暴涨500%的工业富联,散户高位站岗了?

财经锐眼
Nov 20, 2025

11月之后的股市,对AI大票持有者而言有些不友好。被做空后,英伟达发布财报全球AI总龙头英伟达,10月29日股价见顶,之后股价一度下跌超过15%。市场上各种看空传闻飞起,主要代表人物是2008年次贷危机中成功做空美国房地产市场的金融大佬、电影《大空头》原型迈克尔·伯里。他通过买入英伟达看跌期权的方式,来做空这家全球市值第一大公司。迈克尔·伯里看空英伟达的核心逻辑是:第一,AI行业存在结构性风险,即...

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