带翅膀的老虎
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
Michael Burry“死咬”英伟达!大家怎么看?
“大空头”和英伟达之间的回合战正在升级,Michael Burry再度将矛头指向英伟达,称其为回应自己批评而向华尔街分析师分发的一份内部备忘录“令人失望”,并充斥着“一个接一个的稻草人论证”,他直言“没人在意英伟达自己的折旧”,真正的危机在于其客户因技术加速迭代而面临的巨额资产减记风险,焦点是未来的风险。Burry表示“继续持有英伟达和Palantir的看跌期权”,每个头寸约1000万美元。【而此轮交锋的直接后果是,市场对AI相关公司的审视愈发严苛,英伟达股价已从11月3日的高点回落约14%。大家觉得MB为何“死咬”英伟达不放?这波,你站大空头,还是英伟达?】
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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