optioncao的个人主页 - 老虎社区

optioncao

optioncao

100%专研美股期权 100%持仓期权 100%获利期权实盘分析（含以上） 100%只操盘科技股用独特的视角挖掘市值低估的科技公司

IP属地：天津

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0勋章

09-10

$BABA 20250912 152.5 CALL$ 277%，比特帝国初战告捷

11-20 21:32

德行。做空必然看空。

没被英伟达财报说服？“大空头”继续炮轰AI：真实需求“少得可笑”

11-20 13:00

820吧，行吗

美利亚斯研究：上调英伟达目标价至320美元

11-16

除了保守赚钱给苹果。屁产品艺术没有

一个时代即将结束，蒂姆·库克将卸任

11-15

$特斯拉(TSLA)$ 马斯克吹牛逼学费已交，13600元。我是铁粉[龇牙] [龇牙] [龇牙] [龇牙]

11-15

$特斯拉(TSLA)$ 收盘42$TSLA 20251114 422.5 CALL$

11-13

$特斯拉(TSLA)$ 天天万亿吹牛逼，开盘下砸数第一哈哈[贱笑]

10-02

$快手摩通五乙购A.C(14973)$ 翻倍必出，涡轮，快手，106%。

10-01

国庆节操盘夜，开始收割特斯拉[贱笑]

09-30

$快手摩通五乙购A.C(14973)$ 三次建仓，0.06/0.08/0.09港币。今日战果。继续看多快手，年底130-145港币。

09-27

$INTC 20251003 36.0 CALL$ 国庆节的最大礼物，爱人Intel[贱笑] 。看多到40-42美金

09-26

$INTC 20251003 27.5 CALL$ 抛弃了你，赚19倍后。[贱笑]

09-26

$INTC 20251003 27.5 CALL$ 17倍获利，胆子大的，今晚可上船。国庆节第三天到期[贱笑]

09-25

$INTC 20251003 27.5 CALL$ 14倍，获利。看多英特尔变革年

09-24

破万纪念，每天一万收入，要求不高[贱笑]

