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島村抱月
11-21 05:27
$英伟达(NVDA)$
寄了 兄弟萌快跑啊！！
島村抱月
10-23
$英伟达(NVDA)$
今天直接120以下，明天必然100以内，后天肯定是大概率腰斩，不是40就是30。AI是泡沫 所以破起来 就是这么快捏
[DOGE]
島村抱月
10-15
$英伟达(NVDA)$
完蛋 兄弟萌 90见了
島村抱月
10-11
Replying to
@格鲁1498
:哈哈 笑了//
@格鲁1498
:现在抄底，就得等27年再来看
島村抱月
09-30
然后现在又开始要死不活了 又是新的难蚌[捂脸]
島村抱月
09-27
哈哈 高盛：？
对冲基金大佬泰珀：卖英伟达，买中国股票
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>今天直接120以下，明天必然100以内，后天肯定是大概率腰斩，不是40就是30。AI是泡沫 所以破起来 就是这么快捏<a href=\"\">[DOGE] </a>","text":"$英伟达(NVDA)$ 今天直接120以下，明天必然100以内，后天肯定是大概率腰斩，不是40就是30。AI是泡沫 所以破起来 就是这么快捏[DOGE] 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90见了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/360374283075728","isVote":1,"tweetType":1,"viewCount":3386,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568099945700012","authorId":"3568099945700012","name":"没有人比我更懂韭菜","avatar":"https://static.tigerbbs.com/15391474b6bf8712ad5c17ea6bad5690","crmLevel":5,"crmLevelSwitch":1,"idStr":"3568099945700012","authorIdStr":"3568099945700012"},"content":"你是说180之后拆2么[开心]","text":"你是说180之后拆2么[开心]","html":"你是说180之后拆2么[开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358861933752456,"gmtCreate":1728620691119,"gmtModify":1728622862290,"author":{"id":"4187273288131352","authorId":"4187273288131352","name":"島村抱月","avatar":"https://static.tigerbbs.com/57fd461be7658d9494b9c611b2c9f86a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187273288131352","authorIdStr":"4187273288131352"},"themes":[],"htmlText":"Replying 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又是新的难蚌[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355045416562992","isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353972255883584,"gmtCreate":1727436275204,"gmtModify":1727441982997,"author":{"id":"4187273288131352","authorId":"4187273288131352","name":"島村抱月","avatar":"https://static.tigerbbs.com/57fd461be7658d9494b9c611b2c9f86a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187273288131352","authorIdStr":"4187273288131352"},"themes":[],"htmlText":"哈哈 高盛：？","listText":"哈哈 高盛：？","text":"哈哈 高盛：？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353972255883584","repostId":"2470073741","repostType":2,"repost":{"id":"2470073741","pubTimestamp":1727411000,"share":"https://www.laohu8.com/m/news/2470073741?lang=&edition=full","pubTime":"2024-09-27 12:23","market":"us","language":"zh","title":"对冲基金大佬泰珀：卖英伟达，买中国股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2470073741","media":"智通财经","summary":"智通财经获悉，亿万富翁投资者大卫·泰珀表示，他对是否购买更多英伟达的股票犹豫不决，并质疑这家芯片制造商是否有足够的增长能力。泰珀在接受采访时表示，他已经卖出了“大量”持有的英伟达股票，因为他认为该股价格看起来过高，最终会下跌。相反，泰珀建议投资“买入一切”中国相关的资产。今年第二季度，他的对冲基金持有今年早些时候收购的中国公司的大部分股份，尽管阿里巴巴集团和美国科技巨头的股份被削减。","content":"<html><head></head><body><p>亿万富翁投资者大卫·泰珀(David Tepper)表示，他对是否购买更多<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的股票犹豫不决，并质疑这家芯片制造商是否有足够的增长能力。