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Smile0703
09-23
到时别又开看涨期权对冲啊,笑死人😅😅😅
大空头Burry加码做空美光、Nebius,逻辑是“内存供应激增,价格将面临下行压力”
Smile0703
09-14
做空被爆头以后转做多,结果又被三巨头爆头[开心] [开心] [开心]
“大空头”Burry狠批AI巨头呼吁放缓研发:纯属自私自利,为IPO造势炒作,遮掩增长乏力困境
Smile0703
09-03
没有消息可以歇一会,没必要硬推
SK海力士盘前跌幅扩大至3%,消息称SK海力士正考虑在龙仁和光州同步推进投资
Smile0703
08-27
别怂啊,干嘛还做对冲[开心] [开心] [开心] [开心]
“大空头”Michael Burry买入英伟达看涨期权“对冲”,同时加码做空
Smile0703
07-08
能不能直接开打别打嘴炮,好困
伊朗方面表示,将对各类挑衅行径作出即时反击。
去老虎APP查看更多动态
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11:12","market":"us","language":"zh","title":"大空头Burry加码做空美光、Nebius,逻辑是“内存供应激增,价格将面临下行压力”","url":"https://stock-news.laohu8.com/highlight/detail?id=2669049171","media":"华尔街见闻","summary":"Michael Burry高调加码做空美光、Palantir及半导体ETF,并直言\"规模相当大\"。其核心逻辑:三星、海力士、美光为满足AI对HBM的需求而压缩普通DRAM产能造成了了短缺;如今产能正在增加,供给过剩的达摩克利斯之剑已悬于市场头顶。宏碁CEO的库存预警,让他愈发确信内存周期已然见顶。","content":"<html><head></head><body><p>因坚信内存市场供需格局正在逆转,Michael Burry大幅扩大了对半导体板块的空头押注。</p>\n<p>据Burry本人在Substack发文披露,他已进一步加码做空美光科技、AI基础设施公司Nebius、<a href=\"https://laohu8.com/S/EEMA\">iShares</a>半导体ETF以及Palantir,并强调此次操作"规模相当大"。此举的直接导火索,是宏碁CEO陈俊圣公开警告称,<strong>内存库存正在积累,新增供应将逐步冲击市场,并预计价格压力将于2027年底前后显现。</strong></p>\n<p>上述消息并未阻止相关股票短线上涨——美光股价当日盘中涨逾2%,SOXX上涨约1.5%,Nebius和Palantir亦小幅走高。这意味着Burry的空头仓位在短期内承压,但他表示,宏碁CEO的表态"与我所相信的判断相吻合"。</p>\n<h2>做空逻辑:AI拉动HBM需求,但普通内存供给正在反弹</h2>\n<p>Burry的核心论点在于,此前内存市场的短缺并非需求端的结构性繁荣,而是供给端的阶段性错位。他在文中解释称,<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>和美光等主要厂商为满足AI数据中心对高带宽内存(HBM)的旺盛需求,将大量产能从传统DRAM转向HBM,由此造成普通内存的供应紧张。</p>\n<p><strong>然而,随着厂商逐步将普通内存产能恢复,叠加全球多个地区的新增供应陆续释放,Burry认为,"正常DRAM"的产量正在回升,供需缺口将逐步收窄,并最终对价格形成下行压力。</strong></p>\n<p>宏碁CEO陈俊圣的表态为这一逻辑提供了新的佐证。Chen在接受采访时指出,内存库存已在积累,来自多个地区的供应商正在向市场释放更多产能,这将挑战"当前短缺将持续数年"的主流预期。Burry引用该采访后写道,尽管解读这一消息"充满不确定性",但其方向与自己的判断一致。</p>\n<h2>空头布局:从英伟达到美光,押注范围持续扩大</h2>\n<p>Burry对半导体板块的看空布局并非一蹴而就。据披露,其旗下Scion Asset Management在2025年第三季度就已建立英伟达(NVDA)和Palantir的大额看跌期权仓位,彼时该基金随后宣告关闭。</p>\n<p><strong>进入2026年,Burry以个人名义延续并扩大了这一交易。</strong>2026年6月下旬,他做空英伟达、应用材料(AMAT)及iShares半导体ETF,并将SOXX看跌期权展期至2027年3月。两天后,他将美光科技纳入做空标的,以约1051美元的价格直接建立空头仓位,并解释称选择直接做空而非买入看跌期权,是因为美光的期权权利金过于昂贵。</p>\n<p>此次加码,是Burry在上述基础上的进一步强化,标志着他对内存周期见顶的判断愈发坚定。</p>\n<h2>散户情绪与Burry判断相左</h2>\n<p>从市场即时反应来看,散户投资者对Burry的看空逻辑并不买账。据Stocktwits数据,美光和SOXX的零售情绪在Burry发文当日均处于"看多"区间,Nebius的零售情绪同样偏多,仅Palantir的散户情绪显示为"看空"。</p>\n<p>这一分歧折射出当前市场对AI相关半导体股票的整体乐观预期,与Burry所押注的供给过剩、价格下行逻辑形成直接对立。对于投资者而言,核心问题在于:半导体行业的产能扩张,究竟何时才会真正追上需求——而这正是Burry整个交易逻辑的关键变量。</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加码做空美光、Nebius,逻辑是“内存供应激增,价格将面临下行压力”</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加码做空美光、Nebius,逻辑是“内存供应激增,价格将面临下行压力”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-09-23 11:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>因坚信内存市场供需格局正在逆转,Michael Burry大幅扩大了对半导体板块的空头押注。</p>\n<p>据Burry本人在Substack发文披露,他已进一步加码做空美光科技、AI基础设施公司Nebius、<a href=\"https://laohu8.com/S/EEMA\">iShares</a>半导体ETF以及Palantir,并强调此次操作"规模相当大"。此举的直接导火索,是宏碁CEO陈俊圣公开警告称,<strong>内存库存正在积累,新增供应将逐步冲击市场,并预计价格压力将于2027年底前后显现。</strong></p>\n<p>上述消息并未阻止相关股票短线上涨——美光股价当日盘中涨逾2%,SOXX上涨约1.5%,Nebius和Palantir亦小幅走高。这意味着Burry的空头仓位在短期内承压,但他表示,宏碁CEO的表态"与我所相信的判断相吻合"。</p>\n<h2>做空逻辑:AI拉动HBM需求,但普通内存供给正在反弹</h2>\n<p>Burry的核心论点在于,此前内存市场的短缺并非需求端的结构性繁荣,而是供给端的阶段性错位。他在文中解释称,<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>和美光等主要厂商为满足AI数据中心对高带宽内存(HBM)的旺盛需求,将大量产能从传统DRAM转向HBM,由此造成普通内存的供应紧张。</p>\n<p><strong>然而,随着厂商逐步将普通内存产能恢复,叠加全球多个地区的新增供应陆续释放,Burry认为,"正常DRAM"的产量正在回升,供需缺口将逐步收窄,并最终对价格形成下行压力。</strong></p>\n<p>宏碁CEO陈俊圣的表态为这一逻辑提供了新的佐证。Chen在接受采访时指出,内存库存已在积累,来自多个地区的供应商正在向市场释放更多产能,这将挑战"当前短缺将持续数年"的主流预期。Burry引用该采访后写道,尽管解读这一消息"充满不确定性",但其方向与自己的判断一致。</p>\n<h2>空头布局:从英伟达到美光,押注范围持续扩大</h2>\n<p>Burry对半导体板块的看空布局并非一蹴而就。据披露,其旗下Scion Asset Management在2025年第三季度就已建立英伟达(NVDA)和Palantir的大额看跌期权仓位,彼时该基金随后宣告关闭。</p>\n<p><strong>进入2026年,Burry以个人名义延续并扩大了这一交易。</strong>2026年6月下旬,他做空英伟达、应用材料(AMAT)及iShares半导体ETF,并将SOXX看跌期权展期至2027年3月。两天后,他将美光科技纳入做空标的,以约1051美元的价格直接建立空头仓位,并解释称选择直接做空而非买入看跌期权,是因为美光的期权权利金过于昂贵。</p>\n<p>此次加码,是Burry在上述基础上的进一步强化,标志着他对内存周期见顶的判断愈发坚定。</p>\n<h2>散户情绪与Burry判断相左</h2>\n<p>从市场即时反应来看,散户投资者对Burry的看空逻辑并不买账。据Stocktwits数据,美光和SOXX的零售情绪在Burry发文当日均处于"看多"区间,Nebius的零售情绪同样偏多,仅Palantir的散户情绪显示为"看空"。</p>\n<p>这一分歧折射出当前市场对AI相关半导体股票的整体乐观预期,与Burry所押注的供给过剩、价格下行逻辑形成直接对立。对于投资者而言,核心问题在于:半导体行业的产能扩张,究竟何时才会真正追上需求——而这正是Burry整个交易逻辑的关键变量。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d782f3a7e089042d5a3cab51b88bdbfc","relate_stocks":{"TINY":"ProShares Nanotechnology ETF","NVC":"Corgi NVDA 2x Daily ETF","AIPI":"REX AI EQUITY PREMIUM INCOME ETF","ESLG":"Eventide Large Cap Growth ETF","SHOC":"Strive U.S. Semiconductor ETF","NVD":"2倍做空NVDA ETF-GraniteShares","NVDB":"ProShares Ultra NVDA 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Innovation and Tech Active ETF","MU":"美光科技","MUG":"Leverage Shares 2X Long MU Daily ETF","SOXX":"iShares费城交易所半导体ETF","SOXY":"YieldMax Target 12 Semiconductor Option Income ETF","USXF":"iShares ESG Advanced MSCI USA ETF","USD":"ProShares Ultra Semiconductors","MULL":"2倍做多MU ETF-GraniteShares","ANV":"GraniteShares Autocallable NVDA ETF","CNEQ":"Alger Concentrated Equity ETF","XLK":"高科技指数ETF-SPDR","EGGY":"NESTYIELD DYNAMIC INCOME SHIELD ETF","ABFL":"ABACUS FCF LEADERS ETF","EPAI":"Harbor AI Inflection Strategy ETF","07388":"南方两倍做空英伟达","VGT":"信息技术ETF-Vanguard"},"source_url":"https://wallstreetcn.com/articles/3782343","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2669049171","content_text":"因坚信内存市场供需格局正在逆转,Michael Burry大幅扩大了对半导体板块的空头押注。\n据Burry本人在Substack发文披露,他已进一步加码做空美光科技、AI基础设施公司Nebius、iShares半导体ETF以及Palantir,并强调此次操作\"规模相当大\"。此举的直接导火索,是宏碁CEO陈俊圣公开警告称,内存库存正在积累,新增供应将逐步冲击市场,并预计价格压力将于2027年底前后显现。\n上述消息并未阻止相关股票短线上涨——美光股价当日盘中涨逾2%,SOXX上涨约1.5%,Nebius和Palantir亦小幅走高。这意味着Burry的空头仓位在短期内承压,但他表示,宏碁CEO的表态\"与我所相信的判断相吻合\"。\n做空逻辑:AI拉动HBM需求,但普通内存供给正在反弹\nBurry的核心论点在于,此前内存市场的短缺并非需求端的结构性繁荣,而是供给端的阶段性错位。他在文中解释称,三星、SK海力士和美光等主要厂商为满足AI数据中心对高带宽内存(HBM)的旺盛需求,将大量产能从传统DRAM转向HBM,由此造成普通内存的供应紧张。\n然而,随着厂商逐步将普通内存产能恢复,叠加全球多个地区的新增供应陆续释放,Burry认为,\"正常DRAM\"的产量正在回升,供需缺口将逐步收窄,并最终对价格形成下行压力。\n宏碁CEO陈俊圣的表态为这一逻辑提供了新的佐证。Chen在接受采访时指出,内存库存已在积累,来自多个地区的供应商正在向市场释放更多产能,这将挑战\"当前短缺将持续数年\"的主流预期。Burry引用该采访后写道,尽管解读这一消息\"充满不确定性\",但其方向与自己的判断一致。\n空头布局:从英伟达到美光,押注范围持续扩大\nBurry对半导体板块的看空布局并非一蹴而就。据披露,其旗下Scion Asset Management在2025年第三季度就已建立英伟达(NVDA)和Palantir的大额看跌期权仓位,彼时该基金随后宣告关闭。\n进入2026年,Burry以个人名义延续并扩大了这一交易。2026年6月下旬,他做空英伟达、应用材料(AMAT)及iShares半导体ETF,并将SOXX看跌期权展期至2027年3月。两天后,他将美光科技纳入做空标的,以约1051美元的价格直接建立空头仓位,并解释称选择直接做空而非买入看跌期权,是因为美光的期权权利金过于昂贵。\n此次加码,是Burry在上述基础上的进一步强化,标志着他对内存周期见顶的判断愈发坚定。\n散户情绪与Burry判断相左\n从市场即时反应来看,散户投资者对Burry的看空逻辑并不买账。据Stocktwits数据,美光和SOXX的零售情绪在Burry发文当日均处于\"看多\"区间,Nebius的零售情绪同样偏多,仅Palantir的散户情绪显示为\"看空\"。\n这一分歧折射出当前市场对AI相关半导体股票的整体乐观预期,与Burry所押注的供给过剩、价格下行逻辑形成直接对立。对于投资者而言,核心问题在于:半导体行业的产能扩张,究竟何时才会真正追上需求——而这正是Burry整个交易逻辑的关键变量。","news_type":1,"symbols_score_info":{"IETC":0.6,"AIPI":0.6,"NVDS":0.6,"BAI":0.6,"TTXU":0.6,"LFGY":0.6,"WLDR":0.6,"VGT":0.6,"PLTW":0.6,"RULE":0.6,"TEK":0.6,"NVD2.UK":0.6,"AIS":0.6,"SOXX":1.88,"09788":0.6,"CMAG":0.6,"AIQ":0.6,"IGV":0.6,"NVDS.UK":0.6,"GAMR":0.6,"SMU00main":0.6,"SMH":0.6,"ARTY":0.6,"FTXL":0.6,"CHPS":0.6,"SMHX":0.6,"PLTU":0.6,"THMR":0.6,"PLTD":0.6,"WISE":0.6,"SNPE":0.6,"MIC":0.6,"SOXS":0.6,"VT":0.6,"EFIV":0.6,"AMA":0.6,"NVDQ":0.6,"TINY":0.6,"EPAI":0.6,"CHPX":0.6,"JGRO":0.6,"EMSF":0.6,"SHOC":0.6,"EGGY":0.6,"SNVDAmain":0.6,"09388":0.6,"NVDU":0.6,"USD":0.6,"LEGR":0.6,"MU":1.96,"TYLG":0.6,"PLTY":0.6,"SPTE":0.6,"DISK":0.6,"PSI":0.6,"BOBP":0.6,"GUNZ":0.6,"NVDY":0.6,"USXF":0.6,"SOXY":0.6,"RDVY":0.6,"ESLG":0.6,"NULC":0.6,"NVDX":0.6,"CGGO":0.6,"PLOO":0.6,"2NVD.UK":0.6,"NVDB":0.6,"AIFD":0.6,"FDTX":0.6,"NVDA":1.87,"NVDL":0.6,"FXL":0.6,"PLT":0.6,"RDVI":0.6,"SOXL":0.6,"XNTK":0.6,"NVIW.SI":0.6,"PLTI":0.6,"FAI":0.6,"EYES":0.6,"PLTG":0.6,"ROM":0.6,"TTEQ":0.6,"ESUM":0.6,"CNEQ":0.6,"PLTL":0.6,"PLTA":0.6,"ILDR":0.6,"PTF":0.6,"HBMX":0.6,"IXN":0.6,"PLYY":0.6,"QQQG":0.6,"CHAT":0.6,"SPLTRmain":0.6,"NVDD":0.6,"XLK":0.6,"NVYY":0.6,"DIPS":0.6,"WUGI":0.6,"SOXQ":0.6,"SHLD":0.6,"PLTR":1.85,"AGOX":0.6,"MULL":0.6,"3NVD.UK":0.6,"NVD":0.6,"SNVD.UK":0.6,"NVDO":0.6,"FTEC":0.6,"MUYY":0.6,"CLSE":0.6,"TRFK":0.6,"METV":0.6,"NVDW":0.6,"NVDG":0.6,"MUU":0.6,"PTIR":0.6,"07388":0.6,"DRMY":0.6,"AMAU":0.6,"MUD":0.6,"ANV":0.6,"ABFL":0.6,"TDV":0.6,"NVII":0.6,"PLTZ":0.6,"AMAT":1.81,"NVC":0.6,"07788":0.6,"MUZ":0.6,"NVD3.UK":0.6,"APMI":0.6,"MUG":0.6}},"isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3486519042189695","authorId":"3486519042189695","name":"helpless","avatar":"https://static.laohu8.com/271fd56cdc2cd348b1eeb8259a8bdd7a","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"3486519042189695","idStr":"3486519042189695"},"content":"他有点发狂了 [呆住]","text":"他有点发狂了 [呆住]","html":"他有点发狂了 [呆住]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607676806354096,"gmtCreate":1789382182256,"gmtModify":1789382184264,"author":{"id":"4210900106840100","authorId":"4210900106840100","name":"Smile0703","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210900106840100","idStr":"4210900106840100"},"themes":[],"title":"","htmlText":"做空被爆头以后转做多,结果又被三巨头爆头[开心] [开心] [开心] ","listText":"做空被爆头以后转做多,结果又被三巨头爆头[开心] [开心] [开心] ","text":"做空被爆头以后转做多,结果又被三巨头爆头[开心] [开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607676806354096","repostId":"1187603705","repostType":2,"repost":{"id":"1187603705","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":1789379463,"share":"https://www.laohunote.com/m/news/1187603705?lang=zh_CN&edition=full","pubTime":"2026-09-14 17:51","market":"us","language":"zh","title":"“大空头”Burry狠批AI巨头呼吁放缓研发:纯属自私自利,为IPO造势炒作,遮掩增长乏力困境","url":"https://stock-news.laohu8.com/highlight/detail?id=1187603705","media":"老虎资讯综合","summary":"Michael Burry质疑OpenAI、Anthropic等AI巨头放缓AI发展的呼吁,并称这一推动“更多是为了自身利益”。Burry认为,OpenAI、Anthropic以及其他主要AI公司的相关呼吁,可能通过放缓快速发展的竞争来保护现有巨头。不过,OpenAI首席执行官Sam Altman表示,公司今年不会上市,当前进行IPO并不是合适的时机。Burry认为,这些警告也可能为“增长真正出现无法控制的放缓”提供掩护,因为相关公司的IPO似乎正在被推迟。上述言论正值多位知名AI行业人士呼吁放缓AI发展之际。","content":"<html><head></head><body><p style=\"text-align: left;\">Michael Burry质疑OpenAI、Anthropic等AI巨头放缓AI发展的呼吁,并称这一推动“更多是为了自身利益”。</p><p style=\"text-align: left;\">Burry在X上发文表示:“我们都应该花点时间想想,OpenAI、Anthropic以及其他大型超大规模云服务商的高管谈论放缓发展,到底有多么符合自身利益。”</p><p style=\"text-align: left;\">他列出了四点质疑:</p><p style=\"text-align: left;\"><strong>1.LLM并不等于AI,也不会成为AGI,没有什么AI发展需要被放缓。</strong></p><p style=\"text-align: left;\"><strong>2.竞争正在快速到来,放缓发展将有利于现有巨头。</strong></p><p style=\"text-align: left;\"><strong>3.公司准备IPO需要炒作和包装,‘我们太强大了,甚至可能变得危险’本身就是一种炒作和包装。</strong></p><p style=\"text-align: left;\"><strong>4.为增长真正失控放缓提供掩护,因为IPO可能被推迟。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fddf691d756a9cd905eba8f9b0e2f25b\" data-align=\"center\" tg-width=\"1172\" tg-height=\"524\"/><span></span></p><p style=\"text-align: left;\">Burry认为,OpenAI、Anthropic以及其他主要AI公司的相关呼吁,可能通过放缓快速发展的竞争来保护现有巨头。他同时质疑这一讨论的基础,认为大型语言模型(LLM)并不等同于人工通用智能(AGI),因此并不存在所谓“需要放缓的AI”。</p><p style=\"text-align: left;\">他还表示,随着相关公司准备上市,对“AI可能变得危险”的讨论可能有助于维持投资者的热情。</p><p style=\"text-align: left;\">OpenAI和Anthropic均于今年夏季早些时候向美国证券交易委员会(SEC)提交了IPO初步文件。不过,OpenAI首席执行官Sam Altman表示,公司今年不会上市,当前进行IPO并不是合适的时机。</p><p style=\"text-align: left;\">Burry认为,这些警告也可能为“增长真正出现无法控制的放缓”提供掩护,因为相关公司的IPO似乎正在被推迟。</p><p style=\"text-align: left;\">上述言论正值多位知名AI行业人士呼吁放缓AI发展之际。Anthropic首席执行官Dario Amodei周六在个人网站发表文章称,应该放缓提升AI模型能力的进程。OpenAI首席执行官Sam Altman随后在X上回应称:“我同意Dario的观点,我们需要控制前沿AI的发展节奏。”</p><p style=\"text-align: left;\">SpaceXAI(前身为xAI)创始人Elon Musk也在X上表示:“Dario是对的。”</p><p style=\"text-align: left;\">微软首席执行官Satya Nadella同样支持将“研究、聚焦以及有意识地控制发展节奏”作为实现AI安全对齐的设计目标。Google DeepMind首席执行官Demis Hassabis此前也支持在风险上升时,通过协调方式放缓前沿AI发展。今年7月,他曾呼吁建立由美国主导的全球AI监管机构,对全球最先进的AI模型进行审查。</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狠批AI巨头呼吁放缓研发:纯属自私自利,为IPO造势炒作,遮掩增长乏力困境</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“大空头”Burry狠批AI巨头呼吁放缓研发:纯属自私自利,为IPO造势炒作,遮掩增长乏力困境\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\">2026-09-14 17:51</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;\">Michael Burry质疑OpenAI、Anthropic等AI巨头放缓AI发展的呼吁,并称这一推动“更多是为了自身利益”。</p><p style=\"text-align: left;\">Burry在X上发文表示:“我们都应该花点时间想想,OpenAI、Anthropic以及其他大型超大规模云服务商的高管谈论放缓发展,到底有多么符合自身利益。”</p><p style=\"text-align: left;\">他列出了四点质疑:</p><p style=\"text-align: left;\"><strong>1.LLM并不等于AI,也不会成为AGI,没有什么AI发展需要被放缓。</strong></p><p style=\"text-align: left;\"><strong>2.竞争正在快速到来,放缓发展将有利于现有巨头。</strong></p><p style=\"text-align: left;\"><strong>3.公司准备IPO需要炒作和包装,‘我们太强大了,甚至可能变得危险’本身就是一种炒作和包装。</strong></p><p style=\"text-align: left;\"><strong>4.为增长真正失控放缓提供掩护,因为IPO可能被推迟。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fddf691d756a9cd905eba8f9b0e2f25b\" data-align=\"center\" tg-width=\"1172\" tg-height=\"524\"/><span></span></p><p style=\"text-align: left;\">Burry认为,OpenAI、Anthropic以及其他主要AI公司的相关呼吁,可能通过放缓快速发展的竞争来保护现有巨头。他同时质疑这一讨论的基础,认为大型语言模型(LLM)并不等同于人工通用智能(AGI),因此并不存在所谓“需要放缓的AI”。</p><p style=\"text-align: left;\">他还表示,随着相关公司准备上市,对“AI可能变得危险”的讨论可能有助于维持投资者的热情。</p><p style=\"text-align: left;\">OpenAI和Anthropic均于今年夏季早些时候向美国证券交易委员会(SEC)提交了IPO初步文件。不过,OpenAI首席执行官Sam Altman表示,公司今年不会上市,当前进行IPO并不是合适的时机。</p><p style=\"text-align: left;\">Burry认为,这些警告也可能为“增长真正出现无法控制的放缓”提供掩护,因为相关公司的IPO似乎正在被推迟。</p><p style=\"text-align: left;\">上述言论正值多位知名AI行业人士呼吁放缓AI发展之际。Anthropic首席执行官Dario Amodei周六在个人网站发表文章称,应该放缓提升AI模型能力的进程。OpenAI首席执行官Sam Altman随后在X上回应称:“我同意Dario的观点,我们需要控制前沿AI的发展节奏。”</p><p style=\"text-align: left;\">SpaceXAI(前身为xAI)创始人Elon Musk也在X上表示:“Dario是对的。”</p><p style=\"text-align: left;\">微软首席执行官Satya Nadella同样支持将“研究、聚焦以及有意识地控制发展节奏”作为实现AI安全对齐的设计目标。Google DeepMind首席执行官Demis Hassabis此前也支持在风险上升时,通过协调方式放缓前沿AI发展。今年7月,他曾呼吁建立由美国主导的全球AI监管机构,对全球最先进的AI模型进行审查。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcQpg805ffqYtFs7-dZwF-KyzJ-cO0_5eLii5Cd3wSQBQw&s=10","relate_stocks":{"GOOW":"Roundhill GOOGL WeeklyPay ETF","COHC":"Corgi COHR 2x Daily ETF","GOOX":"2倍做多GOOG ETF-T-REX","COHH":"Leverage Shares 2X Long COHR Daily ETF","GOOY":"GOOGL期权收益策略ETF-YieldMax","COHQ":"Tradr 2X Short COHR Daily ETF","NVC":"Corgi NVDA 2x Daily ETF","GGLL":"2倍做多GOOGL-Direxion","COHX":"Tradr 2X Long COHR Daily ETF","NVD":"2倍做空NVDA ETF-GraniteShares","GOU":"GraniteShares 2x Long GOOGL Daily ETF","GGLS":"1倍做空GOOGL ETF-Direxion","AMZN":"亚马逊","NVDB":"ProShares Ultra NVDA ETF","DLLL":"2倍做多DELL ETF-GraniteShares","NVDD":"1倍做空NVDA ETF-Direxion","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVDL":"2倍做多NVDA ETF-GraniteShares","HPEL":"Leverage Shares 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ETF","AVL":"2倍做多AVGO ETF-Direxion","SMCC":"2倍做多SMCI ETF-Corgi","MSFX":"2倍做多MSFT ETF-T-Rex","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","SMCL":"2倍做多SMCI ETF-Graniteshares","MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187603705","content_text":"Michael Burry质疑OpenAI、Anthropic等AI巨头放缓AI发展的呼吁,并称这一推动“更多是为了自身利益”。Burry在X上发文表示:“我们都应该花点时间想想,OpenAI、Anthropic以及其他大型超大规模云服务商的高管谈论放缓发展,到底有多么符合自身利益。”他列出了四点质疑:1.LLM并不等于AI,也不会成为AGI,没有什么AI发展需要被放缓。2.竞争正在快速到来,放缓发展将有利于现有巨头。3.公司准备IPO需要炒作和包装,‘我们太强大了,甚至可能变得危险’本身就是一种炒作和包装。4.为增长真正失控放缓提供掩护,因为IPO可能被推迟。Burry认为,OpenAI、Anthropic以及其他主要AI公司的相关呼吁,可能通过放缓快速发展的竞争来保护现有巨头。他同时质疑这一讨论的基础,认为大型语言模型(LLM)并不等同于人工通用智能(AGI),因此并不存在所谓“需要放缓的AI”。他还表示,随着相关公司准备上市,对“AI可能变得危险”的讨论可能有助于维持投资者的热情。OpenAI和Anthropic均于今年夏季早些时候向美国证券交易委员会(SEC)提交了IPO初步文件。不过,OpenAI首席执行官Sam Altman表示,公司今年不会上市,当前进行IPO并不是合适的时机。Burry认为,这些警告也可能为“增长真正出现无法控制的放缓”提供掩护,因为相关公司的IPO似乎正在被推迟。上述言论正值多位知名AI行业人士呼吁放缓AI发展之际。Anthropic首席执行官Dario Amodei周六在个人网站发表文章称,应该放缓提升AI模型能力的进程。OpenAI首席执行官Sam Altman随后在X上回应称:“我同意Dario的观点,我们需要控制前沿AI的发展节奏。”SpaceXAI(前身为xAI)创始人Elon Musk也在X上表示:“Dario是对的。”微软首席执行官Satya Nadella同样支持将“研究、聚焦以及有意识地控制发展节奏”作为实现AI安全对齐的设计目标。Google DeepMind首席执行官Demis Hassabis此前也支持在风险上升时,通过协调方式放缓前沿AI发展。