<p>作者：Jamie Chisholm</p>
<p>巴里正在做空英伟达和 Palantir 的股票</p>
<p>迈克尔·巴里并不回避对他认为被高估的股市宠儿做空。</p>
<p>但似乎有一家公司拥有狂热的追随者，即使是他现在也不愿意做空：埃隆·马斯克的特斯拉（TSLA）。</p>
<p>巴里因预测 2008 年导致金融危机的房地产市场崩溃而成名，并在迈克尔·刘易斯的书《大空头》中被提及。他在同名电影中由克里斯蒂安·贝尔饰演。</p>
<p>这位最近关闭对冲基金 Scion Asset Management 的资金经理，已经对 Palantir（PLTR）和英伟达（NVDA）的股票做空，这两家公司在近年来成为投资者最受欢迎的科技公司，巴里声称这些股票被高估。</p>
<p>巴里对人工智能巨头也持怀疑态度，声称他们没有准确评估其资产的贬值。</p>
<p>现在，针对特斯拉本周发布的对第四季度汽车销售的悲观预测，巴里在 X 上发布了&#34;特斯拉的估值荒谬&#34;。</p>
<p>上周，特斯拉的股票在盘中创下接近 500 美元的历史新高，投资者对电动车销售下滑不以为然，期待公司的机器人出租车和类人机器人产品。</p>
<p>根据 FactSet，目前特斯拉的股票市盈率约为 210 倍。</p>
<p>然而，即使是这个市盈率也没有让巴里愿意做空特斯拉的股票。在 X 上，有用户问他是否会做空特斯拉，巴里简洁地回答：&#34;我没有做空&#34;。</p>
<p>值得注意的是，巴里并不仅仅对股票做空。本周他再次提出购买 Molina Healthcare（MOH）股票的理由。</p>
<p>-Jamie Chisholm</p>
<p>此内容由 MarketWatch 创作，MarketWatch 由道琼斯公司运营。MarketWatch 与道琼斯新闻社和《华尔街日报》独立出版。</p>
<p>（完）道琼斯新闻社</p>
<p>12-31-25 0406ET</p>

<p>迈克尔·伯里因预测 2008 年金融危机而闻名，他正在做空英伟达和 Palantir 的股票，原因是它们被高估。尽管在悲观的销售预测后，他将特斯拉标记为 “荒谬地高估”，但他选择不做空特斯拉的股票。伯里目前的投资策略包括购买 Molina Healthcare 的股票</p>

<p>By Jamie Chisholm</p>
<div class="lb-trans"><p>作者：Jamie Chisholm</p>
</div><p>Burry is betting against Nvidia and Palantir shares</p>
<div class="lb-trans"><p>巴里正在做空英伟达和 Palantir 的股票</p>
</div><p>Michael Burry does not shy away from betting against the stock market darlings he considers overvalued.</p>
<div class="lb-trans"><p>迈克尔·巴里并不回避对他认为被高估的股市宠儿做空。</p>
</div><p>But it seems there is one company with a cult-like following whose shares even he will not short right now: Elon Musk's Tesla (TSLA).</p>
<div class="lb-trans"><p>但似乎有一家公司拥有狂热的追随者，即使是他现在也不愿意做空：埃隆·马斯克的特斯拉（TSLA）。</p>
</div><p>Burry became famous for predicting the housing market crash that delivered the great financial crisis in 2008, and was featured in Michael Lewis's book The Big Short. He was played by Christian Bale in the film of the same name.</p>
<div class="lb-trans"><p>巴里因预测 2008 年导致金融危机的房地产市场崩溃而成名，并在迈克尔·刘易斯的书《大空头》中被提及。他在同名电影中由克里斯蒂安·贝尔饰演。</p>
</div><p>The money manager, who recently shuttered his hedge fund Scion Asset Management, has gone short the stock of Palantir (PLTR) and Nvidia (NVDA), two of the most popular technology companies among investors in recent years, claiming the shares are overvalued.</p>
<div class="lb-trans"><p>这位最近关闭对冲基金 Scion Asset Management 的资金经理，已经对 Palantir（PLTR）和英伟达（NVDA）的股票做空，这两家公司在近年来成为投资者最受欢迎的科技公司，巴里声称这些股票被高估。</p>
</div><p>Burry is also skeptical about the AI hyperscalers, claiming they are not accurately assessing the depreciation of their assets.</p>
<div class="lb-trans"><p>巴里对人工智能巨头也持怀疑态度，声称他们没有准确评估其资产的贬值。</p>
</div><p>Now, in response to Tesla this week delivering a pessimistic forecast for its fourth-quarter car sales, Burry posted on X that &#34;Tesla is ridiculously overvalued.&#34;</p>
<div class="lb-trans"><p>现在，针对特斯拉本周发布的对第四季度汽车销售的悲观预测，巴里在 X 上发布了&#34;特斯拉的估值荒谬&#34;。</p>
</div><p>Tesla shares hit an intraday record high a few bucks shy of $500 last week as investors shrugged off falling electric vehicle sales and looked ahead to the company's robotaxis and humanoid robot offerings.</p>
<div class="lb-trans"><p>上周，特斯拉的股票在盘中创下接近 500 美元的历史新高，投资者对电动车销售下滑不以为然，期待公司的机器人出租车和类人机器人产品。</p>
</div><p>That has left Tesla shares currently sporting a 12-month forward price to earnings multiple of around 210, according to FactSet.</p>
<div class="lb-trans"><p>根据 FactSet，目前特斯拉的股票市盈率约为 210 倍。</p>
</div><p>However, not even that P/E multiple has tempted Burry to bet against Tesla stock. In response to a user on X who asked if he would bet against Tesla, Burry succinctly replied: &#34;I am not short&#34;.</p>
<div class="lb-trans"><p>然而，即使是这个市盈率也没有让巴里愿意做空特斯拉的股票。在 X 上，有用户问他是否会做空特斯拉，巴里简洁地回答：&#34;我没有做空&#34;。</p>
</div><p>It should be noted that Burry does not just beta against stocks. This week he has again set out his case for buying shares of Molina Healthcare (MOH).</p>
<div class="lb-trans"><p>值得注意的是，巴里并不仅仅对股票做空。本周他再次提出购买 Molina Healthcare（MOH）股票的理由。</p>
</div><p>-Jamie Chisholm</p>
<div class="lb-trans"><p>-Jamie Chisholm</p>
</div><p>This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.</p>
<div class="lb-trans"><p>此内容由 MarketWatch 创作，MarketWatch 由道琼斯公司运营。MarketWatch 与道琼斯新闻社和《华尔街日报》独立出版。</p>
</div><p>(END) Dow Jones Newswires</p>
<div class="lb-trans"><p>（完）道琼斯新闻社</p>
</div><p>12-31-25 0406ET</p>
<div class="lb-trans"><p>12-31-25 0406ET</p>
</div>

The Big Short's Michael Burry takes on the Big Tech bulls, but holds fire on this cult favorite.

- Michael Burry 对 Nvidia 和 Palantir 股价做空，称其估值过高。  
- 尽管对 Tesla 持负面看法，Burry 仍不做空 Tesla 股票。  
- 他最近推荐购买 Molina Healthcare 股票。

Dow Jones

Palantir Tech

英伟达

特斯拉

《大空头》的 Michael Burry 向大科技公司的看涨者发起挑战，但对这个备受追捧的热门股保持观望