泰珀在接受采访时表示，他已经卖出了“大量”持有的英伟达股票，因为他认为该股价格看起来过高，最终会下跌。他在第二季度出售了84%的股份，截至6月底，他所持股份降至约8500万美元。</p><p>英伟达较一个月前下跌4.35%，不过今年迄今上涨了149.4%。他质疑该股是否有“足够的增长动力”，以及“下一代模型是否能取代他们的芯片”。他补充说，该股在2024年和2025年看起来很棒，但他“不知道”2026年的情况。泰珀于1993年创立了阿帕卢萨管理公司(Appaloosa Management)。</p><p>英伟达目前的市值为3万亿美元，但仍比6月份的历史高点低12%。泰珀的结论是：“与其他我更有信心的股票相比，英伟达并不是我的首选。”</p><p>相反，泰珀建议投资“买入一切”中国相关的资产。他将自己对中国资产的大笔押注，归因于中国本周出台的大规模刺激措施。他在周四接受采访时说：“我以为美联储上周的做法会导致中国放松货币政策，但我没料到他们的刺激力度会这么大。”</p><p>今年第二季度，他的对冲基金持有今年早些时候收购的中国公司的大部分股份，尽管<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团(BABA.US)和美国科技巨头的股份被削减。如今，在中国承诺支持财政支出、稳定房地产行业、加大力度提振经济增长之后，他又开始抢购包括阿里巴巴和<a href=\"https://laohu8.com/S/BIDU\">百度</a>(BIDU.US)在内的中国股票。</p><p>他说：“我们持有的中国股票时间更长一些，也更多一些。”他表示，即使在本周股价飙升之后，中国股票的估值仍很低，这是他买入中国股票的原因之一。</p><p>截至发稿，英伟达盘前跌超1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/313fc35fc1f4de776a1769865e4e71a8\" tg-width=\"450\" tg-height=\"130\"/></p><p></p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>对冲基金大佬泰珀：卖英伟达，买中国股票</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n对冲基金大佬泰珀：卖英伟达，买中国股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-27 12:23 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1187986.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>亿万富翁投资者大卫·泰珀(David Tepper)表示，他对是否购买更多英伟达的股票犹豫不决，并质疑这家芯片制造商是否有足够的增长能力。泰珀在接受采访时表示，他已经卖出了“大量”持有的英伟达股票，因为他认为该股价格看起来过高，最终会下跌。他在第二季度出售了84%的股份，截至6月底，他所持股份降至约8500万美元。英伟达较一个月前下跌4.35%，不过今年迄今上涨了149.4%。他质疑该股是否有“...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1187986.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"http://www.zhitongcaijing.com/content/detail/1187986.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2470073741","content_text":"亿万富翁投资者大卫·泰珀(David Tepper)表示，他对是否购买更多英伟达的股票犹豫不决，并质疑这家芯片制造商是否有足够的增长能力。泰珀在接受采访时表示，他已经卖出了“大量”持有的英伟达股票，因为他认为该股价格看起来过高，最终会下跌。他在第二季度出售了84%的股份，截至6月底，他所持股份降至约8500万美元。英伟达较一个月前下跌4.35%，不过今年迄今上涨了149.4%。他质疑该股是否有“足够的增长动力”，以及“下一代模型是否能取代他们的芯片”。他补充说，该股在2024年和2025年看起来很棒，但他“不知道”2026年的情况。泰珀于1993年创立了阿帕卢萨管理公司(Appaloosa Management)。英伟达目前的市值为3万亿美元，但仍比6月份的历史高点低12%。泰珀的结论是：“与其他我更有信心的股票相比，英伟达并不是我的首选。”相反，泰珀建议投资“买入一切”中国相关的资产。他将自己对中国资产的大笔押注，归因于中国本周出台的大规模刺激措施。他在周四接受采访时说：“我以为美联储上周的做法会导致中国放松货币政策，但我没料到他们的刺激力度会这么大。”今年第二季度，他的对冲基金持有今年早些时候收购的中国公司的大部分股份，尽管阿里巴巴集团(BABA.US)和美国科技巨头的股份被削减。如今，在中国承诺支持财政支出、稳定房地产行业、加大力度提振经济增长之后，他又开始抢购包括阿里巴巴和百度(BIDU.US)在内的中国股票。他说：“我们持有的中国股票时间更长一些，也更多一些。”他表示，即使在本周股价飙升之后，中国股票的估值仍很低，这是他买入中国股票的原因之一。