{"id":601825,"date":"2025-11-04T05:43:16","date_gmt":"2025-11-04T13:43:16","guid":{"rendered":"https:\/\/nai500.com\/?p=601825"},"modified":"2025-11-04T05:43:16","modified_gmt":"2025-11-04T13:43:16","slug":"burry-ai-nvda-pltr","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/11\/burry-ai-nvda-pltr\/","title":{"rendered":"Burry \u5728 AI \u6ce1\u6cab\u8b66\u544a\u5f8c\u62bc\u6ce8\u505a\u7a7a NVDA\u3001PLTR"},"content":{"rendered":"

Michael Burry \u56de\u5230\u4ea4\u6613\u7684\u53e6\u4e00\u908a\u3002Scion Asset Management \u62ab\u9732\u8207 Nvidia \u548c Palantir \u6709\u95dc\u7684\u5927\u91cf\u8ce3\u6b0a\u90e8\u4f4d\uff0c\u8ddd\u96e2\u9019\u4f4d\u5c0d\u51b2\u57fa\u91d1\u7d93\u7406\u8b66\u544a AI \u652f\u51fa\u73fe\u5728\u985e\u4f3c\u7db2\u8def\u6ce1\u6cab\u6642\u4ee3\u7684\u904e\u5ea6\u73fe\u8c61\u50c5\u6578\u5929\u3002\u76e3\u7ba1\u7533\u5831\u986f\u793a Scion \u6301\u6709\u53c3\u8003\u7d04 500 \u842c\u80a1 Palantir \u7684\u8ce3\u6b0a\u4ee5\u53ca\u7d04 100 \u842c\u80a1 Nvidia \u7684\u8ce3\u6b0a\uff0c\u540d\u7fa9\u66dd\u96aa\u5206\u5225\u7d04\u70ba 9.12 \u5104\u7f8e\u5143\u8207 1.86 \u5104\u7f8e\u5143\u3002\u6642\u6a5f\u6253\u5728\u4e00\u500b\u8106\u5f31\u7684\u76e4\u9762\u4e0a\u3002Palantir \u5728\u76e4\u524d\u4ea4\u6613\u4e2d\u4e0b\u6ed1\u8d85\u904e 7%\uff0c\u5118\u7ba1\u5728\u5f37\u52c1\u5b63\u5ea6\u5f8c\u4e0a\u8abf\u4e86\u5168\u5e74\u92b7\u552e\u5c55\u671b\uff1b\u800c Nvidia \u5373\u4f7f\u5728\u4eca\u5e74\u8fc4\u4eca\u5927\u6f32 54% \u5f8c\u4e5f\u4e0b\u8dcc\u8fd1 2%\u3002Burry \u7684\u8a0a\u606f\u5f88\u660e\u78ba\uff1aAI \u4ea4\u6613\u7684\u52d5\u80fd\u6b63\u8207\u4f30\u503c\u6578\u5b78\u767c\u751f\u885d\u7a81\uff0c\u5e02\u5834\u7a81\u7136\u958b\u59cb\u5728\u610f\u3002<\/p>\n

Scion \u7684\u8ce3\u6b0a\u63ed\u9732\u4ee5 Nvidia \u8207 Palantir \u70ba\u76ee\u6a19<\/h3>\n

