据彭博报道，Scion资产管理创办人伯里(Michael Burry)认为阿里巴巴股票估值过高，并披露自己最近已清仓所持阿里股份，转而在其竞争对手京东“大规模”建仓。
伯里在Substack发文称：“我原本计划在一两个月后将大部分资金重新投回阿里巴巴。现在不会这么做了，”并补充称，阿里巴巴股价须“下跌一半，我才会再度产生兴趣。”
伯里是电影《大空头》中的原型，因为在2008年美国次贷危机前的先见之明而广为人知。(完)
--消息来源：https://tinyurl.com/muwzkkhf--注：路透未核实上述消息，不保证其正确性。
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