爱吹牛的傻大江
07-31 19:41
不怕被合伙逼空吗
“大空头”Burry继续押注科技股回调：增持英伟达PUT，继续做空半导体
老虎资讯订阅内容
汇集老虎资讯发布的内容。
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。
分享至
微信
复制链接
精彩评论
Mediator
07-31 21:38
Mediator
他期权逼什么空
什么也没有了～
APP内打开
发表看法
1
3
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":591748449687040,"tweetId":"591748449687040","gmtCreate":1785498072287,"gmtModify":1785498074426,"author":{"id":3491225479053506,"idStr":"3491225479053506","authorId":3491225479053506,"authorIdStr":"3491225479053506","name":"爱吹牛的傻大江","avatar":"https://static.tigerbbs.com/acc10a946092110bc129113fb13247f1","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[{"themeId":"324431b18d184842b2237adf08e51534","categoryId":"2929bb7468f5415f853fd96fb35d7c3b","name":"老虎资讯订阅内容","type":2,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":324431b18d184842b2237adf08e51534}&rnconfig={\"headerBarHidden\": true}","description":"汇集老虎资讯发布的内容。","image":"https://static.tigerbbs.com/b95b36c253d9fad3ec50d0fada5bd5f7"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>不怕被合伙逼空吗</p></body></html>","htmlText":"<html><head></head><body><p>不怕被合伙逼空吗</p></body></html>","text":"不怕被合伙逼空吗","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/591748449687040","repostId":1170879426,"repostType":2,"repost":{"id":"1170879426","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1785496939,"share":"https://www.laohu8.com/m/news/1170879426?lang=zh_CN&edition=full","pubTime":"2026-07-31 19:22","market":"us","language":"zh","title":"“大空头”Burry继续押注科技股回调：增持英伟达PUT，继续做空半导体","url":"https://stock-news.laohu8.com/highlight/detail?id=1170879426","media":"老虎资讯综合","summary":"《大空头》原型人物Michael Burry并未收手，反而进一步加码做空英伟达、 美光等科技股。7月30日，Michael Burry再次大幅调整投资组合。这次没有减仓或清仓操作，而是全面提升风险敞口：一方面逢低买入 $DraftKings Inc.$、 $Zoetis Inc.$和 $lululemon athletica$；另一方面继续加码长期看跌布局，包括增持$纳指100ETF$和 $英伟达$的长期看跌期权，同时进一步做空 $美光科技$和 $半导体指数ETF-HOLDRs$。但在Burry看来，市场上的股票虽然成千上万，真正值得交易的机会却并不多。","content":"<html><head></head><body><p style=\"text-align: left;\"><strong>《大空头》原型人物Michael Burry并未收手，反而进一步加码做空英伟达、 美光等科技股。他认为，市场仍在追逐一笔“已经耗尽”的旧交易。</strong></p><p style=\"text-align: left;\">7月30日，Michael Burry再次大幅调整投资组合。这次没有减仓或清仓操作，而是全面提升风险敞口：一方面逢低买入 <a href=\"https://laohu8.com/S/DKNG\">DraftKings Inc.</a>、 <a href=\"https://laohu8.com/S/ZTS\">Zoetis Inc.</a>和 <a href=\"https://laohu8.com/S/LULU\">lululemon athletica</a>；另一方面继续加码长期看跌布局，包括增持<a href=\"https://laohu8.com/S/QQQ\">纳指100ETF</a>和 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的长期看跌期权（PUT），同时进一步做空 <a href=\"https://laohu8.com/S/MU\">美光科技</a>和 <a href=\"https://laohu8.com/S/SMH\">半导体指数ETF-HOLDRs</a>。</p><p style=\"text-align: left;\">乍看之下，这套操作似乎有些矛盾——一边抄底成长股，一边押注科技板块下跌。但在Burry看来，市场上的股票虽然成千上万，真正值得交易的机会却并不多。