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带翅膀的老虎

带翅膀的老虎

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带翅膀的老虎

2025-07-04

$英伟达(NVDA)$ 在一个月前我说过，如果能够冲破160，下一个阶段就是200,但中间的过程肯定会是起起落落，不过坚定的看好后市，立帖为证.160是一个很关键的节点，在这个过程当中，会进行充分的洗盘。前期的获利盘浮筹，全部要洗干净，才有动能继续向上。做美股交易，千万不要把a股的思维带进来。

带翅膀的老虎

2025-08-22

$英伟达(NVDA)$ 已经在170附近加仓了，非常诡异的是，不断的有利好出来，不断的有机构在进行看涨，也不断的有机构上调了目标价位，但就是跌跌不休到底是谁在卖？是哪些人在卖？都已经虾破胆了吗？第一目标价位就是200，过了200直接下230，这就是我的预测，和现有的价值判断！

带翅膀的老虎

2025-06-28

已经向160发起进攻了，如果冲破这个关口，会向200迈进，$英伟达(NVDA)$ AI算力是以后的绝对趋势

带翅膀的老虎

2025-05-29

$英伟达(NVDA)$ 160指日可待

带翅膀的老虎

2025-04-08

$英伟达(NVDA)$ 我得想个法子再站起来

带翅膀的老虎

02-20

能让你看到的，就是想让你看到的

带翅膀的老虎

2025-12-19

$纳斯达克(.IXIC)$ 没有什么其他的原因，因为在人最多的时候，我得反向操作

带翅膀的老虎

2025-11-28

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

带翅膀的老虎

2025-11-24

想拖累大A才是真是目的，并且自己快爆仓了应该是

不信英伟达(NVDA.US)财报！“大空头”继续炮轰：AI巨头延长GPU折旧以虚增盈利真实终端需求少得可笑

带翅膀的老虎

2025-10-06

$英伟达(NVDA)$ 熬了一个月的黑暗岁月，回过头看是值得的

去老虎APP查看更多动态

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13:45","market":"hk","language":"zh","title":"不信英伟达(NVDA.US)财报！“大空头”继续炮轰：AI巨头延长GPU折旧以虚增盈利 真实终端需求少得可笑","url":"https://stock-news.laohu8.com/highlight/detail?id=2585599453","media":"智通财经网","summary":"迈克尔·伯里在社交平台上以其标志性的直率表达了对英伟达第三季度业绩的质疑，并指出，英伟达最狂热的支持者完全忽视了那些迟早会暴露的会计与经济现实。","content":"<html><body><div> <p>智通财经APP获悉，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)上周交出了一份通常会让市场感到兴奋的业绩——其第三季度营收、利润以及对下一季度的展望均显著高于市场预期，该公司首席执行官黄仁勋也发声驳斥“AI泡沫论”。不过，正当投资者庆祝围绕AI交易的这场动荡稍事喘息之际，《大空头》原型人物、Scion资产管理公司创始人迈克尔·伯里再度对英伟达和AI泡沫进行抨击。</p><p>迈克尔·伯里在社交平台上以其标志性的直率表达了对英伟达第三季度业绩的质疑，并指出，英伟达最狂热的支持者完全忽视了那些迟早会暴露的会计与经济现实。他反驳英伟达关于GPU使用寿命延长证明更长折旧期合理的说法，指出将利用率与价值创造混为一谈最终会虚增盈利。他写道：“仅仅因为某样东西被使用了，并不意味着它是有利可图的。”他举了一个例子，航空公司保留旧飞机，以提高假日季节的运力，但它们“利润微薄”，“根本不值钱”。</p><p>迈克尔·伯里还警告称，AI的真实终端用户需求远低于各大科技公司所报告的规模。他发布了一张显示<a href=\"https://laohu8.com/S/MSFT\">微软</a>、OpenAI、<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>和英伟达等主要科技巨头之间AI投资协议的图片，并指责其中几家公司存在“可疑的收入确认”行为，暗示他们报告的增长可能并未反映真正的市场需求。他认为，“真实的终端需求少得可笑”，“几乎所有客户的资金都来自经销商”，并声称许多推动AI增长的客户本身就由向他们销售AI技术的公司资助——描绘了一个自我强化的循环，而非可持续的普及应用。</p><p><strong>“大空头”仍在坚持看空</strong></p><p>这位广为人知的对冲基金经理，因精准预言2008年美国次贷危机、并利用信用违约掉期大举做空次级抵押贷款债券而成为市场传奇。这笔押注为他本人带来了近1亿美元收益，为其投资者赚取了7亿至7.25亿美元。在业内，迈克尔·伯里以极度逆向投资而闻名，他能够忍受巨大的回撤，并在数年之后取得胜利。</p><p>在经历了长达数年的淡出公众视野后，迈克尔·伯里于今年11月重新回到公众视野。他此前多次警告称，美股科技估值存在由AI驱动的泡沫。他披露了对英伟达和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>(PLTR.US)的空头头寸，同时指责主要的AI支出方对其数据中心资产的折旧情况进行了不实陈述。