“大空头”迈克尔·伯里增持美光、Nebius及Palantir空头头寸

智通财经
Sep 24
【“大空头”迈克尔·伯里增持美光、Nebius及Palantir空头头寸】9月24日消息,迈克尔·伯里表示,他增持了美光、Nebius、iShares半导体ETF及Palantir的空头头寸,并称交易规模“较大”。伯里认为,传统内存供应紧张部分源于厂商将产能转向AI所需的高带宽内存,随着“普通RAM”产能恢复,以及供应商增加出货,内存供应可能改善并对价格形成压力。伯里同时增持QXO、Build-A-Bear Workshop、Sprouts Farmers Market、Birkenstock及MercadoLibre等股票,并称这些持仓目前均已达到其计划的完整仓位。

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