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Mikinyaa
08-05
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The Big Short prototype Michael Burry bets that the US stock rally will end: We're close to a major top with a possible 1987-like plunge
Mikinyaa
07-30
$美光科技(MU)$
lets go brrr
Mikinyaa
07-21
😎
Mikinyaa
07-16
$2倍做多MU ETF-Direxion(MUU)$
come-on baby
Mikinyaa
06-18
[吃瓜]
Mikinyaa
06-12
$2倍做多MU ETF-Direxion(MUU)$
[吃瓜]
Mikinyaa
06-10
[无语]
Sorry, the original content has been removed
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06-09
$三倍做多半导体ETF-Direxion Daily(SOXL)$
Mikinyaa
06-09
🎢
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06-06
[笑哭]
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06-03
$三倍做多半导体ETF-Direxion Daily(SOXL)$
Mikinyaa
05-27
$半导体指数ETF-HOLDRs(SMH)$
Mikinyaa
05-27
$2倍做多MU ETF-Direxion(MUU)$
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05-12
$三倍做多半导体ETF-Direxion Daily(SOXL)$
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03-18
$2倍做多MU ETF-Direxion(MUU)$
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03-13
$2倍做多NVDA ETF-GraniteShares(NVDL)$
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01-15
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🚀
Mikinyaa
2025-08-02
$超微电脑(SMCI)$
[财迷]
Mikinyaa
2025-07-09
$三倍做多半导体ETF-Direxion Daily(SOXL)$
Mikinyaa
2025-06-23
This aged like fine milk
Movement Interpretation | Circle's share price plunged 5.11% in night trading, or affected by U.S. regulatory uncertainty
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08:46","market":"us","language":"zh","title":"The Big Short prototype Michael Burry bets that the US stock rally will end: We're close to a major top with a possible 1987-like plunge","url":"https://stock-news.laohu8.com/highlight/detail?id=1108282527","media":"老虎资讯综合","summary":"重点伯里周二在Substack上发文表示:“我仍然认为,我们有可能已经接近一个重大顶部,并且可能出现类似1987年的下跌。”因电影《大空头》而闻名的迈克尔·伯里,即使标普500指数飙升至历史新高,仍坚持自己的看空押注,并警告称,这轮上涨行情最终仍可能演变成类似1987年股市崩盘那样的剧烈抛售。他表示,市场的上涨正在形成一种自我强化的循环,随着波动率下降,系统性投资者会增加市场敞口,从而进一步推动市场上涨。","content":"<p><html><head></head><body><h2 style=\"text-align: left;\">Focus</h2><ul><li><p style=\"text-align: left;\">\"I still think there's a chance we're already close to a major top and potentially a 1987-like decline,\" Bury said in a post on Substack on Tuesday.</p><p></li><li><p style=\"text-align: left;\">The S&P 500 rose 1.9% on Tuesday to close at its first all-time high since June. Better-than-expected corporate earnings and another drop in oil prices drove the market up.</p><p></li></ul><p style=\"text-align: left;\">Because of the movie \"The Big Short (<span>The Big Short</span>Michael Bury, who is famous for<span>Michael Burry</span>), sticking to its bearish bets even as the S&P 500 soared to record highs, and warning that the rally could still eventually turn into a sharp sell-off like the 1987 stock market crash.</p><p><p style=\"text-align: left;\">\"I still think there's a chance we're already close to a major top and maybe a 1987-like decline, but the S&P 500 hit a new high and it's likely to attract new money to the market,\" Bury said in a post on Substack on Tuesday.</p><p><p style=\"text-align: left;\"><strong>S&P 500</strong>It rose 1.9% on Tuesday to close at its first all-time high since June. Corporate earnings were stronger than expected, while oil prices fell again, and markets were<strong>Strait of Hormuz</strong>Hopes that it will reopen to maritime shipping have heated up, and these factors have combined to fuel the rally in stocks.</p><p><p style=\"text-align: left;\">Technology stocks account for a higher proportion<strong>Nasdaq Composite Index</strong>A surge of 2.7%, bringing its cumulative gain in the first two trading days of the week alone to nearly 5%.</p><p><p style=\"text-align: left;\">Bury has been one of Wall Street's most vocal skeptics of the AI boom. He believes that the current demand for AI infrastructure is largely driven by some financing arrangements that may ultimately be unsustainable.</p><p><p style=\"text-align: left;\">He said the rise in the market is forming a<strong>A cycle of self-reinforcement</strong>, as volatility decreases, systemic investors increase market exposure, which further drives the market upward.</p><p><p style=\"text-align: left;\">\"Remember, the market rising with lower volatility will force volatility-targeted funds to leverage more, while also allowing leveraged money from other momentum strategies to kick in,\" he wrote.