Scion \u6700\u65b0\u7684\u5b63\u5ea6\u7533\u5831\u5c07\u5169\u5bb6\u6700\u9ad8\u8abf\u7684 AI \u8d0f\u5bb6\u660e\u78ba\u5217\u70ba\u76ee\u6a19\u3002\u8a72\u57fa\u91d1\u5c0d Palantir Technologies \u8207 Nvidia Corp. \u7684\u770b\u8dcc\u62bc\u6ce8\u4f3c\u4e4e\u8868\u9054\u4e86\u5c0d AI \u9818\u5c0e\u8005\u6f32\u5e45\u904e\u5927\u3001\u904e\u5feb\u7684\u770b\u6cd5\u3002\u8a72\u62ab\u9732\u7dca\u96a8 Burry \u8fd1\u671f\u8b66\u544a\uff0c\u5373 AI \u76f8\u95dc\u8cc7\u672c\u652f\u51fa\u5982\u4eca\u53ef\u8207 1999\u20132000 \u5e74\u7684\u79d1\u6280\u6ce1\u6cab\u5f37\u5ea6\u76f8\u63d0\u4e26\u8ad6\uff0c\u9019\u4e00\u6bd4\u8f03\u5728\u4ea4\u6613\u684c\u9593\u5f15\u8d77\u8ff4\u97ff\u3002\u96d6\u7136\u7533\u5831\u672a\u63ed\u793a\u5c65\u7d04\u50f9\u3001\u5230\u671f\u65e5\u6216\u8ce3\u6b0a\u662f\u7d14\u7cb9\u65b9\u5411\u6027\u62bc\u6ce8\u6291\u6216\u662f\u5c0d\u5176\u4ed6\u90e8\u4f4d\u7684\u5c0d\u6c96\uff0c\u4f46\u540d\u7fa9\u80a1\u6578\u5df2\u8db3\u5920\u5177\u6709\u5f71\u97ff\u529b\u3002\u9019\u4e9b\u6578\u5b57\u4e5f\u504f\u5411 Palantir\uff0c\u66f4\u51f8\u986f Burry \u4f3c\u4e4e\u8a8d\u70ba\u8a72\u8655\u5b58\u5728\u6700\u591a\u904e\u5ea6\u73fe\u8c61\u3002\u5728\u4eca\u5e74\u7279\u5b9a AI \u6a19\u7684\u51fa\u73fe\u72c2\u71b1\u4f48\u5c40\u7684\u80cc\u666f\u4e0b\uff0cScion \u7684\u52d5\u4f5c\u88ab\u89e3\u8b80\u70ba\u5c0d\u5e02\u5834\u6700\u611b\u6558\u4e8b\u7684\u4e00\u7a2e\u6311\u6230\u3002<\/p>\n

\u7576 AI \u5bf5\u5152\u9762\u81e8\u4f30\u503c\u8003\u9a57\u6642\uff0c\u80a1\u50f9\u4e0b\u6ed1<\/h3>\n

\u6700\u7acb\u5373\u7684\u53cd\u61c9\u662f\u5728 AI \u6700\u64c1\u64e0\u7684\u89d2\u843d\u51fa\u73fe\u56de\u64a4\u3002Palantir \u5728\u65e9\u76e4\u5927\u5e45\u4e0b\u8dcc\uff0c\u800c Nvidia \u7684\u76e4\u524d\u4e0b\u632b\u5247\u52a0\u5287\u4e86\u5c0d\u66f4\u5ee3\u6cdb\u80a1\u6307\u671f\u8ca8\u7684\u58d3\u529b\u3002\u9019\u500b\u683c\u5c40\u503c\u5f97\u6ce8\u610f\uff1a\u5169\u5bb6\u516c\u53f8\u90fd\u525b\u516c\u5e03\u5f37\u52c1\u8ca1\u5831\u4e14\u4eca\u5e74\u8fc4\u4eca\u6f32\u5e45\u53ef\u89c0\uff0c\u4f46\u908a\u969b\u8cb7\u76e4\u9010\u6f38\u7a00\u7f3a\u3002\u904e\u53bb\u8ffd\u6f32\u7684\u52d5\u80fd\u7b56\u7565\u5982\u4eca\u5f97\u9762\u5c0d\u982d\u689d\u98a8\u96aa\u4ee5\u53ca\u83ef\u723e\u8857\u91cd\u91cf\u7d1a\u4e3b\u7ba1\u8d8a\u4f86\u8d8a\u591a\u7684\u8b39\u614e\u8072\u97f3\u3002\u9019\u8b93 AI \u9818\u5c0e\u8005\u51fa\u73fe\u5206\u914d\uff08distribution\uff09\u7684\u6700\u521d\u8de1\u8c61\uff0c\u5c0d\u6307\u6578\u3001\u56e0\u5b50\u7c43\u5b50\u548c\u6563\u6236\u71b1\u9580\u540d\u55ae\u4f86\u8aaa\u90fd\u66f4\u5177\u610f\u7fa9\u3002\u554f\u984c\u4e0d\u5728\u65bc AI \u662f\u5426\u771f\u5be6\u5b58\u5728\uff0c\u800c\u5728\u65bc\u4e0b\u4e00\u7f8e\u5143\u7684\u71df\u6536\u8207\u5229\u6f64\u6210\u9577\u662f\u5426\u80fd\u652f\u6490\u5df2\u7d93\u8981\u6c42\u751a\u9ad8\u7684\u4f30\u503c\u518d\u5ea6\u4e0a\u6f32\u3002Burry \u7684\u63ed\u9732\u628a\u9019\u500b\u554f\u984c\u63a8\u5230\u4e86\u59d4\u8a17\u66f8\u7684\u9996\u4f4d\u3002<\/p>\n