截至发稿，英伟达盘前跌超1%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":363110944305344,"gmtCreate":1729692724267,"gmtModify":1729692725636,"author":{"id":"4187273288131352","authorId":"4187273288131352","name":"島村抱月","avatar":"https://static.tigerbbs.com/57fd461be7658d9494b9c611b2c9f86a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187273288131352","idStr":"4187273288131352"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ 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90见了","text":"$英伟达(NVDA)$ 完蛋 兄弟萌 90见了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/360374283075728","isVote":1,"tweetType":1,"viewCount":3386,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568099945700012","authorId":"3568099945700012","name":"没有人比我更懂韭菜","avatar":"https://static.tigerbbs.com/15391474b6bf8712ad5c17ea6bad5690","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3568099945700012","idStr":"3568099945700012"},"content":"你是说180之后拆2么[开心]","text":"你是说180之后拆2么[开心]","html":"你是说180之后拆2么[开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358861933752456,"gmtCreate":1728620691119,"gmtModify":1728622862290,"author":{"id":"4187273288131352","authorId":"4187273288131352","name":"島村抱月","avatar":"https://static.tigerbbs.com/57fd461be7658d9494b9c611b2c9f86a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187273288131352","idStr":"4187273288131352"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3527667712494123\">@格鲁1498</a>:哈哈 笑了//<a href=\"https://laohu8.com/U/3527667712494123\">@格鲁1498</a>:现在抄底，就得等27年再来看","listText":"Replying to <a href=\"https://laohu8.com/U/3527667712494123\">@格鲁1498</a>:哈哈 笑了//<a href=\"https://laohu8.com/U/3527667712494123\">@格鲁1498</a>:现在抄底，就得等27年再来看","text":"Replying to @格鲁1498:哈哈 笑了//@格鲁1498:现在抄底，就得等27年再来看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358861933752456","isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355045416562992,"gmtCreate":1727690478216,"gmtModify":1727690942910,"author":{"id":"4187273288131352","authorId":"4187273288131352","name":"島村抱月","avatar":"https://static.tigerbbs.com/57fd461be7658d9494b9c611b2c9f86a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187273288131352","idStr":"4187273288131352"},"themes":[],"htmlText":"然后现在又开始要死不活了 又是新的难蚌[捂脸]","listText":"然后现在又开始要死不活了 又是新的难蚌[捂脸]","text":"然后现在又开始要死不活了 又是新的难蚌[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355045416562992","isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353972255883584,"gmtCreate":1727436275204,"gmtModify":1727441982997,"author":{"id":"4187273288131352","authorId":"4187273288131352","name":"島村抱月","avatar":"https://static.tigerbbs.com/57fd461be7658d9494b9c611b2c9f86a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187273288131352","idStr":"4187273288131352"},"themes":[],"htmlText":"哈哈 高盛：？","listText":"哈哈 高盛：？","text":"哈哈 高盛：？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353972255883584","repostId":"2470073741","repostType":2,"repost":{"id":"2470073741","pubTimestamp":1727411000,"share":"https://www.laohu8.com/m/news/2470073741?lang=&edition=full","pubTime":"2024-09-27 12:23","market":"us","language":"zh","title":"对冲基金大佬泰珀：卖英伟达，买中国股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2470073741","media":"智通财经","summary":"智通财经获悉，亿万富翁投资者大卫·泰珀表示，他对是否购买更多英伟达的股票犹豫不决，并质疑这家芯片制造商是否有足够的增长能力。