位置：中游情绪：利空参考度：5/10
“大空头”Michael Burry于周三以1051.87美元价格建立对美光科技的空头头寸。Burry指出三星与SK海力士上周披露的韩国半导体资本支出计划，标志着半导体行业景气周期“0001;盛转衰的开端”。他预计半导体板块将面临约30%的回调幅度，并强调AI基础设施相关企业的估值已显著偏离合理区间。
鉴于Burry此前做空Palantir的成功案例，市场对其最新空头仓位的关注度显著提升。美股周三、周四两个交易日内，美国芯片股呈现..单日大跌10.6%，周四继续下挫5.5%；同期，费城半导体指数两日累计重挫12%。
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
