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...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

嘞撸虎7
11-05
嘞撸虎7
閱

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2581591117?lang=en_US&edition=fundamental","thumbnail":"https://community-static.tradeup.com/news/98fb83fde4c46e2b678161c27429d038","is_english":false,"pubTime":"2025-11-05 08:21","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2581591117","market":"fut","top_or_hot":-1,"title":"Palantir CEO怒怼“大空头”：做空英伟达和Palantir “简直是疯了”","media":"华尔街见闻","content":"<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\">Source Link</a>\n\n</div>\n","source":null,"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 type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVDA","symbol_name":"英伟达","start_time":0,"source_url":"https://wallstreetcn.com/articles/3758668","article_id":"2581591117","we_media_id":"1084101182","thumbnails":["https://community-static.tradeup.com/news/98fb83fde4c46e2b678161c27429d038"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3758668","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2581591117","pubTimestamp":1762302097,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"华尔街见闻","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,"id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"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。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"NVDA":"英伟达","PLTR":"Palantir Technologies Inc."},"translate_title":"Palantir CEO angrily criticizes \"big short sellers\": Shorting Nvidia and Palantir is \"simply crazy\"","themeId":"ba98dc19137740d009741271c5ec45d9","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/eba79bdb8b5d8ea221381edaeceebe4e","symbols_score_info":{"PLTR":2,"NVDA":2},"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。","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=en_US&edition=fundamental","pubTime":"2025-11-05 08:21","market":"fut","language":"zh","title":"Palantir CEO angrily criticizes \"big short sellers\": Shorting Nvidia and Palantir is \"simply crazy\"","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":"<p><html><head></head><body><a href=\"https://laohu8.com/S/PLTR\">Palantir</a>CEO Alex Karp publicly attacked Big Short archetype investor Michael Burry for shorting his company and<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>The behavior, calling it \"completely crazy\" to oppose leading companies in the field of AI.</p><p>According to a previous article on Wall Street Journal, about 80% of the positions of the Scion Fund managed by Michael Burry are concentrated on shorting Nvidia and Palantir, with a nominal value of more than US $1 billion.</p><p>Burry hinted at concerns about the market on social media last week, saying that \"sometimes we see bubbles, sometimes we can take action, and sometimes the only winning move is not to participate\". He rose to fame for successfully shorting mortgage-backed securities before the 2008 financial crisis, a deal that was adapted into the Oscar-winning film The Big Short. Burry himself declined to comment on Karp's comments.</p><p><h2 id=\"id_2548403841\">Executives point to market manipulation</h2>Karp was fierce in his criticism of short sellers, saying:</p><p>\"It's very strange in itself that he chose to short two companies with such excellent performance. It's crazy to try to short chips and ontology (referring to the core areas of AI).\"</p><p>He believes that Burry is actually \"shorting AI\" and points the finger at the whole short-selling behavior. Karp believes market manipulation is happening:</p><p>\"It's very complicated about shorting. I honestly think there's market manipulation going on here. We've delivered our best results ever. I wonder if he's using public opinion to cover his position. These people are ostensibly<a href=\"https://laohu8.com/S/301181\">Flaunt</a>Morality, but actually shorting the most innovative enterprise in the world, which is very hypocritical. \"</p><p>Karp also says:</p><p>\"It's not even clear if he's actually shorting us. It might just be 'How do I exit a position without looking like a fool?' I do think this behavior is nasty and I will cheer when it proves wrong.\"</p><p>Palantir's third-quarter performance was strong but its stock price still fell, reflecting growing investor concerns about the valuation of AI-related stocks. The company's forward P/E is 228 times, which is well above the market average. On Monday, Palantir was quoted at $190.74 per share, which has risen 152.2% this year.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b7370fac8d9d2ee335bc01227d2da9fa\" tg-width=\"560\" tg-height=\"240\"/></p><p>Regulatory filings show that as of Sept. 30, the nominal value of Burry's put options was $912 million against Palantir and $187 million against Nvidia. However, the document does not specify the specific exercise price or expiration date.</p><p>It's unclear whether Burry profited from Tuesday's stock drop. The filing reflects the position at the end of September, and he may have adjusted his portfolio since then. Burry declined to comment on its current position.</p><p></body></html></p>","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 angrily criticizes \"big short sellers\": Shorting Nvidia and Palantir is \"simply crazy\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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: 12.5px; color: #7E829C; margin: 0;}\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 angrily criticizes \"big short sellers\": Shorting Nvidia and Palantir is \"simply crazy\"\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2025-11-05 08:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/PLTR\">Palantir</a>CEO Alex Karp publicly attacked Big Short archetype investor Michael Burry for shorting his company and<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>The behavior, calling it \"completely crazy\" to oppose leading companies in the field of AI.</p><p>According to a previous article on Wall Street Journal, about 80% of the positions of the Scion Fund managed by Michael Burry are concentrated on shorting Nvidia and Palantir, with a nominal value of more than US $1 billion.</p><p>Burry hinted at concerns about the market on social media last week, saying that \"sometimes we see bubbles, sometimes we can take action, and sometimes the only winning move is not to participate\". He rose to fame for successfully shorting mortgage-backed securities before the 2008 financial crisis, a deal that was adapted into the Oscar-winning film The Big Short. Burry himself declined to comment on Karp's comments.</p><p><h2 id=\"id_2548403841\">Executives point to market manipulation</h2>Karp was fierce in his criticism of short sellers, saying:</p><p>\"It's very strange in itself that he chose to short two companies with such excellent performance. It's crazy to try to short chips and ontology (referring to the core areas of AI).\"</p><p>He believes that Burry is actually \"shorting AI\" and points the finger at the whole short-selling behavior. Karp believes market manipulation is happening:</p><p>\"It's very complicated about shorting. I honestly think there's market manipulation going on here. We've delivered our best results ever. I wonder if he's using public opinion to cover his position. These people are ostensibly<a href=\"https://laohu8.com/S/301181\">Flaunt</a>Morality, but actually shorting the most innovative enterprise in the world, which is very hypocritical. \"</p><p>Karp also says:</p><p>\"It's not even clear if he's actually shorting us. It might just be 'How do I exit a position without looking like a fool?' I do think this behavior is nasty and I will cheer when it proves wrong.\"</p><p>Palantir's third-quarter performance was strong but its stock price still fell, reflecting growing investor concerns about the valuation of AI-related stocks. The company's forward P/E is 228 times, which is well above the market average. On Monday, Palantir was quoted at $190.74 per share, which has risen 152.2% this year.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b7370fac8d9d2ee335bc01227d2da9fa\" tg-width=\"560\" tg-height=\"240\"/></p><p>Regulatory filings show that as of Sept. 30, the nominal value of Burry's put options was $912 million against Palantir and $187 million against Nvidia. However, the document does not specify the specific exercise price or expiration date.</p><p>It's unclear whether Burry profited from Tuesday's stock drop. The filing reflects the position at the end of September, and he may have adjusted his portfolio since then. Burry declined to comment on its current position.</p><p></body></html></p>\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":{"PLTR":2,"NVDA":2}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":2,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2581591117","isCrawlerRequest":true}