ChainThink 消息,7 月 3 日,据 Michael Burry 表示,其于周三在 1051.87 美元价位做空美光科技,并新增另外五个做空仓位。
此前消息显示,Burry 近期正进一步扩大 AI 板块空头头寸,相关做空标的包括 Tesla、Applied Materials、Caterpillar 及半导体 ETF SOXX。
他同时继续维持对英伟达的看空立场,并通过看跌期权押注 SOXX 下跌。
Burry认为,韩国近期宣布建设大规模芯片产业集群的投资计划,可能是 AI 热潮“终结的开端”,并质疑持续扩大的资本开支能否带来相应回报。
Disclaimer: Contains third-party opinions, does not constitute financial advice
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