{"id":26044,"date":"2025-05-17T05:19:43","date_gmt":"2025-05-16T21:19:43","guid":{"rendered":"https:\/\/www.kafeizha.com\/?p=26044"},"modified":"2025-05-17T05:19:43","modified_gmt":"2025-05-16T21:19:43","slug":"%e3%80%90%e8%b4%9f%e9%9d%a2%e3%80%91bloomberg%e5%b7%b4%e9%87%8c%e6%b8%85%e4%bb%93%ef%bc%8c%e6%b2%bd%e7%a9%ba%e4%b8%ad%e5%9b%bd%e8%82%a1%e7%a5%a8","status":"publish","type":"post","link":"https:\/\/news.tomjun.com\/?p=26044","title":{"rendered":"\u3010\u8d1f\u9762\u3011[bloomberg]\u5df4\u91cc\u6e05\u4ed3\uff0c\u6cbd\u7a7a\u4e2d\u56fd\u80a1\u7968"},"content":{"rendered":"<p>**\u6807\u9898\uff1a** \u5df4\u91cc\u62bc\u6ce8\u82f1\u4f1f\u8fbe\uff0c\u8d38\u6613\u6218\u524d\u5915\u6cbd\u7a7a\u4e2d\u56fd\u80a1\u7968<\/p>\n<p> **\u65b0\u95fb\u7a3f\uff1a**<br \/>\n \u77e5\u540d\u5bf9\u51b2\u57fa\u91d1\u7ecf\u7406\u8fc8\u514b\u5c14\u00b7\u5df4\u91cc\uff08Michael Burry\uff09\u65d7\u4e0b\u7684Scion\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u5728\u7b2c\u4e00\u5b63\u5ea6\u51e0\u4e4e\u6e05\u4ed3\u4e86\u5176\u4e0a\u5e02\u80a1\u7968\u6295\u8d44\u7ec4\u5408\uff0c\u5e76\u5728\u7f8e\u56fd\u603b\u7edf\u7279\u6717\u666e\u53d1\u8d77\u8d38\u6613\u6218\u3001\u6270\u4e71\u5168\u7403\u5e02\u573a\u4e4b\u524d\uff0c\u5bf9\u82f1\u4f1f\u8fbe\uff08Nvidia\uff09\u548c\u4e2d\u56fd\u76f8\u5173\u80a1\u7968\u8fdb\u884c\u4e86\u65b0\u7684\u770b\u8dcc\u62bc\u6ce8\u3002<\/p>\n<p> 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\u8fd9\u4e00\u91cd\u5927\u6295\u8d44\u7ec4\u5408\u8c03\u6574\u53d1\u751f\u4e4b\u9645\uff0c\u4e2d\u56fd\u79d1\u6280\u516c\u53f8\u5e74\u521d\u8868\u73b0\u5f3a\u52b2\uff0c\u8fd9\u5f97\u76ca\u4e8eDeepSeek\u5728\u4eba\u5de5\u667a\u80fd\u9886\u57df\u7684\u7a81\u7834\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u5bf9DeepSeek\u4f4e\u6210\u672c\u4eba\u5de5\u667a\u80fd\u6a21\u578b\u7684\u62c5\u5fe7\u5f15\u53d1\u4e86\u82f1\u4f1f\u8fbe\u80a1\u4ef7\u7684\u66b4\u8dcc\uff0c\u52a0\u5267\u4e86\u5e02\u573a\u7684\u7d27\u5f20\u60c5\u7eea\uff0c\u56e0\u4e3a\u6295\u8d44\u8005\u90fd\u5728\u4e3a\u7279\u6717\u666e\u5373\u5c06\u63a8\u51fa\u7684\u4e00\u7cfb\u5217\u8fdb\u53e3\u5173\u7a0e\u505a\u51c6\u5907\u3002<\/p>\n<p> \u81ea2024\u5e74\u6700\u540e\u4e00\u4e2a\u5b63\u5ea6\u4ee5\u6765\uff0c\u5df4\u91cc\u5df2\u7ecf\u5f00\u59cb\u7f29\u51cf\u5176\u5728\u4e2d\u56fd\u79d1\u6280\u80a1\u7684\u6295\u8d44\uff0c\u57282024\u5e74\u6700\u540e\u4e09\u4e2a\u6708\u51cf\u5c11\u4e86\u5bf9\u4eac\u4e1c\u548c\u963f\u91cc\u5df4\u5df4\u7684\u6295\u8d44\u3002\u5df4\u91cc\u8fd8\u8d2d\u5165\u4e86\uff0c\u548c\u7684\u770b\u8dcc\u671f\u6743\uff0c\u8fd9\u4e9b\u80a1\u7968\u662f\u4ed6\u524d\u51e0\u4e2a\u5b63\u5ea6\u4e2d\u7684\u4e3b\u8981\u6301\u4ed3\uff0c\u4ee5\u53ca\uff0c\u8fd9\u662fScion\u53bb\u5e74\u5e74\u5e95\u624d\u5f00\u59cb\u5efa\u4ed3\u7684\u3002<\/p>\n<p> 13F\u6587\u4ef6\u4ec5\u5217\u51fa\u591a\u5934\u80a1\u7968\u548c\u671f\u6743\u5934\u5bf8\uff0c\u56e0\u6b64\u6f5c\u5728\u7684\u5bf9\u51b2\u6027\u7a7a\u5934\u5934\u5bf8\u5c06\u65e0\u6cd5\u770b\u5230\u3002<\/p>\n<p> \u82f1\u4f1f\u8fbe\u5728\u5468\u56db\u76d8\u540e\u4ea4\u6613\u4e2d\u7565\u6709\u4e0b\u8dcc\u3002\u662f\u8be5\u57fa\u91d1\u552f\u4e00\u5269\u4f59\u7684\u80a1\u7968\uff0c\u5728\u6587\u4ef6\u663e\u793aScion\u5c06\u5176\u6301\u4ed3\u589e\u52a0\u4e86\u4e00\u500d\u540e\uff0c\u8be5\u80a1\u5728\u76d8\u540e\u4ea4\u6613\u4e2d\u4e0a\u6da8\u4e863.6%\u3002Scion