Palantir \u8207 Nvidia \u7684\u5f37\u52c1\u6578\u64da\uff0c\u4f46\u4fe1\u5fc3\u8f49\u5f31<\/h3>\n

Palantir \u7d66\u591a\u982d\u5f88\u591a\u53ef\u64cd\u4f5c\u7684\u7d20\u6750\u3002\u7b2c\u4e09\u5b63\u71df\u6536\u5e74\u589e 63% \u81f3\u7d04 12 \u5104\u7f8e\u5143\uff0c\u6de8\u5229\u5e74\u589e 40% \u81f3 4.76 \u5104\u7f8e\u5143\uff0c\u7ba1\u7406\u5c64\u4e26\u5c07\u5168\u5e74\u71df\u6536\u6307\u5f15\u4e0a\u8abf\u81f3\u63a5\u8fd1 44 \u5104\u7f8e\u5143\u7684\u5340\u9593\u3002\u4ee5\u4efb\u4f55\u5e38\u898f\u6a19\u6e96\u4f86\u770b\uff0c\u9019\u4e9b\u6578\u5b57\u90fd\u76f8\u7576\u4eae\u773c\u2014\u2014\u5c24\u5176\u8003\u91cf\u5230\u5176\u7f8e\u570b\u653f\u5e9c\u696d\u52d9\u7d44\u5408\u8207\u52a0\u901f\u7684\u5546\u696d AI \u9700\u6c42\u3002\u7136\u800c\u80a1\u50f9\u4ecd\u906d\u62cb\u552e\uff0c\u986f\u793a\u5e02\u5834\u6216\u8a31\u5df2\u7d93\u9810\u671f\u66f4\u591a\uff0c\u6216\u5c0d\u4f30\u503c\u611f\u5230\u4e0d\u5b89\u3002\u53e6\u4e00\u65b9\u9762\uff0cNvidia \u4ecd\u7136\u662f AI \u898f\u6a21\u7684\u4ee3\u8868\u3002\u8a72\u516c\u53f8\u5df2\u5c07\u8d85\u5927\u898f\u6a21\u96f2\u7aef\u5ba2\u6236\u7684\u8cc7\u672c\u652f\u51fa\u8f49\u5316\u70ba\u5229\u6f64\u5f15\u64ce\uff0c\u9023\u7e8c\u4ea4\u51fa\u5f37\u52c1\u5b63\u5ea6\u3002\u5373\u4fbf\u5982\u6b64\uff0cScion \u7533\u5831\u5f8c\u7684\u6eab\u548c\u76e4\u524d\u4e0b\u8dcc\u5f37\u5316\u4e86\u5e02\u5834\u9810\u671f\u5df2\u7d93\u9ad8\u5ea6\u7e8f\u7e5e\u7684\u4e8b\u5be6\u3002\u7576\u300c\u597d\u300d\u5df2\u4e0d\u518d\u662f\u300c\u5920\u597d\u300d\u6642\uff0c\u4e0b\u884c\u7f3a\u53e3\u98a8\u96aa\u4fbf\u6703\u589e\u5927\u3002<\/p>\n

\u5b8f\u89c0\u8b66\u793a\u8207 AI \u8cc7\u672c\u652f\u51fa\u71b1\u6f6e\u76f8\u649e<\/h3>\n