</p><p><p style=\"text-align: left;\">In the face of the continued market rally, Bury said he still holds the following<strong>Short Positions</strong>:</p><p><ul><li><p style=\"text-align: left;\"><strong>iShares Semiconductor ETF (SOXX)</strong></p><p></li><li><p style=\"text-align: left;\"><strong>Micron Technology (Micron)</strong></p><p></li><li><p style=\"text-align: left;\"><strong>Nvidia</strong></p><p></li><li><p style=\"text-align: left;\"><strong>Caterpillar</strong></p><p></li><li><p style=\"text-align: left;\"><strong>Palantir</strong></p><p></li><li><p style=\"text-align: left;\"><strong>Tesla (Tesla)</strong></p><p></li><li><p style=\"text-align: left;\"><strong>Applied Materials (Applied Materials)</strong></p><p></li></ul><p style=\"text-align: left;\">Bury said he remains confident in the long-term judgment of these short positions. He added, though, that he would opt for a stop loss if the trades were clearly moving against him.</p><p><p style=\"text-align: left;\">Currently, these short positions, he said<strong>All but shorting Nvidia remain profitable</strong>。</p><p><p style=\"text-align: left;\">\"Again, shorting isn't for everyone. I have to go short, but most people shouldn't,\" Burry wrote.</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>The Big Short prototype Michael Burry bets that the US stock rally will end: We're close to a major top with a possible 1987-like plunge</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\">\nThe Big Short prototype Michael Burry bets that the US stock rally will end: We're close to a major top with a possible 1987-like plunge\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2026-08-05 08:46</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><h2 style=\"text-align: left;\">Focus</h2><ul><li><p style=\"text-align: left;\">\"I still think there's a chance we're already close to a major top and potentially a 1987-like decline,\" Bury said in a post on Substack on Tuesday.</p><p></li><li><p style=\"text-align: left;\">The S&P 500 rose 1.9% on Tuesday to close at its first all-time high since June. Better-than-expected corporate earnings and another drop in oil prices drove the market up.</p><p></li></ul><p style=\"text-align: left;\">Because of the movie \"The Big Short (<span>The Big Short</span>Michael Bury, who is famous for<span>Michael Burry</span>), sticking to its bearish bets even as the S&P 500 soared to record highs, and warning that the rally could still eventually turn into a sharp sell-off like the 1987 stock market crash.</p><p><p style=\"text-align: left;\">\"I still think there's a chance we're already close to a major top and maybe a 1987-like decline, but the S&P 500 hit a new high and it's likely to attract new money to the market,\" Bury said in a post on Substack on Tuesday.</p><p><p style=\"text-align: left;\"><strong>S&P 500</strong>It rose 1.9% on Tuesday to close at its first all-time high since June. Corporate earnings were stronger than expected, while oil prices fell again, and markets were<strong>Strait of Hormuz</strong>Hopes that it will reopen to maritime shipping have heated up, and these factors have combined to fuel the rally in stocks.</p><p><p style=\"text-align: left;\">Technology stocks account for a higher proportion<strong>Nasdaq Composite Index</strong>A surge of 2.7%, bringing its cumulative gain in the first two trading days of the week alone to nearly 5%.</p><p><p style=\"text-align: left;\">Bury has been one of Wall Street's most vocal skeptics of the AI boom. He believes that the current demand for AI infrastructure is largely driven by some financing arrangements that may ultimately be unsustainable.</p><p><p style=\"text-align: left;\">He said the rise in the market is forming a<strong>A cycle of self-reinforcement</strong>, as volatility decreases, systemic investors increase market exposure, which further drives the market upward.</p><p><p style=\"text-align: left;\">\"Remember, the market rising with lower volatility will force volatility-targeted funds to leverage more, while also allowing leveraged money from other momentum strategies to kick in,\" he wrote.</p><p><p style=\"text-align: left;\">In the face of the continued market rally, Bury said he still holds the following<strong>Short Positions</strong>:</p><p><ul><li><p style=\"text-align: left;\"><strong>iShares Semiconductor ETF (SOXX)</strong></p><p></li><li><p style=\"text-align: left;\"><strong>Micron Technology (Micron)</strong></p><p></li><li><p style=\"text-align: left;\"><strong>Nvidia</strong></p><p></li><li><p style=\"text-align: left;\"><strong>Caterpillar</strong></p><p></li><li><p style=\"text-align: left;\"><strong>Palantir</strong></p><p></li><li><p style=\"text-align: left;\"><strong>Tesla (Tesla)</strong></p><p></li><li><p style=\"text-align: left;\"><strong>Applied Materials (Applied Materials)</strong></p><p></li></ul><p style=\"text-align: left;\">Bury said he remains confident in the long-term judgment of these short positions. He added, though, that he would opt for a stop loss if the trades were clearly moving against him.