</p><p>值得一提的是，就在近日，迈克尔·伯里突然宣布基金“清盘”，他旗下管理的Scion资产管理公司已从美国证券交易委员会(SEC)撤销注册。外界猜测，伯里可能计划将Scion转为家族办公室，这种顾问类型无需在SEC注册。他当时表示：“我对于证券价值的判断与市场行情并不一致，这种情况已经持续了一段时间了。”</p> <div></div> </div></body></html>","source":"highlight_zhitongcaijin","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\" 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href=http://www.zhitongcaijing.com/content/detail/1372612.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，英伟达(NVDA.US)上周交出了一份通常会让市场感到兴奋的业绩——其第三季度营收、利润以及对下一季度的展望均显著高于市场预期，该公司首席执行官黄仁勋也发声驳斥“AI泡沫论”。不过，正当投资者庆祝围绕AI交易的这场动荡稍事喘息之际，《大空头》原型人物、Scion资产管理公司创始人迈克尔·伯里再度对英伟达和AI泡沫进行抨击。迈克尔·伯里在社交平台上以其标志性的直率表达了对英伟达...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1372612.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20251124/20251124122746_26916.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","relate_stocks":{"NVDA":"英伟达"},"source_url":"http://www.zhitongcaijing.com/content/detail/1372612.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2585599453","content_text":"智通财经APP获悉，英伟达(NVDA.US)上周交出了一份通常会让市场感到兴奋的业绩——其第三季度营收、利润以及对下一季度的展望均显著高于市场预期，该公司首席执行官黄仁勋也发声驳斥“AI泡沫论”。不过，正当投资者庆祝围绕AI交易的这场动荡稍事喘息之际，《大空头》原型人物、Scion资产管理公司创始人迈克尔·伯里再度对英伟达和AI泡沫进行抨击。迈克尔·伯里在社交平台上以其标志性的直率表达了对英伟达第三季度业绩的质疑，并指出，英伟达最狂热的支持者完全忽视了那些迟早会暴露的会计与经济现实。他反驳英伟达关于GPU使用寿命延长证明更长折旧期合理的说法，指出将利用率与价值创造混为一谈最终会虚增盈利。他写道：“仅仅因为某样东西被使用了，并不意味着它是有利可图的。”他举了一个例子，航空公司保留旧飞机，以提高假日季节的运力，但它们“利润微薄”，“根本不值钱”。迈克尔·伯里还警告称，AI的真实终端用户需求远低于各大科技公司所报告的规模。他发布了一张显示微软、OpenAI、甲骨文和英伟达等主要科技巨头之间AI投资协议的图片，并指责其中几家公司存在“可疑的收入确认”行为，暗示他们报告的增长可能并未反映真正的市场需求。他认为，“真实的终端需求少得可笑”，“几乎所有客户的资金都来自经销商”，并声称许多推动AI增长的客户本身就由向他们销售AI技术的公司资助——描绘了一个自我强化的循环，而非可持续的普及应用。“大空头”仍在坚持看空这位广为人知的对冲基金经理，因精准预言2008年美国次贷危机、并利用信用违约掉期大举做空次级抵押贷款债券而成为市场传奇。这笔押注为他本人带来了近1亿美元收益，为其投资者赚取了7亿至7.25亿美元。在业内，迈克尔·伯里以极度逆向投资而闻名，他能够忍受巨大的回撤，并在数年之后取得胜利。在经历了长达数年的淡出公众视野后，迈克尔·伯里于今年11月重新回到公众视野。他此前多次警告称，美股科技估值存在由AI驱动的泡沫。他披露了对英伟达和Palantir(PLTR.US)的空头头寸，同时指责主要的AI支出方对其数据中心资产的折旧情况进行了不实陈述。值得一提的是，就在近日，迈克尔·伯里突然宣布基金“清盘”，他旗下管理的Scion资产管理公司已从美国证券交易委员会(SEC)撤销注册。外界猜测，伯里可能计划将Scion转为家族办公室，这种顾问类型无需在SEC注册。他当时表示：“我对于证券价值的判断与市场行情并不一致，这种情况已经持续了一段时间了。”","news_type":1,"symbols_score_info":{"NVDA":1.5}},"isVote":1,"tweetType":1,"viewCount":1165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486122070929544,"gmtCreate":1759732368606,"gmtModify":1759732380811,"author":{"id":"3480051839422027","authorId":"3480051839422027","name":"带翅膀的老虎","avatar":"https://static.tigerbbs.com/3e909a533772736ef00064aff4d26b98","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3480051839422027","idStr":"3480051839422027"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 已经在170附近加仓了，非常诡异的是，不断的有利好出来，不断的有机构在进行看涨，也不断的有机构上调了目标价位，但就是跌跌不休到底是谁在卖？