Burry \u7684\u61f7\u7591\u614b\u5ea6\u6b63\u597d\u5728\u83ef\u723e\u8857\u9818\u8896\u8b66\u544a\u66f4\u5ee3\u6cdb\u5e02\u5834\u56de\u8abf\u4e4b\u969b\u51fa\u73fe\u3002\u5927\u578b\u9280\u884c\u7684 CEO \u5df2\u63d0\u51fa\u672a\u4f86\u5169\u5e74\u5167\u53ef\u80fd\u51fa\u73fe 10% \u6216\u66f4\u5927\u5e45\u5ea6\u4fee\u6b63\u7684\u98a8\u96aa\uff0c\u7406\u7531\u662f\u4f30\u503c\u904e\u9ad8\u4ee5\u53ca\u9f90\u5927 AI \u6295\u8cc7\u7684\u4e0d\u78ba\u5b9a\u56de\u5831\u6642\u7a0b\u3002\u9019\u8207 Burry \u7684\u89c0\u9ede\u76f8\u5951\u5408\uff1aAI \u8cc7\u672c\u652f\u51fa\u5df2\u958b\u59cb\u985e\u4f3c\u7db2\u8def\u6ce1\u6cab\u6642\u4ee3\u7684\u652f\u51fa\u71b1\u6f6e\u2014\u2014\u90a3\u5834\u7e41\u69ae\u5e36\u4f86\u4e86\u771f\u5be6\u7684\u6280\u8853\uff0c\u4f46\u61f2\u7f70\u4e86\u5728\u9ad8\u9ede\u652f\u4ed8\u5e02\u76c8\u7387\u7684\u80a1\u6771\u3002\u8d85\u5927\u898f\u6a21\u96f2\u7aef\u696d\u8005\u53ef\u4ee5\u627f\u64d4\u9019\u6a23\u7684\u62bc\u6ce8\uff0c\u4f46\u5c0d\u66f4\u5ee3\u6cdb\u7d93\u6fdf\u7684\u76c8\u5229\u8f49\u63db\u4ecd\u6709\u5f85\u8b49\u660e\u3002\u5982\u679c\u5e02\u5834\u958b\u59cb\u628a AI \u652f\u51fa\u7576\u6210\u9031\u671f\u6027\u8cc7\u672c\u652f\u51fa\u6545\u4e8b\uff0c\u800c\u975e\u76f4\u7dda\u5f0f\u7684\u5229\u6f64\u6210\u9577\u6545\u4e8b\uff0c\u524d\u7aef\u4ea4\u6613\u7684\u500d\u6578\u5c07\u6703\u88ab\u58d3\u7e2e\u3002\u5728\u90a3\u7a2e\u74b0\u5883\u4e0b\uff0c\u5373\u4fbf Nvidia \u548c Palantir \u57f7\u884c\u5b8c\u7f8e\uff0c\u80a1\u50f9\u4e5f\u53ef\u80fd\u7121\u6cd5\u514d\u65bc\u5f71\u97ff\u3002<\/p>\n

\u95b1\u8b80 13F \u9078\u9805\u8207\u540d\u7fa9\u898f\u6a21\u7684\u7d30\u7bc0<\/h3>\n

\u503c\u5f97\u5f37\u8abf\u7684\u662f\u5982\u4f55\u95b1\u8b80\u6b64\u9805\u7533\u5831\u300213F \u5831\u544a\u4e2d\u7684\u80a1\u6578\u53cd\u6620\u7684\u662f\u540d\u7fa9\u66dd\u96aa\uff0c\u800c\u975e\u652f\u4ed8\u7684\u671f\u6b0a\u6b0a\u5229\u91d1\uff0c\u7f8e\u5143\u50f9\u503c\u5e38\u5c0d\u61c9\u5230\u6a19\u7684\uff0c\u800c\u975e\u5be6\u969b\u98a8\u96aa\u7684\u73fe\u91d1\u3002\u5c65\u7d04\u50f9\u7d30\u7bc0\u3001\u5230\u671f\u65e5\u4ee5\u53ca\u8ce3\u6b0a\u662f\u5426\u70ba\u5c0d\u6c96\u5176\u4ed6\u591a\u982d\u4e26\u672a\u63ed\u793a\u3002\u63db\u53e5\u8a71\u8aaa\uff0c\u6a19\u984c\u4e0a\u7684\u540d\u7fa9\u6578\u5b57\u672c\u5c31\u662f\u8a2d\u8a08\u4e0a\u770b\u8d77\u4f86\u9f90\u5927\uff0c\u4f46 Scion \u5be6\u969b\u652f\u4ed8\u7684\u91d1\u984d\u53ef\u80fd\u5c0f\u5f97\u591a\u3002\u9019\u500b\u8b66\u793a\u66fe\u8b93\u6295\u8cc7\u4eba\u5403\u8667\u2014\u2014Burry \u66fe\u540c\u6642\u4ee5\u8ce3\u6b0a\u8868\u9054\u5b8f\u89c0\u8b39\u614e\u8207\u4f5c\u70ba\u6295\u7d44\u4fdd\u96aa\u3002\u5118\u7ba1\u5982\u6b64\uff0c\u898f\u6a21\u4ecd\u7136\u91cd\u8981\u3002\u7d81\u5b9a\u5c0d\u61c9 500 \u842c\u80a1 Palantir \u8207 100 \u842c\u80a1 Nvidia \u7684\u671f\u6b0a\u662f\u4e00\u500b\u523b\u610f\u7684\u8a0a\u865f\u3002\u9019\u5169\u500b\u6578\u5b57\u7684\u4e0d\u5c0d\u7a31\u4e5f\u6697\u793a Scion \u8a8d\u70ba\u54ea\u88e1\u7684\u6545\u4e8b\u8207\u4f30\u503c\u5dee\u8ddd\u6700\u5927\u3002\u5982\u679c\u52d5\u80fd\u6d88\u9000\uff0c\u6d41\u52d5\u6027\u5c07\u6c7a\u5b9a\u90a3\u500b\u5dee\u8ddd\u6536\u6582\u7684\u901f\u5ea6\u3002<\/p>\n

