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04-15
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13:04","market":"us","language":"zh","title":"华尔街“大空头”出手！买入阿里巴巴、京东","url":"https://stock-news.laohu8.com/highlight/detail?id=2627478096","media":"上海证券报","summary":"凭借精准做空2008年美国楼市而闻名的“大空头”迈克尔·巴里，近日在操作上出现重大转向。他在社交平台上发帖，宣布已买入京东和阿里巴巴的股票，并称京东股价走弱提供了“极具吸引力的入场点”。与此同时，他还进一步增持了英伟达的看跌期权，延续其对AI热潮可持续性的谨慎立场。“大空头”重新买入中概股迈克尔·巴里是华尔街著名的“大空头”。","content":"<html><head></head><body><p>凭借精准做空2008年美国楼市而闻名的“大空头”迈克尔·巴里，近日在操作上出现重大转向。</p><p>他在社交平台上发帖，宣布已买入<a href=\"https://laohu8.com/S/JD\">京东</a>和<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>的股票，并称京东股价走弱提供了“极具吸引力的入场点”。与此同时，他还进一步增持了<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的看跌期权，延续其对AI热潮可持续性的谨慎立场。</p><p><strong>“大空头”重新买入中概股</strong></p><p>迈克尔·巴里是华尔街著名的“大空头”。早在2008年美国次贷危机爆发前，他就通过严密的推演和计算，成功预测到了房地产市场的泡沫。在几乎所有人都对楼市极度乐观的背景下，巴里自2005年起便通过信用违约互换（CDS）做空美国房地产市场，最终从中获得了丰厚回报。2015年，他的故事被改编成电影《大空头》。</p><p>4月10日，巴里在Substack向付费订阅用户发布的帖子中写道，他当日买入了京东和<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>的股票。其中，京东是重要的加仓对象，仓位略高于6%；而阿里巴巴则为新建仓，仓位略低于京东。巴里还在帖子中称，京东近期的股价走弱提供了“极具吸引力的入场点”。</p><p>从股价表现来看，京东自去年10月起持续承压下行，今年3月在触及阶段低点后开始震荡反弹。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcfeff04874e1cbb030f21a94981629a\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>去年10月至今，阿里巴巴股价整体呈震荡下行趋势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3eecb3d933878b8dd0101755967670a0\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>近年来，巴里对中概股的观点经历了多次重大转折。2022年第四季度起，他所管理的对冲基金Scion Asset Management开始大举买入阿里巴巴、京东等中概股，截至2024年底，相关持仓在其投资组合中的占比超过50%。</p><p>然而，到了2025年第一季度，因对后市看法趋于谨慎，巴里几乎“一键清仓”了上述多头头寸，仅保留少量<a href=\"https://laohu8.com/S/EL\">雅诗兰黛</a>的多头仓位，同时买入阿里巴巴、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>等中概股的看跌期权。进入2025年上半年末，巴里的立场再次逆转，他卖出了此前持有的看跌期权，转而买入阿里巴巴和京东的看涨期权。但到了去年第三季度末，他再度调整方向，卖出了上述看涨期权。</p><p>值得一提的是，去年11月，巴里宣布，Scion Asset Management已经从美国证券交易委员会撤销注册。对此，巴里解释称，关闭注册是为了摆脱合规负担和申报文件带来的误解，公司本身并未关闭，仍用于其他投资，只是不再为外部投资者管理基金。</p><p><strong>增持英伟达看跌期权</strong></p><p>在买入中概股的同时，巴里还进一步扩大了英伟达的看跌期权仓位。他此次买入的是2027年1月到期、行权价115美元的看跌期权，成本为3.30美元。</p><p>去年年底，巴里在社交平台上发文，质疑英伟达与OpenAI、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>等AI公司之间存在的数十亿美元“循环融资”关系。针对他的指控，英伟达向华尔街分析师发布详细备忘录，逐一反驳。此后，巴里再度发文，详细反驳英伟达的回应，直指对方通过歪曲他的论点来回避真正的核心问题。</p><p>今年2月，巴里对人工智能热潮能否持续发出警告。他质疑科技巨头在数据中心上的巨额投入是否能在不拖累自身资产负债表和盈利的前提下长期维持。此次增持英伟达的看跌期权，也延续了他对AI板块一贯的谨慎态度。</p></body></html>","source":"stock_eastmoney","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>华尔街“大空头”出手！买入阿里巴巴、京东</title>\n<style 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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华尔街“大空头”出手！买入阿里巴巴、京东\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-15 13:04 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202604153705193294.html><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凭借精准做空2008年美国楼市而闻名的“大空头”迈克尔·巴里，近日在操作上出现重大转向。他在社交平台上发帖，宣布已买入京东和阿里巴巴的股票，并称京东股价走弱提供了“极具吸引力的入场点”。与此同时，他还进一步增持了英伟达的看跌期权，延续其对AI热潮可持续性的谨慎立场。“大空头”重新买入中概股迈克尔·巴里是华尔街著名的“大空头”。早在2008年美国次贷危机爆发前，他就通过严密的推演和计算，成功预测到了...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202604153705193294.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","BK4503":"景林资产持仓","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","BK4502":"阿里概念","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","BK4505":"高瓴资本持仓","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY 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Management开始大举买入阿里巴巴、京东等中概股，截至2024年底，相关持仓在其投资组合中的占比超过50%。然而，到了2025年第一季度，因对后市看法趋于谨慎，巴里几乎“一键清仓”了上述多头头寸，仅保留少量雅诗兰黛的多头仓位，同时买入阿里巴巴、拼多多等中概股的看跌期权。进入2025年上半年末，巴里的立场再次逆转，他卖出了此前持有的看跌期权，转而买入阿里巴巴和京东的看涨期权。但到了去年第三季度末，他再度调整方向，卖出了上述看涨期权。值得一提的是，去年11月，巴里宣布，Scion Asset Management已经从美国证券交易委员会撤销注册。对此，巴里解释称，关闭注册是为了摆脱合规负担和申报文件带来的误解，公司本身并未关闭，仍用于其他投资，只是不再为外部投资者管理基金。增持英伟达看跌期权在买入中概股的同时，巴里还进一步扩大了英伟达的看跌期权仓位。他此次买入的是2027年1月到期、行权价115美元的看跌期权，成本为3.30美元。去年年底，巴里在社交平台上发文，质疑英伟达与OpenAI、微软、甲骨文等AI公司之间存在的数十亿美元“循环融资”关系。针对他的指控，英伟达向华尔街分析师发布详细备忘录，逐一反驳。此后，巴里再度发文，详细反驳英伟达的回应，直指对方通过歪曲他的论点来回避真正的核心问题。今年2月，巴里对人工智能热潮能否持续发出警告。他质疑科技巨头在数据中心上的巨额投入是否能在不拖累自身资产负债表和盈利的前提下长期维持。此次增持英伟达的看跌期权，也延续了他对AI板块一贯的谨慎态度。","news_type":1,"symbols_score_info":{"BABA":2,"JD":2}},"isVote":1,"tweetType":1,"viewCount":291,"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":553831873606064,"commentId":"553831873606064","gmtCreate":1776247426092,"gmtModify":1776247431412,"authorId":4190951052234680,"author":{"id":4190951052234680,"idStr":"4190951052234680","authorId":4190951052234680,"name":"暴富虎王","avatar":"https://static.tigerbbs.com/996f016443fc2d569e4f604813ebd2f3","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":553773171738616,"objectIdStr":"553773171738616","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"不比你强。","text":"不比你强。","html":"不比你强。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/553773171738616"}