对冲基金经理：更多痛苦的下跌还在前方

金融界07-26

对冲基金经理Dan Niles认为，本周的科技股抛售证实了该行业正面临着巨大的麻烦。Niles认为，市场对谷歌母公司 Alphabet 季度业绩的反应证明，投资者已经开始失去耐心。该公司股价周三暴跌 5%。这位Niles Investment Management创始人兼投资组合经理周三在CNBC的Fast Money节目中说："市场对谷歌的反应告诉我，人们终于开始清醒地认识到‘是的，在某些时候，...

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ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC"},"translate_title":"Hedge Fund Manager: More Painful Declines Ahead","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GOOGL":1,"GOOG":0.9,"CSCO":0.9,"AMZN":0.7,"TSLA":0.7,"NVDA":0.7,"MSFT":0.7,"META":0.7,"AAPL":0.7},"content_text":"对冲基金经理Dan Niles认为，本周的科技股抛售证实了该行业正面临着巨大的麻烦。Niles认为，市场对谷歌母公司 Alphabet 季度业绩的反应证明，投资者已经开始失去耐心。该公司股价周三暴跌 5%。这位Niles Investment Management创始人兼投资组合经理周三在CNBC的Fast Money节目中说：\"市场对谷歌的反应告诉我，人们终于开始清醒地认识到‘是的，在某些时候，我们希望看到所有这些（人工智能）支出的收益’。\"7 月 11 日，Niles在 X 上警告说，财报季可能会暴露出巨型科技股交易中的巨大风险。他尤其担心包括特斯拉、Nvidia、Alphabet、Meta Platforms、微软、苹果和亚马逊在内的七大科技股。该指数周三暴跌近 6%。其中最大的输家是英伟。这只大型半导体股周三下跌了近 7%。该公司定于 8 月 28 日公布季度业绩。现在可能是过度时期Niles说：\"在周二之前，我的假设是，我们将看到人工智能支出放缓，但Nvidia在许多年内都不会出现连续下滑的季度，就像Cisco在多年的技术积累期间没有出现下滑一样。现在，我其实在想，我们是否会在明年某个时候出现连续下滑的季度，因为这些大型科技公司都承认，他们现在可能正在过度建设。”Niles曾是华尔街半导体和计算机硬件分析师，他也认为中国市场的浮躁带来了风险。“如果你说，在美国政府换届之前，中国正在过度订购地球上的所有东西，这是会造成在泡沫？答案是一定的。对中国来说，这才是理性之举。\"Niles补充道。奈尔斯补充说：\"而且，如果你看看一些正在报告的资本设备公司，来自中国的收入接近 50%。因此，受此影响，明年某个时候资本设备的下滑将非常可怕。Niles认为，该领域的下行空间还不足以增加风险敞口。他说：\"在空头方面，我们今天回补了Magnificent 7的空头，这个空头被打压了。但总的来说，我们还是更倾向于空头。“从长远来看，Niles认为巨型科技股的牛市行情不会改变。\"我认为，在持续的刷新新高之前，还有好几年的时间。\"“因此，你必须熬过这段时间，就像Cisco在股价上涨 4000% 的过程中经历了三次可怕的下跌一样。\n\n\r\n            责任编辑：栎树","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.26.2","shortVersion":"4.26.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2454334420"}