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2021-07-01

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A Crash Is Coming for Meme Stocks, ‘Big Short’ Investor Michael Burry Says<blockquote>“大空头”投资者迈克尔·伯里表示，模因股票即将崩盘</blockquote>

Long before retail investors on Reddit flooded online forums theorizing about GameStop, investor Mic

A Crash Is Coming for Meme Stocks, ‘Big Short’ Investor Michael Burry Says<blockquote>“大空头”投资者迈克尔·伯里表示，模因股票即将崩盘</blockquote>

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Now, Burry says he sees shades of 1999 and 2007—periods of other market frothiness.<blockquote>早在Reddit上的散户投资者涌入在线论坛对游戏驿站进行理论分析之前，投资者Michael Burry就发现了一只被误解的失宠股票。现在，伯里说他看到了1999年和2007年的影子——其他市场泡沫时期。</blockquote> “I don’t know when meme stocks such as this will crash, but we probably do not have to wait too long, as I believe the retail crowd is fully invested in this theme, and Wall Street has jumped on the coattails,” Burry toldBarron’svia email. “We’re running out of new money available to jump on the bandwagon.”<blockquote>“我不知道像这样的模因股票什么时候会崩溃，但我们可能不必等太久，因为我相信散户人群已经完全投资于这个主题，而华尔街已经抓住了这个机会，”伯里告诉巴伦周刊通过电子邮件。“我们已经没有新的资金来跟上潮流了。”</blockquote> Burry, whose successful bet against the housing market ahead of the subprime mortgage collapse made him a prominent character in the book and movie “The Big Short,” believes that meme stocks are the latest Wall Street trend that could wind up hurting regular investors. He said that in 1999, everyone making money in dot-com stocks believed it would continue. In 2007, those making money “leveraged to the hilt in multiple homes” thought that would continue, too.<blockquote>伯里在次贷崩溃之前成功做空房地产市场，使他成为书籍和电影《大空头》中的重要人物，他认为模因股票是华尔街的最新趋势，最终可能会伤害普通投资者。他说，1999年，每个在互联网股票上赚钱的人都相信这种情况会持续下去。2007年，那些“在多个家庭中充分利用杠杆”赚钱的人认为这种情况也会继续下去。</blockquote> “Momentum, social media are now part of the strategy for Wall Street, and they are in a better position than retail to participate, sniff out and start gamma squeezes in the options market,” Burry added,the latter part&nbsp;referring to heightened demand for shares driven by market makers rushing to hedge call options they sold—a phenomenon that likely&nbsp;juiced meme stock trading.<blockquote>伯里补充道：“动量、社交媒体现在已成为华尔街战略的一部分，它们比零售业更有能力参与、嗅探并启动期权市场的伽马挤压。”后一部分指的是需求增加。做市商急于对冲其出售的看涨期权期权，推动了华尔街的股票交易——这种现象可能会刺激模因股票交易。</blockquote> Burry became a high-profile GameStop (ticker: GME) bull in the second half of 2019. He told&nbsp;Barron’s&nbsp;in August of that year&nbsp;that fears about disc-less consoles were overblown. He expected free cash flow to rebound when new consoles from&nbsp;Sony&nbsp;and&nbsp;Microsoft&nbsp;were released in 2020. On the now-viral&nbsp;RoaringKitty YouTube channel&nbsp;that predicted the GameStop squeeze potential,retail investor Keith Gill&nbsp;touted Burry’s bull thesis. Burry couldn’t have foreseen the pandemic and&nbsp;related console shortages, but his thesis was certainly playing out, as shares began to rebound in the second half of 2020.<blockquote>Burry在2019年下半年成为备受瞩目的游戏驿站（股票代码：GME）多头。他告诉巴伦周刊那年8月，对无盘游戏机的担忧被夸大了。他预计，当Sony和微软的新游戏机在2020年发布时，自由现金流将会反弹。在预测游戏驿站挤压潜力的RoaringKitty YouTube频道上，散户投资者基思·吉尔(Keith Gill)宣扬了伯里的牛市论点。伯里不可能预见到大流行和相关的游戏机短缺，但随着股价在2020年下半年开始反弹，他的论点肯定会发挥作用。</blockquote> “For me though, if I get within years on a thesis coming true, I’m happy,” he says. “Most people are focused on days, weeks or months.”