今年7月,他曾呼吁建立由美国主导的全球AI监管机构,对全球最先进的AI模型进行审查。","news_type":1,"symbols_score_info":{"MUYY":0.6,"DLLL":0.6,"NVDB":0.6,"COHC":0.6,"GOGL":0.6,"CRWV":2,"MSFL":0.6,"AMZP":0.6,"AMDY":0.6,"NVDL":0.6,"AMDC":0.6,"NVYY":0.6,"GOOY":0.6,"AMZY":0.6,"GOOP":0.6,"SMCX":0.6,"GOU":0.6,"MUD":0.6,"MUG":0.6,"AMYY":0.6,"MSFW":0.6,"AMZZ":0.6,"AVGU":0.6,"AMDL":0.6,"COHH":0.6,"SMCZ":0.6,"NVDS":0.6,"MSFC":0.6,"SMYY":0.6,"CRDU":0.6,"AVS":0.6,"MUU":0.6,"GOOGL":2,"AVGC":0.6,"CRWG":0.6,"GOOL":0.6,"AVGX":0.6,"AMZN":2,"NVDQ":0.6,"NVII":0.6,"GOOX":0.6,"CIEG":0.6,"AVGW":0.6,"MIC":0.6,"HPEL":0.6,"SMCY":0.6,"NVDO":0.6,"MVLL":0.6,"07388":0.6,"AVGG":0.6,"AMZG":0.6,"AZYY":0.6,"DELL":2,"COHQ":0.6,"LITX":0.6,"LITZ":0.6,"CRD":0.6,"CIEX":0.6,"AMAA":0.6,"07788":0.6,"AMZU":0.6,"CRWU":0.6,"ANET":2,"SMCL":0.6,"MSFY":0.6,"AMZD":0.6,"LITU":0.6,"NVDW":0.6,"CRWX":0.6,"NVDY":0.6,"AMZW":0.6,"AMUU":0.6,"COHX":0.6,"HPE":2,"NVDA":2,"ANV":0.6,"COHR":2,"NVDG":0.6,"NVDD":0.6,"AMDW":0.6,"GOOW":0.6,"GGLL":0.6,"AMZO":0.6,"MRVU":0.6,"MSFD":0.6,"MRVX":0.6,"LITE":2,"AVGO":2,"CWVX":0.6,"MSFT":2,"ANEL":0.6,"SMCI":2,"NVC":0.6,"AMD":2,"AVL":0.6,"MSFU":0.6,"MULL":0.6,"NVDU":0.6,"NVDX":0.6,"SMCC":0.6,"AMDD":0.6,"GGLS":0.6,"CORD":0.6,"LITG":0.6,"CRDO":2,"CWII":0.6,"LITC":0.6,"CIEN":2,"MSFX":0.6,"MUZ":0.6,"MU":2,"AMDG":0.6,"GOOG":2,"DIPS":0.6,"DAMD":0.6,"MRVL":2,"NVD":0.6,"MSFO":0.6}},"isVote":1,"tweetType":1,"viewCount":992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603713566336360,"gmtCreate":1788428062589,"gmtModify":1788428182484,"author":{"id":"4210900106840100","authorId":"4210900106840100","name":"Smile0703","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210900106840100","idStr":"4210900106840100"},"themes":[],"title":"","htmlText":"没有消息可以歇一会,没必要硬推","listText":"没有消息可以歇一会,没必要硬推","text":"没有消息可以歇一会,没必要硬推","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603713566336360","repostId":"1112990475","repostType":2,"repost":{"id":"1112990475","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":1788427987,"share":"https://www.laohunote.com/m/news/1112990475?lang=zh_CN&edition=full","pubTime":"2026-09-03 17:33","market":"us","language":"zh","title":"SK海力士盘前跌幅扩大至3%,消息称SK海力士正考虑在龙仁和光州同步推进投资","url":"https://stock-news.laohu8.com/highlight/detail?id=1112990475","media":"老虎资讯综合","summary":"据报道,SK海力士正在加大光州西南地区半导体生产基地的投资力度。据了解,公司内部正在探讨将龙仁半导体集群与光州投资并行推进的方案。由于龙仁项目是长期投资和建设工程,公司正在制定统筹规划,在兼顾光州实际情况的同时,推进与龙仁集中投资并行的投资方案。据悉,目前正在讨论是将原计划投入龙仁新工厂的部分设备分配给光州,还是为光州额外订购新设备,具体将视情况而定。","content":"<html><head></head><body><p style=\"text-align: left;\">SK海力士盘前跌幅扩大至3%,消息称SK海力士正考虑在龙仁和光州同步推进投资。</p><p style=\"text-align: left;\"><span>据报道,SK海力士正在加大光州西南地区半导体生产基地的投资力度。据了解,公司内部正在探讨将龙仁半导体集群与光州投资并行推进的方案。由于龙仁项目是长期投资和建设工程,公司正在制定统筹规划,在兼顾光州实际情况的同时,推进与龙仁集中投资并行的投资方案。据悉,目前正在讨论是将原计划投入龙仁新工厂的部分设备分配给光州,还是为光州额外订购新设备,具体将视情况而定。进度方面,预计将从2027年起对光州军用机场用地进行整备并启动基础施工,目标在2029年完成第一座晶圆厂的竣工。龙仁新工厂的投资也按计划推进中,据业界透露,SK海力士的目标是第一座工厂的1期洁净室于2027年2月启用,2期于同年8月启用。</span></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\" 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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\">\nSK海力士盘前跌幅扩大至3%,消息称SK海力士正考虑在龙仁和光州同步推进投资\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\">2026-09-03 17:33</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;\">SK海力士盘前跌幅扩大至3%,消息称SK海力士正考虑在龙仁和光州同步推进投资。</p><p style=\"text-align: left;\"><span>据报道,SK海力士正在加大光州西南地区半导体生产基地的投资力度。据了解,公司内部正在探讨将龙仁半导体集群与光州投资并行推进的方案。由于龙仁项目是长期投资和建设工程,公司正在制定统筹规划,在兼顾光州实际情况的同时,推进与龙仁集中投资并行的投资方案。据悉,目前正在讨论是将原计划投入龙仁新工厂的部分设备分配给光州,还是为光州额外订购新设备,具体将视情况而定。进度方面,预计将从2027年起对光州军用机场用地进行整备并启动基础施工,目标在2029年完成第一座晶圆厂的竣工。龙仁新工厂的投资也按计划推进中,据业界透露,SK海力士的目标是第一座工厂的1期洁净室于2027年2月启用,2期于同年8月启用。</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3299f0aa430f44d45729a266d0f7b350","relate_stocks":{"SKHL":"Direxion Daily SK Hynix Bull 2X 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Shares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112990475","content_text":"SK海力士盘前跌幅扩大至3%,消息称SK海力士正考虑在龙仁和光州同步推进投资。据报道,SK海力士正在加大光州西南地区半导体生产基地的投资力度。据了解,公司内部正在探讨将龙仁半导体集群与光州投资并行推进的方案。由于龙仁项目是长期投资和建设工程,公司正在制定统筹规划,在兼顾光州实际情况的同时,推进与龙仁集中投资并行的投资方案。据悉,目前正在讨论是将原计划投入龙仁新工厂的部分设备分配给光州,还是为光州额外订购新设备,具体将视情况而定。进度方面,预计将从2027年起对光州军用机场用地进行整备并启动基础施工,目标在2029年完成第一座晶圆厂的竣工。龙仁新工厂的投资也按计划推进中,据业界透露,SK海力士的目标是第一座工厂的1期洁净室于2027年2月启用,2期于同年8月启用。","news_type":1,"symbols_score_info":{"SKHZ":0.6,"SKHX":0.6,"SKDD":0.6,"SKHY":2,"SK":0.6,"SKHA":0.6,"SKUU":0.6,"SKHL":0.6,"07709":0.6,"SKHN":0.6,"SKHU":0.6,"HYNX":0.6}},"isVote":1,"tweetType":1,"viewCount":714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601250971451400,"gmtCreate":1787826767053,"gmtModify":1787829382206,"author":{"id":"4210900106840100","authorId":"4210900106840100","name":"Smile0703","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210900106840100","idStr":"4210900106840100"},"themes":[],"title":"","htmlText":"别怂啊,干嘛还做对冲[开心] [开心] [开心] [开心] ","listText":"别怂啊,干嘛还做对冲[开心] [开心] [开心] [开心] ","text":"别怂啊,干嘛还做对冲[开心] [开心] [开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601250971451400","repostId":"2662779042","repostType":2,"repost":{"id":"2662779042","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":1787819405,"share":"https://www.laohunote.com/m/news/2662779042?lang=zh_CN&edition=full","pubTime":"2026-08-27 16:30","market":"us","language":"zh","title":"“大空头”Michael Burry买入英伟达看涨期权“对冲”,同时加码做空","url":"https://stock-news.laohu8.com/highlight/detail?id=2662779042","media":"华尔街见闻","summary":"Burry在社交平台Substack中披露,英伟达财报前买入12月到期、行权价200美元中高区间的看涨期权(占组合3.5%-4%),但强调这仅用于“对冲其空头敞口”而非看多。他认为英伟达垄断优势难持久且AI资本开支将挤压回报,目前其做空英伟达、甲骨文等多只股票的空头仓位已超投资组合的21%。","content":"<html><head></head><body><blockquote><p>Michael Burry在Substack披露,他在财报前买入了英伟达12月到期的看涨期权(行权价200多美元中高段,占组合3.5%-4%),但强调这仅为“对冲”而非看多。同时,他目前做空英伟达、甲骨文等多只股票的空头仓位已超组合的21%,因其认为英伟达垄断难持久、资本开支将挤压回报。</p></blockquote><p style=\"text-align: justify;\">英伟达财报前夕,长期看空者Michael Burry罕见出手买入该股看涨期权,但他明确表示这不过是一次"对冲",其看空立场依然未变。</p><p style=\"text-align: justify;\">据StockTwits 27日报道,Burry在社交平台Substack中披露,<strong>已买入12月到期、行权价位于200美元中高区间的英伟达看涨期权,并将该仓位定性为对冲其庞大空头敞口的工具。</strong></p><p style=\"text-align: justify;\">与此同时,<strong>他进一步加码做空英伟达、甲骨文(Oracle)、Palantir、Nebius和卡特彼勒(Caterpillar),目前其空头股票仓位(不含看跌期权)已超过整体投资组合的21%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0064e6fee69bedad1c0a7a4ab36141d9\" tg-width=\"1024\" tg-height=\"1039\"/></p><p style=\"text-align: justify;\"><strong>面对这种“一边加码做空、一边买看涨期权”的操作,Burry特别澄清这并非看好股价:</strong>“我做这笔交易并不是为了靠上涨获利。”他表示,如果不是自己手中握有庞大的做空和看跌期权(Put)头寸,他根本不会买入看涨期权。买看涨期权虽然支付了权利金,但已被其做空头寸的收益完全抵消。目前这笔涨期权仓位约占其投资组合的3.5%至4%。</p><p style=\"text-align: justify;\">而这种"Buying Calls as Hedge against a massive Short"的期权组合策略,本质上是在"扩大做空规模"的同时,花了一小笔钱买了一份"防暴涨保险",其整体的实际空头头寸(Short Position)反而是在增加的。</p><p style=\"text-align: justify;\">他坦言,历史上他在财报前围绕空头仓位使用此类策略,但承认"过往记录并不出色"。他同时指出,英伟达近期财报后的股价走势"跌多涨少",而即将公布的财报结果"不过是一次掷硬币"。"市场并不相信,"他写道,"今天或许会暂时重建信心,但也只是暂时的。"</p><h2 id=\"c4b9bca\">估值逻辑:垄断优势将尽,盈利面临冲击</h2><p style=\"text-align: justify;\">尽管Burry承认英伟达表面上市盈率偏低、且坐拥垄断定价权,看似"明显低估",但他认为这一表象具有误导性。</p><p style=\"text-align: justify;\">他的核心论点在于:<strong>英伟达的垄断地位存续时间将短于市场预期,盈利利润率随之下滑;公司"不会向股东分配足够的回报",资本将更多流向资本开支和多元化投资;而其在"泡沫顶部附近及穿越顶部"的持续投入,可能在"并不遥远的未来"导致盈利出现"惊人的下滑"。</strong></p><p style=\"text-align: justify;\">他将英伟达AI扩张与安然的融资结构相提并论,并此前在Substack发文指出,当前AI基础设施投资热潮中,大量资本开支并未对应真实终端需求,而是通过不透明融资结构自我循环,存在系统性高估风险。</p><h2 id=\"21\">空头仓位全面扩张,超过组合21%</h2><p style=\"text-align: justify;\"><strong>Burry本周加码做空了英伟达、甲骨文、Palantir、Nebius和卡特彼勒。其空头股票仓位(不含看跌期权)目前已超过整体投资组合的21%。</strong></p><p style=\"text-align: justify;\">与此同时,他也在多头方向积累仓位。他以30美元中段价格加仓Birkenstock(BIRK),称已建成完整仓位;以5美元中段加仓房地美(Freddie Mac,FMCC),并表示在房利美(Fannie Mae)持有大额仓位。</p><p style=\"text-align: justify;\">从更长周期看,Burry今年的多空策略承受着明显的市场压力。截至目前,他做空的英伟达年内累计上涨逾12%,Nebius更飙涨逾150%;而他做多的Palantir年内下跌近5%,甲骨文跌逾23%。</p><p style=\"text-align: justify;\">在交易层面持续承压的背景下,其Substack付费订阅通讯"Cassandra Unchained"上线231天已突破30万订阅者,按年费379美元测算,理论年收入约1.137亿美元,成为其另一条引人关注的收益线。