09-19

$INTC 20250919 26.5 CALL$

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href=\"https://laohu8.com/OPT/BABA 20250912 152.5 CALL\">$BABA 20250912 152.5 CALL$ </a> 277%，比特帝国初战告捷","listText":"<a href=\"https://laohu8.com/OPT/BABA 20250912 152.5 CALL\">$BABA 20250912 152.5 CALL$ </a> 277%，比特帝国初战告捷","text":"$BABA 20250912 152.5 CALL$ 277%，比特帝国初战告捷","images":[{"img":"https://static.tigerbbs.com/bfdcaa818a098e556bc83493805c9507","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477092838182968","isVote":1,"tweetType":1,"viewCount":1172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":502280249045360,"gmtCreate":1763645569721,"gmtModify":1763645572016,"author":{"id":"38220067823223","authorId":"38220067823223","name":"optioncao","avatar":"https://static.tigerbbs.com/0ecb563d4e3667cbc1b3657debd5f07b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"38220067823223","authorIdStr":"38220067823223"},"themes":[],"title":"","htmlText":"德行。做空必然看空。","listText":"德行。做空必然看空。","text":"德行。做空必然看空。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502280249045360","repostId":"2584907013","repostType":2,"repost":{"id":"2584907013","kind":"news","pubTimestamp":1763618500,"share":"https://www.laohu8.com/m/news/2584907013?lang=&edition=full","pubTime":"2025-11-20 14:01","market":"us","language":"zh","title":"没被英伟达财报说服？“大空头”继续炮轰AI：真实需求“少得可笑”","url":"https://stock-news.laohu8.com/highlight/detail?id=2584907013","media":"金十数据","summary":"伯里已披露做空英伟达和Palantir的头寸，并多次指责大型AI支出公司歪曲数据中心折旧以夸大收益。他的最新警告是在英伟达发布强于预期的第三季度业绩并发布由持续AI驱动需求支持的乐观展望后仅几小时发出的。英伟达CEO黄仁勋驳斥了关于AI泡沫的猜测，称其需求基础超出了超大规模数据中心运营商。尽管伯里发出警告，但英伟达股价在盘后交易中仍上涨超过5%，提振了更广泛的科技和AI股票，并推高了美国股指期货。","content":"<html><body><article><p><strong>AI播客：换个方式听新闻</strong>下载mp3音频由扣子空间生成</p><p>电影《大空头》原型人物迈克尔·伯里（Michael Burry）当地时间周三晚间发出尖锐警告，声称<strong>人工智能（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</strong>。这一评论是在<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发布又一轮亮眼的季度财报、引发全球科技股反弹后不久发表的。</p><p>这位因准确预测2008年次贷危机而闻名的知名投资者分享了一张图表，突出显示了<a href=\"https://laohu8.com/S/MSFT\">微软</a>（MSFT）、OpenAI、<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>（ORCL）和英伟达（NVDA）等主要科技巨头之间的AI投资协议。在图片旁边，他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。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251120140142289d201nx50w2rwmvm\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251120140143483d2012m5vzpnj30d\"/><p>伯里认为，<strong>未来的观察者回顾这段时期时，会将当前的AI热潮视为欺诈而非变革。</strong>他认为<strong>“真实的终端需求少得可笑”</strong>，并声称<strong>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。</strong></p><p>在后续帖子中，伯里称OpenAI是整个AI繁荣的“关键支柱”，并质疑这家初创公司审计师的可信度。自11月公开回归以来，他的这些警告延续了一系列对AI驱动的科技估值飙升的怀疑言论。伯里已披露做空英伟达和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>的头寸，并多次指责大型AI支出公司歪曲数据中心折旧以夸大收益。</p><p>他的最新警告是在英伟达发布强于预期的第三季度业绩并发布由持续AI驱动需求支持的乐观展望后仅几小时发出的。英伟达CEO黄仁勋驳斥了关于AI泡沫的猜测，称其需求基础超出了超大规模数据中心运营商。</p><p>尽管伯里发出警告，但英伟达股价在盘后交易中仍上涨超过5%，提振了更广泛的科技和AI股票，并推高了美国<span>股指期货</span>。</p><p>伯里本周早些时候表示，虽然他的对冲基金公司Scion Asset Management已办理注销注册，但<strong>他仍活跃于市场。</strong></p><p>“这最后一次的尝试本质上就是一个亲朋好友共同拥有的基金。”他在周二写道，“我没有像大多数人那样进行市场推广或管理，也没有试图通过引入我不认识的投资者来扩大<span>资产</span>规模。我不想再次遇到像创办Scion Capital时那样的问题。”</p><p>“我仍在管理我的资金并活跃于市场，”他补充道。</p><p>这位对冲基金经理在2008年成功做空美国住房市场后关闭了之前的公司Scion Capital，并于2013年开设了Scion Asset Management。不久前Scion Asset Management已终止在美国证券交易委员会（SEC）的注册状态，他在X上发帖表示“11月25日将去做更好的事”。</p><p>“我很高兴摆脱合规负担和我的文件引发的广泛误解，”伯里周二写道。“Scion Asset Management并没有关闭，因为它也是我运行其他投资项目的工具。它不再是RIA（注册投资顾问），也不再为外部投资者管理基金。”