知名投资人Michael Burry做空美光科技股票,加仓房利美和房地美等

环球市场播报
Jul 03

7月2日,电影《大空头》原型、知名投资人Michael Burry在晚时发布的Substack文章中表示,他已做空美光股票,理由是其周期性,并对一些现有多头头寸进行了加仓。

Burry称,美光“最能体现周期性”。

“美光股票是美国主要交易所中唯一纯粹的动态随机存取内存标的。景气时期,股价会被过度炒作;不景气时,又会被过度抛售”。

Burry对贝宝、Sprouts、硕腾、 房利美房地美股票多头头寸进行了加仓。

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