{"id":771024,"date":"2026-04-29T01:07:40","date_gmt":"2026-04-28T17:07:40","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=771024"},"modified":"2026-04-29T01:07:40","modified_gmt":"2026-04-28T17:07:40","slug":"%e8%8a%af%e7%89%87%e8%82%a1%e6%9a%b4%e6%b6%a8%e4%b9%8b%e9%99%85-%e7%9f%a5%e5%90%8d%e6%8a%95%e8%b5%84%e8%80%85michael-burry%e6%9c%80%e6%96%b0%e6%8a%bc%e6%b3%a8%e5%87%b8%e6%98%be%e8%9e%8d%e6%b6%a8","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=771024","title":{"rendered":"\u82af\u7247\u80a1\u66b4\u6da8\u4e4b\u9645 \u77e5\u540d\u6295\u8d44\u8005Michael Burry\u6700\u65b0\u62bc\u6ce8\u51f8\u663e\u878d\u6da8\u62c5\u5fe7\u5347\u6e29"},"content":{"rendered":"<p>\u79d1\u6280\u5de8\u5934\u63a8\u52a8<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e7%be%8e%e5%9b%bd\" title=\"View all posts in \u7f8e\u56fd\" target=\"_blank\" class=\"tag_link\">\u7f8e\u56fd<\/a>\u57fa\u51c6\u6307\u6570\u672c\u6708\u521b\u7eaa\u5f55\u65b0\u9ad8\uff0c\u800c\u5176\u4ed6\u677f\u5757\u5219\u660e\u663e\u843d\u540e\u3002\u4ea4\u6613\u5458\u611f\u89c9\u4f3c\u66fe\u76f8\u8bc6\uff0c\u8fd9\u4e5f\u4e0d\u96be\u7406\u89e3\u3002<\/p>\n<p>\u4f46\u6b64\u6b21\u884c\u60c5\u7684\u4e0d\u540c\u4e4b\u5904\u5728\u4e8e\uff0c\u9886\u6da8\u677f\u5757\u4e0a\u6da8\u901f\u5ea6\u4e4b\u5feb\uff0c\u5f62\u6210\u4e86\u5c40\u90e8\u4ea2\u594b\u884c\u60c5\uff0c\u62c9\u5927\u4e86\u4e0e\u5176\u4ed6\u80a1\u7968\u4e4b\u95f4\u7684\u5dee\u8ddd\uff0c\u56e0\u4e3a\u8fd9\u7c7b\u80a1\u7968\u5c1a\u672a\u6536\u590d\u4f0a\u6717\u6218\u4e89\u4ee5\u6765\u7684\u5931\u5730\u3002<\/p>\n<p>\u5178\u578b\u4f8b\u5b50\u662f<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%8a%af%e7%89%87\" title=\"View all posts in \u82af\u7247\" target=\"_blank\" class=\"tag_link\">\u82af\u7247<\/a>\u80a1\u7684\u8fc5\u731b\u4e0a\u6da8\uff0c\u4fc3\u4f7f\u56e0\u300a\u5927\u7a7a\u5934\u300b\u800c\u77e5\u540d\u7684<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%8a%95%e8%b5%84\" title=\"View all posts in \u6295\u8d44\" target=\"_blank\" class=\"tag_link\">\u6295\u8d44<\/a>\u8005Michael Burry\u4e70\u5165\u770b\u8dcc\u671f\u6743\uff0c\u4ee5\u6c42\u4eceiShares\u534a\u5bfc\u4f53ETF\uff08SOXX\uff09\u4e0b\u8dcc\u4e2d\u83b7\u5229\u3002<\/p>\n<p>\u5e02\u573a\u5bf9\u4e2d\u4e1c\u51b2\u7a81\u6700\u7cdf\u9636\u6bb5\u5df2\u8fc7\u53bb\u7684\u731c\u6d4b\u63a8\u52a8\u534a\u5bfc\u4f53\u80a1\u5728\u77ed\u77ed18\u5929\u5185\u4e0a\u6da847%\uff0c\u63a8\u52a8<span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/.IXIC.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" rel=\"noopener\">\u7eb3\u65af\u8fbe\u514b<\/a><\/span><span><\/span>100\u6307\u6570\u8fc8\u54112020\u5e74\u4ee5\u6765\u8868\u73b0\u6700\u4f73\u6708\u4efd\u3002<\/p>\n<p>\u201c\u6211\u77e5\u9053\u8d39\u57ce\u534a\u5bfc\u4f53\u6307\u6570\uff08SOX\uff09\u4f1a\u56de\u5f52\u7406\u6027\uff0c\u201dBurry\u57284\u670824\u65e5\u7684<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e9%80%9a%e8%ae%af\" title=\"View all posts in \u901a\u8baf\" target=\"_blank\" class=\"tag_link\">\u901a\u8baf<\/a>\u4e2d\u5199\u9053\uff0c\u5e76\u79f0\u5982\u679c\u4ed6\u5df2\u6301\u6709\u76f8\u5173\u591a\u5934\u4ed3\u4f4d\uff0c\u4ed6\u4f1a\u9009\u62e9\u5356\u51fa\u3002\u201c\u8d44\u6df1\u534a\u5bfc\u4f53\u4ece\u4e1a\u8005\u4e5f\u660e\u767d\u8fd9\u4e00\u70b9\u3002\u73b0\u5728\u53d1\u751f\u7684\u4e00\u5207\u662f\u6280\u672f\u6027\u7684\u3002\u201d<\/p>\n<p><a href=\"https:\/\/www.alphaseek.cn\/?tag=openai\" title=\"View all posts in