190970917032,"gmtCreate":1749466642436,"gmtModify":1749466643630,"author":{"id":"3540991147300687","authorId":"3540991147300687","name":"林奇的马甲","avatar":"https://static.tigerbbs.com/fbac162aaaa1119e280119e8df8b1c2a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540991147300687","idStr":"3540991147300687"},"themes":[],"htmlText":"龙二，又逢稳定币风口，回调即买入，看好，目标180","listText":"龙二，又逢稳定币风口，回调即买入，看好，目标180","text":"龙二，又逢稳定币风口，回调即买入，看好，目标180","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444190970917032","isVote":1,"tweetType":1,"viewCount":1156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}