$应用材料 (AMAT.US)$ 发现这妖股有大部分的中国市场，容易被政治新闻搞事，早知道就不买了！
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$英伟达 (NVDA.US)$ 他称之为对冲，但基本上 他持有的大量看跌期权因时间衰减正让他损失惨重: Michael Burry买入英伟达看涨期权作为“对冲”
尽管他认为自己的看涨观点已被空头头寸“对冲”，但实际上他需要从那些看跌期权中挽回部分亏损。
事实上，Burry在过去几年里并未披露自己的盈亏情况。 不知为何，媒体给予了他关注，却没有追究他多次……
尽管他认为自己的看涨观点已被空头头寸“对冲”，但实际上他需要从那些看跌期权中挽回部分亏损。
事实上，Burry在过去几年里并未披露自己的盈亏情况。 不知为何，媒体给予了他关注，却没有追究他多次……
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今天SK海力士，三星如果可以高位稳住，短期可能会迎来动量提升，吸引更多抄底资金推高股价，尤其莫德纳用AI开发订制疫苗的事情，确认AI的需求量会越来越大，也是对ai情绪上的重大利好。 制药健康类美股ETF也会冲高。 但是要防范9月美国突然加息可能，加息对ai股票、比特币、黄金会有重大不利。
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