</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”Michael Burry买入英伟达看涨期权“对冲”,同时加码做空</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{ 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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”Michael Burry买入英伟达看涨期权“对冲”,同时加码做空\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-08-27 16:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>Michael Burry在Substack披露,他在财报前买入了英伟达12月到期的看涨期权(行权价200多美元中高段,占组合3.5%-4%),但强调这仅为“对冲”而非看多。同时,他目前做空英伟达、甲骨文等多只股票的空头仓位已超组合的21%,因其认为英伟达垄断难持久、资本开支将挤压回报。</p></blockquote><p style=\"text-align: justify;\">英伟达财报前夕,长期看空者Michael Burry罕见出手买入该股看涨期权,但他明确表示这不过是一次"对冲",其看空立场依然未变。</p><p style=\"text-align: justify;\">据StockTwits 27日报道,Burry在社交平台Substack中披露,<strong>已买入12月到期、行权价位于200美元中高区间的英伟达看涨期权,并将该仓位定性为对冲其庞大空头敞口的工具。</strong></p><p style=\"text-align: justify;\">与此同时,<strong>他进一步加码做空英伟达、甲骨文(Oracle)、Palantir、Nebius和卡特彼勒(Caterpillar),目前其空头股票仓位(不含看跌期权)已超过整体投资组合的21%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0064e6fee69bedad1c0a7a4ab36141d9\" tg-width=\"1024\" tg-height=\"1039\"/></p><p style=\"text-align: justify;\"><strong>面对这种“一边加码做空、一边买看涨期权”的操作,Burry特别澄清这并非看好股价:</strong>“我做这笔交易并不是为了靠上涨获利。”他表示,如果不是自己手中握有庞大的做空和看跌期权(Put)头寸,他根本不会买入看涨期权。买看涨期权虽然支付了权利金,但已被其做空头寸的收益完全抵消。目前这笔涨期权仓位约占其投资组合的3.5%至4%。</p><p style=\"text-align: justify;\">而这种"Buying Calls as Hedge against a massive Short"的期权组合策略,本质上是在"扩大做空规模"的同时,花了一小笔钱买了一份"防暴涨保险",其整体的实际空头头寸(Short Position)反而是在增加的。</p><p style=\"text-align: justify;\">他坦言,历史上他在财报前围绕空头仓位使用此类策略,但承认"过往记录并不出色"。他同时指出,英伟达近期财报后的股价走势"跌多涨少",而即将公布的财报结果"不过是一次掷硬币"。"市场并不相信,"他写道,"今天或许会暂时重建信心,但也只是暂时的。"</p><h2 id=\"c4b9bca\">估值逻辑:垄断优势将尽,盈利面临冲击</h2><p style=\"text-align: justify;\">尽管Burry承认英伟达表面上市盈率偏低、且坐拥垄断定价权,看似"明显低估",但他认为这一表象具有误导性。</p><p style=\"text-align: justify;\">他的核心论点在于:<strong>英伟达的垄断地位存续时间将短于市场预期,盈利利润率随之下滑;公司"不会向股东分配足够的回报",资本将更多流向资本开支和多元化投资;而其在"泡沫顶部附近及穿越顶部"的持续投入,可能在"并不遥远的未来"导致盈利出现"惊人的下滑"。</strong></p><p style=\"text-align: justify;\">他将英伟达AI扩张与安然的融资结构相提并论,并此前在Substack发文指出,当前AI基础设施投资热潮中,大量资本开支并未对应真实终端需求,而是通过不透明融资结构自我循环,存在系统性高估风险。</p><h2 id=\"21\">空头仓位全面扩张,超过组合21%</h2><p style=\"text-align: justify;\"><strong>Burry本周加码做空了英伟达、甲骨文、Palantir、Nebius和卡特彼勒。其空头股票仓位(不含看跌期权)目前已超过整体投资组合的21%。</strong></p><p style=\"text-align: justify;\">与此同时,他也在多头方向积累仓位。他以30美元中段价格加仓Birkenstock(BIRK),称已建成完整仓位;以5美元中段加仓房地美(Freddie Mac,FMCC),并表示在房利美(Fannie Mae)持有大额仓位。</p><p style=\"text-align: justify;\">从更长周期看,Burry今年的多空策略承受着明显的市场压力。截至目前,他做空的英伟达年内累计上涨逾12%,Nebius更飙涨逾150%;而他做多的Palantir年内下跌近5%,甲骨文跌逾23%。</p><p style=\"text-align: justify;\">在交易层面持续承压的背景下,其Substack付费订阅通讯"Cassandra Unchained"上线231天已突破30万订阅者,按年费379美元测算,理论年收入约1.137亿美元,成为其另一条引人关注的收益线。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/71cd54827eeee4802f0d242902de8bb3","relate_stocks":{"NVDB":"ProShares Ultra NVDA ETF","TEK":"iShares Technology Opportunities Active ETF","SMHX":"VanEck Fabless Semiconductor ETF","NVII":"Rex NVDA Growth & Income ETF","NVDD":"1倍做空NVDA ETF-Direxion","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","IXN":"iShares Trust S&P Global 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ETF","NVIW.SI":"NVDA 3xLongSG261006","NVDX":"2倍做多NVDA ETF-T-Rex","DIPS":"做空NVDA期权收益策略ETF-YieldMax","VT":"世界全股市ETF-Vanguard","SNPE":"Xtrackers S&P 500 Scored & Screened ETF","THMR":"THOR AdaptiveRisk Dynamic ETF","ANV":"GraniteShares Autocallable NVDA ETF","ABFL":"ABACUS FCF LEADERS ETF","NVDY":"NVDA期权收益策略ETF-YieldMax","FDTX":"Fidelity Disruptive Technology ETF","ILDR":"First Trust Innovation Leaders ETF","GAMR":"Amplify Video Game Leaders ETF","NVD":"2倍做空NVDA ETF-GraniteShares","TTEQ":"T. Rowe Price Technology ETF","TRFK":"PACER DATA AND DIGITAL REVOLUTION ETF"},"source_url":"https://wallstreetcn.com/articles/3780433","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2662779042","content_text":"Michael Burry在Substack披露,他在财报前买入了英伟达12月到期的看涨期权(行权价200多美元中高段,占组合3.5%-4%),但强调这仅为“对冲”而非看多。同时,他目前做空英伟达、甲骨文等多只股票的空头仓位已超组合的21%,因其认为英伟达垄断难持久、资本开支将挤压回报。英伟达财报前夕,长期看空者Michael Burry罕见出手买入该股看涨期权,但他明确表示这不过是一次\"对冲\",其看空立场依然未变。据StockTwits 27日报道,Burry在社交平台Substack中披露,已买入12月到期、行权价位于200美元中高区间的英伟达看涨期权,并将该仓位定性为对冲其庞大空头敞口的工具。与此同时,他进一步加码做空英伟达、甲骨文(Oracle)、Palantir、Nebius和卡特彼勒(Caterpillar),目前其空头股票仓位(不含看跌期权)已超过整体投资组合的21%。面对这种“一边加码做空、一边买看涨期权”的操作,Burry特别澄清这并非看好股价:“我做这笔交易并不是为了靠上涨获利。”他表示,如果不是自己手中握有庞大的做空和看跌期权(Put)头寸,他根本不会买入看涨期权。买看涨期权虽然支付了权利金,但已被其做空头寸的收益完全抵消。目前这笔涨期权仓位约占其投资组合的3.5%至4%。而这种\"Buying Calls as Hedge against a massive Short\"的期权组合策略,本质上是在\"扩大做空规模\"的同时,花了一小笔钱买了一份\"防暴涨保险\",其整体的实际空头头寸(Short Position)反而是在增加的。他坦言,历史上他在财报前围绕空头仓位使用此类策略,但承认\"过往记录并不出色\"。他同时指出,英伟达近期财报后的股价走势\"跌多涨少\",而即将公布的财报结果\"不过是一次掷硬币\"。\"市场并不相信,\"他写道,\"今天或许会暂时重建信心,但也只是暂时的。\"估值逻辑:垄断优势将尽,盈利面临冲击尽管Burry承认英伟达表面上市盈率偏低、且坐拥垄断定价权,看似\"明显低估\",但他认为这一表象具有误导性。他的核心论点在于:英伟达的垄断地位存续时间将短于市场预期,盈利利润率随之下滑;公司\"不会向股东分配足够的回报\",资本将更多流向资本开支和多元化投资;而其在\"泡沫顶部附近及穿越顶部\"的持续投入,可能在\"并不遥远的未来\"导致盈利出现\"惊人的下滑\"。他将英伟达AI扩张与安然的融资结构相提并论,并此前在Substack发文指出,当前AI基础设施投资热潮中,大量资本开支并未对应真实终端需求,而是通过不透明融资结构自我循环,存在系统性高估风险。空头仓位全面扩张,超过组合21%Burry本周加码做空了英伟达、甲骨文、Palantir、Nebius和卡特彼勒。其空头股票仓位(不含看跌期权)目前已超过整体投资组合的21%。与此同时,他也在多头方向积累仓位。他以30美元中段价格加仓Birkenstock(BIRK),称已建成完整仓位;以5美元中段加仓房地美(Freddie Mac,FMCC),并表示在房利美(Fannie Mae)持有大额仓位。从更长周期看,Burry今年的多空策略承受着明显的市场压力。截至目前,他做空的英伟达年内累计上涨逾12%,Nebius更飙涨逾150%;而他做多的Palantir年内下跌近5%,甲骨文跌逾23%。在交易层面持续承压的背景下,其Substack付费订阅通讯\"Cassandra Unchained\"上线231天已突破30万订阅者,按年费379美元测算,理论年收入约1.137亿美元,成为其另一条引人关注的收益线。","news_type":1,"symbols_score_info":{"ROM":0.6,"FDTX":0.6,"CLSE":0.6,"NVDD":0.6,"SNVD.UK":0.6,"GAMR":0.6,"CNEQ":0.6,"ABFL":0.6,"NVDY":0.6,"ESUM":0.6,"XLK":0.6,"CHAT":0.6,"NVDS":0.6,"TTXU":0.6,"ESLG":0.6,"NVDU":0.6,"TTEQ":0.6,"SMH":0.6,"SNPE":0.6,"NVIW.SI":0.6,"NVDG":0.6,"NVDW":0.6,"AIFD":0.6,"SMHX":0.6,"ILDR":0.6,"NVDX":0.6,"TRFK":0.6,"THMR":0.6,"EFIV":0.6,"ARTY":0.6,"JGRO":0.6,"NVDA":1.5,"NVDQ":0.6,"NVDL":0.6,"FTEC":0.6,"ANV":0.6,"2NVD.UK":0.6,"AIPI":0.6,"NVDO":0.6,"TEK":0.6,"AGOX":0.6,"NVD":0.6,"NULC":0.6,"NVII":0.6,"IXN":0.6,"TYLG":0.6,"VGT":0.6,"NVDB":0.6,"DIPS":0.6,"VT":0.6}},"isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583621238023552,"gmtCreate":1783517160847,"gmtModify":1783518115016,"author":{"id":"4210900106840100","authorId":"4210900106840100","name":"Smile0703","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210900106840100","idStr":"4210900106840100"},"themes":[],"title":"","htmlText":"能不能直接开打别打嘴炮,好困","listText":"能不能直接开打别打嘴炮,好困","text":"能不能直接开打别打嘴炮,好困","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583621238023552","repostId":"2649999612","repostType":2,"repost":{"id":"2649999612","kind":"live","pubTimestamp":1783516948,"share":"https://www.laohunote.com/m/news/2649999612?lang=zh_CN&edition=full","pubTime":"2026-07-08 21:22","market":"other","language":"zh","title":"伊朗方面表示,将对各类挑衅行径作出即时反击。","url":"https://stock-news.laohu8.com/highlight/detail?id=2649999612","media":"智通财经","summary":"伊朗方面表示,将对各类挑衅行径作出即时反击。","content":"<html><body><div>\n<div>\r\n 伊朗方面表示,将对各类挑衅行径作出即时反击。 </div>\n</div></body></html>","source":"live_zhitongcaijing","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>伊朗方面表示,将对各类挑衅行径作出即时反击。</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; 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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伊朗方面表示,将对各类挑衅行径作出即时反击。\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-08 21:22 北京时间 <a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伊朗方面表示,将对各类挑衅行径作出即时反击。</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2649999612","content_text":"伊朗方面表示,将对各类挑衅行径作出即时反击。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":610854793024160,"gmtCreate":1790153671878,"gmtModify":1790155171334,"author":{"id":"4210900106840100","authorId":"4210900106840100","name":"Smile0703","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210900106840100","idStr":"4210900106840100"},"themes":[],"title":"","htmlText":"到时别又开看涨期权对冲啊,笑死人😅😅😅","listText":"到时别又开看涨期权对冲啊,笑死人😅😅😅","text":"到时别又开看涨期权对冲啊,笑死人😅😅😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/610854793024160","repostId":"2669049171","repostType":2,"repost":{"id":"2669049171","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":1790133129,"share":"https://www.laohunote.com/m/news/2669049171?lang=zh_CN&edition=full","pubTime":"2026-09-23 11:12","market":"us","language":"zh","title":"大空头Burry加码做空美光、Nebius,逻辑是“内存供应激增,价格将面临下行压力”","url":"https://stock-news.laohu8.com/highlight/detail?id=2669049171","media":"华尔街见闻","summary":"Michael Burry高调加码做空美光、Palantir及半导体ETF,并直言\"规模相当大\"。