<blockquote>“但对我来说，如果我的论文在几年内实现，我就很高兴，”他说。“大多数人专注于几天、几周或几个月。”</blockquote> In 2020, after&nbsp;Chewy co-founder Ryan Cohen&nbsp;revealed&nbsp;a 9% stake in the company&nbsp;and&nbsp;called for major changes, shares rallied back to double-digit territory. Burry sold what was left of his GameStop stake at a profit at some point during the fourth quarter of last year, according to regulatory filings.<blockquote>2020年，Chewy联合创始人瑞安·科恩(Ryan Cohen)透露持有该公司9%的股份并呼吁进行重大变革后，股价回升至两位数。根据监管文件，伯里在去年第四季度的某个时候出售了剩余的游戏驿站股份并获利。</blockquote> Asked about companies like GameStop and&nbsp;AMC Entertainment Holdings(AMC) that&nbsp;have sold millions of shares&nbsp;into surging stock prices, Burry points out that is wasn’t that long ago that GameStop was buying back millions of dollars in stock at his suggestion.<blockquote>当被问及游戏驿站和AMC院线控股公司（AMC）等公司因股价飙升而出售数百万股股票时，伯里指出，不久前，游戏驿站还在他的建议下回购了数百万美元的股票。</blockquote> He thinks companies should be selling stock—as long as they follow the laws.<blockquote>他认为公司应该出售股票——只要他们遵守法律。</blockquote> “This is a Godsend for these companies,” Burry added. “But just having cash on hand itself does not warrant high multiples from the market, as many, many listed companies can tell you.”<blockquote>“这对这些公司来说是天赐之物，”伯里补充道。“但正如很多很多上市公司可以告诉你的那样，仅仅手头有现金本身并不能保证市场的高市盈率。”</blockquote>","source":"lsy1601382232898","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>A Crash Is Coming for Meme Stocks, ‘Big Short’ Investor Michael Burry Says<blockquote>“大空头”投资者迈克尔·伯里表示，模因股票即将崩盘</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nA Crash Is Coming for Meme Stocks, ‘Big Short’ Investor Michael Burry Says<blockquote>“大空头”投资者迈克尔·伯里表示，模因股票即将崩盘</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-07-01 16:52\n\n</h4>\n</header>\n<article>\nLong before retail investors on Reddit flooded online forums theorizing about GameStop, investor Michael Burry spotted an out-of-favor stock that was misunderstood. Now, Burry says he sees shades of 1999 and 2007—periods of other market frothiness.<blockquote>早在Reddit上的散户投资者涌入在线论坛对游戏驿站进行理论分析之前，投资者Michael Burry就发现了一只被误解的失宠股票。现在，伯里说他看到了1999年和2007年的影子——其他市场泡沫时期。</blockquote> “I don’t know when meme stocks such as this will crash, but we probably do not have to wait too long, as I believe the retail crowd is fully invested in this theme, and Wall Street has jumped on the coattails,” Burry toldBarron’svia email. “We’re running out of new money available to jump on the bandwagon.”<blockquote>“我不知道像这样的模因股票什么时候会崩溃，但我们可能不必等太久，因为我相信散户人群已经完全投资于这个主题，而华尔街已经抓住了这个机会，”伯里告诉巴伦周刊通过电子邮件。“我们已经没有新的资金来跟上潮流了。”</blockquote> Burry, whose successful bet against the housing market ahead of the subprime mortgage collapse made him a prominent character in the book and movie “The Big Short,” believes that meme stocks are the latest Wall Street trend that could wind up hurting regular investors. He said that in 1999, everyone making money in dot-com stocks believed it would continue. In 2007, those making money “leveraged to the hilt in multiple homes” thought that would continue, too.<blockquote>伯里在次贷崩溃之前成功做空房地产市场，使他成为书籍和电影《大空头》中的重要人物，他认为模因股票是华尔街的最新趋势，最终可能会伤害普通投资者。他说，1999年，每个在互联网股票上赚钱的人都相信这种情况会持续下去。2007年，那些“在多个家庭中充分利用杠杆”赚钱的人认为这种情况也会继续下去。