赌对了一次就真以为自_老虎社区_美港股上老虎 - 老虎社区

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罗马里奥
09-17

赌对了一次就真以为自己是股神了

知名投资人Michael Burry做空美光科技股票，加仓房利美和房地美等

电影《大空头》原型、知名投资人Michael Burry在周四晚些时候发布的Substack文章中表示，他已做空$美光(MU)$股票，理由是其周期性，并对一些现有多头头寸进行了加仓。Burry称，美光“最能体现周期性”。“美光股票是美国主要交易所中唯一纯粹的动态随机存取内存（DRAM）标的。景气时期，股价会被过度炒作；不景气时，又会被过度抛售”。Burry对贝宝、Sprouts、硕腾、房利美和房地美股票多头头寸进行了加仓。

知名投资人Michael Burry做空美光科技股票，加仓房利美和房地美等

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