{"id":473627,"date":"2023-10-01T18:18:10","date_gmt":"2023-10-02T01:18:10","guid":{"rendered":"https:\/\/nai500.com\/?p=473627"},"modified":"2023-10-01T18:18:10","modified_gmt":"2023-10-02T01:18:10","slug":"%e5%a4%a7%e7%a9%ba%e5%a4%b4michael-burry%e9%80%86%e5%90%91%e6%8a%95%e8%b5%84%e8%bf%99%e5%8f%aa%e8%bf%9e%e9%94%81%e8%8d%af%e5%ba%97%e5%b7%a8%e5%a4%b4%e8%82%a1%e7%a5%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2023\/10\/%e5%a4%a7%e7%a9%ba%e5%a4%b4michael-burry%e9%80%86%e5%90%91%e6%8a%95%e8%b5%84%e8%bf%99%e5%8f%aa%e8%bf%9e%e9%94%81%e8%8d%af%e5%ba%97%e5%b7%a8%e5%a4%b4%e8%82%a1%e7%a5%a8\/","title":{"rendered":"\u5927\u7a7a\u5934Michael Burry\u9006\u5411\u6295\u8d44\u8fd9\u53ea\u8fde\u9501\u836f\u5e97\u5de8\u5934\u80a1\u7968"},"content":{"rendered":"<p>Michael Burry\u662f\u300a\u5927\u7a7a\u5934\u300b\u7684\u539f\u578b\u4eba\u7269\uff0c\u6700\u521d\u4ed6\u662f\u901a\u8fc7\u505a\u7a7a\u6b21\u8d37\u62b5\u62bc\u8d37\u6b3e\u5e02\u573a\u4e00\u70ae\u6210\u540d\uff0c\u6b64\u540e\u53c8\u56e0\u4e3a\u505a\u7a7a\u7279\u65af\u62c9Tesla Inc\uff08NASDAQ:TSLA\uff09\u80a1\u7968\u8ba9\u81ea\u5df1\u6210\u4e3a\u4e86\u534e\u5c14\u8857\u7a7a\u5934\u7684\u6807\u6746\u4eba\u7269\u3002\u4eca\u5e74\u65e9\u4e9b\u65f6\u5019\uff0c\u4ed6\u505a\u7a7a\u6807\u666e500\u6307\u6570\u548c\u7eb3\u65af\u8fbe\u514b100\u6307\u6570\u3002<\/p>\n<p>\u4f46\u662f\uff0c\u8fd9\u4f4d\u77e5\u540d\u7684\u6295\u8d44\u4eba\u5e76\u4e0d\u603b\u662f\u505a\u7a7a\u5e02\u573a\uff0c\u4ed6\u4e5f\u6709\u505a\u591a\u7684\u65f6\u5019\uff0c\u6bd4\u5982\u8bf4\u6301\u6709\u591a\u53ea\u80a1\u7968\u3002\u5728Michael Burry\u7684\u591a\u5934\u6301\u80a1\u5f53\u4e2d\uff0c\u4e0b\u9762\u8fd9\u53ea\u8fde\u9501\u836f\u5e97\u5de8\u5934\u6709\u671b\u6210\u4e3a\u672a\u67655\u5e74\u6700\u5927\u7684\u8d62\u5bb6\u3002<\/p>\n<h2>Michael Burry\u7684\u9006\u5411\u6295\u8d44<\/h2>\n<p>\u5728\u63d0\u4ea4\u7f8e\u56fd\u8bc1\u5238\u548c\u4ea4\u6613\u59d4\u5458\u4f1a\uff08SEC\uff09\u768413-F\u6301\u4ed3\u62a5\u544a\u5f53\u4e2d\uff0c\u6211\u4eec\u53ef\u4ee5\u627e\u5230Burry\u7684\u79c1\u4eba\u6295\u8d44\u516c\u53f8Scion Asset Management\u7684\u6bcf\u4e00\u53ea\u6301\u80a1\u3002\u622a\u81f32023\u5e746\u670830\u65e5\uff0cScion\u6301\u6709\u8fd130\u53ea\u80a1\u7968\uff0c\u4e00\u4e9b\u4ea4\u6613\u6240\u4ea4\u6613\u57fa\u91d1\uff08ETF\uff09\uff0c\u4ee5\u53ca\u6807\u666e500\u6307\u6570\u548c\u7eb3\u65af\u8fbe\u514b100\u6307\u6570ETF\u7684\u770b\u8dcc\u671f\u6743\u3002<\/p>\n<p>Burry\u7684\u6301\u80a1\u7edd\u5bf9\u6ca1\u6709\u90a3\u4e9b2023\u5e74\u7684\u70ed\u95e8\u80a1\uff0c\u6bd4\u5982\u8bf4\u82f1\u4f1f\u8fbeNVIDIA\uff08NASDAQ:NVDA\uff09\uff0c\u81ea\u7136\u4e5f\u6ca1\u6709\u7279\u65af\u62c9\u3002<\/p>\n<p>\u76f8\u53cd\uff0c\u4ed6\u7684\u6301\u80a1\u5f88\u591a\u90fd\u662f\u4f4e\u4f30\u503c\u7684\u9006\u5411\u6295\u8d44\u54c1\u79cd\uff0c\u5f88\u591a\u80a1\u7968\u7684\u8dcc\u5e45\u5df2\u7ecf\u76f8\u5f53\u5927\u3002\u8003\u8651\u5230Burry\u7684\u6295\u8d44\u98ce\u683c\u662f\u57fa\u4e8e\u672c\u6770\u660e\u00b7\u683c\u96f7\u5384\u59c6\u548cDavid