“大空头”伯里提前两周发13F报告做空英伟达和Palantir - 老虎社区

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11-04

警告泡沫后，“大空头”最新持仓曝光：80%仓位做空Palantir和英伟达

警告泡沫后，“大空头”最新持仓曝光：80%仓位做空Palantir和英伟达

11-04

“大空头”原型Michael Burry旗下基金80%仓位押注做空英伟达和Palantir

“大空头”原型Michael Burry旗下基金80%仓位押注做空英伟达和Palantir

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日富一日年富一年

11-08 13:26

$英伟达(NVDA)$ 这周账户经历了黑暗的一周，回调主要源于AI估值过高和潜在泡沫风险的担忧，由于其英伟达在AI芯片生产领域的主导地位，股票今年以来持续大幅上涨，但投资者日益质疑这种炒作是否与基本面相符。同时，迈克尔•伯里（因预测2008年危机而闻名）已针对像NVIDIA和Palantir这样的AI巨头投入了超过10亿美元的看跌期权，押注AI泡沫会像互联网泡沫破裂一样破裂，看空头寸进一步导致了部分持仓者获利了结放大抛售压力，尤其是在NVIDIA在10月下旬短暂达到5万亿美元市值新高之后。但目前财报还没公布，经过这周的回调，洗掉一部分不坚定的筹码，其实为下半月积攒了一定的势能，做好仓位管理，逢低介入，长期看逻辑没问题，技术面看周线月线形态也没有破坏！ $Palantir Technologies Inc.(PLTR)$ $Tempus AI(TEM)$ $谷歌(GOOG)$

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