“我在管理对冲基金时_老虎社区_美港股上老虎

火火先生

06-26

“我在管理对冲基金时学到一件事，那就是仅仅因为估值而做空一只股票无异于找死，如果人们愿意在股票昂贵的时候继续买，那是因为他们相信这只股票的成长故事，只要故事没改变就行，我对英伟达的估值并不在意”。

2020年特斯拉

2023年英伟达

知名投资者Steve Eisman力挺英伟达认为无需担忧高估值

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href=https://finance.sina.com.cn/world/2024-06-26/doc-inazyqrz6721647.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在路博迈的高级投资组合经理Steve Eisman看来，英伟达三天内市值跌去4，300亿美元不是什么大不了的事情。\n　　Eisman以在金融危机前做空次级抵押贷款而被广为人知，他周二在接受采访时说，自己持有“大量”的英伟达股票，而且将其当作一个长期投资，相信在未来几年都有意义。\n　　英伟达周二一度上涨4.1%，此前三天该股累计跌幅自4月以来首次超过10%以上，标志着迈入技术性回调区域。\n　　“如果...</p>\n\n<a href=\"https://finance.sina.com.cn/world/2024-06-26/doc-inazyqrz6721647.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4587":"ChatGPT概念","LU0109392836.USD":"富兰克林科技股A","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4527":"明星科技股","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4579":"人工智能","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4588":"碎股","BK4550":"红杉资本持仓","BK4141":"半导体产品","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc 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ACC"},"source_url":"https://finance.sina.com.cn/world/2024-06-26/doc-inazyqrz6721647.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2446822373","content_text":"在路博迈的高级投资组合经理Steve Eisman看来，英伟达三天内市值跌去4，300亿美元不是什么大不了的事情。\n　　Eisman以在金融危机前做空次级抵押贷款而被广为人知，他周二在接受采访时说，自己持有“大量”的英伟达股票，而且将其当作一个长期投资，相信在未来几年都有意义。\n　　英伟达周二一度上涨4.1%，此前三天该股累计跌幅自4月以来首次超过10%以上，标志着迈入技术性回调区域。\n　　“如果你看看英伟达的技术图形，几乎看不到回调”，Eisman说。“我认为这什么都不代表”。\n\n　　截至周一收盘，英伟达今年迄今上涨了139%。在一些怀疑论者担心该公司增长过快之际，Eisman表示股价是最不需要担心的事情。\n　　他说，“我在管理对冲基金时学到一件事，那就是仅仅因为估值而做空一只股票无异于找死，如果人们愿意在股票昂贵的时候继续买，那是因为他们相信这只股票的成长故事，只要故事没改变就行，我对英伟达的估值并不在意”。\n　　Nuveen Asset Management LLC首席投资官Saira Malik也看好英伟达，相信该公司可以从人工智能需求的蓬勃发展中获益。\n　　他说，英伟达和微软在人工智能热潮下的涨势与互联网泡沫不同。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：杨淳端","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":212,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/320764293787824"}