他买入的是经历长期调整后、筹码逐渐沉淀到长期投资者手中的公司；而做空的，则是那些交易过于拥挤、上涨动能已经开始减弱，却依然被资金惯性追捧的热门标的。</p><p style=\"text-align: left;\">更值得关注的是，据悉，Burry近期还在深入研究 <a href=\"https://laohu8.com/S/MSFT\">微软</a>、 <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a>等科技巨头的最新财报文件，并认为其中存在大量会计处理手法，盈利质量并没有表面看起来那么高。</p></body></html>","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>“大空头”Burry继续押注科技股回调：增持英伟达PUT，继续做空半导体</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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“大空头”Burry继续押注科技股回调：增持英伟达PUT，继续做空半导体\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-07-31 19:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><strong>《大空头》原型人物Michael Burry并未收手，反而进一步加码做空英伟达、 美光等科技股。他认为，市场仍在追逐一笔“已经耗尽”的旧交易。</strong></p><p style=\"text-align: left;\">7月30日，Michael Burry再次大幅调整投资组合。这次没有减仓或清仓操作，而是全面提升风险敞口：一方面逢低买入 <a href=\"https://laohu8.com/S/DKNG\">DraftKings Inc.</a>、 <a href=\"https://laohu8.com/S/ZTS\">Zoetis Inc.</a>和 <a href=\"https://laohu8.com/S/LULU\">lululemon athletica</a>；另一方面继续加码长期看跌布局，包括增持<a href=\"https://laohu8.com/S/QQQ\">纳指100ETF</a>和 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的长期看跌期权（PUT），同时进一步做空 <a href=\"https://laohu8.com/S/MU\">美光科技</a>和 <a href=\"https://laohu8.com/S/SMH\">半导体指数ETF-HOLDRs</a>。</p><p style=\"text-align: left;\">乍看之下，这套操作似乎有些矛盾——一边抄底成长股，一边押注科技板块下跌。但在Burry看来，市场上的股票虽然成千上万，真正值得交易的机会却并不多。他买入的是经历长期调整后、筹码逐渐沉淀到长期投资者手中的公司；而做空的，则是那些交易过于拥挤、上涨动能已经开始减弱，却依然被资金惯性追捧的热门标的。</p><p style=\"text-align: left;\">更值得关注的是，据悉，Burry近期还在深入研究 <a href=\"https://laohu8.com/S/MSFT\">微软</a>、 <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a>等科技巨头的最新财报文件，并认为其中存在大量会计处理手法，盈利质量并没有表面看起来那么高。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"NVDQ":"2倍做空NVDA ETF-T-Rex","MSFL":"2倍做多MSFT ETF-GraniteShares","DKUP":"2倍做多DKNG ETF-T-REX","FBY":"META期权收益策略ETF-YieldMax","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","DKNX":"2倍做多DKNG ETF-Defiance","MSFO":"MSFT期权收益策略ETF-YieldMax","NVDS":"1.5倍做空NVDA ETF-Tradr","07388":"南方两倍做空英伟达","FBYY":"GraniteShares YieldBOOST META ETF","METW":"Roundhill META WeeklyPay™ ETF","NVDU":"2倍做多NVDA ETF-Direxion","MSFU":"2倍做多MSFT ETF-Direxion","METU":"2倍做多META ETF-Direxion","QQQ":"纳指100ETF","SMH":"半导体指数ETF-HOLDRs","MSFW":"Roundhill MSFT WeeklyPay ETF","NVDW":"NVDA周配息ETF-Roundhill","MIC":"2倍做多MU ETF-Corgi","NVDA":"英伟达","DIPS":"做空NVDA期权收益策略ETF-YieldMax","ANV":"GraniteShares Autocallable NVDA ETF","DRAY":"YieldMax DKNG Option Income Strategy ETF","07788":"南方两倍做多英伟达","MSFX":"2倍做多MSFT ETF-T-Rex","NVDX":"2倍做多NVDA ETF-T-Rex","FBL":"2倍做多META ETF-GraniteShares","MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","MSFT":"微软","MULL":"2倍做多MU