买阿里，他自己去用用_老虎社区_美港股上老虎 - 老虎社区

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2.5流物理学家miaxwell
04-24

买阿里，他自己去用用淘宝有多难用，除了便宜，操作体验真的差。我一股都不会买阿里。

多软件、空芯片！“大空头”买入微软，做空英伟达

《大空头》原型投资人Michael Burry周四宣布建仓微软，增持Adobe、PayPal等软件股，同时买入纳指ETF及英伟达看跌期权做空科技大盘与半导体。

多软件、空芯片！“大空头”买入微软，做空英伟达

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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Burry，正在构建一套方向相互对立的科技股投资组合。一边增持软件板块个股，一边通过期权押注科技大盘及半导体板块下跌。\n据Burry本人在Substack发文披露，他于周四买入微软股票，并同步增仓MSCI、PayPal和Adobe，进一步扩大对软件行业的多头敞口。\n与此同时，他买入了Invesco QQQ Trust ETF的2027年1月及2027年3月看跌期权，以及英伟达和iShares半导体ETF的2027年1月看跌期权，显示其对科技板块整体及芯片行业的中期走势持谨慎态度。\n上述布局将软件股多头与纳斯达克指数及半导体板块空头并置，呈现出明显的板块轮动与对冲逻辑，对关注科技行业的投资者具有重要参考意义。\n另外，4月10日，Michael Burry买入京东和阿里巴巴股票。","news_type":1,"symbols_score_info":{"MSFW":0.6,"NVDX":0.6,"MSFU":0.6,"MSFY":0.6,"NVDW":0.6,"MSFL":0.6,"MSFT":2,"NVDB":0.6,"MSFO":0.6,"MSFD":0.6,"NVDG":0.6,"NVDY":0.6,"SOXX":1.82,"NVDA":2,"DIPS":0.6,"NVD":0.6,"NVDS":0.6,"ANV":0.6,"NVDL":0.6,"NVYY":0.6,"NVII":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDU":0.6,"MSFX":0.6,"NVDD":0.6}},"isVote":1,"tweetType":1,"viewCount":45,"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":75,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}