第一个按下做空按钮的人，终于浮出水面

Group 1 - Michael Burry has returned to the spotlight, influencing market sentiment rather than just prices, as he did in the past with his short positions [2][3] - His recent actions, including shorting Nvidia and Palantir, have sparked discussions about the AI bubble, indicating a shift in market sentiment towards caution [2][3] - The market is experiencing a "self-doubt period," suggesting that confidence in the bull market is waning and becoming more questioning [4] Group 2 - Nvidia and AI are expected to have long-term growth potential, but short-term indicators show signs of fatigue and a potential pullback in investor interest [5] - A significant market reset is underway, with major signals emerging from various asset classes, including the dollar, global stocks, and commodities [5] - A critical policy document indicates a shift in the narrative surrounding the Chinese yuan, suggesting a change in market dynamics [6]