是哪些人在卖？都已经虾破胆了吗？第一目标价位就是200，过了200直接下230，这就是我的预测，和现有的价值判断！","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 已经在170附近加仓了，非常诡异的是，不断的有利好出来，不断的有机构在进行看涨，也不断的有机构上调了目标价位，但就是跌跌不休到底是谁在卖？是哪些人在卖？都已经虾破胆了吗？第一目标价位就是200，过了200直接下230，这就是我的预测，和现有的价值判断！","text":"$英伟达(NVDA)$ 已经在170附近加仓了，非常诡异的是，不断的有利好出来，不断的有机构在进行看涨，也不断的有机构上调了目标价位，但就是跌跌不休到底是谁在卖？是哪些人在卖？都已经虾破胆了吗？第一目标价位就是200，过了200直接下230，这就是我的预测，和现有的价值判断！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/470402448044504","isVote":1,"tweetType":1,"viewCount":6360,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4198034348517502","authorId":"4198034348517502","name":"可乐按钮","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"4198034348517502","idStr":"4198034348517502"},"content":"看看寒武纪再看看英伟达就有数了，一个4000多的市盈率，业绩还是亏损的，真是屁股决定脑袋","text":"看看寒武纪再看看英伟达就有数了，一个4000多的市盈率，业绩还是亏损的，真是屁股决定脑袋","html":"看看寒武纪再看看英伟达就有数了，一个4000多的市盈率，业绩还是亏损的，真是屁股决定脑袋"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470288803975488,"gmtCreate":1755848054460,"gmtModify":1755848056458,"author":{"id":"3480051839422027","authorId":"3480051839422027","name":"带翅膀的老虎","avatar":"https://static.tigerbbs.com/3e909a533772736ef00064aff4d26b98","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3480051839422027","idStr":"3480051839422027"},"themes":[],"htmlText":"没有后门呀，哈哈哈","listText":"没有后门呀，哈哈哈","text":"没有后门呀，哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/470288803975488","isVote":1,"tweetType":1,"viewCount":2964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470286165123376,"gmtCreate":1755847390211,"gmtModify":1755847392576,"author":{"id":"3480051839422027","authorId":"3480051839422027","name":"带翅膀的老虎","avatar":"https://static.tigerbbs.com/3e909a533772736ef00064aff4d26b98","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3480051839422027","idStr":"3480051839422027"},"themes":[],"htmlText":"英伟达回调应该是买入投资的好机会，之所以觉得有点郁闷我认真的反思了一下，我是用a股的思维来考虑美股的，但这样是错误的，用a股的思维停产了H20。就会导致订单的下降，再加上收入上缴15%对业绩有影响，所以它会下跌。但是用投资思维代表着他会更好，代表有新的机会更创新高。现在下跌正好是减筹码的好机会，就如同时中美时差一样，a股跟美股代表着两个面，两个方向，这一点一定要适应，两个市场要用截然不同的思路去想","listText":"英伟达回调应该是买入投资的好机会，之所以觉得有点郁闷我认真的反思了一下，我是用a股的思维来考虑美股的，但这样是错误的，用a股的思维停产了H20。