<p>在一个显著的转变中，Scion Asset Management 的迈克尔·伯里对英伟达公司（NASDAQ: NVDA）和一些中国科技股采取了看跌立场。最新提交给证券交易委员会的 13F 文件显示，伯里开始对英伟达股票进行卖出期权操作，预示着他对这家在人工智能浪潮中获得显著收益的领先半导体公司的悲观展望。</p>
<p>伯里因预测 2008 年房地产市场崩溃而成名，并在电影《大空头》中被提及，他不仅对英伟达转向看跌，还对几家知名中国公司进行了看跌押注。这包括重新评估他之前持有的阿里巴巴集团（NYSE: BABA）、百度公司（NASDAQ: BIDU）和京东（NASDAQ: JD）等巨头的多头头寸。</p>
<p>这一战略转变凸显了伯里投资理念的重大变化，尤其是对于曾经属于他看涨策略的股票。根据 SEC 的文件，他唯一保持的多头头寸是对雅诗兰黛的投资，这突显了他投资组合中资产配置的明显转变。</p>
<p>对于交易者而言，这种波动性表明在英伟达和中国科技板块的头寸上需要谨慎和重新评估。像伯里这样的高知名度投资者的看跌展望可能会影响市场情绪，并影响这些股票的交易策略。考虑到科技市场的不确定性，投资者可能需要重新评估他们的投资组合，并考虑与这些行业过度暴露相关的风险。</p>
<p>总之，随着迈克尔·伯里的看跌立场现在塑造了他的投资重点，交易者可能会发现密切关注行业动态和新兴市场信号是明智的，可能需要调整策略以利用波动性，同时防范下行趋势。</p>

K3SD

<p>Scion Asset Management 的迈克尔·伯里在最新的 SEC 文件中透露，他对英伟达和几只中国科技股采取了看跌立场。他对英伟达发起了卖出期权，并重新评估了在阿里巴巴和百度等公司的多头头寸。这一转变表明他的投资策略发生了重大变化，目前仅剩下对雅诗兰黛的多头头寸。建议交易者重新评估在这些领域的头寸，因为伯里的前景可能会影响市场情绪和交易策略，尤其是在科技市场波动的情况下</p>

<p>In a notable shift, Michael Burry of Scion Asset Management has adopted a bearish stance towards Nvidia Corporation (NASDAQ: NVDA) and a selection of Chinese tech stocks. The latest 13F filing with the Securities and Exchange Commission revealed Burry's move to initiate put options on Nvidia shares, foreshadowing a pessimistic outlook for the leading semiconductor company that has significantly capitalized on the artificial intelligence surge.</p>
<div class="lb-trans"><p>在一个显著的转变中，Scion Asset Management 的迈克尔·伯里对英伟达公司（NASDAQ: NVDA）和一些中国科技股采取了看跌立场。最新提交给证券交易委员会的 13F 文件显示，伯里开始对英伟达股票进行卖出期权操作，预示着他对这家在人工智能浪潮中获得显著收益的领先半导体公司的悲观展望。</p>
</div><p>Burry, who gained fame for predicting the housing market crash in 2008 and was featured in the movie “The Big Short,” has not only turned against Nvidia but has also placed bearish bets against several prominent Chinese companies. This includes reevaluating previously held long positions in giants like Alibaba Group (NYSE: BABA), Baidu Inc. (NASDAQ: BIDU), and JD.com (NASDAQ: JD).</p>
<div class="lb-trans"><p>伯里因预测 2008 年房地产市场崩溃而成名，并在电影《大空头》中被提及，他不仅对英伟达转向看跌，还对几家知名中国公司进行了看跌押注。这包括重新评估他之前持有的阿里巴巴集团（NYSE: BABA）、百度公司（NASDAQ: BIDU）和京东（NASDAQ: JD）等巨头的多头头寸。</p>
</div><p>This strategic pivot underscores a significant change in Burry's investment philosophy, especially for stocks that were once part of his bullish strategy. According to the SEC filing, the only long position he maintained was a stake in Estée Lauder, highlighting a stark transition in asset allocation within his portfolio.</p>
<div class="lb-trans"><p>这一战略转变凸显了伯里投资理念的重大变化，尤其是对于曾经属于他看涨策略的股票。根据 SEC 的文件，他唯一保持的多头头寸是对雅诗兰黛的投资，这突显了他投资组合中资产配置的明显转变。</p>
</div><p>For traders, this volatility signals a necessity for caution and reassessment regarding positions in both Nvidia and the Chinese tech sector. The bearish outlook from a high-profile investor such as Burry could steer market sentiment and impact trading strategies in these stocks. With the tech market's unpredictable nature, it may be prudent for investors to re-evaluate their portfolios and consider the risks associated with overexposure to these sectors.</p>
<div class="lb-trans"><p>对于交易者而言，这种波动性表明在英伟达和中国科技板块的头寸上需要谨慎和重新评估。像伯里这样的高知名度投资者的看跌展望可能会影响市场情绪，并影响这些股票的交易策略。考虑到科技市场的不确定性，投资者可能需要重新评估他们的投资组合，并考虑与这些行业过度暴露相关的风险。</p>
</div><p>In summary, with Michael Burry's bearish stance now shaping his investment focus, traders might find it wise to keep a keen eye on sector dynamics and emerging market signals, potentially adjusting strategies to capitalize on volatility while safeguarding against downward trends.</p>
<div class="lb-trans"><p>总之，随着迈克尔·伯里的看跌立场现在塑造了他的投资重点，交易者可能会发现密切关注行业动态和新兴市场信号是明智的，可能需要调整策略以利用波动性，同时防范下行趋势。</p>
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迈克尔·伯里对英伟达和中国科技股持看空态度：交易员需要了解的事项