其核心逻辑:三星、海力士、美光为满足AI对HBM的需求而压缩普通DRAM产能造成了了短缺;如今产能正在增加,供给过剩的达摩克利斯之剑已悬于市场头顶。宏碁CEO的库存预警,让他愈发确信内存周期已然见顶。","content":"<html><head></head><body><p>因坚信内存市场供需格局正在逆转,Michael Burry大幅扩大了对半导体板块的空头押注。</p>\n<p>据Burry本人在Substack发文披露,他已进一步加码做空美光科技、AI基础设施公司Nebius、<a href=\"https://laohu8.com/S/EEMA\">iShares</a>半导体ETF以及Palantir,并强调此次操作"规模相当大"。此举的直接导火索,是宏碁CEO陈俊圣公开警告称,<strong>内存库存正在积累,新增供应将逐步冲击市场,并预计价格压力将于2027年底前后显现。</strong></p>\n<p>上述消息并未阻止相关股票短线上涨——美光股价当日盘中涨逾2%,SOXX上涨约1.5%,Nebius和Palantir亦小幅走高。这意味着Burry的空头仓位在短期内承压,但他表示,宏碁CEO的表态"与我所相信的判断相吻合"。</p>\n<h2>做空逻辑:AI拉动HBM需求,但普通内存供给正在反弹</h2>\n<p>Burry的核心论点在于,此前内存市场的短缺并非需求端的结构性繁荣,而是供给端的阶段性错位。他在文中解释称,<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>和美光等主要厂商为满足AI数据中心对高带宽内存(HBM)的旺盛需求,将大量产能从传统DRAM转向HBM,由此造成普通内存的供应紧张。</p>\n<p><strong>然而,随着厂商逐步将普通内存产能恢复,叠加全球多个地区的新增供应陆续释放,Burry认为,"正常DRAM"的产量正在回升,供需缺口将逐步收窄,并最终对价格形成下行压力。</strong></p>\n<p>宏碁CEO陈俊圣的表态为这一逻辑提供了新的佐证。Chen在接受采访时指出,内存库存已在积累,来自多个地区的供应商正在向市场释放更多产能,这将挑战"当前短缺将持续数年"的主流预期。Burry引用该采访后写道,尽管解读这一消息"充满不确定性",但其方向与自己的判断一致。</p>\n<h2>空头布局:从英伟达到美光,押注范围持续扩大</h2>\n<p>Burry对半导体板块的看空布局并非一蹴而就。据披露,其旗下Scion Asset Management在2025年第三季度就已建立英伟达(NVDA)和Palantir的大额看跌期权仓位,彼时该基金随后宣告关闭。</p>\n<p><strong>进入2026年,Burry以个人名义延续并扩大了这一交易。</strong>2026年6月下旬,他做空英伟达、应用材料(AMAT)及iShares半导体ETF,并将SOXX看跌期权展期至2027年3月。两天后,他将美光科技纳入做空标的,以约1051美元的价格直接建立空头仓位,并解释称选择直接做空而非买入看跌期权,是因为美光的期权权利金过于昂贵。</p>\n<p>此次加码,是Burry在上述基础上的进一步强化,标志着他对内存周期见顶的判断愈发坚定。</p>\n<h2>散户情绪与Burry判断相左</h2>\n<p>从市场即时反应来看,散户投资者对Burry的看空逻辑并不买账。据Stocktwits数据,美光和SOXX的零售情绪在Burry发文当日均处于"看多"区间,Nebius的零售情绪同样偏多,仅Palantir的散户情绪显示为"看空"。</p>\n<p>这一分歧折射出当前市场对AI相关半导体股票的整体乐观预期,与Burry所押注的供给过剩、价格下行逻辑形成直接对立。对于投资者而言,核心问题在于:半导体行业的产能扩张,究竟何时才会真正追上需求——而这正是Burry整个交易逻辑的关键变量。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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}\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加码做空美光、Nebius,逻辑是“内存供应激增,价格将面临下行压力”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-09-23 11:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>因坚信内存市场供需格局正在逆转,Michael Burry大幅扩大了对半导体板块的空头押注。</p>\n<p>据Burry本人在Substack发文披露,他已进一步加码做空美光科技、AI基础设施公司Nebius、<a href=\"https://laohu8.com/S/EEMA\">iShares</a>半导体ETF以及Palantir,并强调此次操作"规模相当大"。此举的直接导火索,是宏碁CEO陈俊圣公开警告称,<strong>内存库存正在积累,新增供应将逐步冲击市场,并预计价格压力将于2027年底前后显现。</strong></p>\n<p>上述消息并未阻止相关股票短线上涨——美光股价当日盘中涨逾2%,SOXX上涨约1.5%,Nebius和Palantir亦小幅走高。这意味着Burry的空头仓位在短期内承压,但他表示,宏碁CEO的表态"与我所相信的判断相吻合"。</p>\n<h2>做空逻辑:AI拉动HBM需求,但普通内存供给正在反弹</h2>\n<p>Burry的核心论点在于,此前内存市场的短缺并非需求端的结构性繁荣,而是供给端的阶段性错位。他在文中解释称,<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>和美光等主要厂商为满足AI数据中心对高带宽内存(HBM)的旺盛需求,将大量产能从传统DRAM转向HBM,由此造成普通内存的供应紧张。</p>\n<p><strong>然而,随着厂商逐步将普通内存产能恢复,叠加全球多个地区的新增供应陆续释放,Burry认为,"正常DRAM"的产量正在回升,供需缺口将逐步收窄,并最终对价格形成下行压力。</strong></p>\n<p>宏碁CEO陈俊圣的表态为这一逻辑提供了新的佐证。Chen在接受采访时指出,内存库存已在积累,来自多个地区的供应商正在向市场释放更多产能,这将挑战"当前短缺将持续数年"的主流预期。Burry引用该采访后写道,尽管解读这一消息"充满不确定性",但其方向与自己的判断一致。</p>\n<h2>空头布局:从英伟达到美光,押注范围持续扩大</h2>\n<p>Burry对半导体板块的看空布局并非一蹴而就。据披露,其旗下Scion Asset Management在2025年第三季度就已建立英伟达(NVDA)和Palantir的大额看跌期权仓位,彼时该基金随后宣告关闭。</p>\n<p><strong>进入2026年,Burry以个人名义延续并扩大了这一交易。</strong>2026年6月下旬,他做空英伟达、应用材料(AMAT)及iShares半导体ETF,并将SOXX看跌期权展期至2027年3月。两天后,他将美光科技纳入做空标的,以约1051美元的价格直接建立空头仓位,并解释称选择直接做空而非买入看跌期权,是因为美光的期权权利金过于昂贵。</p>\n<p>此次加码,是Burry在上述基础上的进一步强化,标志着他对内存周期见顶的判断愈发坚定。</p>\n<h2>散户情绪与Burry判断相左</h2>\n<p>从市场即时反应来看,散户投资者对Burry的看空逻辑并不买账。据Stocktwits数据,美光和SOXX的零售情绪在Burry发文当日均处于"看多"区间,Nebius的零售情绪同样偏多,仅Palantir的散户情绪显示为"看空"。</p>\n<p>这一分歧折射出当前市场对AI相关半导体股票的整体乐观预期,与Burry所押注的供给过剩、价格下行逻辑形成直接对立。对于投资者而言,核心问题在于:半导体行业的产能扩张,究竟何时才会真正追上需求——而这正是Burry整个交易逻辑的关键变量。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d782f3a7e089042d5a3cab51b88bdbfc","relate_stocks":{"TINY":"ProShares Nanotechnology ETF","NVC":"Corgi NVDA 2x Daily ETF","AIPI":"REX AI EQUITY PREMIUM INCOME ETF","ESLG":"Eventide Large Cap Growth ETF","SHOC":"Strive U.S. Semiconductor ETF","NVD":"2倍做空NVDA ETF-GraniteShares","NVDB":"ProShares Ultra NVDA ETF","AIQ":"Global X Artificial Intelligence & Technology ETF","LFGY":"YieldMax Crypto Industry and Tech Portfolio Option Income ETF","NVDD":"1倍做空NVDA ETF-Direxion","DRMY":"XFUNDS Memory Income ETF","AMAT":"应用材料","FXL":"First Trust Technology AlphaDEX Fund","PSI":"INVESCO SEMICONDUCTORS ETF","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDQ":"2倍做空NVDA ETF-T-Rex","3NVD.UK":"LS 3X NVIDIA","BOBP":"CORE16 Best of Breed Premier Index ETF","NVDS":"1.5倍做空NVDA ETF-Tradr","AIS":"VistaShares Artificial Intelligence Supercycle ETF","ESUM":"EVENTIDE US MARKET ETF","NVDU":"2倍做多NVDA ETF-Direxion","TYLG":"GLOBAL X INFORMATION TECHNOLOGY COVERED CALL & GROWTH ETF","SMH":"半导体指数ETF-HOLDRs","QQQG":"Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF","NVDW":"NVDA周配息ETF-Roundhill","VT":"世界全股市ETF-Vanguard","NVDX":"2倍做多NVDA ETF-T-Rex","2NVD.UK":"2X NVIDIA ETP","AGOX":"Adaptive Alpha Opportunities ETF","IGV":"北美软件ETF-iShares","HBMX":"Tuttle Capital Concentrated Memory Stack ETF","07788":"南方两倍做多英伟达","NVDY":"NVDA期权收益策略ETF-YieldMax","TTEQ":"T. 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Innovation and Tech Active ETF","MU":"美光科技","MUG":"Leverage Shares 2X Long MU Daily ETF","SOXX":"iShares费城交易所半导体ETF","SOXY":"YieldMax Target 12 Semiconductor Option Income ETF","USXF":"iShares ESG Advanced MSCI USA ETF","USD":"ProShares Ultra Semiconductors","MULL":"2倍做多MU ETF-GraniteShares","ANV":"GraniteShares Autocallable NVDA ETF","CNEQ":"Alger Concentrated Equity ETF","XLK":"高科技指数ETF-SPDR","EGGY":"NESTYIELD DYNAMIC INCOME SHIELD ETF","ABFL":"ABACUS FCF LEADERS ETF","EPAI":"Harbor AI Inflection Strategy ETF","07388":"南方两倍做空英伟达","VGT":"信息技术ETF-Vanguard"},"source_url":"https://wallstreetcn.com/articles/3782343","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2669049171","content_text":"因坚信内存市场供需格局正在逆转,Michael Burry大幅扩大了对半导体板块的空头押注。\n据Burry本人在Substack发文披露,他已进一步加码做空美光科技、AI基础设施公司Nebius、iShares半导体ETF以及Palantir,并强调此次操作\"规模相当大\"。此举的直接导火索,是宏碁CEO陈俊圣公开警告称,内存库存正在积累,新增供应将逐步冲击市场,并预计价格压力将于2027年底前后显现。\n上述消息并未阻止相关股票短线上涨——美光股价当日盘中涨逾2%,SOXX上涨约1.5%,Nebius和Palantir亦小幅走高。这意味着Burry的空头仓位在短期内承压,但他表示,宏碁CEO的表态\"与我所相信的判断相吻合\"。\n做空逻辑:AI拉动HBM需求,但普通内存供给正在反弹\nBurry的核心论点在于,此前内存市场的短缺并非需求端的结构性繁荣,而是供给端的阶段性错位。他在文中解释称,三星、SK海力士和美光等主要厂商为满足AI数据中心对高带宽内存(HBM)的旺盛需求,将大量产能从传统DRAM转向HBM,由此造成普通内存的供应紧张。\n然而,随着厂商逐步将普通内存产能恢复,叠加全球多个地区的新增供应陆续释放,Burry认为,\"正常DRAM\"的产量正在回升,供需缺口将逐步收窄,并最终对价格形成下行压力。\n宏碁CEO陈俊圣的表态为这一逻辑提供了新的佐证。Chen在接受采访时指出,内存库存已在积累,来自多个地区的供应商正在向市场释放更多产能,这将挑战\"当前短缺将持续数年\"的主流预期。Burry引用该采访后写道,尽管解读这一消息\"充满不确定性\",但其方向与自己的判断一致。\n空头布局:从英伟达到美光,押注范围持续扩大\nBurry对半导体板块的看空布局并非一蹴而就。据披露,其旗下Scion Asset Management在2025年第三季度就已建立英伟达(NVDA)和Palantir的大额看跌期权仓位,彼时该基金随后宣告关闭。\n进入2026年,Burry以个人名义延续并扩大了这一交易。2026年6月下旬,他做空英伟达、应用材料(AMAT)及iShares半导体ETF,并将SOXX看跌期权展期至2027年3月。两天后,他将美光科技纳入做空标的,以约1051美元的价格直接建立空头仓位,并解释称选择直接做空而非买入看跌期权,是因为美光的期权权利金过于昂贵。\n此次加码,是Burry在上述基础上的进一步强化,标志着他对内存周期见顶的判断愈发坚定。\n散户情绪与Burry判断相左\n从市场即时反应来看,散户投资者对Burry的看空逻辑并不买账。据Stocktwits数据,美光和SOXX的零售情绪在Burry发文当日均处于\"看多\"区间,Nebius的零售情绪同样偏多,仅Palantir的散户情绪显示为\"看空\"。\n这一分歧折射出当前市场对AI相关半导体股票的整体乐观预期,与Burry所押注的供给过剩、价格下行逻辑形成直接对立。