Palantir CEO怒怼“大空头”：做空英伟达和Palantir “简直是疯了”

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Palantir CEO怒怼“大空头”：做空英伟达和Palantir “简直是疯了”

华尔街见闻11-05

Palantir首席执行官Alex Karp公开抨击《大空头》原型投资者Michael Burry做空其公司及英伟达的行为，称其反对AI领域的领军企业"完全疯狂"。据华尔街见闻此前文章，Michael Burry管理的Scion基金约80%仓位集中做空英伟达和Palantir，名义价值逾10亿美元。Burry上周在社交媒体上暗示对市场的担忧，发文称"有时我们看到泡沫，有时可以采取行动，有时唯一的...

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Burry管理的Scion基金约80%仓位集中做空英伟达和Palantir，名义价值逾10亿美元。Burry上周在社交媒体上暗示对市场的担忧，发文称\"有时我们看到泡沫，有时可以采取行动，有时唯一的制胜之举就是不参与\"。他因在2008年金融危机前成功做空抵押贷款支持证券而声名鹊起，这一交易被改编成获奥斯卡奖的电影《大空头》。Burry本人拒绝就Karp的言论发表评论。高管直指市场操纵Karp在批评做空者时言辞激烈，他表示：“他竟然选择做空业绩如此出色的两家公司，这本身就非常奇怪。试图做空芯片和本体论（指代AI核心领域），简直是疯了。”他认为Burry实际上是在\"做空AI\"，并将矛头指向整个做空行为。Karp认为正在发生市场操纵：\"关于做空非常复杂，老实说我认为这里正在发生市场操纵。我们交出了有史以来最好的业绩。我甚至怀疑他是否在利用舆论来掩护自己平仓。这些人表面上标榜道德，实际却在做空世界上最具创新力的企业，这十分虚伪。“Karp还表示：\"甚至不清楚他是否真的在做空我们。这可能只是'我如何退出头寸而不显得像个傻瓜？'我确实认为这种行为是恶劣的，当它被证明是错误的时候我会欢呼雀跃。\"Palantir三季报业绩表现强劲但股价仍然下挫，反映出投资者对AI相关股票估值的担忧正在加剧。该公司远期市盈率达228倍，远高于市场平均水平。周一，Palantir报190.74美元/股，今年以来已累计上涨152.2%。监管文件显示，截至9月30日，Burry持有的看跌期权名义价值对Palantir为9.12亿美元，对英伟达为1.87亿美元。但文件并未明确具体的行权价格或到期日。目前尚不清楚Burry是否从周二的股价下跌中获利。该文件反映的是9月底的持仓情况，他此后可能已调整了投资组合。Burry拒绝就其当前持仓置评。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":496771024691288,"gmtCreate":1762304409749,"gmtModify":1762304414140,"author":{"id":"4092032122452460","authorId":"4092032122452460","name":"嘞撸虎7","avatar":"https://static.tigerbbs.com/451ff62190f624c13c07b54476dd5930","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":11,"crmLevelSwitch":1,"idStr":"4092032122452460","authorIdStr":"4092032122452460"},"htmlText":"閱","listText":"閱","text":"閱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/496771024691288","repostId":2581591117,"repostType":4,"repost":{"id":"2581591117","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1762302097,"share":"https://ttm.financial/m/news/2581591117?lang=&edition=fundamental","pubTime":"2025-11-05 08:21","market":"other","language":"zh","title":"Palantir CEO怒怼“大空头”：做空英伟达和Palantir “简直是疯了”","url":"https://stock-news.laohu8.com/highlight/detail?id=2581591117","media":"华尔街见闻","summary":"Palantir首席执行官Alex Karp猛烈抨击《大空头》原型Michael Burry大规模做空其公司与英伟达的行为，称此举\"完全疯狂\"，并质疑存在市场操纵。Burry旗下基金Scion集中持有逾10亿美元名义价值看跌期权，押注AI领军企业股价下跌。尽管Palantir三季度业绩创纪录且年内股价涨超157%，远期市盈率高达228倍仍引发市场对AI股估值泡沫的担忧。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir</a>首席执行官Alex Karp公开抨击《大空头》原型投资者Michael Burry做空其公司及<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的行为，称其反对AI领域的领军企业&#34;完全疯狂&#34;。</p><p>据华尔街见闻此前文章，Michael Burry管理的Scion基金约80%仓位集中做空英伟达和Palantir，名义价值逾10亿美元。</p><p>Burry上周在社交媒体上暗示对市场的担忧，发文称&#34;有时我们看到泡沫，有时可以采取行动，有时唯一的制胜之举就是不参与&#34;。他因在2008年金融危机前成功做空抵押贷款支持证券而声名鹊起，这一交易被改编成获奥斯卡奖的电影《大空头》。Burry本人拒绝就Karp的言论发表评论。</p><h2 id=\"id_2548403841\">高管直指市场操纵</h2><p>Karp在批评做空者时言辞激烈，他表示：</p><blockquote><p>“他竟然选择做空业绩如此出色的两家公司，这本身就非常奇怪。