就会导致订单的下降，再加上收入上缴15%对业绩有影响，所以它会下跌。但是用投资思维代表着他会更好，代表有新的机会更创新高。现在下跌正好是减筹码的好机会，就如同时中美时差一样，a股跟美股代表着两个面，两个方向，这一点一定要适应，两个市场要用截然不同的思路去想","text":"英伟达回调应该是买入投资的好机会，之所以觉得有点郁闷我认真的反思了一下，我是用a股的思维来考虑美股的，但这样是错误的，用a股的思维停产了H20。就会导致订单的下降，再加上收入上缴15%对业绩有影响，所以它会下跌。但是用投资思维代表着他会更好，代表有新的机会更创新高。现在下跌正好是减筹码的好机会，就如同时中美时差一样，a股跟美股代表着两个面，两个方向，这一点一定要适应，两个市场要用截然不同的思路去想","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/470286165123376","isVote":1,"tweetType":1,"viewCount":2544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466208551371080,"gmtCreate":1754845263348,"gmtModify":1754845265606,"author":{"id":"3480051839422027","authorId":"3480051839422027","name":"带翅膀的老虎","avatar":"https://static.tigerbbs.com/3e909a533772736ef00064aff4d26b98","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3480051839422027","idStr":"3480051839422027"},"themes":[],"htmlText":"我觉得在a股 市场就是赌博，在其他的市场相对来讲，投资属性强一点，起码通过正常的财报分析，可以推导出相对正确的结论和走势。但是a股是没有任何规律的，完全是人为操控的情绪为主导。","listText":"我觉得在a股 市场就是赌博，在其他的市场相对来讲，投资属性强一点，起码通过正常的财报分析，可以推导出相对正确的结论和走势。但是a股是没有任何规律的，完全是人为操控的情绪为主导。","text":"我觉得在a股 市场就是赌博，在其他的市场相对来讲，投资属性强一点，起码通过正常的财报分析，可以推导出相对正确的结论和走势。但是a股是没有任何规律的，完全是人为操控的情绪为主导。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466208551371080","isVote":1,"tweetType":1,"viewCount":1735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":458043809690336,"gmtCreate":1752864465613,"gmtModify":1752864468916,"author":{"id":"3480051839422027","authorId":"3480051839422027","name":"带翅膀的老虎","avatar":"https://static.tigerbbs.com/3e909a533772736ef00064aff4d26b98","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3480051839422027","idStr":"3480051839422027"},"themes":[],"htmlText":"果然是有缘的，正好持有的英伟达，并且在持续盈利中","listText":"果然是有缘的，正好持有的英伟达，并且在持续盈利中","text":"果然是有缘的，正好持有的英伟达，并且在持续盈利中","images":[{"img":"https://static.tigerbbs.com/51ddc132d253beebedcab3602e2fb9f3"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/458043809690336","isVote":1,"tweetType":1,"viewCount":1158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":455738337981216,"gmtCreate":1752301389725,"gmtModify":1752301392114,"author":{"id":"3480051839422027","authorId":"3480051839422027","name":"带翅膀的老虎","avatar":"https://static.tigerbbs.com/3e909a533772736ef00064aff4d26b98","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3480051839422027","idStr":"3480051839422027"},"themes":[],"htmlText":"这个是利好啊，赶紧的。