</p><p><p style=\"text-align: left;\">Currently, these short positions, he said<strong>All but shorting Nvidia remain profitable</strong>。</p><p><p style=\"text-align: left;\">\"Again, shorting isn't for everyone. I have to go short, but most people shouldn't,\" Burry wrote.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/ec1b39b22a82612ecf8be42d25d85963","relate_stocks":{"PLTZ":"2倍做空PLTR ETF-Defiance","MU":"美光科技","MUD":"1倍做空MU ETF-Direxion","AMAT":"应用材料","DIPS":"做空NVDA期权收益策略ETF-YieldMax","CAT":"卡特彼勒","07788":"南方两倍做多英伟达","TSLQ":"2倍做空TSLA ETF-Tradr","NVDW":"NVDA周配息ETF-Roundhill","PLTR":"Palantir Technologies Inc.","TSLR":"2倍做多TSLA ETF-GraniteShares","NVDX":"2倍做多NVDA ETF-T-Rex","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","MULL":"2倍做多MU ETF-GraniteShares","NVDY":"NVDA期权收益策略ETF-YieldMax","PLTA":"ProShares Ultra PLTR ETF","TSLS":"1倍做空TSLA ETF-Direxion","SOXX":"iShares费城交易所半导体ETF","PLYY":"GraniteShares YieldBOOST PLTR ETF","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","NVD":"2倍做空NVDA ETF-GraniteShares","TSLT":"2倍做多TSLA ETF-T-Rex","PTIR":"2倍做多PLTR ETF-GraniteShares","PLTD":"1倍做空PLTR ETF-Direxion","NVYY":"GraniteShares YieldBOOST 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Burry),即使标普500指数飙升至历史新高,仍坚持自己的看空押注,并警告称,这轮上涨行情最终仍可能演变成类似1987年股市崩盘那样的剧烈抛售。伯里周二在Substack上发文表示:“我仍然认为,我们有可能已经接近一个重大顶部,并且可能出现类似1987年的下跌,但标普500指数创出新高,很可能会吸引新的资金进入市场。”标普500指数周二上涨1.9%,创下自6月以来首次历史新高收盘。企业盈利强于预期,同时油价再次下跌,市场对霍尔木兹海峡将重新向海运开放的希望升温,这些因素共同推动了股市上涨。科技股占比较高的纳斯达克综合指数大涨2.7%,使其仅在本周前两个交易日的累计涨幅就接近5%。伯里一直是华尔街对人工智能热潮最直言不讳的怀疑者之一。他认为,当前对人工智能基础设施的需求,很大程度上是由一些最终可能无法持续的融资安排推动的。他表示,市场的上涨正在形成一种自我强化的循环,随着波动率下降,系统性投资者会增加市场敞口,从而进一步推动市场上涨。他写道:“记住,市场在波动率下降的情况下上涨,会迫使波动率目标型基金提高杠杆,同时也会让其他动量策略的杠杆资金开始发挥作用。”面对市场持续上涨,伯里表示,他仍然持有以下标的的空头头寸:iShares半导体ETF(SOXX)美光科技(Micron)英伟达(Nvidia)卡特彼勒(Caterpillar)Palantir特斯拉(Tesla)应用材料(Applied 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Daily(SOXL)$ </a> 🚀","listText":"<a href=\"https://ttm.financial/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a> 🚀","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$ 🚀","images":[{"img":"https://community-static.tradeup.com/news/9fe083e1a6e892f0b3b6776ad4467e3f","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521935851847832","isVote":1,"tweetType":1,"viewCount":1813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":463331492106864,"gmtCreate":1754147823190,"gmtModify":1754147829905,"author":{"id":"3575534613319772","authorId":"3575534613319772","name":"Mikinyaa","avatar":"https://static.tigerbbs.com/4a2c57746358b22078da48731022679c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575534613319772","idStr":"3575534613319772"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$超微电脑(SMCI)$ </a> [财迷] ","listText":"<a href=\"https://ttm.financial/S/SMCI\">$超微电脑(SMCI)$ </a> [财迷] ","text":"$超微电脑(SMCI)$ [财迷]","images":[{"img":"https://community-static.tradeup.com/news/25531f9b270344d7d61581947309dca9","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/463331492106864","isVote":1,"tweetType":1,"viewCount":2939,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":454466088325824,"gmtCreate":1751991220491,"gmtModify":1751991223778,"author":{"id":"3575534613319772","authorId":"3575534613319772","name":"Mikinyaa","avatar":"https://static.tigerbbs.com/4a2c57746358b22078da48731022679c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575534613319772","idStr":"3575534613319772"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a> ","listText":"<a href=\"https://ttm.financial/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a> ","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$","images":[{"img":"https://community-static.tradeup.com/news/600c22c60388761482da29712bb472f2","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/454466088325824","isVote":1,"tweetType":1,"viewCount":3171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":449080582848824,"gmtCreate":1750665069749,"gmtModify":1750665073579,"author":{"id":"3575534613319772","authorId":"3575534613319772","name":"Mikinyaa","avatar":"https://static.tigerbbs.com/4a2c57746358b22078da48731022679c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575534613319772","idStr":"3575534613319772"},"themes":[],"title":"","htmlText":"This aged like fine milk","listText":"This aged like fine milk","text":"This aged like fine milk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/449080582848824","repostId":"1176564486","repostType":2,"repost":{"id":"1176564486","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1750637078,"share":"https://ttm.financial/m/news/1176564486?lang=en_US&edition=fundamental","pubTime":"2025-06-23 08:04","market":"us","language":"zh","title":"Movement Interpretation | Circle's share price plunged 5.11% in night trading, or affected by U.S. regulatory uncertainty","url":"https://stock-news.laohu8.com/highlight/detail?id=1176564486","media":"异动解读","summary":"据报道,稳定币发行公司Circle Internet Corp. 