美股血崩，但斌又变了？

市场资讯2025-03-11

3月10日，美股暴跌，大型科技股普跌。科技“七巨头”遭“血洗”，市值合计蒸发超过7500亿美元（约合人民币5.5万亿元）。其中，特斯拉跌超15%，市值一夜蒸发1300亿美元（约合人民币9440亿元）；英伟达跌5.07%，市值蒸发近1400亿美元（约合人民币1万亿元）；苹果跌4.85%，市值蒸发1741亿美元（约合人民币1.26万亿元）；谷歌A跌4.49%，市值蒸发近千亿美元（约合人民币7100亿元...

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Platforms跌4.42%，市值蒸发约700亿美元（约合人民币5000亿元）；结果，私募大佬但斌终于是绷不住了，今日凌晨两三点的时候，在社交平台上发帖，开始看空美国，看空美股了。有网友调侃到，“但斌这是打自己的脸了？”记得去年的时候，但斌可是一个劲的吹捧美股，去年10月份A股刚刚有崛起的迹象，但斌马上就在网上连续发帖，表示A股不会走牛市，政策底后面还有市场底。当时就有投资者表示，“但斌跑去美股了，踏空了A股，必须得唱空A股，唱多美股啊！”今年以来，港股、A股科技股走牛，美股科技股走弱，但斌这是又变了？前些天但斌还一反常态的唱空英伟达，要知道过去几个月但斌可是一直在唱多英伟达，高呼着“英伟达会超10万亿美元”，结果英伟达股价一跌，马上就变脸了，改变观点了？对此，一些投资者也纷纷出来调侃，“说好的10万亿刀呢？”现在美股科技“七巨头”一调整，但斌马上出来唱空美国了，这是已经清仓美股，又来买A股的意思吗？问题是，此前高位唱多美股，低位唱衰A股，现在A股科技股涨了，美股科技股跌了，就立马改变立场，说好的长期主义，价值投资，“时间的玫瑰”呢？闹半天，但斌的操作和情绪还是跟着市场在走啊！这让我想起2021年那会，贵州茅台股价突破2700元，一些良心财经博主纷纷发帖表示贵州茅台泡沫太大了，需要时间消化，其中也包括巴帮主自己。结果，当时但斌还一个劲的鼓吹贵州茅台，压根不提泡沫的话，结果后面贵州茅台股价一路下跌，但斌却偷偷减仓了。不得不佩服但斌的“变色”能力可真强啊！（转自：逆向思维巴帮主）\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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