</blockquote> “Momentum, social media are now part of the strategy for Wall Street, and they are in a better position than retail to participate, sniff out and start gamma squeezes in the options market,” Burry added,the latter part&nbsp;referring to heightened demand for shares driven by market makers rushing to hedge call options they sold—a phenomenon that likely&nbsp;juiced meme stock trading.<blockquote>伯里补充道：“动量、社交媒体现在已成为华尔街战略的一部分，它们比零售业更有能力参与、嗅探并启动期权市场的伽马挤压。”后一部分指的是需求增加。做市商急于对冲其出售的看涨期权期权，推动了华尔街的股票交易——这种现象可能会刺激模因股票交易。</blockquote> Burry became a high-profile GameStop (ticker: GME) bull in the second half of 2019. He told&nbsp;Barron’s&nbsp;in August of that year&nbsp;that fears about disc-less consoles were overblown. He expected free cash flow to rebound when new consoles from&nbsp;Sony&nbsp;and&nbsp;Microsoft&nbsp;were released in 2020. On the now-viral&nbsp;RoaringKitty YouTube channel&nbsp;that predicted the GameStop squeeze potential,retail investor Keith Gill&nbsp;touted Burry’s bull thesis. Burry couldn’t have foreseen the pandemic and&nbsp;related console shortages, but his thesis was certainly playing out, as shares began to rebound in the second half of 2020.<blockquote>Burry在2019年下半年成为备受瞩目的游戏驿站（股票代码：GME）多头。他告诉巴伦周刊那年8月，对无盘游戏机的担忧被夸大了。他预计，当Sony和微软的新游戏机在2020年发布时，自由现金流将会反弹。在预测游戏驿站挤压潜力的RoaringKitty YouTube频道上，散户投资者基思·吉尔(Keith Gill)宣扬了伯里的牛市论点。伯里不可能预见到大流行和相关的游戏机短缺，但随着股价在2020年下半年开始反弹，他的论点肯定会发挥作用。</blockquote> “For me though, if I get within years on a thesis coming true, I’m happy,” he says. “Most people are focused on days, weeks or months.”<blockquote>“但对我来说，如果我的论文在几年内实现，我就很高兴，”他说。“大多数人专注于几天、几周或几个月。”</blockquote> In 2020, after&nbsp;Chewy co-founder Ryan Cohen&nbsp;revealed&nbsp;a 9% stake in the company&nbsp;and&nbsp;called for major changes, shares rallied back to double-digit territory. Burry sold what was left of his GameStop stake at a profit at some point during the fourth quarter of last year, according to regulatory filings.<blockquote>2020年，Chewy联合创始人瑞安·科恩(Ryan Cohen)透露持有该公司9%的股份并呼吁进行重大变革后，股价回升至两位数。根据监管文件，伯里在去年第四季度的某个时候出售了剩余的游戏驿站股份并获利。</blockquote> Asked about companies like GameStop and&nbsp;AMC Entertainment Holdings(AMC) that&nbsp;have sold millions of shares&nbsp;into surging stock prices, Burry points out that is wasn’t that long ago that GameStop was buying back millions of dollars in stock at his suggestion.<blockquote>当被问及游戏驿站和AMC院线控股公司（AMC）等公司因股价飙升而出售数百万股股票时，伯里指出，不久前，游戏驿站还在他的建议下回购了数百万美元的股票。</blockquote> He thinks companies should be selling stock—as long as they follow the laws.<blockquote>他认为公司应该出售股票——只要他们遵守法律。</blockquote> “This is a Godsend for these companies,” Burry added. “But just having cash on hand itself does not warrant high multiples from the market, as many, many listed companies can tell you.”<blockquote>“这对这些公司来说是天赐之物，”伯里补充道。“但正如很多很多上市公司可以告诉你的那样，仅仅手头有现金本身并不能保证市场的高市盈率。”</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/meme-stock-crash-coming-michael-burry-51625094355?mod=hp_LATEST\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","AMC":"AMC院线",".SPX":"S&P 500 Index","BB":"黑莓","WKHS":"Workhorse Group, Inc.","GME":"游戏驿站",".DJI":"道琼斯","BBBY":"Bed Bath & Beyond, Inc."},"source_url":"https://www.barrons.com/articles/meme-stock-crash-coming-michael-burry-51625094355?