在周日夜盘交易中股价大跌5.11%。这一异常走势可能与近期美国加密货币市场的监管环境有关。分析显示,尽管欧洲加密市场在MiCA框架下呈现增长态势,美国市场却面临监管不确定性的挑战。这种市场表现差异可能源于美国持续的监管不确定性。这种不确定性可能影响了投资者对Circle等美国加密货币公司的信心,导致其股价在非常规交易时段出现大幅波动。","content":"<p>Shares of Circle Internet Corp. (CRCL), a stablecoin issuer, reportedly plunged 5.11% in Sunday night trading. This unusual move may be related to the recent regulatory environment in the U.S. cryptocurrency market.</p><p>The analysis shows that although the European crypto market is showing a growing trend under the MiCA framework, the US market is facing the challenge of regulatory uncertainty. According to Paybis co-founder Konstantins Vasilenko, in the first quarter of 2025 after the MiCA regulation came into effect, transaction volumes for EU customers increased 70% quarter-on-quarter. In contrast, retail trading activity is trending downward in the U.S. market, with just 18% of Coinbase's spot trading volume coming from retail investors, down from 40% in 2021.</p><p>This market performance discrepancy may stem from ongoing regulatory uncertainty in the United States. While U.S. President Trump and members of his administration have made pro-cryptocurrency rhetoric, no comprehensive federal crypto legislation has yet been introduced. This uncertainty may have affected investor confidence in U.S. cryptocurrency companies such as Circle, causing their shares to swing significantly during unusual trading hours.</p>","source":"ai_movement_cn","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>Movement Interpretation | Circle's share price plunged 5.11% in night trading, or affected by U.S. regulatory uncertainty</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\">\nMovement Interpretation | Circle's share price plunged 5.11% in night trading, or affected by U.S. regulatory uncertainty\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time smaller\">2025-06-23 08:04</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Shares of Circle Internet Corp. (CRCL), a stablecoin issuer, reportedly plunged 5.11% in Sunday night trading. This unusual move may be related to the recent regulatory environment in the U.S. cryptocurrency market.</p><p>The analysis shows that although the European crypto market is showing a growing trend under the MiCA framework, the US market is facing the challenge of regulatory uncertainty. According to Paybis co-founder Konstantins Vasilenko, in the first quarter of 2025 after the MiCA regulation came into effect, transaction volumes for EU customers increased 70% quarter-on-quarter. In contrast, retail trading activity is trending downward in the U.S. market, with just 18% of Coinbase's spot trading volume coming from retail investors, down from 40% in 2021.</p><p>This market performance discrepancy may stem from ongoing regulatory uncertainty in the United States. While U.S. President Trump and members of his administration have made pro-cryptocurrency rhetoric, no comprehensive federal crypto legislation has yet been introduced. This uncertainty may have affected investor confidence in U.S. cryptocurrency companies such as Circle, causing their shares to swing significantly during unusual trading hours.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRCL":"Circle Internet Corp."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176564486","content_text":"据报道,稳定币发行公司Circle Internet Corp.(CRCL)在周日夜盘交易中股价大跌5.11%。这一异常走势可能与近期美国加密货币市场的监管环境有关。\n分析显示,尽管欧洲加密市场在MiCA框架下呈现增长态势,美国市场却面临监管不确定性的挑战。据Paybis联合创始人Konstantins Vasilenko透露,MiCA法规生效后的2025年第一季度,欧盟客户的交易量环比增长了70%。相比之下,美国市场的散户交易活动呈下降趋势,Coinbase现货交易量中仅18%来自散户,低于2021年的40%。\n这种市场表现差异可能源于美国持续的监管不确定性。虽然美国总统特朗普及其政府成员发表了支持加密货币的言论,但尚未出台全面的联邦加密立法。