社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
点赞
点赞
回复
评论
收藏
编组 21备份 2
分享
矩形
花香满楼
11-28 15:15
英伟达被抛弃,谷歌被扶正,
华尔街的宫斗剧
# Michael Burry“死咬”英伟达!大家怎么看?
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
形状备份
点赞
举报
登录后可参与评论
评论
推荐
最新
暂无评论
热议股票
{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":505016279872288,"tweetId":"505016279872288","gmtCreate":1764314120473,"gmtModify":1764314123480,"author":{"id":4195299487874760,"idStr":"4195299487874760","authorId":4195299487874760,"authorIdStr":"4195299487874760","name":"花香满楼","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":19,"starInvestorFlag":false},"themes":[{"themeId":"67d127a131174cd9b8a17b631d872171","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"Michael Burry“死咬”英伟达!大家怎么看?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":67d127a131174cd9b8a17b631d872171}&rnconfig={\"headerBarHidden\": true}","description":"“大空头”和英伟达之间的回合战正在升级,Michael Burry再度将矛头指向英伟达,称其为回应自己批评而向华尔街分析师分发的一份内部备忘录“令人失望”,并充斥着“一个接一个的稻草人论证”,他直言“没人在意英伟达自己的折旧”,真正的危机在于其客户因技术加速迭代而面临的巨额资产减记风险,焦点是未来的风险。Burry表示“继续持有英伟达和Palantir的看跌期权”,每个头寸约1000万美元。【而此轮交锋的直接后果是,市场对AI相关公司的审视愈发严苛,英伟达股价已从11月3日的高点回落约14%。大家觉得MB为何“死咬”英伟达不放?这波,你站大空头,还是英伟达?】","image":"https://static.tigerbbs.com/d34962d56082c73e206119edd15818ac"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>英伟达被抛弃,谷歌被扶正,</p>\n<p>华尔街的宫斗剧</p></body></html>","htmlText":"<html><head></head><body><p>英伟达被抛弃,谷歌被扶正,</p>\n<p>华尔街的宫斗剧</p></body></html>","text":"英伟达被抛弃,谷歌被扶正, 华尔街的宫斗剧","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/505016279872288","repostId":0,"isVote":1,"tweetType":1,"viewCount":108,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":38,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}