Group 1 - The core viewpoint is that despite warnings about a potential AI bubble, it is not a good time to short major US tech companies like Nvidia, according to Muddy Waters Capital CEO Carson Block [1] - Nvidia's recent earnings report showed a record revenue of $57 billion for the October quarter, a 62% increase year-over-year, surpassing analyst expectations [1] - Nvidia raised its revenue forecast for the current quarter to $65 billion, exceeding previous analyst estimates of $62.1 billion [1] Group 2 - Nvidia's quarterly earnings reports are viewed as a significant indicator of the health of the tech industry and the overall market, with 45% of global fund managers considering AI stock market bubbles a major risk [2] - Block is focusing on smaller companies involved in AI for potential shorting opportunities, indicating that many companies are either genuinely involved in AI or are "pretenders" [3] - The passive trading boom has disrupted the market and weakened price discovery, with funds continuously buying Nvidia as long as there is inflow, regardless of its price [3]

来源：市场资讯 【相关阅读】英伟达营收创570亿美元纪录且业绩展望乐观，平息AI泡沫争议 英伟达"交卷"，盘后大涨6% 多位知名投资者的看空操作也震动科技市场。上周，孙正义的软银集团清空所持58亿美元英伟达股份以 转投其他AI领域；而颇具影响力的亿万富翁风投家彼得·蒂尔（Peter Thiel）旗下对冲基金也在三季度清 仓价值1亿美元的英伟达持股。 本月早些时候，因精准预测次贷证券泡沫破裂而闻名、被迈克尔·刘易斯在《大空头》中立传的迈克尔· 伯里（Michael Burry）在监管文件中披露，他正做空英伟达与重度布局AI的国防分析公司Palantir的股 票。 英伟达（NVDA）周三交出了一份破纪录的销售业绩与强劲指引，缓解了最近一周笼罩市场的人工智能 泡沫忧虑。 在高端AI数据中心芯片需求持续激增的推动下，该公司10月季度销售额达到570亿美元的纪录高点，较 上年同期增长62%，并超越FactSet调查分析师的普遍预期。该公司同时上调本季度财测，预估销售额将 达650亿美元，分析师此前对该季度的营收预测为621亿美元。 "我们已进入AI的良性循环，"英伟达首席执行官黄仁勋表示，"AI正渗透每个角落，同时处理 ...