对于投资者而言,核心问题在于:半导体行业的产能扩张,究竟何时才会真正追上需求——而这正是Burry整个交易逻辑的关键变量。","news_type":1,"symbols_score_info":{"IETC":0.6,"AIPI":0.6,"NVDS":0.6,"BAI":0.6,"TTXU":0.6,"LFGY":0.6,"WLDR":0.6,"VGT":0.6,"PLTW":0.6,"RULE":0.6,"TEK":0.6,"NVD2.UK":0.6,"AIS":0.6,"SOXX":1.88,"09788":0.6,"CMAG":0.6,"AIQ":0.6,"IGV":0.6,"NVDS.UK":0.6,"GAMR":0.6,"SMU00main":0.6,"SMH":0.6,"ARTY":0.6,"FTXL":0.6,"CHPS":0.6,"SMHX":0.6,"PLTU":0.6,"THMR":0.6,"PLTD":0.6,"WISE":0.6,"SNPE":0.6,"MIC":0.6,"SOXS":0.6,"VT":0.6,"EFIV":0.6,"AMA":0.6,"NVDQ":0.6,"TINY":0.6,"EPAI":0.6,"CHPX":0.6,"JGRO":0.6,"EMSF":0.6,"SHOC":0.6,"EGGY":0.6,"SNVDAmain":0.6,"09388":0.6,"NVDU":0.6,"USD":0.6,"LEGR":0.6,"MU":1.96,"TYLG":0.6,"PLTY":0.6,"SPTE":0.6,"DISK":0.6,"PSI":0.6,"BOBP":0.6,"GUNZ":0.6,"NVDY":0.6,"USXF":0.6,"SOXY":0.6,"RDVY":0.6,"ESLG":0.6,"NULC":0.6,"NVDX":0.6,"CGGO":0.6,"PLOO":0.6,"2NVD.UK":0.6,"NVDB":0.6,"AIFD":0.6,"FDTX":0.6,"NVDA":1.87,"NVDL":0.6,"FXL":0.6,"PLT":0.6,"RDVI":0.6,"SOXL":0.6,"XNTK":0.6,"NVIW.SI":0.6,"PLTI":0.6,"FAI":0.6,"EYES":0.6,"PLTG":0.6,"ROM":0.6,"TTEQ":0.6,"ESUM":0.6,"CNEQ":0.6,"PLTL":0.6,"PLTA":0.6,"ILDR":0.6,"PTF":0.6,"HBMX":0.6,"IXN":0.6,"PLYY":0.6,"QQQG":0.6,"CHAT":0.6,"SPLTRmain":0.6,"NVDD":0.6,"XLK":0.6,"NVYY":0.6,"DIPS":0.6,"WUGI":0.6,"SOXQ":0.6,"SHLD":0.6,"PLTR":1.85,"AGOX":0.6,"MULL":0.6,"3NVD.UK":0.6,"NVD":0.6,"SNVD.UK":0.6,"NVDO":0.6,"FTEC":0.6,"MUYY":0.6,"CLSE":0.6,"TRFK":0.6,"METV":0.6,"NVDW":0.6,"NVDG":0.6,"MUU":0.6,"PTIR":0.6,"07388":0.6,"DRMY":0.6,"AMAU":0.6,"MUD":0.6,"ANV":0.6,"ABFL":0.6,"TDV":0.6,"NVII":0.6,"PLTZ":0.6,"AMAT":1.81,"NVC":0.6,"07788":0.6,"MUZ":0.6,"NVD3.UK":0.6,"APMI":0.6,"MUG":0.6}},"isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3486519042189695","authorId":"3486519042189695","name":"helpless","avatar":"https://static.laohu8.com/271fd56cdc2cd348b1eeb8259a8bdd7a","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"3486519042189695","idStr":"3486519042189695"},"content":"他有点发狂了 [呆住]","text":"他有点发狂了 [呆住]","html":"他有点发狂了 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17:33","market":"us","language":"zh","title":"SK海力士盘前跌幅扩大至3%,消息称SK海力士正考虑在龙仁和光州同步推进投资","url":"https://stock-news.laohu8.com/highlight/detail?id=1112990475","media":"老虎资讯综合","summary":"据报道,SK海力士正在加大光州西南地区半导体生产基地的投资力度。据了解,公司内部正在探讨将龙仁半导体集群与光州投资并行推进的方案。由于龙仁项目是长期投资和建设工程,公司正在制定统筹规划,在兼顾光州实际情况的同时,推进与龙仁集中投资并行的投资方案。据悉,目前正在讨论是将原计划投入龙仁新工厂的部分设备分配给光州,还是为光州额外订购新设备,具体将视情况而定。","content":"<html><head></head><body><p style=\"text-align: left;\">SK海力士盘前跌幅扩大至3%,消息称SK海力士正考虑在龙仁和光州同步推进投资。</p><p style=\"text-align: left;\"><span>据报道,SK海力士正在加大光州西南地区半导体生产基地的投资力度。据了解,公司内部正在探讨将龙仁半导体集群与光州投资并行推进的方案。由于龙仁项目是长期投资和建设工程,公司正在制定统筹规划,在兼顾光州实际情况的同时,推进与龙仁集中投资并行的投资方案。据悉,目前正在讨论是将原计划投入龙仁新工厂的部分设备分配给光州,还是为光州额外订购新设备,具体将视情况而定。进度方面,预计将从2027年起对光州军用机场用地进行整备并启动基础施工,目标在2029年完成第一座晶圆厂的竣工。龙仁新工厂的投资也按计划推进中,据业界透露,SK海力士的目标是第一座工厂的1期洁净室于2027年2月启用,2期于同年8月启用。</span></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>SK海力士盘前跌幅扩大至3%,消息称SK海力士正考虑在龙仁和光州同步推进投资</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; 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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\">2026-09-03 17:33</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;\">SK海力士盘前跌幅扩大至3%,消息称SK海力士正考虑在龙仁和光州同步推进投资。</p><p style=\"text-align: left;\"><span>据报道,SK海力士正在加大光州西南地区半导体生产基地的投资力度。据了解,公司内部正在探讨将龙仁半导体集群与光州投资并行推进的方案。由于龙仁项目是长期投资和建设工程,公司正在制定统筹规划,在兼顾光州实际情况的同时,推进与龙仁集中投资并行的投资方案。据悉,目前正在讨论是将原计划投入龙仁新工厂的部分设备分配给光州,还是为光州额外订购新设备,具体将视情况而定。进度方面,预计将从2027年起对光州军用机场用地进行整备并启动基础施工,目标在2029年完成第一座晶圆厂的竣工。龙仁新工厂的投资也按计划推进中,据业界透露,SK海力士的目标是第一座工厂的1期洁净室于2027年2月启用,2期于同年8月启用。</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3299f0aa430f44d45729a266d0f7b350","relate_stocks":{"SKHL":"Direxion Daily SK Hynix Bull 2X 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Shares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112990475","content_text":"SK海力士盘前跌幅扩大至3%,消息称SK海力士正考虑在龙仁和光州同步推进投资。据报道,SK海力士正在加大光州西南地区半导体生产基地的投资力度。据了解,公司内部正在探讨将龙仁半导体集群与光州投资并行推进的方案。由于龙仁项目是长期投资和建设工程,公司正在制定统筹规划,在兼顾光州实际情况的同时,推进与龙仁集中投资并行的投资方案。据悉,目前正在讨论是将原计划投入龙仁新工厂的部分设备分配给光州,还是为光州额外订购新设备,具体将视情况而定。进度方面,预计将从2027年起对光州军用机场用地进行整备并启动基础施工,目标在2029年完成第一座晶圆厂的竣工。龙仁新工厂的投资也按计划推进中,据业界透露,SK海力士的目标是第一座工厂的1期洁净室于2027年2月启用,2期于同年8月启用。","news_type":1,"symbols_score_info":{"SKHZ":0.6,"SKHX":0.6,"SKDD":0.6,"SKHY":2,"SK":0.6,"SKHA":0.6,"SKUU":0.6,"SKHL":0.6,"07709":0.6,"SKHN":0.6,"SKHU":0.6,"HYNX":0.6}},"isVote":1,"tweetType":1,"viewCount":714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607676806354096,"gmtCreate":1789382182256,"gmtModify":1789382184264,"author":{"id":"4210900106840100","authorId":"4210900106840100","name":"Smile0703","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210900106840100","idStr":"4210900106840100"},"themes":[],"title":"","htmlText":"做空被爆头以后转做多,结果又被三巨头爆头[开心] [开心] [开心] ","listText":"做空被爆头以后转做多,结果又被三巨头爆头[开心] [开心] [开心] ","text":"做空被爆头以后转做多,结果又被三巨头爆头[开心] [开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607676806354096","repostId":"1187603705","repostType":2,"repost":{"id":"1187603705","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":1789379463,"share":"https://www.laohunote.com/m/news/1187603705?lang=zh_CN&edition=full","pubTime":"2026-09-14 17:51","market":"us","language":"zh","title":"“大空头”Burry狠批AI巨头呼吁放缓研发:纯属自私自利,为IPO造势炒作,遮掩增长乏力困境","url":"https://stock-news.laohu8.com/highlight/detail?id=1187603705","media":"老虎资讯综合","summary":"Michael Burry质疑OpenAI、Anthropic等AI巨头放缓AI发展的呼吁,并称这一推动“更多是为了自身利益”。Burry认为,OpenAI、Anthropic以及其他主要AI公司的相关呼吁,可能通过放缓快速发展的竞争来保护现有巨头。不过,OpenAI首席执行官Sam Altman表示,公司今年不会上市,当前进行IPO并不是合适的时机。Burry认为,这些警告也可能为“增长真正出现无法控制的放缓”提供掩护,因为相关公司的IPO似乎正在被推迟。上述言论正值多位知名AI行业人士呼吁放缓AI发展之际。","content":"<html><head></head><body><p style=\"text-align: left;\">Michael Burry质疑OpenAI、Anthropic等AI巨头放缓AI发展的呼吁,并称这一推动“更多是为了自身利益”。</p><p style=\"text-align: left;\">Burry在X上发文表示:“我们都应该花点时间想想,OpenAI、Anthropic以及其他大型超大规模云服务商的高管谈论放缓发展,到底有多么符合自身利益。”</p><p style=\"text-align: left;\">他列出了四点质疑:</p><p style=\"text-align: left;\"><strong>1.LLM并不等于AI,也不会成为AGI,没有什么AI发展需要被放缓。</strong></p><p style=\"text-align: left;\"><strong>2.竞争正在快速到来,放缓发展将有利于现有巨头。</strong></p><p style=\"text-align: left;\"><strong>3.公司准备IPO需要炒作和包装,‘我们太强大了,甚至可能变得危险’本身就是一种炒作和包装。</strong></p><p style=\"text-align: left;\"><strong>4.为增长真正失控放缓提供掩护,因为IPO可能被推迟。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fddf691d756a9cd905eba8f9b0e2f25b\" data-align=\"center\" tg-width=\"1172\" tg-height=\"524\"/><span></span></p><p style=\"text-align: left;\">Burry认为,OpenAI、Anthropic以及其他主要AI公司的相关呼吁,可能通过放缓快速发展的竞争来保护现有巨头。他同时质疑这一讨论的基础,认为大型语言模型(LLM)并不等同于人工通用智能(AGI),因此并不存在所谓“需要放缓的AI”。</p><p style=\"text-align: left;\">他还表示,随着相关公司准备上市,对“AI可能变得危险”的讨论可能有助于维持投资者的热情。</p><p style=\"text-align: left;\">OpenAI和Anthropic均于今年夏季早些时候向美国证券交易委员会(SEC)提交了IPO初步文件。不过,OpenAI首席执行官Sam Altman表示,公司今年不会上市,当前进行IPO并不是合适的时机。</p><p style=\"text-align: left;\">Burry认为,这些警告也可能为“增长真正出现无法控制的放缓”提供掩护,因为相关公司的IPO似乎正在被推迟。</p><p style=\"text-align: left;\">上述言论正值多位知名AI行业人士呼吁放缓AI发展之际。Anthropic首席执行官Dario Amodei周六在个人网站发表文章称,应该放缓提升AI模型能力的进程。OpenAI首席执行官Sam Altman随后在X上回应称:“我同意Dario的观点,我们需要控制前沿AI的发展节奏。”</p><p style=\"text-align: left;\">SpaceXAI(前身为xAI)创始人Elon Musk也在X上表示:“Dario是对的。”</p><p style=\"text-align: left;\">微软首席执行官Satya Nadella同样支持将“研究、聚焦以及有意识地控制发展节奏”作为实现AI安全对齐的设计目标。Google DeepMind首席执行官Demis Hassabis此前也支持在风险上升时,通过协调方式放缓前沿AI发展。今年7月,他曾呼吁建立由美国主导的全球AI监管机构,对全球最先进的AI模型进行审查。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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“大空头”Burry狠批AI巨头呼吁放缓研发:纯属自私自利,为IPO造势炒作,遮掩增长乏力困境\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\">2026-09-14 17:51</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;\">Michael Burry质疑OpenAI、Anthropic等AI巨头放缓AI发展的呼吁,并称这一推动“更多是为了自身利益”。</p><p style=\"text-align: left;\">Burry在X上发文表示:“我们都应该花点时间想想,OpenAI、Anthropic以及其他大型超大规模云服务商的高管谈论放缓发展,到底有多么符合自身利益。”</p><p style=\"text-align: left;\">他列出了四点质疑:</p><p style=\"text-align: left;\"><strong>1.LLM并不等于AI,也不会成为AGI,没有什么AI发展需要被放缓。</strong></p><p style=\"text-align: left;\"><strong>2.竞争正在快速到来,放缓发展将有利于现有巨头。</strong></p><p style=\"text-align: left;\"><strong>3.公司准备IPO需要炒作和包装,‘我们太强大了,甚至可能变得危险’本身就是一种炒作和包装。</strong></p><p style=\"text-align: left;\"><strong>4.为增长真正失控放缓提供掩护,因为IPO可能被推迟。