</p></article></body></html>","source":"tencent","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>没被英伟达财报说服？“大空头”继续炮轰AI：真实需求“少得可笑”</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没被英伟达财报说服？“大空头”继续炮轰AI：真实需求“少得可笑”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-20 14:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251120140150a4ae7c32&s=b><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI播客：换个方式听新闻下载mp3音频由扣子空间生成电影《大空头》原型人物迈克尔·伯里（Michael Burry）当地时间周三晚间发出尖锐警告，声称人工智能（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。这一评论是在英伟达发布又一轮亮眼的季度财报、引发全球科技股反弹后不久发表的。这位因准确预测2008年次贷危机而闻名的知名投资者分享了一张图表，突出显示了微软（MSFT）、OpenAI、...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251120140150a4ae7c32&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","ORCL":"甲骨文","NVDA":"英伟达"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251120140150a4ae7c32&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2584907013","content_text":"AI播客：换个方式听新闻下载mp3音频由扣子空间生成电影《大空头》原型人物迈克尔·伯里（Michael Burry）当地时间周三晚间发出尖锐警告，声称人工智能（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。这一评论是在英伟达发布又一轮亮眼的季度财报、引发全球科技股反弹后不久发表的。这位因准确预测2008年次贷危机而闻名的知名投资者分享了一张图表，突出显示了微软（MSFT）、OpenAI、甲骨文（ORCL）和英伟达（NVDA）等主要科技巨头之间的AI投资协议。在图片旁边，他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。伯里认为，未来的观察者回顾这段时期时，会将当前的AI热潮视为欺诈而非变革。他认为“真实的终端需求少得可笑”，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。在后续帖子中，伯里称OpenAI是整个AI繁荣的“关键支柱”，并质疑这家初创公司审计师的可信度。自11月公开回归以来，他的这些警告延续了一系列对AI驱动的科技估值飙升的怀疑言论。伯里已披露做空英伟达和Palantir的头寸，并多次指责大型AI支出公司歪曲数据中心折旧以夸大收益。他的最新警告是在英伟达发布强于预期的第三季度业绩并发布由持续AI驱动需求支持的乐观展望后仅几小时发出的。英伟达CEO黄仁勋驳斥了关于AI泡沫的猜测，称其需求基础超出了超大规模数据中心运营商。尽管伯里发出警告，但英伟达股价在盘后交易中仍上涨超过5%，提振了更广泛的科技和AI股票，并推高了美国股指期货。伯里本周早些时候表示，虽然他的对冲基金公司Scion Asset Management已办理注销注册，但他仍活跃于市场。“这最后一次的尝试本质上就是一个亲朋好友共同拥有的基金。”他在周二写道，“我没有像大多数人那样进行市场推广或管理，也没有试图通过引入我不认识的投资者来扩大资产规模。我不想再次遇到像创办Scion Capital时那样的问题。”“我仍在管理我的资金并活跃于市场，”他补充道。这位对冲基金经理在2008年成功做空美国住房市场后关闭了之前的公司Scion Capital，并于2013年开设了Scion Asset Management。不久前Scion Asset Management已终止在美国证券交易委员会（SEC）的注册状态，他在X上发帖表示“11月25日将去做更好的事”。“我很高兴摆脱合规负担和我的文件引发的广泛误解，”伯里周二写道。“Scion Asset Management并没有关闭，因为它也是我运行其他投资项目的工具。它不再是RIA（注册投资顾问），也不再为外部投资者管理基金。”","news_type":1,"symbols_score_info":{"MSFT":0.9,"NVDA":1.5,"ORCL":0.9}},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502153602831216,"gmtCreate":1763614814399,"gmtModify":1763614816616,"author":{"id":"38220067823223","authorId":"38220067823223","name":"optioncao","avatar":"https://static.tigerbbs.com/0ecb563d4e3667cbc1b3657debd5f07b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"38220067823223","authorIdStr":"38220067823223"},"themes":[],"title":"","htmlText":"820吧，行吗","listText":"820吧，行吗","text":"820吧，行吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502153602831216","repostId":"2584904560","repostType":2,"repost":{"id":"2584904560","kind":"live","pubTimestamp":1763613286,"share":"https://www.laohu8.com/m/news/2584904560?lang=&edition=full","pubTime":"2025-11-20 12:34","market":"sh","language":"zh","title":"美利亚斯研究：上调英伟达目标价至320美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2584904560","media":"格隆汇","summary":"美利亚斯研究公司将英伟达公司目标价从300美元上调至320美元。","content":"<html><body><p>美利亚斯研究公司将英伟达公司目标价从300美元上调至320美元。</p></body></html>","source":"live_gelonghui","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>美利亚斯研究：上调英伟达目标价至320美元</title>\n<style 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12:11","market":"us","language":"zh","title":"一个时代即将结束，蒂姆·库克将卸任","url":"https://stock-news.laohu8.com/highlight/detail?id=2583663685","media":"财经实验室TheF...","summary":"一个时代即将结束，蒂姆·库克将卸任。