美国知名空头为啥“死咬”英伟达

Group 1 - Michael Burry reaffirms his bearish stance on Nvidia, labeling the current AI hype in the U.S. as a "magnificent absurdity" and identifying Nvidia as a precursor to a potential bubble burst in the AI industry [1] - Burry draws parallels between the current situation and the internet bubble era, highlighting Cisco's stock surge of 3800% from 1995 to 2000, followed by an over 80% decline at the turn of the millennium [1] - Nvidia has become the world's most valuable company with an estimated valuation of approximately $5 trillion, similar to Cisco's record during the internet bubble [1] Group 2 - Recent scrutiny on Nvidia includes concerns about "circular investments" among U.S. AI companies, revenue recognition methods, and how tech giants account for depreciation of computing equipment [2] - A significant investment of $100 million by Nvidia into OpenAI has raised questions about the longevity of Nvidia's AI infrastructure spending and the obsolescence of its GPUs [2]