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fddf691d756a9cd905eba8f9b0e2f25b\" data-align=\"center\" tg-width=\"1172\" tg-height=\"524\"/><span></span></p><p style=\"text-align: left;\">Burry认为,OpenAI、Anthropic以及其他主要AI公司的相关呼吁,可能通过放缓快速发展的竞争来保护现有巨头。他同时质疑这一讨论的基础,认为大型语言模型(LLM)并不等同于人工通用智能(AGI),因此并不存在所谓“需要放缓的AI”。</p><p style=\"text-align: left;\">他还表示,随着相关公司准备上市,对“AI可能变得危险”的讨论可能有助于维持投资者的热情。</p><p style=\"text-align: left;\">OpenAI和Anthropic均于今年夏季早些时候向美国证券交易委员会(SEC)提交了IPO初步文件。不过,OpenAI首席执行官Sam Altman表示,公司今年不会上市,当前进行IPO并不是合适的时机。</p><p style=\"text-align: left;\">Burry认为,这些警告也可能为“增长真正出现无法控制的放缓”提供掩护,因为相关公司的IPO似乎正在被推迟。</p><p style=\"text-align: left;\">上述言论正值多位知名AI行业人士呼吁放缓AI发展之际。Anthropic首席执行官Dario Amodei周六在个人网站发表文章称,应该放缓提升AI模型能力的进程。OpenAI首席执行官Sam Altman随后在X上回应称:“我同意Dario的观点,我们需要控制前沿AI的发展节奏。”</p><p style=\"text-align: left;\">SpaceXAI(前身为xAI)创始人Elon Musk也在X上表示:“Dario是对的。”</p><p style=\"text-align: left;\">微软首席执行官Satya Nadella同样支持将“研究、聚焦以及有意识地控制发展节奏”作为实现AI安全对齐的设计目标。Google DeepMind首席执行官Demis Hassabis此前也支持在风险上升时,通过协调方式放缓前沿AI发展。今年7月,他曾呼吁建立由美国主导的全球AI监管机构,对全球最先进的AI模型进行审查。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcQpg805ffqYtFs7-dZwF-KyzJ-cO0_5eLii5Cd3wSQBQw&s=10","relate_stocks":{"GOOW":"Roundhill GOOGL WeeklyPay ETF","COHC":"Corgi COHR 2x Daily ETF","GOOX":"2倍做多GOOG ETF-T-REX","COHH":"Leverage Shares 2X Long COHR Daily ETF","GOOY":"GOOGL期权收益策略ETF-YieldMax","COHQ":"Tradr 2X Short COHR Daily ETF","NVC":"Corgi NVDA 2x Daily ETF","GGLL":"2倍做多GOOGL-Direxion","COHX":"Tradr 2X Long COHR Daily ETF","NVD":"2倍做空NVDA ETF-GraniteShares","GOU":"GraniteShares 2x Long GOOGL Daily ETF","GGLS":"1倍做空GOOGL ETF-Direxion","AMZN":"亚马逊","NVDB":"ProShares Ultra NVDA ETF","DLLL":"2倍做多DELL ETF-GraniteShares","NVDD":"1倍做空NVDA ETF-Direxion","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVDL":"2倍做多NVDA ETF-GraniteShares","HPEL":"Leverage Shares 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Shares","AMDD":"1倍做空AMD ETF-Direxion","AMDG":"2倍做多AMD ETF- Leverage Shares","AVGU":"2倍做多AVGO ETF-GraniteShares","AMDL":"2倍做多AMD ETF-GraniteShares","ANV":"GraniteShares Autocallable NVDA ETF","MSFC":"2倍做多MSFT ETF-Corgi","GOGL":"2倍做多GOOGL ETF-Corgi","MUD":"1倍做空MU ETF-Direxion","AZYY":"GraniteShares YieldBOOST AMZN ETF","AVGW":"Roundhill AVGO WeeklyPay ETF","MSFD":"1倍做空MSFT ETF-Direxion","SMCY":"SMCI期权收益策略ETF-YieldMax","MUG":"Leverage Shares 2X Long MU Daily ETF","SMCZ":"2倍做空SMCI ETF-Defiance","MSFL":"2倍做多MSFT ETF-GraniteShares","AVGX":"2倍做多AVGO ETF-Defiance","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","CRD":"Corgi CRDO 2x Daily ETF","AMDW":"Roundhill AMD WeeklyPay ETF","MSFO":"MSFT期权收益策略ETF-YieldMax","SMCX":"2倍做多SMCI ETF-Defiance","AMDY":"AMD期权收益策略ETF-YieldMax","07388":"南方两倍做空英伟达","MSFU":"2倍做多MSFT ETF-Direxion","MULL":"2倍做多MU ETF-GraniteShares","MSFW":"Roundhill MSFT WeeklyPay ETF","CWVX":"2倍做多CRWV ETF-Tradr","GOOL":"Leverage Shares 2X Long GOOGL Daily ETF","CRDU":"Tradr 2X Long CRDO Daily ETF","AVL":"2倍做多AVGO ETF-Direxion","SMCC":"2倍做多SMCI ETF-Corgi","MSFX":"2倍做多MSFT ETF-T-Rex","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","SMCL":"2倍做多SMCI ETF-Graniteshares","MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187603705","content_text":"Michael Burry质疑OpenAI、Anthropic等AI巨头放缓AI发展的呼吁,并称这一推动“更多是为了自身利益”。Burry在X上发文表示:“我们都应该花点时间想想,OpenAI、Anthropic以及其他大型超大规模云服务商的高管谈论放缓发展,到底有多么符合自身利益。”他列出了四点质疑:1.LLM并不等于AI,也不会成为AGI,没有什么AI发展需要被放缓。2.竞争正在快速到来,放缓发展将有利于现有巨头。3.公司准备IPO需要炒作和包装,‘我们太强大了,甚至可能变得危险’本身就是一种炒作和包装。4.为增长真正失控放缓提供掩护,因为IPO可能被推迟。Burry认为,OpenAI、Anthropic以及其他主要AI公司的相关呼吁,可能通过放缓快速发展的竞争来保护现有巨头。他同时质疑这一讨论的基础,认为大型语言模型(LLM)并不等同于人工通用智能(AGI),因此并不存在所谓“需要放缓的AI”。他还表示,随着相关公司准备上市,对“AI可能变得危险”的讨论可能有助于维持投资者的热情。OpenAI和Anthropic均于今年夏季早些时候向美国证券交易委员会(SEC)提交了IPO初步文件。不过,OpenAI首席执行官Sam Altman表示,公司今年不会上市,当前进行IPO并不是合适的时机。Burry认为,这些警告也可能为“增长真正出现无法控制的放缓”提供掩护,因为相关公司的IPO似乎正在被推迟。上述言论正值多位知名AI行业人士呼吁放缓AI发展之际。Anthropic首席执行官Dario Amodei周六在个人网站发表文章称,应该放缓提升AI模型能力的进程。OpenAI首席执行官Sam Altman随后在X上回应称:“我同意Dario的观点,我们需要控制前沿AI的发展节奏。”SpaceXAI(前身为xAI)创始人Elon Musk也在X上表示:“Dario是对的。”微软首席执行官Satya Nadella同样支持将“研究、聚焦以及有意识地控制发展节奏”作为实现AI安全对齐的设计目标。Google DeepMind首席执行官Demis Hassabis此前也支持在风险上升时,通过协调方式放缓前沿AI发展。今年7月,他曾呼吁建立由美国主导的全球AI监管机构,对全球最先进的AI模型进行审查。","news_type":1,"symbols_score_info":{"MUYY":0.6,"DLLL":0.6,"NVDB":0.6,"COHC":0.6,"GOGL":0.6,"CRWV":2,"MSFL":0.6,"AMZP":0.6,"AMDY":0.6,"NVDL":0.6,"AMDC":0.6,"NVYY":0.6,"GOOY":0.6,"AMZY":0.6,"GOOP":0.6,"SMCX":0.6,"GOU":0.6,"MUD":0.6,"MUG":0.6,"AMYY":0.6,"MSFW":0.6,"AMZZ":0.6,"AVGU":0.6,"AMDL":0.6,"COHH":0.6,"SMCZ":0.6,"NVDS":0.6,"MSFC":0.6,"SMYY":0.6,"CRDU":0.6,"AVS":0.6,"MUU":0.6,"GOOGL":2,"AVGC":0.6,"CRWG":0.6,"GOOL":0.6,"AVGX":0.6,"AMZN":2,"NVDQ":0.6,"NVII":0.6,"GOOX":0.6,"CIEG":0.6,"AVGW":0.6,"MIC":0.6,"HPEL":0.6,"SMCY":0.6,"NVDO":0.6,"MVLL":0.6,"07388":0.6,"AVGG":0.6,"AMZG":0.6,"AZYY":0.6,"DELL":2,"COHQ":0.6,"LITX":0.6,"LITZ":0.6,"CRD":0.6,"CIEX":0.6,"AMAA":0.6,"07788":0.6,"AMZU":0.6,"CRWU":0.6,"ANET":2,"SMCL":0.6,"MSFY":0.6,"AMZD":0.6,"LITU":0.6,"NVDW":0.6,"CRWX":0.6,"NVDY":0.6,"AMZW":0.6,"AMUU":0.6,"COHX":0.6,"HPE":2,"NVDA":2,"ANV":0.6,"COHR":2,"NVDG":0.6,"NVDD":0.6,"AMDW":0.6,"GOOW":0.6,"GGLL":0.6,"AMZO":0.6,"MRVU":0.6,"MSFD":0.6,"MRVX":0.6,"LITE":2,"AVGO":2,"CWVX":0.6,"MSFT":2,"ANEL":0.6,"SMCI":2,"NVC":0.6,"AMD":2,"AVL":0.6,"MSFU":0.6,"MULL":0.6,"NVDU":0.6,"NVDX":0.6,"SMCC":0.6,"AMDD":0.6,"GGLS":0.6,"CORD":0.6,"LITG":0.6,"CRDO":2,"CWII":0.6,"LITC":0.6,"CIEN":2,"MSFX":0.6,"MUZ":0.6,"MU":2,"AMDG":0.6,"GOOG":2,"DIPS":0.6,"DAMD":0.6,"MRVL":2,"NVD":0.6,"MSFO":0.6}},"isVote":1,"tweetType":1,"viewCount":992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601250971451400,"gmtCreate":1787826767053,"gmtModify":1787829382206,"author":{"id":"4210900106840100","authorId":"4210900106840100","name":"Smile0703","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210900106840100","idStr":"4210900106840100"},"themes":[],"title":"","htmlText":"别怂啊,干嘛还做对冲[开心] [开心] [开心] [开心] ","listText":"别怂啊,干嘛还做对冲[开心] [开心] [开心] [开心] ","text":"别怂啊,干嘛还做对冲[开心] [开心] [开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601250971451400","repostId":"2662779042","repostType":2,"repost":{"id":"2662779042","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":1787819405,"share":"https://www.laohunote.com/m/news/2662779042?lang=zh_CN&edition=full","pubTime":"2026-08-27 16:30","market":"us","language":"zh","title":"“大空头”Michael Burry买入英伟达看涨期权“对冲”,同时加码做空","url":"https://stock-news.laohu8.com/highlight/detail?id=2662779042","media":"华尔街见闻","summary":"Burry在社交平台Substack中披露,英伟达财报前买入12月到期、行权价200美元中高区间的看涨期权(占组合3.5%-4%),但强调这仅用于“对冲其空头敞口”而非看多。他认为英伟达垄断优势难持久且AI资本开支将挤压回报,目前其做空英伟达、甲骨文等多只股票的空头仓位已超投资组合的21%。","content":"<html><head></head><body><blockquote><p>Michael Burry在Substack披露,他在财报前买入了英伟达12月到期的看涨期权(行权价200多美元中高段,占组合3.5%-4%),但强调这仅为“对冲”而非看多。同时,他目前做空英伟达、甲骨文等多只股票的空头仓位已超组合的21%,因其认为英伟达垄断难持久、资本开支将挤压回报。</p></blockquote><p style=\"text-align: justify;\">英伟达财报前夕,长期看空者Michael Burry罕见出手买入该股看涨期权,但他明确表示这不过是一次"对冲",其看空立场依然未变。</p><p style=\"text-align: justify;\">据StockTwits 27日报道,Burry在社交平台Substack中披露,<strong>已买入12月到期、行权价位于200美元中高区间的英伟达看涨期权,并将该仓位定性为对冲其庞大空头敞口的工具。</strong></p><p style=\"text-align: justify;\">与此同时,<strong>他进一步加码做空英伟达、甲骨文(Oracle)、Palantir、Nebius和卡特彼勒(Caterpillar),目前其空头股票仓位(不含看跌期权)已超过整体投资组合的21%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0064e6fee69bedad1c0a7a4ab36141d9\" tg-width=\"1024\" tg-height=\"1039\"/></p><p style=\"text-align: justify;\"><strong>面对这种“一边加码做空、一边买看涨期权”的操作,Burry特别澄清这并非看好股价:</strong>“我做这笔交易并不是为了靠上涨获利。”他表示,如果不是自己手中握有庞大的做空和看跌期权(Put)头寸,他根本不会买入看涨期权。买看涨期权虽然支付了权利金,但已被其做空头寸的收益完全抵消。目前这笔涨期权仓位约占其投资组合的3.5%至4%。</p><p style=\"text-align: justify;\">而这种"Buying Calls as Hedge against a massive Short"的期权组合策略,本质上是在"扩大做空规模"的同时,花了一小笔钱买了一份"防暴涨保险",其整体的实际空头头寸(Short Position)反而是在增加的。</p><p style=\"text-align: justify;\">他坦言,历史上他在财报前围绕空头仓位使用此类策略,但承认"过往记录并不出色"。他同时指出,英伟达近期财报后的股价走势"跌多涨少",而即将公布的财报结果"不过是一次掷硬币"。"市场并不相信,"他写道,"今天或许会暂时重建信心,但也只是暂时的。"</p><h2 id=\"c4b9bca\">估值逻辑:垄断优势将尽,盈利面临冲击</h2><p style=\"text-align: justify;\">尽管Burry承认英伟达表面上市盈率偏低、且坐拥垄断定价权,看似"明显低估",但他认为这一表象具有误导性。