这种不确定性可能影响了投资者对Circle等美国加密货币公司的信心,导致其股价在非常规交易时段出现大幅波动。","news_type":1,"symbols_score_info":{"CRCL":1}},"isVote":1,"tweetType":1,"viewCount":2513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":349026952941800,"gmtCreate":1726241828137,"gmtModify":1726241833354,"author":{"id":"3575534613319772","authorId":"3575534613319772","name":"Mikinyaa","avatar":"https://static.tigerbbs.com/4a2c57746358b22078da48731022679c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575534613319772","idStr":"3575534613319772"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$美光科技(MU)$ </a> I'm researching into the analyst who issued the recent double downgrade of Micron. His record isn't very impressive.[开心] [开心] [开心] ","listText":"<a href=\"https://ttm.financial/S/MU\">$美光科技(MU)$ </a> I'm researching into the analyst who issued the recent double downgrade of Micron. His record isn't very impressive.[开心] [开心] [开心] ","text":"$美光科技(MU)$ I'm researching into the analyst who issued the recent double downgrade of Micron. His record isn't very impressive.[开心] [开心] [开心]","images":[{"img":"https://community-static.tradeup.com/news/a126f836de312ef8209917983dd75c17","width":"1080","height":"2062"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349026952941800","isVote":1,"tweetType":1,"viewCount":2571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":542242596352072,"gmtCreate":1773411229765,"gmtModify":1773411232570,"author":{"id":"3575534613319772","authorId":"3575534613319772","name":"Mikinyaa","avatar":"https://static.tigerbbs.com/4a2c57746358b22078da48731022679c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575534613319772","idStr":"3575534613319772"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDL\">$2倍做多NVDA ETF-GraniteShares(NVDL)$ </a> ","listText":"<a href=\"https://ttm.financial/S/NVDL\">$2倍做多NVDA ETF-GraniteShares(NVDL)$ </a> ","text":"$2倍做多NVDA ETF-GraniteShares(NVDL)$","images":[{"img":"https://community-static.tradeup.com/news/b2997acccb6aa04c98f24ef9c4908042","width":"898","height":"1403"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/542242596352072","isVote":1,"tweetType":1,"viewCount":1549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":377329050063208,"gmtCreate":1733160502417,"gmtModify":1733160506659,"author":{"id":"3575534613319772","authorId":"3575534613319772","name":"Mikinyaa","avatar":"https://static.tigerbbs.com/4a2c57746358b22078da48731022679c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575534613319772","idStr":"3575534613319772"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/SMCI 20250117 70.0 CALL\">$SMCI 20250117 70.0 CALL$ </a> Christmas comes early [财迷] ","listText":"<a href=\"https://ttm.financial/OPT/SMCI 20250117 70.0 CALL\">$SMCI 20250117 70.0 CALL$ </a> Christmas comes early [财迷] ","text":"$SMCI 20250117 70.0 CALL$ Christmas comes early [财迷]","images":[{"img":"https://community-static.tradeup.com/news/5dba206d303669456fd52b52f116036c","width":"1732","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/377329050063208","isVote":1,"tweetType":1,"viewCount":3259,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"content":"🙌🙌🙌 🥂🍾🥂🍾🎉🎉🎉👏👏👏C͛O͛N͛G͛R͛A͛T͛U͛L͛A͛T͛I͛O͛N͛S͛. Well done! Enjoy those gains, happy trading ahead! Cheers BC, 🍀🍀🍀","text":"🙌🙌🙌 🥂🍾🥂🍾🎉🎉🎉👏👏👏C͛O͛N͛G͛R͛A͛T͛U͛L͛A͛T͛I͛O͛N͛S͛. Well done! Enjoy those gains, happy trading ahead! Cheers BC, 🍀🍀🍀","html":"🙌🙌🙌 🥂🍾🥂🍾🎉🎉🎉👏👏👏C͛O͛N͛G͛R͛A͛T͛U͛L͛A͛T͛I͛O͛N͛S͛. Well done! Enjoy those gains, happy trading ahead! Cheers BC, 🍀🍀🍀"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":418164982767912,"gmtCreate":1743086962549,"gmtModify":1743086966034,"author":{"id":"3575534613319772","authorId":"3575534613319772","name":"Mikinyaa","avatar":"https://static.tigerbbs.com/4a2c57746358b22078da48731022679c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575534613319772","idStr":"3575534613319772"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$超微电脑(SMCI)$ </a><v-v data-views=\"1\"></v-v> [财迷] ","listText":"<a href=\"https://ttm.financial/S/SMCI\">$超微电脑(SMCI)$ </a><v-v data-views=\"1\"></v-v> [财迷] ","text":"$超微电脑(SMCI)$ [财迷]","images":[{"img":"https://community-static.tradeup.com/news/7fa9b71ab39963e74a1406fb6afc9d5c","width":"1903","height":"1839"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/418164982767912","isVote":1,"tweetType":1,"viewCount":2118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":563416898682920,"gmtCreate":1778574932657,"gmtModify":1778574935373,"author":{"id":"3575534613319772","authorId":"3575534613319772","name":"Mikinyaa","avatar":"https://static.tigerbbs.com/4a2c57746358b22078da48731022679c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575534613319772","idStr":"3575534613319772"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a> ","listText":"<a