买入的好时机这个票以后会过700的，为什么这么说？一家公司的创始人，如果他不卖股票，个人的资产不变现的话，只是停留在纸面，他是没有信心和这样一个勇气去继续运营他的公司，首先要保证自己的个人财务自由，除此之外，实现个人的精神满足，然后再去创造一家伟大的公司，一听减持就觉得是利空，这种减持对于它的市值来讲，九牛一毛，并且。老黄个人还通过各种方式占有了公司的绝对控股权，别担心，后面还有很多的机构。都互相交叉着，帮衬着，有着千丝万缕的联系，谁都不希望它的价格垮下来，这才是刚刚开始","listText":"这个是利好啊，赶紧的。买入的好时机这个票以后会过700的，为什么这么说？一家公司的创始人，如果他不卖股票，个人的资产不变现的话，只是停留在纸面，他是没有信心和这样一个勇气去继续运营他的公司，首先要保证自己的个人财务自由，除此之外，实现个人的精神满足，然后再去创造一家伟大的公司，一听减持就觉得是利空，这种减持对于它的市值来讲，九牛一毛，并且。老黄个人还通过各种方式占有了公司的绝对控股权，别担心，后面还有很多的机构。都互相交叉着，帮衬着，有着千丝万缕的联系，谁都不希望它的价格垮下来，这才是刚刚开始","text":"这个是利好啊，赶紧的。买入的好时机这个票以后会过700的，为什么这么说？一家公司的创始人，如果他不卖股票，个人的资产不变现的话，只是停留在纸面，他是没有信心和这样一个勇气去继续运营他的公司，首先要保证自己的个人财务自由，除此之外，实现个人的精神满足，然后再去创造一家伟大的公司，一听减持就觉得是利空，这种减持对于它的市值来讲，九牛一毛，并且。老黄个人还通过各种方式占有了公司的绝对控股权，别担心，后面还有很多的机构。都互相交叉着，帮衬着，有着千丝万缕的联系，谁都不希望它的价格垮下来，这才是刚刚开始","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455738337981216","repostId":"2550961171","repostType":2,"repost":{"id":"2550961171","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1752267064,"share":"https://www.laohu8.com/m/news/2550961171?lang=zh_CN&edition=full","pubTime":"2025-07-12 04:51","market":"us","language":"zh","title":"英伟达CEO黄仁勋再抛售数千万美元股票！个人净资产超巴菲特，达1440亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2550961171","media":"华尔街见闻","summary":"据彭博亿万富翁指数，黄仁勋的净资产已达到1430亿美元，几乎与巴菲特的1440亿美元持平。根据预设交易计划，黄仁勋可以在年底前出售多达600万股英伟达股票，按照7月11日最新股价165美元计算，总共可套现9.85亿美元。","content":"<html><head></head><body><blockquote><p>最新数据显示，黄仁勋净资产达1440亿美元，超过了沃伦·巴菲特（1430亿美元），位列全球第九。根据预设交易计划，黄仁勋可以在年底前出售多达600万股英伟达股票，按照7月11日最新股价165美元计算，总共可套现9.85亿美元。</p></blockquote><p style=\"text-align: left;\">英伟达CEO黄仁勋在公司市值站上历史性高点的同时，继续按计划减持公司股票，其个人财富也随之飙升至新高度，与巴菲特并驾齐驱。</p><p style=\"text-align: left;\">7月11日，根据提交给美国证券交易委员会（SEC）的文件，<strong>黄仁勋最新减持公司股票约22.5万股，价值约3640万美元。此次交易是其在今年3月制定的一项股票出售计划的一部分，该计划允许他在年底前出售至多600万股股票。</strong></p><p style=\"text-align: left;\">这一系列减持行动发生的背景是，投资者对英伟达在人工智能领域主导地位的押注，已将其股价和黄仁勋的个人财富推至前所未有的水平。截至美股收盘，英伟达涨0.50%，最新市值4.02万亿美元。最新数据显示，黄仁勋净资产达1440亿美元，超过了沃伦·巴菲特（1430亿美元），位列全球第九。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5118f133cfd303065b3dbb47f2ed9b86\" tg-width=\"1538\" tg-height=\"686\"/></p><p style=\"text-align: left;\">与此同时华尔街见闻曾提及，英伟达自身也正经历里程碑式的时刻。周三英伟达市值一度站上4万亿美元大关，随后周四正式成为全球首家市值突破4万亿美元的公司，超越了微软和苹果。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/641ed83608476eee3dc21d6dc1121817\" title=\"\" tg-width=\"1024\" tg-height=\"594\"/></p><h2 id=\"id_1129528350\" style=\"text-align: left;\">预设的减持计划</h2><p style=\"text-align: left;\">据文件显示，黄仁勋的股票出售是根据一项预先安排的交易计划执行的。