[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioe2c090d3":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcioe2c090d3","高盛增持NBIS至10.5%，成为排名第一的机构!","\u002Fdoc\u002Fdcioe2c090d3","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">高盛增持\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">NBIS\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">至\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> 10.5%\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">意味着高盛现在手里攥着约\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">2311\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">万股\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">Nebius\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">，市值超过\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">44\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">亿美元。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">巧了。就在几周前，英伟达也干了同样的事——披露持有\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">Nebius 9.3%\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">的股份，持仓市值近\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">50\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">亿美元。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">全球最顶尖的芯片公司\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> + \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">全球最顶尖的投行，同时在同一个\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">AI\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">基础设施公司上重仓。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">这事值得认真琢磨。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">先捋一下时间线：\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size:large;\">3\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">月：英伟达宣布对\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">Nebius\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">做\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">20\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">亿美元战略投资\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size:large;\">7\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">月\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">21\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">日：英伟达提交\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">13G\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">文件，披露持股跃升至\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">9.3%\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size:large;\">8\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">月\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">7\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">日：高盛提交\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">13G\u002FA\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">，持股从\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">7.2%\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">加到\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">10.5%\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">英伟达不是今天才认识\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">Nebius\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">的。黄仁勋在\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">COMPUTEX\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">上公开说过，\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">Nebius\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">是\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">\"\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">世界顶级的\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">AI\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">云之一\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">\"\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">高盛也不是今天才看好的。早在\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">5\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">月，高盛就把目标价定在\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">205\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">美元并维持买入评级\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size:large;\">Nebius\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">到底是谁？简单说，它是一家\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">AI\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">云基础设施公司。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">这家公司以前叫\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">Yandex\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">，是俄罗斯的\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">\"\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">谷歌\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">\"\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">。俄乌战争之后，\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">Yandex\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">被迫把国际业务拆分出来，独立成了\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">Nebius\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">拆分出来后，\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">Nebius\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">干了一件事：\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">All in AI\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">基础设施。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">手上握着跟微软签的\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">194\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">亿美元供应协议\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">跟\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">Meta\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">签了\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">120\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">亿美元的长期合同\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size:large;\">2026\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">年第一季度，合同电力从\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">2GW\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">涨到\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">3.5GW\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">以上，全年目标至少\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">4GW\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">刚推出新商业模式，让合作伙伴在自己的数据中心部署\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">Nebius\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">的全栈\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">AI\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">云平台\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">这家公司正在做的事，跟\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">SPCX\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">类似——建\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">AI\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">算力基础设施，然后卖给需要算力的人。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">区别在于，\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">SPCX\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">更激进、更\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">\"\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">马斯克\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">\"\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">；\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">Nebius\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">更稳、更\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">\"\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">机构化\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">\"\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">为什么英伟达要押注\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">Nebius\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">？\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">英伟达不傻。它卖\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">GPU\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">给所有人，但只对少数几家公司下重注。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">押注\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">Nebius\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">的逻辑很简单：英伟达需要一个能大规模部署自家\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">GPU\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">的\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">\"\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">展示厅\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">\"\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">和\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">\"\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">样板间\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">\"\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size:large;\">Nebius\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">的\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">AI\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">云如果跑得好，就能证明英伟达\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">GPU\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">的算力价值。其他云厂商看了，也得跟着买更多\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">GPU\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">这是一笔\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">\"\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">生态投资\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">\"\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">，不是单纯的财务投资。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">那高盛呢？\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">高盛看得更直接：\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">Nebius\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">的商业模式正在被验证。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">手握微软和\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">Meta\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">的长期合同，意味着未来几年的收入是锁定的。合同电力从\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">2GW\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">干到\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">4GW\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">，意味着增长有实物支撑。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">当一个公司的\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">\"\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">大客户锁定\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">\"\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">和\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">\"\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">物理扩张\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">\"\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">同时发生，机构投资者的兴趣就来了。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">高盛从\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">7.2%\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">加到\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">10.5%\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">——这不是建仓，是加仓确认。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">美股投资网认为，最值得看的不是单个数据，而是这些名字同时出现在一张表格里这件事本身：\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">高盛：持有\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">2311\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">万股，市值\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">44\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">亿美元，季度加仓\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">45%\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">英伟达：持有\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">2225\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">万股，市值\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">46.8\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">亿美元，占其整个投资组合的\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">20%\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">贝莱德：持有\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">1153\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">万股，市值\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">31.8\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">亿美元，季度加仓\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">16%\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size:large;\">Orbis Allan Gray\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">：持有\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">831\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">万股，季度加仓\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">149%\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">一家叫\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">Situational Awareness LP\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">的，直接新建仓\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">1241\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">万股，市值\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">24.5\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">亿美元，占其组合\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">14.84%\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">，直接排到第一重仓\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">这不是一个人在买。这是一群人在同一个季度、同一只股票上集体加仓。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">美股投资网认为，这件事最值得关注的是它代表的信号：\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size:large;\">AI\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">基础设施这个赛道，正在从\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">\"\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">讲故事\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">\"\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">变成\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">\"\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">算得清账\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">\"\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">英伟达、高盛、微软、\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">Meta\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">——这些全世界最懂算力、最懂钱、最懂合同的公司，都在真金白银往里砸。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size:large;\">Michael Burry\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">前段时间又公开做空\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">AI\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">基础设施——就是电影《大空头》那个主角原型。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">英伟达\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> + \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">高盛\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> + \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">贝莱德\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> + Orbis vs Michael Burry\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp> \u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FN\u002FNBIS\u002FNBIS.jpg","2026-08-08T04:49:20","2026.08.08","2026\u002F08\u002F08",48370,[22],"NBIS","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]