在史蒂夫·乔布斯因癌症去世后，蒂姆·库克接掌了苹果的领导权，并将其打造为如今这样一家科技巨头。库克常被批评缺乏乔布斯那种创造力与天才气质——这确实没错。但库克的独到之处在于，他在扩展供应链、将苹果打造为全球制造体系中的超级巨头方面展现出了惊人的才能；精益、高效、稳定，这正是库克的天赋。因此，仅仅把他与乔布斯对比来批评他，显得过于简单粗暴。随着库克的离任，一个时代落幕。谁将接任仍未可知。“在苹果公布下一份财报之前（预计在1月底，涵盖最关键的假日季度），公司很可能不会公布下一任 CEO。”","content":"<html><body><article><p>一个时代即将结束，蒂姆·库克将卸任。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251116122123980v15268aw3qag6oz\"/><p>在史蒂夫·乔布斯因癌症去世后，蒂姆·库克接掌了<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的领导权，并将其打造为如今这样一家科技巨头。</p><p>库克常被批评缺乏乔布斯那种创造力与天才气质——这确实没错。但库克的独到之处在于，他在扩展供应链、将苹果打造为全球制造体系中的超级巨头方面展现出了惊人的才能；精益、高效、稳定，这正是库克的天赋。因此，仅仅把他与乔布斯对比来批评他，显得过于简单粗暴。</p><p>随着库克的离任，一个时代落幕。谁将接任仍未可知。“在苹果公布下一份财报之前（预计在1月底，涵盖最关键的假日季度），公司很可能不会公布下一任 CEO。”</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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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一个时代即将结束，蒂姆·库克将卸任\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-16 12:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251116122130a6fc7b83&s=b><strong>财经实验室TheF...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一个时代即将结束，蒂姆·库克将卸任。在史蒂夫·乔布斯因癌症去世后，蒂姆·库克接掌了苹果的领导权，并将其打造为如今这样一家科技巨头。库克常被批评缺乏乔布斯那种创造力与天才气质——这确实没错。但库克的独到之处在于，他在扩展供应链、将苹果打造为全球制造体系中的超级巨头方面展现出了惊人的才能；精益、高效、稳定，这正是库克的天赋。因此，仅仅把他与乔布斯对比来批评他，显得过于简单粗暴。随着库克的离任，一个时代...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251116122130a6fc7b83&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0080751232.USD":"富达环球多元动力基金A","BK4512":"苹果概念","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU0882574139.USD":"富达环球消费行业基金A ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4585":"ETF&股票定投概念","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251116122130a6fc7b83&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2583663685","content_text":"一个时代即将结束，蒂姆·库克将卸任。在史蒂夫·乔布斯因癌症去世后，蒂姆·库克接掌了苹果的领导权，并将其打造为如今这样一家科技巨头。库克常被批评缺乏乔布斯那种创造力与天才气质——这确实没错。但库克的独到之处在于，他在扩展供应链、将苹果打造为全球制造体系中的超级巨头方面展现出了惊人的才能；精益、高效、稳定，这正是库克的天赋。因此，仅仅把他与乔布斯对比来批评他，显得过于简单粗暴。随着库克的离任，一个时代落幕。谁将接任仍未可知。“在苹果公布下一份财报之前（预计在1月底，涵盖最关键的假日季度），公司很可能不会公布下一任 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src=\"https://fid-75186.picgzc.qpic.cn/20251120140143483d2012m5vzpnj30d\"/><p>伯里认为，<strong>未来的观察者回顾这段时期时，会将当前的AI热潮视为欺诈而非变革。</strong>他认为<strong>“真实的终端需求少得可笑”</strong>，并声称<strong>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。</strong></p><p>在后续帖子中，伯里称OpenAI是整个AI繁荣的“关键支柱”，并质疑这家初创公司审计师的可信度。自11月公开回归以来，他的这些警告延续了一系列对AI驱动的科技估值飙升的怀疑言论。伯里已披露做空英伟达和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>的头寸，并多次指责大型AI支出公司歪曲数据中心折旧以夸大收益。</p><p>他的最新警告是在英伟达发布强于预期的第三季度业绩并发布由持续AI驱动需求支持的乐观展望后仅几小时发出的。英伟达CEO黄仁勋驳斥了关于AI泡沫的猜测，称其需求基础超出了超大规模数据中心运营商。</p><p>尽管伯里发出警告，但英伟达股价在盘后交易中仍上涨超过5%，提振了更广泛的科技和AI股票，并推高了美国<span>股指期货</span>。</p><p>伯里本周早些时候表示，虽然他的对冲基金公司Scion Asset Management已办理注销注册，但<strong>他仍活跃于市场。</strong></p><p>“这最后一次的尝试本质上就是一个亲朋好友共同拥有的基金。”他在周二写道，“我没有像大多数人那样进行市场推广或管理，也没有试图通过引入我不认识的投资者来扩大<span>资产</span>规模。我不想再次遇到像创办Scion Capital时那样的问题。”</p><p>“我仍在管理我的资金并活跃于市场，”他补充道。</p><p>这位对冲基金经理在2008年成功做空美国住房市场后关闭了之前的公司Scion Capital，并于2013年开设了Scion Asset Management。不久前Scion Asset Management已终止在美国证券交易委员会（SEC）的注册状态，他在X上发帖表示“11月25日将去做更好的事”。</p><p>“我很高兴摆脱合规负担和我的文件引发的广泛误解，”伯里周二写道。“Scion Asset Management并没有关闭，因为它也是我运行其他投资项目的工具。它不再是RIA（注册投资顾问），也不再为外部投资者管理基金。”</p></article></body></html>","source":"tencent","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>没被英伟达财报说服？