ETF-GraniteShares","NVDY":"NVDA期权收益策略ETF-YieldMax","NVD":"2倍做空NVDA ETF-GraniteShares","MUU":"2倍做多MU ETF-Direxion","DKNG":"DraftKings Inc.","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDB":"ProShares Ultra NVDA ETF","ZTS":"Zoetis Inc.","NVII":"Rex NVDA Growth & Income ETF","MUYY":"GraniteShares YieldBOOSTMU ETF","METD":"1倍做空META ETF-Direxion","NVDD":"1倍做空NVDA ETF-Direxion","MUZ":"Defiance Daily Target 2X Short MU ETF","MUD":"1倍做空MU ETF-Direxion","NVDG":"2倍做多NVDA ETF- Leverage Shares","META":"Meta Platforms, Inc.","MU":"美光科技","NVDL":"2倍做多NVDA ETF-GraniteShares","MSFD":"1倍做空MSFT ETF-Direxion","LULG":"2倍做多LULU ETF-Leverage Shares","LULU":"lululemon athletica"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170879426","content_text":"《大空头》原型人物Michael Burry并未收手，反而进一步加码做空英伟达、 美光等科技股。他认为，市场仍在追逐一笔“已经耗尽”的旧交易。7月30日，Michael Burry再次大幅调整投资组合。这次没有减仓或清仓操作，而是全面提升风险敞口：一方面逢低买入 DraftKings Inc.、 Zoetis Inc.和 lululemon athletica；另一方面继续加码长期看跌布局，包括增持纳指100ETF和 英伟达的长期看跌期权（PUT），同时进一步做空 美光科技和 半导体指数ETF-HOLDRs。乍看之下，这套操作似乎有些矛盾——一边抄底成长股，一边押注科技板块下跌。但在Burry看来，市场上的股票虽然成千上万，真正值得交易的机会却并不多。他买入的是经历长期调整后、筹码逐渐沉淀到长期投资者手中的公司；而做空的，则是那些交易过于拥挤、上涨动能已经开始减弱，却依然被资金惯性追捧的热门标的。更值得关注的是，据悉，Burry近期还在深入研究 微软、 Meta Platforms, Inc.等科技巨头的最新财报文件，并认为其中存在大量会计处理手法，盈利质量并没有表面看起来那么高。","news_type":1,"symbols_score_info":{"METU":0.6,"MSFO":0.6,"MSFY":0.6,"MSFT":2,"ANV":0.6,"NVDG":0.6,"ZTS":2,"NVII":0.6,"MU":2,"07388":0.6,"DKUP":0.6,"MUZ":0.6,"FBYY":0.6,"DKNX":0.6,"NVD":0.6,"MUYY":0.6,"LULU":2,"MIC":0.6,"NVDL":0.6,"MULL":0.6,"MSFX":0.6,"MUD":0.6,"DRAY":0.6,"NVDU":0.6,"MSFU":0.6,"LULG":0.6,"NVDQ":0.6,"NVDD":0.6,"MUU":0.6,"MSFL":0.6,"FBY":0.6,"07788":0.6,"NVDA":2,"MSFD":0.6,"NVDY":0.6,"NVDX":0.6,"METD":0.6,"META":2,"QQQ":2,"DKNG":2,"NVYY":0.6,"NVDO":0.6,"NVDS":0.6,"MSFW":0.6,"SMH":2,"NVDB":0.6,"FBL":0.6,"NVDW":0.6,"DIPS":0.6,"METW":0.6}},"isVote":1,"tweetType":1,"viewCount":189,"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":16,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":591777717196104,"commentId":"591777717196104","gmtCreate":1785505117712,"gmtModify":1785505121705,"authorId":3498680662745699,"author":{"id":3498680662745699,"idStr":"3498680662745699","authorId":3498680662745699,"name":"Mediator","avatar":"https://static.tigerbbs.com/e27d4b46eee1454d2bd4f83bb56ab921","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":"2024.02.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectEnabled":0,"wearingSort":0},"crmLevel":1,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":591748449687040,"objectIdStr":"591748449687040","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"他期权逼什么空","text":"他期权逼什么空","html":"他期权逼什么空","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/591748449687040"}
精彩评论