罕见!两大传奇空头同时预警,美股AI热潮真的要到头了?

金十数据
Nov 12, 2025

曾做空安然的传奇投资者、《大空头》原迈克尔·伯里的论调,听起来如出一辙。这位因电影《大空头》而闻名的传奇做空者周一在其X账户上发帖,对几只规模最大的AI股票发出了新的警告。他表示,他担忧那些“超大规模云服务商(hyperscalers)”,即像Meta、甲骨文和微软这样在AI基础设施上投入巨资的超大市值科技公司。伯里暗示,这些投资计划可能会给这些公司带来惨痛的损失,因为像英伟达生产的半导体芯片,其...

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