Dodd\u7684\u4ef7\u503c\u6295\u8d44\uff0c\u8fd9\u6837\u7684\u6295\u8d44\u7ec4\u5408\u5c31\u663e\u5f97\u5f88\u5408\u7406\u4e86\u3002\u4ed6\u81ea\u5df1\u8fc7\u53bb\u4e5f\u66fe\u8868\u793a\uff1a\u201c\u6211\u6240\u6709\u7684\u9009\u80a1100%\u90fd\u5efa\u7acb\u5728\u5b89\u5168\u8fb9\u9645\u8fd9\u4e00\u6982\u5ff5\u4e4b\u4e0a\u3002\u201d<\/p>\n<h2>\u6700\u6709\u53ef\u80fd\u7684\u8d62\u5bb6<\/h2>\n<p>Burry\u7684\u591a\u53ea\u6301\u80a1\u6216\u5c06\u6210\u4e3a\u957f\u671f\u7684\u725b\u5e02\uff0c\u6bd4\u5982\u8bf4\u8fde\u9501\u836f\u5e97\u5de8\u5934<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=CVS\">CVS Health Corp \uff08NYSE:CVS\uff09<\/a>\u3002\u8be5\u80a1\u80a1\u4ef72022\u5e74\u521d\u4ee5\u6765\u5df2\u7ecf\u66b4\u8dcc\u8d85\u8fc735%\uff0c\u4f46\u770b\u591a\u7684\u7406\u7531\u4f9d\u7136\u975e\u5e38\u5145\u5206\u3002<\/p>\n<p>\u9996\u5148\u81ea\u7136\u662f\u4f4e\u4f30\u503c\uff0c\u8be5\u80a1\u76ee\u524d\u52a8\u6001\u5e02\u76c8\u7387\u53ea\u67098.1\uff0c\u8fd9\u8ddf\u8be5\u516c\u53f8\u5f3a\u52b2\u7684\u57fa\u672c\u9762\u4ee5\u53ca\u589e\u957f\u524d\u666f\u4e0d\u7b26\u3002CVS Health\u6700\u8fd1\u5b63\u5ea6\u7684\u6536\u5165\u540c\u6bd4\u589e\u957f\u8d85\u8fc710%\uff0c\u8c03\u6574\u540e\u76c8\u5229\u867d\u7136\u4e0b\u6ed1\uff0c\u4f46\u4e3b\u8981\u662f\u56e0\u4e3a\u65b0\u51a0\u8fd9\u4e00\u77ed\u671f\u56e0\u7d20\u7684\u5f71\u54cd\u3002<\/p>\n<p>\u957f\u671f\u6765\u770b\uff0cCVS Health\u5c06\u53d7\u76ca\u4e8e\u7f8e\u56fd\u4eba\u53e3\u7684\u8001\u9f84\u5316\u3002\u8be5\u516c\u53f8\u7684\u533b\u4fdd\u4e1a\u52a1Aetna\u5c06\u53d7\u76ca\u4e8eMedicare Advantage\uff08\u533b\u4fdd\u4f18\u52bf\u8ba1\u5212\uff09\u4ee5\u53caMedicare Part D\uff08\u533b\u4fdd\u5904\u65b9\u836f\u8ba1\u5212\uff09\u4f1a\u5458\u4eba\u6570\u7684\u589e\u52a0\uff0c\u800c\u96f6\u552e\u836f\u5e97\u4ee5\u53ca\u836f\u54c1\u798f\u5229\u7ba1\u7406\uff08PBM\uff09\u4e1a\u52a1Caremark\u7684\u6536\u5165\u5c06\u968f\u7740\u5904\u65b9\u836f\u7528\u91cf\u7684\u589e\u52a0\u800c\u589e\u957f\u3002<\/p>\n<p>\u6b64\u5916\uff0c\u8be5\u516c\u53f8\u8fd8\u6d89\u8db3\u5177\u5907\u91cd\u5927\u673a\u4f1a\u7684\u65b0\u9886\u57df\uff0c\u6bd4\u5982\u8bf4\u6536\u8d2d\u521d\u7ea7\u533b\u7597\u63d0\u4f9b\u5546Signify Health\u548cOak Street Health\u30022023\u5e748\u6708\uff0c\u8be5\u516c\u53f8\u6210\u7acb\u65b0\u7684\u9500\u552e\u751f\u7269\u7c7b\u4f3c\u836f\u4ea7\u54c1\u7684\u5b50\u516c\u53f8Cordavis\u3002<\/p>\n<p>\u6700\u540e\uff0cCVS