href=\"https://ttm.financial/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a> ","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$","images":[{"img":"https://community-static.tradeup.com/news/12e87e9397277aaf20fc4f5d4000a41a","width":"898","height":"1485"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/563416898682920","isVote":1,"tweetType":1,"viewCount":1134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9913936414,"gmtCreate":1663895006438,"gmtModify":1676537357842,"author":{"id":"3575534613319772","authorId":"3575534613319772","name":"Mikinyaa","avatar":"https://static.tigerbbs.com/4a2c57746358b22078da48731022679c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575534613319772","idStr":"3575534613319772"},"themes":[],"title":"","htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9913936414","repostId":"1188489738","repostType":2,"isVote":1,"tweetType":1,"viewCount":1591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361936370,"gmtCreate":1614183762590,"gmtModify":1704889320912,"author":{"id":"3575534613319772","authorId":"3575534613319772","name":"Mikinyaa","avatar":"https://static.tigerbbs.com/4a2c57746358b22078da48731022679c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575534613319772","idStr":"3575534613319772"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/DPST\">$Direxion Daily Regional Banks Bull 3X Shares(DPST)$</a> IN !!!","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/DPST\">$Direxion Daily Regional Banks Bull 3X Shares(DPST)$</a> IN !!!","text":"$Direxion Daily Regional Banks Bull 3X Shares(DPST)$ IN !!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/361936370","isVote":1,"tweetType":1,"viewCount":1980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":593413108916752,"gmtCreate":1785902726307,"gmtModify":1785902728334,"author":{"id":"3575534613319772","authorId":"3575534613319772","name":"Mikinyaa","avatar":"https://static.tigerbbs.com/4a2c57746358b22078da48731022679c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575534613319772","idStr":"3575534613319772"},"themes":[],"title":"","htmlText":"🤡","listText":"🤡","text":"🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/593413108916752","repostId":"1108282527","repostType":2,"repost":{"id":"1108282527","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1785890794,"share":"https://ttm.financial/m/news/1108282527?lang=en_US&edition=fundamental","pubTime":"2026-08-05 08:46","market":"us","language":"zh","title":"The Big Short prototype Michael Burry bets that the US stock rally will end: We're close to a major top with a possible 1987-like plunge","url":"https://stock-news.laohu8.com/highlight/detail?id=1108282527","media":"老虎资讯综合","summary":"重点伯里周二在Substack上发文表示:“我仍然认为,我们有可能已经接近一个重大顶部,并且可能出现类似1987年的下跌。”因电影《大空头》而闻名的迈克尔·伯里,即使标普500指数飙升至历史新高,仍坚持自己的看空押注,并警告称,这轮上涨行情最终仍可能演变成类似1987年股市崩盘那样的剧烈抛售。他表示,市场的上涨正在形成一种自我强化的循环,随着波动率下降,系统性投资者会增加市场敞口,从而进一步推动市场上涨。","content":"<p><html><head></head><body><h2 style=\"text-align: left;\">Focus</h2><ul><li><p style=\"text-align: left;\">\"I still think there's a chance we're already close to a major top and potentially a 1987-like decline,\" Bury said in a post on Substack on Tuesday.</p><p></li><li><p style=\"text-align: left;\">The S&P 500 rose 1.9% on Tuesday to close at its first all-time high since June. Better-than-expected corporate earnings and another drop in oil prices drove the market up.</p><p></li></ul><p style=\"text-align: left;\">Because of the movie \"The Big Short (<span>The Big Short</span>Michael Bury, who is famous for<span>Michael Burry</span>), sticking to its bearish bets even as the S&P 500 soared to record highs, and warning that the rally could still eventually turn into a sharp sell-off like the 1987 stock market crash.</p><p><p style=\"text-align: left;\">\"I still think there's a chance we're already close to a major top and maybe a 1987-like decline, but the S&P 500 hit a new high and it's likely to attract new money to the market,\" Bury said in a post on Substack on Tuesday.</p><p><p style=\"text-align: left;\"><strong>S&P 500</strong>It rose 1.9% on Tuesday to close at its first all-time high since June. Corporate earnings were stronger than expected, while oil prices fell again, and markets were<strong>Strait of Hormuz</strong>Hopes that it will reopen to maritime shipping have heated up, and these factors have combined to fuel the rally in stocks.</p><p><p style=\"text-align: left;\">Technology stocks account for a higher proportion<strong>Nasdaq Composite Index</strong>A surge of 2.7%, bringing its cumulative gain in the first two trading days of the week alone to nearly 5%.