</p><p style=\"text-align: left;\">此前据华尔街见闻撰文，黄仁勋在6月20日至23日的两天内进行了首次减持，当时出售了10万股英伟达股票、价值1440万美元。</p><p style=\"text-align: left;\"><strong>根据10b5-1预设交易计划，黄仁勋可以在年底前出售多达600万股英伟达股票，按照7月11日最新股价165美元计算，总共可套现9.85亿美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76087813f7e3619458db13238442cd5c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: left;\">高管通过预设方案进行股票交易是一种常见做法。去年，这位CEO也曾通过类似计划出售了价值约7亿美元的股票。除了黄仁勋，英伟达的其他高管和董事会成员也在减持。</p><p style=\"text-align: left;\">另一份SEC文件披露，自1997年起担任公司董事的风险合伙人Brooke Seawell，也出售了价值约2400万美元的英伟达股票。</p><p style=\"text-align: left;\"><strong>尽管有系列减持，文件显示，黄仁勋通过直接和间接方式，在不同的合伙企业和信托中仍持有超过8.58亿股英伟达股票。</strong></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>英伟达CEO黄仁勋再抛售数千万美元股票！个人净资产超巴菲特，达1440亿美元</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英伟达CEO黄仁勋再抛售数千万美元股票！个人净资产超巴菲特，达1440亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-12 04:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3750934><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最新数据显示，黄仁勋净资产达1440亿美元，超过了沃伦·巴菲特（1430亿美元），位列全球第九。根据预设交易计划，黄仁勋可以在年底前出售多达600万股英伟达股票，按照7月11日最新股价165美元计算，总共可套现9.85亿美元。英伟达CEO黄仁勋在公司市值站上历史性高点的同时，继续按计划减持公司股票，其个人财富也随之飙升至新高度，与巴菲特并驾齐驱。7月11日，根据提交给美国证券交易委员会（SEC）的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3750934\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4141":"半导体产品","NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3750934","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2550961171","content_text":"最新数据显示，黄仁勋净资产达1440亿美元，超过了沃伦·巴菲特（1430亿美元），位列全球第九。根据预设交易计划，黄仁勋可以在年底前出售多达600万股英伟达股票，按照7月11日最新股价165美元计算，总共可套现9.85亿美元。英伟达CEO黄仁勋在公司市值站上历史性高点的同时，继续按计划减持公司股票，其个人财富也随之飙升至新高度，与巴菲特并驾齐驱。7月11日，根据提交给美国证券交易委员会（SEC）的文件，黄仁勋最新减持公司股票约22.5万股，价值约3640万美元。此次交易是其在今年3月制定的一项股票出售计划的一部分，该计划允许他在年底前出售至多600万股股票。这一系列减持行动发生的背景是，投资者对英伟达在人工智能领域主导地位的押注，已将其股价和黄仁勋的个人财富推至前所未有的水平。截至美股收盘，英伟达涨0.50%，最新市值4.02万亿美元。最新数据显示，黄仁勋净资产达1440亿美元，超过了沃伦·巴菲特（1430亿美元），位列全球第九。与此同时华尔街见闻曾提及，英伟达自身也正经历里程碑式的时刻。周三英伟达市值一度站上4万亿美元大关，随后周四正式成为全球首家市值突破4万亿美元的公司，超越了微软和苹果。预设的减持计划据文件显示，黄仁勋的股票出售是根据一项预先安排的交易计划执行的。此前据华尔街见闻撰文，黄仁勋在6月20日至23日的两天内进行了首次减持，当时出售了10万股英伟达股票、价值1440万美元。根据10b5-1预设交易计划，黄仁勋可以在年底前出售多达600万股英伟达股票，按照7月11日最新股价165美元计算，总共可套现9.85亿美元。高管通过预设方案进行股票交易是一种常见做法。去年，这位CEO也曾通过类似计划出售了价值约7亿美元的股票。除了黄仁勋，英伟达的其他高管和董事会成员也在减持。