“大空头”Burry称,英伟达回应其批评的内部备忘录“读起来像个骗局”,充斥着“稻草人论证”。他直言“没人在意英伟达自己的折旧”,真正的危机在于其客户因技术加速迭代而面临的巨额资产减记风险,焦点是未来的风险。Burry表示“继续持有英伟达和Palantir的看跌期权”,每个头寸约1000万美元。“大空头”和英伟达之间的回合战正在升级。《大空头》电影原型Michael Burry再度将矛头指向英伟达...
Source Link“大空头”Burry称,英伟达回应其批评的内部备忘录“读起来像个骗局”,充斥着“稻草人论证”。他直言“没人在意英伟达自己的折旧”,真正的危机在于其客户因技术加速迭代而面临的巨额资产减记风险,焦点是未来的风险。Burry表示“继续持有英伟达和Palantir的看跌期权”,每个头寸约1000万美元。“大空头”和英伟达之间的回合战正在升级。《大空头》电影原型Michael Burry再度将矛头指向英伟达...
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