英伟达被华尔街大佬做空！黄仁勋亲赴台积电“要更多芯片”：没有台积电就没有英伟达

Group 1 - Huang Renxun, founder of Nvidia, visited Taiwan for the fourth time this year, inspecting TSMC's 3nm production line and emphasizing the importance of TSMC to Nvidia's success [1] - Huang stated that Nvidia's latest Blackwell chip is facing "very strong demand," leading to increased demand for TSMC's wafers, although no discussions on pricing took place during the visit [1] - Huang acknowledged the ongoing strong growth in the industry, which is causing various shortages, and mentioned receiving advanced chip samples from SK Hynix, Samsung, and Micron [1] Group 2 - Nvidia's GPU architecture is not only capable of handling AI computations but is also widely applicable in scientific, physical, and quantum fields, highlighting its core competitive advantage [2] - As of the report, Nvidia's market capitalization is approximately $4.57 trillion [2] Group 3 - Notably, Michael Burry, known for shorting the U.S. housing market in 2008, has bet over $1 billion against Nvidia and other tech companies [3][4] - Burry's hedge fund, Scion Asset Management, disclosed holding approximately $912 million in Palantir put options and about $187 million in Nvidia put options, representing 80% of its total assets [4][5] Group 4 - Following the disclosure of Burry's short positions, Nvidia's stock price fell by 3.96%, with a cumulative decline of 9% over four trading days, resulting in a market value loss of $455.1 billion [7] - The current short positions by Burry draw parallels to his previous bets before the housing market crash, prompting comparisons between today's AI hype and the early 2000s internet bubble [7]