另一份SEC文件披露，自1997年起担任公司董事的风险合伙人Brooke 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没有什么其他的原因，因为在人最多的时候，我得反向操作","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512210886898528","isVote":1,"tweetType":1,"viewCount":850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":505129516052856,"gmtCreate":1764341101708,"gmtModify":1764341104690,"author":{"id":"3480051839422027","authorId":"3480051839422027","name":"带翅膀的老虎","avatar":"https://static.tigerbbs.com/3e909a533772736ef00064aff4d26b98","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3480051839422027","idStr":"3480051839422027"},"themes":[],"title":"","htmlText":"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","listText":"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","text":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/505129516052856","isVote":1,"tweetType":1,"viewCount":1869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503712888033552,"gmtCreate":1763999026777,"gmtModify":1763999029230,"author":{"id":"3480051839422027","authorId":"3480051839422027","name":"带翅膀的老虎","avatar":"https://static.tigerbbs.com/3e909a533772736ef00064aff4d26b98","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3480051839422027","idStr":"3480051839422027"},"themes":[],"title":"","htmlText":"想拖累大A才是真是目的，并且自己快爆仓了应该是","listText":"想拖累大A才是真是目的，并且自己快爆仓了应该是","text":"想拖累大A才是真是目的，并且自己快爆仓了应该是","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503712888033552","repostId":"2585599453","repostType":2,"repost":{"id":"2585599453","kind":"highlight","pubTimestamp":1763963101,"share":"https://www.laohu8.com/m/news/2585599453?lang=zh_CN&edition=full","pubTime":"2025-11-24 13:45","market":"hk","language":"zh","title":"不信英伟达(NVDA.US)财报！“大空头”继续炮轰：AI巨头延长GPU折旧以虚增盈利 真实终端需求少得可笑","url":"https://stock-news.laohu8.com/highlight/detail?id=2585599453","media":"智通财经网","summary":"迈克尔·伯里在社交平台上以其标志性的直率表达了对英伟达第三季度业绩的质疑，并指出，英伟达最狂热的支持者完全忽视了那些迟早会暴露的会计与经济现实。","content":"<html><body><div> <p>智通财经APP获悉，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)上周交出了一份通常会让市场感到兴奋的业绩——其第三季度营收、利润以及对下一季度的展望均显著高于市场预期，该公司首席执行官黄仁勋也发声驳斥“AI泡沫论”。不过，正当投资者庆祝围绕AI交易的这场动荡稍事喘息之际，《大空头》原型人物、Scion资产管理公司创始人迈克尔·伯里再度对英伟达和AI泡沫进行抨击。</p><p>迈克尔·伯里在社交平台上以其标志性的直率表达了对英伟达第三季度业绩的质疑，并指出，英伟达最狂热的支持者完全忽视了那些迟早会暴露的会计与经济现实。他反驳英伟达关于GPU使用寿命延长证明更长折旧期合理的说法，指出将利用率与价值创造混为一谈最终会虚增盈利。他写道：“仅仅因为某样东西被使用了，并不意味着它是有利可图的。”他举了一个例子，航空公司保留旧飞机，以提高假日季节的运力，但它们“利润微薄”，“根本不值钱”。</p><p>迈克尔·伯里还警告称，AI的真实终端用户需求远低于各大科技公司所报告的规模。