Capital\u6ca1\u6709\u7acb\u5373\u56de\u590d\u7f6e\u8bc4\u8bf7\u6c42\u3002 <\/p>\n<hr>\n<p><b>\u5206\u6790\u5927\u6a21\u578b\uff1a<\/b>gemma2<br \/><b>\u5f97\u5206\uff1a<\/b>-20<br \/><b>\u539f\u56e0\uff1a<\/b><\/p>\n<pre style=\"white-space: pre-wrap;font-size: inherit;\">\u867d\u7136\u62a5\u9053\u4e86\u5bf9\u4e2d\u56fd\u79d1\u6280\u80a1\u7684\u6295\u8d44\u51cf\u5c11\uff0c\u4ee5\u53ca\u5bf9DeepSeek\u4f4e\u6210\u672cAI\u6a21\u578b\u7684\u62c5\u5fe7\uff0c\u4f46\u6574\u4f53\u57fa\u8c03\u504f\u4e2d\u6027\uff0c\u4e3b\u8981\u5173\u6ce8\u6295\u8d44\u7b56\u7565\u8c03\u6574\u3002<\/pre>\n<hr>\n<p><b>\u539f\u6587\u5730\u5740\uff1a<\/b><a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2025-05-15\/burry-bets-against-nvidia-china-stocks-in-run-up-to-trade-war\" target=\"_blank\">Burry Bets Against Nvidia, China Stocks in Run-Up to Trade War<\/a><br \/> <b>\u65b0\u95fb\u65e5\u671f\uff1a<\/b>2025-05-16<\/p>\n<div style=\"margin: 20px 0;\"><div class=\"qrcswholewtapper\" style=\"text-align:left;\"><div class=\"qrcprowrapper\"  id=\"qrcwraa2leds\"><div class=\"qrc_canvass\" id=\"qrc_cuttenpages_2\" style=\"display:inline-block\" data-text=\"https:\/\/news.tomjun.com\/?p=26044\"><\/div><div><a download=\"\u3010\u8d1f\u9762\u3011[bloomberg]\u5df4\u91cc\u6e05\u4ed3\uff0c\u6cbd\u7a7a\u4e2d\u56fd\u80a1\u7968.png\" class=\"qrcdownloads\" id=\"worign\">\r\n           <button type=\"button\" style=\"min-width:200px;background:#44d813;color:#000;font-weight: 600;border: 1px solid #44d813;border-radius:20px;font-size:12px;padding: 6px 0;\" class=\"uqr_code_btn\">\u6587\u7ae0\u4e8c\u7ef4\u7801<\/button>\r\n           <\/a><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>**\u6807\u9898\uff1a** \u5df4\u91cc\u62bc\u6ce8\u82f1\u4f1f\u8fbe\uff0c\u8d38\u6613\u6218\u524d\u5915\u6cbd\u7a7a\u4e2d\u56fd\u80a1\u7968 **\u65b0\u95fb\u7a3f\uff1a** \u77e5\u540d\u5bf9\u51b2\u57fa\u91d1\u7ecf\u7406\u8fc8\u514b\u5c14\u00b7\u5df4\u91cc\uff08Mic [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[79],"tags":[183,17216,17217,10377,3350],"class_list":["post-26044","post","type-post","status-publish","format-standard","hentry","category-79","tag-183","tag-17216","tag-17217","tag-10377","tag-3350"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/26044","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=26044"}],"version-history":[{"count":1,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/26044\/revisions"}],"predecessor-version":[{"id":26045,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/26044\/revisions\/26045"}],"wp:attachment":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=26044"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=26044"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=26044"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}