这人疯了_老虎社区_美港股上老虎 - 老虎社区

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james duan
11-24

这人疯了

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

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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显卡之王
·11-24
是华尔街想做空了
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jjzhou001
·11-24
你也疯了
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- james duan:
  没我人能与大势对抗
  11-24
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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\">Web Link</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":316,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":8,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":503562620579968,"commentId":"503562620579968","gmtCreate":1763968782484,"gmtModify":1763968786865,"authorId":4173149581503700,"author":{"id":4173149581503700,"idStr":"4173149581503700","authorId":4173149581503700,"name":"显卡之王","avatar":"https://static.tigerbbs.com/09322b22510beb1d0e83a8d72bd297ac","vip":1,"currentWearingBadge":{"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,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.03","exceedPercentage":"93.16%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/1c1eed764d9c7ff83dc093fbb9a96bc2","crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":503547285873440,"objectIdStr":"503547285873440","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"是华尔街想做空了","text":"是华尔街想做空了","html":"是华尔街想做空了","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":503557559616176,"commentId":"503557559616176","gmtCreate":1763967321132,"gmtModify":1763969179039,"authorId":253020579283500,"author":{"id":253020579283500,"idStr":"253020579283500","authorId":253020579283500,"name":"jjzhou001","avatar":"https://static.tigerbbs.com/937d9fbda90e08d94882d89fafbccf0e","vip":1,"currentWearingBadge":{"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,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.22","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":9,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":503547285873440,"objectIdStr":"503547285873440","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"你也疯了","text":"你也疯了","html":"你也疯了","likeSize":0,"commentSize":1,"subComments":[{"id":503564905177920,"commentId":"503564905177920","gmtCreate":1763969252719,"gmtModify":1763969257250,"authorId":3440897161812160,"author":{"id":3440897161812160,"idStr":"3440897161812160","authorId":3440897161812160,"name":"james 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