</p><p style=\"text-align: justify;\">他的核心论点在于:<strong>英伟达的垄断地位存续时间将短于市场预期,盈利利润率随之下滑;公司"不会向股东分配足够的回报",资本将更多流向资本开支和多元化投资;而其在"泡沫顶部附近及穿越顶部"的持续投入,可能在"并不遥远的未来"导致盈利出现"惊人的下滑"。</strong></p><p style=\"text-align: justify;\">他将英伟达AI扩张与安然的融资结构相提并论,并此前在Substack发文指出,当前AI基础设施投资热潮中,大量资本开支并未对应真实终端需求,而是通过不透明融资结构自我循环,存在系统性高估风险。</p><h2 id=\"21\">空头仓位全面扩张,超过组合21%</h2><p style=\"text-align: justify;\"><strong>Burry本周加码做空了英伟达、甲骨文、Palantir、Nebius和卡特彼勒。其空头股票仓位(不含看跌期权)目前已超过整体投资组合的21%。</strong></p><p style=\"text-align: justify;\">与此同时,他也在多头方向积累仓位。他以30美元中段价格加仓Birkenstock(BIRK),称已建成完整仓位;以5美元中段加仓房地美(Freddie Mac,FMCC),并表示在房利美(Fannie Mae)持有大额仓位。</p><p style=\"text-align: justify;\">从更长周期看,Burry今年的多空策略承受着明显的市场压力。截至目前,他做空的英伟达年内累计上涨逾12%,Nebius更飙涨逾150%;而他做多的Palantir年内下跌近5%,甲骨文跌逾23%。</p><p style=\"text-align: justify;\">在交易层面持续承压的背景下,其Substack付费订阅通讯"Cassandra Unchained"上线231天已突破30万订阅者,按年费379美元测算,理论年收入约1.137亿美元,成为其另一条引人关注的收益线。</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”Michael Burry买入英伟达看涨期权“对冲”,同时加码做空</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{ 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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”Michael Burry买入英伟达看涨期权“对冲”,同时加码做空\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-08-27 16:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>Michael Burry在Substack披露,他在财报前买入了英伟达12月到期的看涨期权(行权价200多美元中高段,占组合3.5%-4%),但强调这仅为“对冲”而非看多。同时,他目前做空英伟达、甲骨文等多只股票的空头仓位已超组合的21%,因其认为英伟达垄断难持久、资本开支将挤压回报。</p></blockquote><p style=\"text-align: justify;\">英伟达财报前夕,长期看空者Michael Burry罕见出手买入该股看涨期权,但他明确表示这不过是一次"对冲",其看空立场依然未变。</p><p style=\"text-align: justify;\">据StockTwits 27日报道,Burry在社交平台Substack中披露,<strong>已买入12月到期、行权价位于200美元中高区间的英伟达看涨期权,并将该仓位定性为对冲其庞大空头敞口的工具。</strong></p><p style=\"text-align: justify;\">与此同时,<strong>他进一步加码做空英伟达、甲骨文(Oracle)、Palantir、Nebius和卡特彼勒(Caterpillar),目前其空头股票仓位(不含看跌期权)已超过整体投资组合的21%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0064e6fee69bedad1c0a7a4ab36141d9\" tg-width=\"1024\" tg-height=\"1039\"/></p><p style=\"text-align: justify;\"><strong>面对这种“一边加码做空、一边买看涨期权”的操作,Burry特别澄清这并非看好股价:</strong>“我做这笔交易并不是为了靠上涨获利。”他表示,如果不是自己手中握有庞大的做空和看跌期权(Put)头寸,他根本不会买入看涨期权。买看涨期权虽然支付了权利金,但已被其做空头寸的收益完全抵消。目前这笔涨期权仓位约占其投资组合的3.5%至4%。</p><p style=\"text-align: justify;\">而这种"Buying Calls as Hedge against a massive Short"的期权组合策略,本质上是在"扩大做空规模"的同时,花了一小笔钱买了一份"防暴涨保险",其整体的实际空头头寸(Short Position)反而是在增加的。</p><p style=\"text-align: justify;\">他坦言,历史上他在财报前围绕空头仓位使用此类策略,但承认"过往记录并不出色"。他同时指出,英伟达近期财报后的股价走势"跌多涨少",而即将公布的财报结果"不过是一次掷硬币"。"市场并不相信,"他写道,"今天或许会暂时重建信心,但也只是暂时的。"</p><h2 id=\"c4b9bca\">估值逻辑:垄断优势将尽,盈利面临冲击</h2><p style=\"text-align: justify;\">尽管Burry承认英伟达表面上市盈率偏低、且坐拥垄断定价权,看似"明显低估",但他认为这一表象具有误导性。</p><p style=\"text-align: justify;\">他的核心论点在于:<strong>英伟达的垄断地位存续时间将短于市场预期,盈利利润率随之下滑;公司"不会向股东分配足够的回报",资本将更多流向资本开支和多元化投资;而其在"泡沫顶部附近及穿越顶部"的持续投入,可能在"并不遥远的未来"导致盈利出现"惊人的下滑"。</strong></p><p style=\"text-align: justify;\">他将英伟达AI扩张与安然的融资结构相提并论,并此前在Substack发文指出,当前AI基础设施投资热潮中,大量资本开支并未对应真实终端需求,而是通过不透明融资结构自我循环,存在系统性高估风险。</p><h2 id=\"21\">空头仓位全面扩张,超过组合21%</h2><p style=\"text-align: justify;\"><strong>Burry本周加码做空了英伟达、甲骨文、Palantir、Nebius和卡特彼勒。其空头股票仓位(不含看跌期权)目前已超过整体投资组合的21%。</strong></p><p style=\"text-align: justify;\">与此同时,他也在多头方向积累仓位。他以30美元中段价格加仓Birkenstock(BIRK),称已建成完整仓位;以5美元中段加仓房地美(Freddie Mac,FMCC),并表示在房利美(Fannie Mae)持有大额仓位。</p><p style=\"text-align: justify;\">从更长周期看,Burry今年的多空策略承受着明显的市场压力。截至目前,他做空的英伟达年内累计上涨逾12%,Nebius更飙涨逾150%;而他做多的Palantir年内下跌近5%,甲骨文跌逾23%。</p><p style=\"text-align: justify;\">在交易层面持续承压的背景下,其Substack付费订阅通讯"Cassandra Unchained"上线231天已突破30万订阅者,按年费379美元测算,理论年收入约1.137亿美元,成为其另一条引人关注的收益线。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/71cd54827eeee4802f0d242902de8bb3","relate_stocks":{"NVDB":"ProShares Ultra NVDA ETF","TEK":"iShares Technology Opportunities Active ETF","SMHX":"VanEck Fabless Semiconductor ETF","NVII":"Rex NVDA Growth & Income ETF","NVDD":"1倍做空NVDA ETF-Direxion","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","IXN":"iShares Trust S&P Global 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Rowe Price Technology ETF","TRFK":"PACER DATA AND DIGITAL REVOLUTION ETF"},"source_url":"https://wallstreetcn.com/articles/3780433","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2662779042","content_text":"Michael Burry在Substack披露,他在财报前买入了英伟达12月到期的看涨期权(行权价200多美元中高段,占组合3.5%-4%),但强调这仅为“对冲”而非看多。同时,他目前做空英伟达、甲骨文等多只股票的空头仓位已超组合的21%,因其认为英伟达垄断难持久、资本开支将挤压回报。英伟达财报前夕,长期看空者Michael Burry罕见出手买入该股看涨期权,但他明确表示这不过是一次\"对冲\",其看空立场依然未变。据StockTwits 27日报道,Burry在社交平台Substack中披露,已买入12月到期、行权价位于200美元中高区间的英伟达看涨期权,并将该仓位定性为对冲其庞大空头敞口的工具。与此同时,他进一步加码做空英伟达、甲骨文(Oracle)、Palantir、Nebius和卡特彼勒(Caterpillar),目前其空头股票仓位(不含看跌期权)已超过整体投资组合的21%。面对这种“一边加码做空、一边买看涨期权”的操作,Burry特别澄清这并非看好股价:“我做这笔交易并不是为了靠上涨获利。”他表示,如果不是自己手中握有庞大的做空和看跌期权(Put)头寸,他根本不会买入看涨期权。买看涨期权虽然支付了权利金,但已被其做空头寸的收益完全抵消。目前这笔涨期权仓位约占其投资组合的3.5%至4%。而这种\"Buying Calls as Hedge against a massive Short\"的期权组合策略,本质上是在\"扩大做空规模\"的同时,花了一小笔钱买了一份\"防暴涨保险\",其整体的实际空头头寸(Short Position)反而是在增加的。他坦言,历史上他在财报前围绕空头仓位使用此类策略,但承认\"过往记录并不出色\"。他同时指出,英伟达近期财报后的股价走势\"跌多涨少\",而即将公布的财报结果\"不过是一次掷硬币\"。\"市场并不相信,\"他写道,\"今天或许会暂时重建信心,但也只是暂时的。\"估值逻辑:垄断优势将尽,盈利面临冲击尽管Burry承认英伟达表面上市盈率偏低、且坐拥垄断定价权,看似\"明显低估\",但他认为这一表象具有误导性。他的核心论点在于:英伟达的垄断地位存续时间将短于市场预期,盈利利润率随之下滑;公司\"不会向股东分配足够的回报\",资本将更多流向资本开支和多元化投资;而其在\"泡沫顶部附近及穿越顶部\"的持续投入,可能在\"并不遥远的未来\"导致盈利出现\"惊人的下滑\"。他将英伟达AI扩张与安然的融资结构相提并论,并此前在Substack发文指出,当前AI基础设施投资热潮中,大量资本开支并未对应真实终端需求,而是通过不透明融资结构自我循环,存在系统性高估风险。空头仓位全面扩张,超过组合21%Burry本周加码做空了英伟达、甲骨文、Palantir、Nebius和卡特彼勒。其空头股票仓位(不含看跌期权)目前已超过整体投资组合的21%。与此同时,他也在多头方向积累仓位。他以30美元中段价格加仓Birkenstock(BIRK),称已建成完整仓位;以5美元中段加仓房地美(Freddie Mac,FMCC),并表示在房利美(Fannie Mae)持有大额仓位。从更长周期看,Burry今年的多空策略承受着明显的市场压力。截至目前,他做空的英伟达年内累计上涨逾12%,Nebius更飙涨逾150%;而他做多的Palantir年内下跌近5%,甲骨文跌逾23%。在交易层面持续承压的背景下,其Substack付费订阅通讯\"Cassandra Unchained\"上线231天已突破30万订阅者,按年费379美元测算,理论年收入约1.137亿美元,成为其另一条引人关注的收益线。","news_type":1,"symbols_score_info":{"ROM":0.6,"FDTX":0.6,"CLSE":0.6,"NVDD":0.6,"SNVD.UK":0.6,"GAMR":0.6,"CNEQ":0.6,"ABFL":0.6,"NVDY":0.6,"ESUM":0.6,"XLK":0.6,"CHAT":0.6,"NVDS":0.6,"TTXU":0.6,"ESLG":0.6,"NVDU":0.6,"TTEQ":0.6,"SMH":0.6,"SNPE":0.6,"NVIW.SI":0.6,"NVDG":0.6,"NVDW":0.6,"AIFD":0.6,"SMHX":0.6,"ILDR":0.6,"NVDX":0.6,"TRFK":0.6,"THMR":0.6,"EFIV":0.6,"ARTY":0.6,"JGRO":0.6,"NVDA":1.5,"NVDQ":0.6,"NVDL":0.6,"FTEC":0.6,"ANV":0.6,"2NVD.UK":0.6,"AIPI":0.6,"NVDO":0.6,"TEK":0.6,"AGOX":0.6,"NVD":0.6,"NULC":0.6,"NVII":0.6,"IXN":0.6,"TYLG":0.6,"VGT":0.6,"NVDB":0.6,"DIPS":0.6,"VT":0.6}},"isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583621238023552,"gmtCreate":1783517160847,"gmtModify":1783518115016,"author":{"id":"4210900106840100","authorId":"4210900106840100","name":"Smile0703","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210900106840100","idStr":"4210900106840100"},"themes":[],"title":"","htmlText":"能不能直接开打别打嘴炮,好困","listText":"能不能直接开打别打嘴炮,好困","text":"能不能直接开打别打嘴炮,好困","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583621238023552","repostId":"2649999612","repostType":2,"repost":{"id":"2649999612","kind":"live","pubTimestamp":1783516948,"share":"https://www.laohunote.com/m/news/2649999612?lang=zh_CN&edition=full","pubTime":"2026-07-08 21:22","market":"other","language":"zh","title":"伊朗方面表示,将对各类挑衅行径作出即时反击。","url":"https://stock-news.laohu8.com/highlight/detail?id=2649999612","media":"智通财经","summary":"伊朗方面表示,将对各类挑衅行径作出即时反击。","content":"<html><body><div>\n<div>\r\n 伊朗方面表示,将对各类挑衅行径作出即时反击。 </div>\n</div></body></html>","source":"live_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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伊朗方面表示,将对各类挑衅行径作出即时反击。\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-08 21:22 北京时间 <a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伊朗方面表示,将对各类挑衅行径作出即时反击。</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2649999612","content_text":"伊朗方面表示,将对各类挑衅行径作出即时反击。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}