OpenAI\" target=\"_blank\" class=\"tag_link\">OpenAI<\/a>\u672a\u80fd\u5b9e\u73b0\u9500\u552e\u548c\u65b0\u589e\u7528\u6237\u76ee\u6807\u3001\u5bfc\u81f4\u5468\u4e8c\u591a\u53ea\u80a1\u7968\u4e0b\u8dcc\uff0c\u82af\u7247\u80a1\u548c\u79d1\u6280\u5de8\u5934\u6574\u4e2a\u677f\u5757\u7684\u52a8\u80fd\u5728Strategas Securities\u5408\u4f19\u4eba\u517c\u6280\u672f\u4e0e\u5b8f\u89c2<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e7%ad%96%e7%95%a5\" title=\"View all posts in \u7b56\u7565\" target=\"_blank\" class=\"tag_link\">\u7b56\u7565<\/a>\u4e3b\u7ba1Chris Verrone\u770b\u6765\uff0c\u201c\u5e26\u6709\u90a3\u79cd\u878d\u6da8\u7684\u611f\u89c9\u201d\u3002Evercore ISI\u9996\u5e2d\u80a1\u7968\u4e0e\u91cf\u5316\u7b56\u7565\u5e08Julian Emanuel\u5bf9\u6b64\u8868\u793a\u8ba4\u540c\uff0c\u5e76\u8865\u5145\u79f0\uff0c\u5927\u578b\u79d1\u6280\u80a1\u7684\u5f3a\u52bf\u6b63\u9f13\u821e\u7740\u6295\u673a\u6027\u7684\u5192\u9669\u884c\u4e3a\u3002<\/p>\n<p>\u4ed6\u4ee5<span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/INTC.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" rel=\"noopener\">\u82f1\u7279\u5c14<\/a><\/span><span><\/span>\u548c\u5b89\u98de\u58eb\u767e\u6377\u4e50\u7b49\u516c\u53f8\u7684\u5927\u5e45\u4e0a\u6da8\u4e3a\u4f8b\u79f0\uff0c\u201c\u516c\u4f17\u6b63\u53d8\u5f97\u9ad8\u5ea6\u6295\u673a\u201d\u3002\u76ee\u524d\u7ea68\u4e07\u4ebf\u7f8e\u5143<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%b4%a7%e5%b8%81\" title=\"View all posts in \u8d27\u5e01\" target=\"_blank\" 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Inc\uff0e\u3001<span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/MSFT.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" rel=\"noopener\">\u5fae\u8f6f<\/a><\/span><span><\/span>\u3001<span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/AMZN.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" rel=\"noopener\">\u4e9a\u9a6c\u900a<\/a><\/span><span><\/span>\u3001Meta Platforms Inc\uff0e\u548c<span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/AAPL.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" rel=\"noopener\">\u82f9\u679c<\/a><\/span><span><\/span>\u7684<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%b8%9a%e7%bb%a9\" title=\"View all posts in \u4e1a\u7ee9\" target=\"_blank\" class=\"tag_link\">\u4e1a\u7ee9<\/a>\u8868\u73b0\u3002<\/p>\n<div><\/div>\n<p>  <script type=\"text\/javascript\" src=\"\/\/finance.sina.com.cn\/tgdata\/zw_account_stock.js\" charset=\"utf-8\"><\/script>                                                                                                     <\/p>\n<p>\u8d23\u4efb\u7f16\u8f91\uff1a\u674e\u6850 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u79d1\u6280\u5de8\u5934\u63a8\u52a8\u7f8e\u56fd\u57fa\u51c6\u6307\u6570\u672c\u6708\u521b\u7eaa\u5f55\u65b0\u9ad8\uff0c\u800c\u5176\u4ed6\u677f\u5757\u5219\u660e\u663e\u843d\u540e\u3002\u4ea4\u6613\u5458\u611f\u89c9\u4f3c\u66fe\u76f8\u8bc6\uff0c\u8fd9\u4e5f\u4e0d\u96be\u7406\u89e3\u3002 \u4f46\u6b64\u6b21\u884c\u60c5\u7684 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"aside","meta":[],"categories":[4],"tags":[76,378,71,266,162,93,241,88,367,339,159,63,34,24],"views":45,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/771024"}],"collection":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=771024"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/771024\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=771024"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=771024"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=771024"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}