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什么情况?做空AI泡沫的大空头,竟然把基金清盘了!这是投降认输出局,还是要死磕到底...
雪球·2025-11-14 07:57

Group 1 - Michael Burry, a well-known short-seller, has closed his Scion fund, citing disappointment with market valuations and signaling a potential exit from the current market environment [4][5][6] - Burry's recent actions included significant short positions in AI companies like Palantir and Nvidia, which contributed to a decline in U.S. tech stocks [5][6] - He has expressed concerns about an AI bubble, drawing parallels to the 2000 internet bubble, and criticized accounting practices that he believes inflate market valuations [6][10] Group 2 - The closure of Burry's fund has sparked debate among analysts, with some suggesting it reflects a strategic retreat from a market they perceive as mispriced, while others argue it indicates a commitment to continue fighting against the prevailing market trends [10][14] - The fund's dissolution allows Burry to operate without regulatory constraints, potentially positioning him to capitalize on anticipated market volatility without the obligation to disclose his trades [14] - The A-share market experienced a downturn, with the Shanghai Composite Index falling nearly 1% and closing below 4000 points, indicating broader market weakness [16][19]