DraftKings(DKNG)盘前微升1.91% 新获大空头迈克尔·伯里重仓布局

金吾财讯

Jul 09

金吾财讯 | 据CNBC消息，迈克尔·伯里公开披露持仓，大举买入合规体育博彩运营商 Flutter Entertainment(FLUT) 与 DraftKings(DKNG)，核心投资逻辑是新兴无牌照预测市场终将被监管收紧，利好具备合规资质的行业龙头。

伯里在社交平台发文称，当前持仓 60% 配置 Flutter、40% 配置 DraftKings，建仓成本分别约 107 美元、26 美元出头，后续计划进一步提升两家标的持仓比重。近期两类个股股价长期承压，主因新兴预测平台分流用户，形成行业竞争压制。美国大量预测市场推出事件类交易合约，绕开各州博彩税收规则，美国商品期货交易委员会(CFTC)认定该类业务归属自身监管范畴，正与多州监管机构展开法律诉讼。伯里判断，当前政策环境不会长期容忍预测市场游走监管漏洞，后续监管、征税落地后，灰色平台竞争优势将消失。在企业基本面层面，伯里看好两家公司长期价值：DraftKings 正推进业务转型，短期具备估值修复空间；Flutter 虽曾因资本配置失误承压，但整体运营体系成熟、规模优势显著。同时两家企业均已自研预测市场相关产品，无论监管政策如何调整，都能把握细分赛道增量。市场解读认为，此次布局属于逆向投资，伯里押注监管重塑行业竞争格局，合规头部企业将收割市场份额。截至本文发稿，DKNG美股盘前股价走高，最新报27.69美元，涨幅1.91%。

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