泰珀在接受采访时表示，他已经卖出了“大量”持有的英伟达股票，因为他认为该股价格看起来过高，最终会下跌。相反，泰珀建议投资“买入一切”中国相关的资产。今年第二季度，他的对冲基金持有今年早些时候收购的中国公司的大部分股份，尽管阿里巴巴集团和美国科技巨头的股份被削减。","content":"<html><head></head><body><p>亿万富翁投资者大卫·泰珀(David Tepper)表示，他对是否购买更多<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的股票犹豫不决，并质疑这家芯片制造商是否有足够的增长能力。泰珀在接受采访时表示，他已经卖出了“大量”持有的英伟达股票，因为他认为该股价格看起来过高，最终会下跌。他在第二季度出售了84%的股份，截至6月底，他所持股份降至约8500万美元。</p><p>英伟达较一个月前下跌4.35%，不过今年迄今上涨了149.4%。他质疑该股是否有“足够的增长动力”，以及“下一代模型是否能取代他们的芯片”。他补充说，该股在2024年和2025年看起来很棒，但他“不知道”2026年的情况。泰珀于1993年创立了阿帕卢萨管理公司(Appaloosa Management)。</p><p>英伟达目前的市值为3万亿美元，但仍比6月份的历史高点低12%。泰珀的结论是：“与其他我更有信心的股票相比，英伟达并不是我的首选。”</p><p>相反，泰珀建议投资“买入一切”中国相关的资产。他将自己对中国资产的大笔押注，归因于中国本周出台的大规模刺激措施。他在周四接受采访时说：“我以为美联储上周的做法会导致中国放松货币政策，但我没料到他们的刺激力度会这么大。”</p><p>今年第二季度，他的对冲基金持有今年早些时候收购的中国公司的大部分股份，尽管<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团(BABA.US)和美国科技巨头的股份被削减。如今，在中国承诺支持财政支出、稳定房地产行业、加大力度提振经济增长之后，他又开始抢购包括阿里巴巴和<a href=\"https://laohu8.com/S/BIDU\">百度</a>(BIDU.US)在内的中国股票。</p><p>他说：“我们持有的中国股票时间更长一些，也更多一些。”他表示，即使在本周股价飙升之后，中国股票的估值仍很低，这是他买入中国股票的原因之一。</p><p>截至发稿，英伟达盘前跌超1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/313fc35fc1f4de776a1769865e4e71a8\" tg-width=\"450\" tg-height=\"130\"/></p><p></p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>对冲基金大佬泰珀：卖英伟达，买中国股票</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n对冲基金大佬泰珀：卖英伟达，买中国股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-27 12:23 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1187986.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>亿万富翁投资者大卫·泰珀(David Tepper)表示，他对是否购买更多英伟达的股票犹豫不决，并质疑这家芯片制造商是否有足够的增长能力。泰珀在接受采访时表示，他已经卖出了“大量”持有的英伟达股票，因为他认为该股价格看起来过高，最终会下跌。他在第二季度出售了84%的股份，截至6月底，他所持股份降至约8500万美元。英伟达较一个月前下跌4.35%，不过今年迄今上涨了149.4%。他质疑该股是否有“...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1187986.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"http://www.zhitongcaijing.com/content/detail/1187986.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2470073741","content_text":"亿万富翁投资者大卫·泰珀(David Tepper)表示，他对是否购买更多英伟达的股票犹豫不决，并质疑这家芯片制造商是否有足够的增长能力。泰珀在接受采访时表示，他已经卖出了“大量”持有的英伟达股票，因为他认为该股价格看起来过高，最终会下跌。他在第二季度出售了84%的股份，截至6月底，他所持股份降至约8500万美元。英伟达较一个月前下跌4.35%，不过今年迄今上涨了149.4%。他质疑该股是否有“足够的增长动力”，以及“下一代模型是否能取代他们的芯片”。他补充说，该股在2024年和2025年看起来很棒，但他“不知道”2026年的情况。泰珀于1993年创立了阿帕卢萨管理公司(Appaloosa Management)。英伟达目前的市值为3万亿美元，但仍比6月份的历史高点低12%。泰珀的结论是：“与其他我更有信心的股票相比，英伟达并不是我的首选。”相反，泰珀建议投资“买入一切”中国相关的资产。他将自己对中国资产的大笔押注，归因于中国本周出台的大规模刺激措施。他在周四接受采访时说：“我以为美联储上周的做法会导致中国放松货币政策，但我没料到他们的刺激力度会这么大。”今年第二季度，他的对冲基金持有今年早些时候收购的中国公司的大部分股份，尽管阿里巴巴集团(BABA.US)和美国科技巨头的股份被削减。如今，在中国承诺支持财政支出、稳定房地产行业、加大力度提振经济增长之后，他又开始抢购包括阿里巴巴和百度(BIDU.US)在内的中国股票。他说：“我们持有的中国股票时间更长一些，也更多一些。”他表示，即使在本周股价飙升之后，中国股票的估值仍很低，这是他买入中国股票的原因之一。截至发稿，英伟达盘前跌超1%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