Health\u80a1\u7968\u76ee\u524d\u80a1\u606f\u7387\u8fd13.5%\u30022018\u5e74\u56e0\u4e3a\u6536\u8d2dAetna\u6682\u505c\u4e0a\u8c03\u80a1\u606f\u4e4b\u540e\uff0c\u8be5\u516c\u53f8\u5df2\u7ecf\u8fde\u7eed\u4e24\u5e74\u4e0a\u8c03\u80a1\u606f\u3002<\/p>\n<h2>\u4e00\u4e2a\u6f5c\u5728\u7684\u98ce\u9669<\/h2>\n<p>CVS Health\u53bb\u5e74\u603b\u6536\u5165\u7684\u8d85\u8fc7\u4e00\u534a\u6765\u81ea\u4e8e\u836f\u54c1\u798f\u5229\u7ba1\u7406\u4e1a\u52a1\uff0c\u4f46\u8fd9\u4e2a\u9886\u57df\u9762\u4e34\u6765\u81ea\u7f8e\u56fd\u56fd\u4f1a\u7684\u76d1\u7ba1\u538b\u529b\u8d8a\u6765\u8d8a\u5927\u30022023\u5e747\u6708\uff0c\u7f8e\u56fd\u53c2\u8bae\u5458Tom Carper\u548cChuck Grassley\u63a8\u51fa\u4e00\u9879\u65e8\u5728\u5141\u8bb8\u8054\u90a6\u653f\u5e9c\u52a0\u5927PBM\u76d1\u7ba1\u529b\u5ea6\u7684\u6cd5\u6848\u3002<\/p>\n<p>\u4e0d\u8fc7\uff0c\u8be5\u516c\u53f8\u7684PBM\u4e1a\u52a1\u8868\u73b0\u4f9d\u7136\u51fa\u8272\uff0c\u622a\u81f32023\u5e748\u6708\u521d\u62ff\u4e0b\u4e86\u5168\u56fd\u8fd160%\u7684\u96c7\u4e3b\u3002CVS Health\u7684\u836f\u5e97\u670d\u52a1\u603b\u88c1David Joyner\u5728\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u4f1a\u5f53\u4e2d\u4e5f\u6307\u51fa\uff0c\u8be5\u516c\u53f8\u5bf9PBM\u4e1a\u52a1\u7684\u957f\u671f\u589e\u957f\u524d\u666f\u4f9d\u7136\u5145\u6ee1\u4fe1\u5fc3\u3002Burry\u5f88\u660e\u663e\u4e5f\u662f\u8fd9\u79cd\u89c2\u70b9\uff0c\u539f\u56e0\u662fScion\u6301\u670910\u4e07\u80a1CVS Health\u7684\u80a1\u7968\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Michael Burry\u662f\u300a\u5927\u7a7a\u5934\u300b\u7684\u539f\u578b\u4eba\u7269\uff0c\u6700\u521d\u4ed6\u662f\u901a\u8fc7\u505a\u7a7a\u6b21\u8d37\u62b5\u62bc\u8d37\u6b3e\u5e02\u573a\u4e00\u70ae\u6210\u540d\uff0c\u6b64\u540e\u53c8\u56e0\u4e3a\u505a\u7a7a\u7279\u65af [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":473628,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521,430],"tags":[820,455,1859,2232],"class_list":["post-473627","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-820","tag-455","tag-1859","tag-2232","sectors-life-science-zh-hans","locations-us-zh-hans","exchange-nasdaq-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/473627","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=473627"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/473627\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/473628"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=473627"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=473627"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=473627"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}