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拼搏哥
05-07

踏空了吧

迈克尔・伯里警示科技股涨势称其远超互联网泡沫巅峰

金吾财讯 | 著名投资者迈克尔伯里近日对当前科技股涨势发出警告，指出纳斯达克 100 指数中表现最优的股票，涨幅已超越互联网泡沫巅峰时期的水平。伯里在社交平台分享 BTIG 和彭博数据显示，2025 年 5 月至 2026 年 5 月，SanDisk股价飙升 3960%，大幅超越 20 世纪 90 年代末高通在互联网泡沫时期创下的 2620% 峰值滚动 52 周回报率，差距达 1300 个基点。目前纳斯达克持续高位攀升，伯里的警示也提醒市场，当前科技股创纪录涨势背后，隐藏着估值与企业运营的潜在风险。

迈克尔・伯里警示科技股涨势称其远超互联网泡沫巅峰

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12.58%，均跑赢同期纳斯达克综合指数 11.20% 的涨幅。</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>迈克尔・伯里警示科技股涨势 称其远超互联网泡沫巅峰</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; 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称其远超互联网泡沫巅峰\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-05-07 22:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 著名投资者迈克尔・伯里近日对当前科技股涨势发出警告，指出纳斯达克 100 指数中表现最优的股票，涨幅已超越互联网泡沫巅峰时期的水平。</p><p>伯里在社交平台分享 BTIG 和彭博数据显示，2025 年 5 月至 2026 年 5 月，SanDisk（SNDK）股价飙升 3960%，大幅超越 20 世纪 90 年代末<a href=\"https://laohu8.com/S/QCOM\">高通</a>（QCOM）在互联网泡沫时期创下的 2620% 峰值滚动 52 周回报率，差距达 1300 个基点。讽刺的是，SNDK 在 1999 年互联网泡沫时期就已是表现第二好的股票，当年涨幅达 581%。</p><p>不仅单只股票表现极端，整体顶级科技股涨势更甚。数据显示，1999 年纳斯达克 100 指数 Top10 股票平均回报率 559%，2000 年 3 月前一年升至 622%，而过去一年该榜单股票平均涨幅达 784%，伯里称当前环境比 90 年代末更极端。</p><p>目前纳斯达克持续高位攀升，伯里的警示也提醒市场，当前科技股创纪录涨势背后，隐藏着估值与企业运营的潜在风险。截至 2026 年 5 月，SNDK 年内涨幅 493.98%，高通涨幅 12.58%，均跑赢同期纳斯达克综合指数 11.20% 的涨幅。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20210625/YzM0ZmE0OGYyYmI1ZTk0YjVmZmU4ZTU4MTIzMDA2MDU4MDg=.jpg","relate_stocks":{"LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","BK4585":"ETF&股票定投概念","QCOM":"高通","BK4141":"半导体产品","BK1147":"投资银行业与经纪业","BK4534":"瑞士信贷持仓","LU0079474960.USD":"联博美国增长基金A","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC",".IXIC":"NASDAQ Composite","IE00BVYPNQ40.USD":"GUINNESS ASIAN EQUITY INCOME \"C\" (USD) ACC","BK4575":"芯片概念","SG9999015978.USD":"利安颠覆性创新基金A","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","SNDK":"闪迪","IE00BVYPNP33.GBP":"GUINNESS ASIAN EQUITY 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