试图做空芯片和本体论（指代AI核心领域），简直是疯了。”</p></blockquote><p>他认为Burry实际上是在&#34;做空AI&#34;，并将矛头指向整个做空行为。Karp认为正在发生市场操纵：</p><blockquote><p>&#34;关于做空非常复杂，老实说我认为这里正在发生市场操纵。我们交出了有史以来最好的业绩。我甚至怀疑他是否在利用舆论来掩护自己平仓。这些人表面上<a href=\"https://laohu8.com/S/301181\">标榜</a>道德，实际却在做空世界上最具创新力的企业，这十分虚伪。“</p></blockquote><p>Karp还表示：</p><blockquote><p>&#34;甚至不清楚他是否真的在做空我们。这可能只是&#39;我如何退出头寸而不显得像个傻瓜？&#39;我确实认为这种行为是恶劣的，当它被证明是错误的时候我会欢呼雀跃。&#34;</p></blockquote><p>Palantir三季报业绩表现强劲但股价仍然下挫，反映出投资者对AI相关股票估值的担忧正在加剧。该公司远期市盈率达228倍，远高于市场平均水平。周一，Palantir报190.74美元/股，今年以来已累计上涨152.2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b7370fac8d9d2ee335bc01227d2da9fa\" tg-width=\"560\" tg-height=\"240\"/></p><p>监管文件显示，截至9月30日，Burry持有的看跌期权名义价值对Palantir为9.12亿美元，对英伟达为1.87亿美元。但文件并未明确具体的行权价格或到期日。</p><p>目前尚不清楚Burry是否从周二的股价下跌中获利。该文件反映的是9月底的持仓情况，他此后可能已调整了投资组合。Burry拒绝就其当前持仓置评。</p></body></html>","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>Palantir CEO怒怼“大空头”：做空英伟达和Palantir “简直是疯了”</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\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\">\nPalantir CEO怒怼“大空头”：做空英伟达和Palantir “简直是疯了”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-05 08:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3758668><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir首席执行官Alex Karp公开抨击《大空头》原型投资者Michael Burry做空其公司及英伟达的行为，称其反对AI领域的领军企业\"完全疯狂\"。据华尔街见闻此前文章，Michael Burry管理的Scion基金约80%仓位集中做空英伟达和Palantir，名义价值逾10亿美元。Burry上周在社交媒体上暗示对市场的担忧，发文称\"有时我们看到泡沫，有时可以采取行动，有时唯一的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3758668\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/98fb83fde4c46e2b678161c27429d038","relate_stocks":{"NVDA":"英伟达","PLTR":"Palantir Technologies Inc."},"source_url":"https://wallstreetcn.com/articles/3758668","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2581591117","content_text":"Palantir首席执行官Alex Karp公开抨击《大空头》原型投资者Michael Burry做空其公司及英伟达的行为，称其反对AI领域的领军企业\"完全疯狂\"。据华尔街见闻此前文章，Michael Burry管理的Scion基金约80%仓位集中做空英伟达和Palantir，名义价值逾10亿美元。Burry上周在社交媒体上暗示对市场的担忧，发文称\"有时我们看到泡沫，有时可以采取行动，有时唯一的制胜之举就是不参与\"。他因在2008年金融危机前成功做空抵押贷款支持证券而声名鹊起，这一交易被改编成获奥斯卡奖的电影《大空头》。Burry本人拒绝就Karp的言论发表评论。高管直指市场操纵Karp在批评做空者时言辞激烈，他表示：“他竟然选择做空业绩如此出色的两家公司，这本身就非常奇怪。试图做空芯片和本体论（指代AI核心领域），简直是疯了。”他认为Burry实际上是在\"做空AI\"，并将矛头指向整个做空行为。Karp认为正在发生市场操纵：\"关于做空非常复杂，老实说我认为这里正在发生市场操纵。我们交出了有史以来最好的业绩。我甚至怀疑他是否在利用舆论来掩护自己平仓。这些人表面上标榜道德，实际却在做空世界上最具创新力的企业，这十分虚伪。“Karp还表示：\"甚至不清楚他是否真的在做空我们。这可能只是'我如何退出头寸而不显得像个傻瓜？'我确实认为这种行为是恶劣的，当它被证明是错误的时候我会欢呼雀跃。\"Palantir三季报业绩表现强劲但股价仍然下挫，反映出投资者对AI相关股票估值的担忧正在加剧。该公司远期市盈率达228倍，远高于市场平均水平。周一，Palantir报190.74美元/股，今年以来已累计上涨152.2%。监管文件显示，截至9月30日，Burry持有的看跌期权名义价值对Palantir为9.12亿美元，对英伟达为1.87亿美元。但文件并未明确具体的行权价格或到期日。目前尚不清楚Burry是否从周二的股价下跌中获利。该文件反映的是9月底的持仓情况，他此后可能已调整了投资组合。Burry拒绝就其当前持仓置评。","news_type":1,"symbols_score_info":{"NVDA":2,"PLTR":2}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":2,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}