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亚洲金融 Asia Finance
@AsiaFinance
亚洲金融:政经领域的有意思的事儿。 AsiaFinance: For the Rich and Powerful.
Joined January 2017
587
Following
422K
Followers
亚洲金融 Asia Finance
@AsiaFinance
2026.08.27 06:33
英伟达 $NVDA 财报非常强劲,大空头Michael Burry继续血亏。他完全不懂金融,也不懂AI,但是量化基金喜欢他发疯,从而制造波动。黄仁勋带领英伟达,市值搞到5万亿美元,仍然实现超过100%的同比增长。AI储存 $MU $SNDK 还有上涨空间。Burry的NVDA空头仓位还在,而且空头股票占比已超过投资组合的21%。
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