他发布了一张显示<a href=\"https://laohu8.com/S/MSFT\">微软</a>、OpenAI、<a 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href=http://www.zhitongcaijing.com/content/detail/1372612.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，英伟达(NVDA.US)上周交出了一份通常会让市场感到兴奋的业绩——其第三季度营收、利润以及对下一季度的展望均显著高于市场预期，该公司首席执行官黄仁勋也发声驳斥“AI泡沫论”。不过，正当投资者庆祝围绕AI交易的这场动荡稍事喘息之际，《大空头》原型人物、Scion资产管理公司创始人迈克尔·伯里再度对英伟达和AI泡沫进行抨击。迈克尔·伯里在社交平台上以其标志性的直率表达了对英伟达...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1372612.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20251124/20251124122746_26916.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","relate_stocks":{"NVDA":"英伟达"},"source_url":"http://www.zhitongcaijing.com/content/detail/1372612.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2585599453","content_text":"智通财经APP获悉，英伟达(NVDA.US)上周交出了一份通常会让市场感到兴奋的业绩——其第三季度营收、利润以及对下一季度的展望均显著高于市场预期，该公司首席执行官黄仁勋也发声驳斥“AI泡沫论”。不过，正当投资者庆祝围绕AI交易的这场动荡稍事喘息之际，《大空头》原型人物、Scion资产管理公司创始人迈克尔·伯里再度对英伟达和AI泡沫进行抨击。迈克尔·伯里在社交平台上以其标志性的直率表达了对英伟达第三季度业绩的质疑，并指出，英伟达最狂热的支持者完全忽视了那些迟早会暴露的会计与经济现实。他反驳英伟达关于GPU使用寿命延长证明更长折旧期合理的说法，指出将利用率与价值创造混为一谈最终会虚增盈利。他写道：“仅仅因为某样东西被使用了，并不意味着它是有利可图的。”他举了一个例子，航空公司保留旧飞机，以提高假日季节的运力，但它们“利润微薄”，“根本不值钱”。迈克尔·伯里还警告称，AI的真实终端用户需求远低于各大科技公司所报告的规模。他发布了一张显示微软、OpenAI、甲骨文和英伟达等主要科技巨头之间AI投资协议的图片，并指责其中几家公司存在“可疑的收入确认”行为，暗示他们报告的增长可能并未反映真正的市场需求。他认为，“真实的终端需求少得可笑”，“几乎所有客户的资金都来自经销商”，并声称许多推动AI增长的客户本身就由向他们销售AI技术的公司资助——描绘了一个自我强化的循环，而非可持续的普及应用。“大空头”仍在坚持看空这位广为人知的对冲基金经理，因精准预言2008年美国次贷危机、并利用信用违约掉期大举做空次级抵押贷款债券而成为市场传奇。这笔押注为他本人带来了近1亿美元收益，为其投资者赚取了7亿至7.25亿美元。在业内，迈克尔·伯里以极度逆向投资而闻名，他能够忍受巨大的回撤，并在数年之后取得胜利。在经历了长达数年的淡出公众视野后，迈克尔·伯里于今年11月重新回到公众视野。他此前多次警告称，美股科技估值存在由AI驱动的泡沫。他披露了对英伟达和Palantir(PLTR.US)的空头头寸，同时指责主要的AI支出方对其数据中心资产的折旧情况进行了不实陈述。值得一提的是，就在近日，迈克尔·伯里突然宣布基金“清盘”，他旗下管理的Scion资产管理公司已从美国证券交易委员会(SEC)撤销注册。外界猜测，伯里可能计划将Scion转为家族办公室，这种顾问类型无需在SEC注册。他当时表示：“我对于证券价值的判断与市场行情并不一致，这种情况已经持续了一段时间了。”","news_type":1,"symbols_score_info":{"NVDA":1.5}},"isVote":1,"tweetType":1,"viewCount":1165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486122070929544,"gmtCreate":1759732368606,"gmtModify":1759732380811,"author":{"id":"3480051839422027","authorId":"3480051839422027","name":"带翅膀的老虎","avatar":"https://static.tigerbbs.com/3e909a533772736ef00064aff4d26b98","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3480051839422027","idStr":"3480051839422027"},"themes":[],"htmlText":"<a 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