</p><p><p style=\"text-align: left;\">Bury has been one of Wall Street's most vocal skeptics of the AI boom. He believes that the current demand for AI infrastructure is largely driven by some financing arrangements that may ultimately be unsustainable.</p><p><p style=\"text-align: left;\">He said the rise in the market is forming a<strong>A cycle of self-reinforcement</strong>, as volatility decreases, systemic investors increase market exposure, which further drives the market upward.</p><p><p style=\"text-align: left;\">\"Remember, the market rising with lower volatility will force volatility-targeted funds to leverage more, while also allowing leveraged money from other momentum strategies to kick in,\" he wrote.</p><p><p style=\"text-align: left;\">In the face of the continued market rally, Bury said he still holds the following<strong>Short Positions</strong>:</p><p><ul><li><p style=\"text-align: left;\"><strong>iShares Semiconductor ETF (SOXX)</strong></p><p></li><li><p style=\"text-align: left;\"><strong>Micron Technology (Micron)</strong></p><p></li><li><p style=\"text-align: left;\"><strong>Nvidia</strong></p><p></li><li><p style=\"text-align: left;\"><strong>Caterpillar</strong></p><p></li><li><p style=\"text-align: left;\"><strong>Palantir</strong></p><p></li><li><p style=\"text-align: left;\"><strong>Tesla (Tesla)</strong></p><p></li><li><p style=\"text-align: left;\"><strong>Applied Materials (Applied Materials)</strong></p><p></li></ul><p style=\"text-align: left;\">Bury said he remains confident in the long-term judgment of these short positions. He added, though, that he would opt for a stop loss if the trades were clearly moving against him.</p><p><p style=\"text-align: left;\">Currently, these short positions, he said<strong>All but shorting Nvidia remain profitable</strong>。</p><p><p style=\"text-align: left;\">\"Again, shorting isn't for everyone. I have to go short, but most people shouldn't,\" Burry wrote.</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>The Big Short prototype Michael Burry bets that the US stock rally will end: We're close to a major top with a possible 1987-like plunge</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\">\nThe Big Short prototype Michael Burry bets that the US stock rally will end: We're close to a major top with a possible 1987-like plunge\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2026-08-05 08:46</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><h2 style=\"text-align: left;\">Focus</h2><ul><li><p style=\"text-align: left;\">\"I still think there's a chance we're already close to a major top and potentially a 1987-like decline,\" Bury said in a post on Substack on Tuesday.</p><p></li><li><p style=\"text-align: left;\">The S&P 500 rose 1.9% on Tuesday to close at its first all-time high since June. Better-than-expected corporate earnings and another drop in oil prices drove the market up.</p><p></li></ul><p style=\"text-align: left;\">Because of the movie \"The Big Short (<span>The Big Short</span>Michael Bury, who is famous for<span>Michael Burry</span>), sticking to its bearish bets even as the S&P 500 soared to record highs, and warning that the rally could still eventually turn into a sharp sell-off like the 1987 stock market crash.</p><p><p style=\"text-align: left;\">\"I still think there's a chance we're already close to a major top and maybe a 1987-like decline, but the S&P 500 hit a new high and it's likely to attract new money to the market,\" Bury said in a post on Substack on Tuesday.</p><p><p style=\"text-align: left;\"><strong>S&P 500</strong>It rose 1.9% on Tuesday to close at its first all-time high since June. Corporate earnings were stronger than expected, while oil prices fell again, and markets were<strong>Strait of Hormuz</strong>Hopes that it will reopen to maritime shipping have heated up, and these factors have combined to fuel the rally in stocks.</p><p><p style=\"text-align: left;\">Technology stocks account for a higher proportion<strong>Nasdaq Composite Index</strong>A surge of 2.7%, bringing its cumulative gain in the first two trading days of the week alone to nearly 5%.</p><p><p style=\"text-align: left;\">Bury has been one of Wall Street's most vocal skeptics of the AI boom. He believes that the current demand for AI infrastructure is largely driven by some financing arrangements that may ultimately be unsustainable.</p><p><p style=\"text-align: left;\">He said the rise in the market is forming a<strong>A cycle of self-reinforcement</strong>, as volatility decreases, systemic investors increase market exposure, which further drives the market upward.