空头的无奈之举乘着_老虎社区_美港股上老虎

空头的无奈之举乘着TPU兴起，短空一把，AI趋势不改

“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？】

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