\u591a\u982d\u6558\u4e8b\u5982\u4eca\u9762\u81e8\u66f4\u9ad8\u9580\u6abb<\/h3>\n

\u5c0d\u65bc Nvidia\uff0c\u591a\u982d\u8ad6\u9ede\u5728\u65bc\u5c0d AI \u8a13\u7df4\u8207\u63a8\u7406\u7684\u9f90\u5927\u9700\u6c42\u3001\u5176\u4e3b\u5c0e\u7684\u4f9b\u61c9\u93c8\u4ee5\u53ca\u8b93\u7af6\u722d\u8005\u8ffd\u9010\u7684\u7522\u54c1\u9031\u671f\u3002\u5c0d\u65bc Palantir\uff0c\u8ad6\u9ede\u5728\u65bc\u5c07\u5148\u884c\u8005\u512a\u52e2\u7684\u61c9\u7528\u578b AI \u8f49\u5316\u70ba\u9ecf\u6027\u9ad8\u7684\u653f\u5e9c\u8207\u5546\u696d\u5408\u7d04\u4e26\u63d0\u5347\u5229\u6f64\u7387\u3002\u9019\u5169\u500b\u6545\u4e8b\u90fd\u6c92\u6709\u7834\u88c2\uff0c\u4f46\u9580\u6abb\u5df2\u7d93\u63d0\u9ad8\u3002\u8981\u5f9e\u6b64\u8655\u5ef6\u7e8c\u6f32\u52e2\uff0cNvidia \u9700\u8981\u8d85\u5927\u898f\u6a21\u96f2\u7aef\u8207\u4f01\u696d\u8cb7\u5bb6\u91cd\u65b0\u78ba\u8a8d\u5177\u8010\u4e45\u6027\u7684\u591a\u5e74\u8cc7\u672c\u652f\u51fa\u8a08\u756b\uff0c\u80fd\u5920\u7a7f\u8d8a\u5b8f\u89c0\u96dc\u97f3\u3002Palantir \u9700\u8981\u6301\u7e8c\u8907\u5229\u5f0f\u5730\u53d6\u5f97\u5927\u578b\u4ea4\u6613\u52dd\u5229\u800c\u4e0d\u8b93\u5229\u6f64\u7387\u6ed1\u843d\uff0c\u4e26\u8b49\u660e AI \u5e73\u53f0\u4e0d\u662f\u4e00\u5b63\u7684\u5947\u8e5f\u3002\u4efb\u4f55\u8a02\u55ae\u3001\u5b9a\u50f9\u6216\u90e8\u7f72\u6642\u7a0b\u4e0a\u7684\u9707\u76ea\uff0c\u5c07\u9a57\u8b49\u61f7\u7591\u8005\u7684\u89c0\u9ede\u4e26\u589e\u5f37\u50cf Scion \u9019\u985e\u4ea4\u6613\u7684\u7c4c\u78bc\u3002\u5e02\u5834\u6b63\u5728\u5f9e\u300c\u76f8\u4fe1\u300d\u8f49\u5411\u300c\u9a57\u8b49\u300d\u3002<\/p>\n

\u53ef\u80fd\u8b49\u660e Burry \u932f\u8aa4\u6216\u6b63\u78ba\u7684\u56e0\u7d20<\/h3>\n

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Scion Asset Management \u7684 Michael Burry \u5c0d Nvidia \u548c Palantir \u63a1\u53d6\u770b\u7a7a\u90e8\u4f4d\uff0c\u5c0d\u985e\u4f3c\u7db2\u8def\u6ce1\u6cab\u6642\u671f\u7684 AI \u80a1\u4f30\u503c\u8868\u793a\u8b66\u793a\uff0c\u6311\u6230\u5e02\u5834\u6700\u611b\u6558\u4e8b\u4e26\u7a81\u986f AI \u4ea4\u6613\u7684\u8106\u5f31\u6027\u3002<\/p>\n","protected":false},"author":48,"featured_media":587492,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[426],"tags":[675,861,773],"class_list":["post-601825","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hant","tag--zh-hant","tag-861","tag-773"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/601825","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/48"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=601825"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/601825\/revisions"}],"predecessor-version":[{"id":601856,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/601825\/revisions\/601856"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/587492"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=601825"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=601825"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=601825"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}