7月27日，2倍做多NVDA ETF-GraniteShares盘中下跌8.1%，报29.01美元，成交额1.22亿美元。该ETF为英伟达2倍杠杆多头产品，标的英伟达当日盘中跌逾3%。
消息面上，知名投资者Michael Burry披露以210.28美元价位增持英伟达空头仓位，明确指出英伟达大量需求并非来自真实终端客户，而是通过表外循环融资安排驱动，并援引国际清算银行年度报告佐证。同日有报道称英伟达正推进总额超7500亿美元的AI基础设施交易，包括拟为OpenAI租赁数据中心提供约2500亿美元财务担保，批评者警告此类交易具有循环融资性质，可能人为推高行业需求与估值，市场信用风险担忧加剧。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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