做空英伟达后 “大空头”又对特斯拉开火

Group 1 - Michael Burry criticizes Tesla's valuation, calling it "absurd" and highlighting that the company dilutes shareholder equity by approximately 3.6% annually through stock incentives without implementing buybacks [2] - Burry's compensation plan for Elon Musk could allow him to earn up to $1 trillion in Tesla stock if performance and market cap targets are met over the next decade [2] - Tesla's current stock price corresponds to a forward P/E ratio of about 209, significantly higher than its five-year average of 94 and the S&P 500's current ratio of 22 [2] Group 2 - Burry previously held a large short position against Tesla in May 2021 but later stated in October 2021 that it was merely a trade and he was no longer shorting the company [3] - Burry has intensified his criticism of tech giants, questioning the sustainability of cloud computing infrastructure and accusing major cloud service providers of using aggressive accounting practices to inflate profits [3] - After closing his hedge fund, Burry has focused his efforts on his paid newsletter "Cassandra Unchained," which he considers his primary focus moving forward [3]