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135430392","content_text":"Long before retail investors on Reddit flooded online forums theorizing about GameStop, investor Michael Burry spotted an out-of-favor stock that was misunderstood. Now, Burry says he sees shades of 1999 and 2007—periods of other market frothiness.\n“I don’t know when meme stocks such as this will crash, but we probably do not have to wait too long, as I believe the retail crowd is fully invested in this theme, and Wall Street has jumped on the coattails,” Burry toldBarron’svia email. “We’re running out of new money available to jump on the bandwagon.”\nBurry, whose successful bet against the housing market ahead of the subprime mortgage collapse made him a prominent character in the book and movie “The Big Short,” believes that meme stocks are the latest Wall Street trend that could wind up hurting regular investors. He said that in 1999, everyone making money in dot-com stocks believed it would continue. In 2007, those making money “leveraged to the hilt in multiple homes” thought that would continue, too.\n“Momentum, social media are now part of the strategy for Wall Street, and they are in a better position than retail to participate, sniff out and start gamma squeezes in the options market,” Burry added,the latter part referring to heightened demand for shares driven by market makers rushing to hedge call options they sold—a phenomenon that likely juiced meme stock trading.\nBurry became a high-profile GameStop (ticker: GME) bull in the second half of 2019. He told Barron’s in August of that year that fears about disc-less consoles were overblown. He expected free cash flow to rebound when new consoles from Sony and Microsoft were released in 2020. On the now-viral RoaringKitty YouTube channel that predicted the GameStop squeeze potential,retail investor Keith Gill touted Burry’s bull thesis. Burry couldn’t have foreseen the pandemic and related console shortages, but his thesis was certainly playing out, as shares began to rebound in the second half of 2020.\n“For me though, if I get within years on a thesis coming true, I’m happy,” he says. “Most people are focused on days, weeks or months.”\nIn 2020, after Chewy co-founder Ryan Cohen revealed a 9% stake in the company and called for major changes, shares rallied back to double-digit territory. Burry sold what was left of his GameStop stake at a profit at some point during the fourth quarter of last year, according to regulatory filings.\nAsked about companies like GameStop and AMC Entertainment Holdings(AMC) that have sold millions of shares into surging stock prices, Burry points out that is wasn’t that long ago that GameStop was buying back millions of dollars in stock at his suggestion.\nHe thinks companies should be selling stock—as long as they follow the laws.\n“This is a Godsend for these companies,” Burry added. “But just having cash on hand itself does not warrant high multiples from the market, as many, many listed companies can tell you.”","news_type":1,"symbols_score_info":{"BBBY":0.9,"GME":0.9,"AMC":0.9,".DJI":0.9,"MRIN":0.9,".SPX":0.9,"BB":0.9,".IXIC":0.9,"WKHS":0.9}},"isVote":1,"tweetType":1,"viewCount":1299,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}

A Crash Is Coming for Meme Stocks, ‘Big Short’ Investor Michael Burry Says<blockquote>“大空头”投资者迈克尔·伯里表示，模因股票即将崩盘</blockquote>

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