3日发布的监管文件显示，伯里已斥资约11亿美元，买入对英伟达和软件企业帕兰蒂尔公司的看跌期 权。这种期权能从股价下跌中获利。文件同样显示，他买入对油田服务企业哈利伯顿公司和药企辉瑞公 司的看涨期权。 （文章来源：新华社） 人民财讯11月5日电，美国纽约股市三大股指4日下跌，其中科技企业股票领跌。此前，美国知名"空 头"迈克尔·伯里说，他已押注逾10亿美元做空 英伟达 公司等科技企业。 ...

Core Viewpoint - Michael Burry, known for predicting the 2008 financial crisis, has returned to express skepticism about the AI boom, viewing it as a bubble driven by hype and speculation rather than genuine productivity gains [1][2][13]. Group 1: Burry's Perspective on AI - Burry's initial post upon returning highlighted the potential dangers of market bubbles, suggesting that sometimes the best strategy is to avoid participation altogether [2][3]. - He likens his role to that of a rebel against mainstream AI narratives, emphasizing the importance of individual analysis over societal trends [4]. Group 2: Market Indicators and Concerns - Burry's recent posts included charts indicating a sharp slowdown in growth for major cloud-computing divisions of Amazon and Alphabet, as well as a slight cooling in Microsoft's unit [9]. - He pointed out that capital expenditures in the US tech sector have surged during the AI boom, reminiscent of spikes before the dot-com crash and the 2008 financial crisis [10]. - Burry expressed concerns about the interconnected deals among AI companies, suggesting that massive investments could lead to idle infrastructure if demand falters [13]. Group 3: Investment Positions - Burry has taken significant bearish positions, purchasing put options on 1 million shares of Nvidia and 5 million shares of Palantir, with notional values of $187 million and $912 million respectively [14]. - These positions dominate Scion Asset Management's US stock portfolio, which consists of only eight holdings, indicating a highly unconventional investment strategy [15]. - The valuations of Nvidia and Palantir have soared, with Nvidia recently reaching a $5 trillion market value and Palantir valued at nearly $500 billion, raising concerns about their vulnerability to sharp declines if growth expectations are not met [16][17].

美国知名"空头"做空英伟达 卜晓明 美国纽约股市三大股指4日下跌，其中科技企业股票领跌。此前，美国知名"空头"迈克尔·伯里说，他已 押注逾10亿美元做空英伟达公司等科技企业。 伯里因2008年做空美国房地产市场而出名。他的故事后来被搬上卖座电影《大空头》。 3日发布的监管文件显示，伯里已斥资约11亿美元，买入对英伟达和软件企业帕兰蒂尔公司的看跌期 权。这种期权能从股价下跌中获利。文件同样显示，他买入对油田服务企业哈利伯顿公司和药企辉瑞公 司的看涨期权。 英国《金融城早报》网站评论，伯里当前的做空头寸，显然与《大空头》所描述的他当年在美国房地产 市场崩盘前夕的押注有相似之处，也让人将今天的人工智能（AI）热潮与本世纪初的互联网泡沫相比 拟。 关键词：迈克尔·伯里(Michael Burry) 伯里的做空头寸包括押注9.12亿美元做空帕兰蒂尔公司，以及押注1.86亿美元做空英伟达。作为赛恩资 产管理公司创始人，他在社交媒体X平台发帖指出，云计算需求放缓，与美国AI企业创纪录的资本支出 形成冲突。 此外，他在X平台发布一系列图片，包括美国彭博新闻社一篇关于英伟达及其他公司循环融资的图表报 道。 伯里此次发声，结束他 ...

Market Analysis by covering: NVIDIA Corporation, Nokia Corp ADR, CoreWeave Inc. Read 's Market Analysis on Investing.com ...

Market Analysis by covering: S&P 500, Oracle Corporation, NVIDIA Corporation, Tesla Inc. Read 's Market Analysis on Investing.com ...

Group 1 - Nvidia is joining a $2 billion investment alliance focused on deep technology in India [1] - The company is a founding member of the India Deep Tech Alliance (IDTA) [1]

刚刚，Google 正式启动数据中心登月计划，打算把自己的算力都放到太空。他们还给这个计划起了个很酷的名字，叫做 Project Suncatcher，太阳捕手计划。 the state the first t and t 201 t 201 CASS t and the state the p the st the CA re . . . . . 4 4 b Google 的想法很简单，与其在地球上争抢日渐枯竭的资源，不如去太空中直连太阳能。这个全新的登月计划，目标也只有一个，在太空中建立一个由太阳 能驱动的、可扩展的 AI 基础设施。 前些天，OpenAI 的 CEO 奥特曼和微软 CEO Satya Nadella 纳德拉，在播客节目上表示， 我今天的问题不是芯片供应问题；事实是，我没有足够的暖壳（warm shells）来插入它们。 听着相当凡尔赛，毕竟在这场 AI 浪潮之前，我们一直以为算力就是一切。 r y e may the first the state e the first d @ al 在 red a 112 - 1 elli 18 UNIVERSE e th 日本版社 tion of ...

芯片ETF（512760）跟踪的是中华半导体芯片指数（990001），该指数从沪深市场中选取涉及半导体芯 片材料、设备、设计、制造、封装和测试等环节的上市公司证券作为指数样本，以反映半导体芯片行业 相关上市公司证券的整体表现。 长江证券表示，10月的GTC2025上，英伟达发布Blackwell与Rubin架构机柜方案，首代RubinNVL144性 能较GB300NVL72性能提升约3.3倍，第二代RubinUltra576性能提升约14倍，将于2027年下半年推出。 大会还首次亮相VeraRubinSuperchip，采用88核ArmCPU、双RubinGPU与2TB内存，算力达到 100PFLOPS；同时展示CPX计算板，支持超百万Token的上下文加速，面向大模型推理场景。英伟达预 计未来五个季度GPU销售额预计超5000亿美元，Blackwell与Rubin生命周期出货量预计达2000万颗，显 著高于Hopper的400万颗。英伟达将与甲骨文及美国能源部共建Solstice与Equinox超算系统，分别部署 10万和1万颗BlackwellGPU，总算力约2200EFLOPS，预计2026年上半年启用 ...

Group 1 - Jefferies raised the target price for Nvidia from $220 to $240 while maintaining a "Buy" rating [1] - Jefferies also increased the target price for Broadcom from $415 to $480 [1]

Walsh Asset Management President and CIO Kevin Mann has some rare stats that might just change your mind on at least whether at least whether to sell, right, Kevin. >> Absolutely. I mean, people are right to question how much longer this bull market can run.And we did just recently hit the three-year birthday of this current bull market in October. So, I asked my research team to go back, find out if this is a good signal or a bad signal. And what they found was that over the last 50 years, the five time th ...