已收盘 08-14 16:00:00 美东时间
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此前他称这笔交易如同 “瓮中捉鳖” 作者:达拉格・托马斯 “大空头” 投资人迈克尔・伯里持续押注 AI 基建热潮将降温,加码做空甲骨文(ORCL)...
08-15 00:58
有着“华尔街最准策略师”称号的美国银行资深策略师迈克尔·哈特内特(Michael Hartnett)领导的团队发布研报称,如果特朗普领衔的共和党在中期选举以及得...
08-14 20:36
凭借预测2008年次贷危机而闻名的“大空头”迈克尔·伯里(Michael Burry)再次向AI热潮发出尖锐警告。8月12日,伯里通过Substack平台披露了...
08-14 08:50
一场围绕人工智能泡沫的对赌正在升级。 近期,知名投资人“大空头”Michael Burry通过个人Substack专栏持续披露持仓变动,核心瞄准了整个AI产业链...
08-13 20:40
Investors continue to pour billions into semiconductor ETFs, including speculative leveraged funds such as the Direxion Daily Semiconductor Bull 3X ETF (NYSE:SOXL), even as Fidelity Investments‘ Director of Global Macro Jurrien Timmer warns the semiconductor cycle could be nearing a peak. Fidelity W...
08-13 18:31
Semiconductor ETFs are a popular way for investors to tap into the AI chip boom...
08-13 05:24
The PHLX Semiconductor Index (SOX) has climbed back toward the midpoint of its June-July decline near 12,550, drawing attention from market strategists for its technical significance. John Kicklighter...
08-13 03:14
周三美股市场盘初时段,有着“大空头”称号的迈克尔·伯里(Michael Burry)对“AI芯片超级霸主”英伟达(NVDA.US)主导的规模达5000亿美元的人...
08-12 22:12
总部位于中国台湾的英伟达Blackwell/Vera Rubin等AI服务器/AI机柜算力基础设施集群制造商兼全球最大规模电子产品代工制造商鸿海(Hon Ha...
08-12 16:47