“大空头”继续炮轰AI：真实需求“少得可笑”</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没被英伟达财报说服？“大空头”继续炮轰AI：真实需求“少得可笑”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-20 14:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251120140150a4ae7c32&s=b><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI播客：换个方式听新闻下载mp3音频由扣子空间生成电影《大空头》原型人物迈克尔·伯里（Michael Burry）当地时间周三晚间发出尖锐警告，声称人工智能（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。这一评论是在英伟达发布又一轮亮眼的季度财报、引发全球科技股反弹后不久发表的。这位因准确预测2008年次贷危机而闻名的知名投资者分享了一张图表，突出显示了微软（MSFT）、OpenAI、...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251120140150a4ae7c32&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","ORCL":"甲骨文","NVDA":"英伟达"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251120140150a4ae7c32&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2584907013","content_text":"AI播客：换个方式听新闻下载mp3音频由扣子空间生成电影《大空头》原型人物迈克尔·伯里（Michael 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12:34","market":"sh","language":"zh","title":"美利亚斯研究：上调英伟达目标价至320美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2584904560","media":"格隆汇","summary":"美利亚斯研究公司将英伟达公司目标价从300美元上调至320美元。","content":"<html><body><p>美利亚斯研究公司将英伟达公司目标价从300美元上调至320美元。</p></body></html>","source":"live_gelonghui","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>美利亚斯研究：上调英伟达目标价至320美元</title>\n<style 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12:11","market":"us","language":"zh","title":"一个时代即将结束，蒂姆·库克将卸任","url":"https://stock-news.laohu8.com/highlight/detail?id=2583663685","media":"财经实验室TheF...","summary":"一个时代即将结束，蒂姆·库克将卸任。在史蒂夫·乔布斯因癌症去世后，蒂姆·库克接掌了苹果的领导权，并将其打造为如今这样一家科技巨头。库克常被批评缺乏乔布斯那种创造力与天才气质——这确实没错。但库克的独到之处在于，他在扩展供应链、将苹果打造为全球制造体系中的超级巨头方面展现出了惊人的才能；精益、高效、稳定，这正是库克的天赋。因此，仅仅把他与乔布斯对比来批评他，显得过于简单粗暴。随着库克的离任，一个时代落幕。谁将接任仍未可知。“在苹果公布下一份财报之前（预计在1月底，涵盖最关键的假日季度），公司很可能不会公布下一任 CEO。”","content":"<html><body><article><p>一个时代即将结束，蒂姆·库克将卸任。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251116122123980v15268aw3qag6oz\"/><p>在史蒂夫·乔布斯因癌症去世后，蒂姆·库克接掌了<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的领导权，并将其打造为如今这样一家科技巨头。</p><p>库克常被批评缺乏乔布斯那种创造力与天才气质——这确实没错。但库克的独到之处在于，他在扩展供应链、将苹果打造为全球制造体系中的超级巨头方面展现出了惊人的才能；精益、高效、稳定，这正是库克的天赋。因此，仅仅把他与乔布斯对比来批评他，显得过于简单粗暴。</p><p>随着库克的离任，一个时代落幕。谁将接任仍未可知。“在苹果公布下一份财报之前（预计在1月底，涵盖最关键的假日季度），公司很可能不会公布下一任 CEO。”</p></article></body></html>","source":"tencent","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>一个时代即将结束，蒂姆·库克将卸任</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; 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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一个时代即将结束，蒂姆·库克将卸任\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-16 12:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251116122130a6fc7b83&s=b><strong>财经实验室TheF...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一个时代即将结束，蒂姆·库克将卸任。在史蒂夫·乔布斯因癌症去世后，蒂姆·库克接掌了苹果的领导权，并将其打造为如今这样一家科技巨头。库克常被批评缺乏乔布斯那种创造力与天才气质——这确实没错。但库克的独到之处在于，他在扩展供应链、将苹果打造为全球制造体系中的超级巨头方面展现出了惊人的才能；精益、高效、稳定，这正是库克的天赋。因此，仅仅把他与乔布斯对比来批评他，显得过于简单粗暴。随着库克的离任，一个时代...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251116122130a6fc7b83&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0080751232.USD":"富达环球多元动力基金A","BK4512":"苹果概念","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU0882574139.USD":"富达环球消费行业基金A ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4585":"ETF&股票定投概念","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) 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