電影《大賣空》(The Big Short)本尊、知名投資人貝瑞(Michael Burry)近期再度在 Substack 平台上公開了最新的投資組合動向。擴大了對半導體相關類股的做空力道,他加碼放空美光(Micron)、輝達(NVIDIA)等晶片股 ...
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