</p><p><p style=\"text-align: left;\">\"Remember, the market rising with lower volatility will force volatility-targeted funds to leverage more, while also allowing leveraged money from other momentum strategies to kick in,\" he wrote.</p><p><p style=\"text-align: left;\">In the face of the continued market rally, Bury said he still holds the following<strong>Short Positions</strong>:</p><p><ul><li><p style=\"text-align: left;\"><strong>iShares Semiconductor ETF (SOXX)</strong></p><p></li><li><p style=\"text-align: left;\"><strong>Micron Technology (Micron)</strong></p><p></li><li><p style=\"text-align: left;\"><strong>Nvidia</strong></p><p></li><li><p style=\"text-align: left;\"><strong>Caterpillar</strong></p><p></li><li><p style=\"text-align: left;\"><strong>Palantir</strong></p><p></li><li><p style=\"text-align: left;\"><strong>Tesla (Tesla)</strong></p><p></li><li><p style=\"text-align: left;\"><strong>Applied Materials (Applied Materials)</strong></p><p></li></ul><p style=\"text-align: left;\">Bury said he remains confident in the long-term judgment of these short positions. He added, though, that he would opt for a stop loss if the trades were clearly moving against him.</p><p><p style=\"text-align: left;\">Currently, these short positions, he said<strong>All but shorting Nvidia remain profitable</strong>。</p><p><p style=\"text-align: left;\">\"Again, shorting isn't for everyone. I have to go short, but most people shouldn't,\" Burry wrote.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/ec1b39b22a82612ecf8be42d25d85963","relate_stocks":{"PLTZ":"2倍做空PLTR ETF-Defiance","MU":"美光科技","MUD":"1倍做空MU ETF-Direxion","AMAT":"应用材料","DIPS":"做空NVDA期权收益策略ETF-YieldMax","CAT":"卡特彼勒","07788":"南方两倍做多英伟达","TSLQ":"2倍做空TSLA ETF-Tradr","NVDW":"NVDA周配息ETF-Roundhill","PLTR":"Palantir Technologies Inc.","TSLR":"2倍做多TSLA ETF-GraniteShares","NVDX":"2倍做多NVDA ETF-T-Rex","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","MULL":"2倍做多MU ETF-GraniteShares","NVDY":"NVDA期权收益策略ETF-YieldMax","PLTA":"ProShares Ultra PLTR ETF","TSLS":"1倍做空TSLA ETF-Direxion","SOXX":"iShares费城交易所半导体ETF","PLYY":"GraniteShares YieldBOOST PLTR ETF","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","NVD":"2倍做空NVDA ETF-GraniteShares","TSLT":"2倍做多TSLA ETF-T-Rex","PTIR":"2倍做多PLTR ETF-GraniteShares","PLTD":"1倍做空PLTR ETF-Direxion","NVYY":"GraniteShares YieldBOOST NVDA ETF","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","09766":"南方两倍做多特斯拉-U","MIC":"2倍做多MU ETF-Corgi","NVDB":"ProShares Ultra NVDA ETF","PLTG":"2倍做多PLTR ETF-Leverage Shares","TSLW":"TSLA周配息ETF-Roundhill","NVII":"Rex NVDA Growth & Income ETF","NVDD":"1倍做空NVDA ETF-Direxion","TSII":"REX TSLA Growth & Income ETF","TSLY":"TSLA期权收益策略ETF-YieldMax","TSDD":"2倍做空TSLA ETF-GraniteShares","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","NVDG":"2倍做多NVDA ETF- Leverage Shares","09366":"南方两倍做空特斯拉-U","TSL":"1.25倍做多TSLA ETF-GraniteShares","TSLZ":"2倍做空TSLA ETF-T-Rex","07366":"南方两倍做空特斯拉","TSLG":"2倍做多TSLA ETF-Leverage Shares","NVDL":"2倍做多NVDA ETF-GraniteShares","ANV":"GraniteShares Autocallable NVDA ETF","TSYY":"收益增强TSLA ETF-GraniteShares","NVDA":"英伟达","PLTU":"2倍做多PLTR ETF-Direxion","TSLA":"特斯拉","TLA":"GraniteShares Autocallable TSLA ETF","TSLI":"2倍做多TSLA ETF-ProShares","NVDQ":"2倍做空NVDA ETF-T-Rex","MUU":"2倍做多MU ETF-Direxion","TESL":"Simplify Volt TSLA Revolution ETF","PLTW":"PLTR周配息ETF-Roundhill","MUZ":"2倍做空MU ETF-Defiance","07388":"南方两倍做空英伟达","TSLL":"2倍做多TSLA ETF-Direxion","MUYY":"GraniteShares YieldBOOSTMU ETF","07766":"南方两倍做多特斯拉","PLTI":"REX PLTR Growth & Income ETF","PLTY":"PLTR期权收益策略ETF-YieldMax","NVDU":"2倍做多NVDA ETF-Direxion","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","NVDS":"1.5倍做空NVDA ETF-Tradr","TSLP":"TSLA收益溢价策略ETF-Kurv"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108282527","content_text":"重点伯里周二在Substack上发文表示:“我仍然认为,我们有可能已经接近一个重大顶部,并且可能出现类似1987年的下跌。”标普500指数周二上涨1.9%,创下自6月以来首次历史新高收盘。企业盈利好于预期以及油价再次下跌推动了市场上涨。因电影《大空头(The Big Short)》而闻名的迈克尔·伯里(Michael Burry),即使标普500指数飙升至历史新高,仍坚持自己的看空押注,并警告称,这轮上涨行情最终仍可能演变成类似1987年股市崩盘那样的剧烈抛售。伯里周二在Substack上发文表示:“我仍然认为,我们有可能已经接近一个重大顶部,并且可能出现类似1987年的下跌,但标普500指数创出新高,很可能会吸引新的资金进入市场。”标普500指数周二上涨1.9%,创下自6月以来首次历史新高收盘。企业盈利强于预期,同时油价再次下跌,市场对霍尔木兹海峡将重新向海运开放的希望升温,这些因素共同推动了股市上涨。科技股占比较高的纳斯达克综合指数大涨2.7%,使其仅在本周前两个交易日的累计涨幅就接近5%。伯里一直是华尔街对人工智能热潮最直言不讳的怀疑者之一。他认为,当前对人工智能基础设施的需求,很大程度上是由一些最终可能无法持续的融资安排推动的。他表示,市场的上涨正在形成一种自我强化的循环,随着波动率下降,系统性投资者会增加市场敞口,从而进一步推动市场上涨。他写道:“记住,市场在波动率下降的情况下上涨,会迫使波动率目标型基金提高杠杆,同时也会让其他动量策略的杠杆资金开始发挥作用。”面对市场持续上涨,伯里表示,他仍然持有以下标的的空头头寸:iShares半导体ETF(SOXX)美光科技(Micron)英伟达(Nvidia)卡特彼勒(Caterpillar)Palantir特斯拉(Tesla)应用材料(Applied Materials)伯里表示,他仍然对这些空头头寸的长期判断充满信心。不过,他补充说,如果这些交易明显朝着对他不利的方向发展,他会选择止损。他说,目前这些空头头寸除了做空英伟达之外,其余全部仍处于盈利状态。伯里写道:“再次强调,做空并不适合所有人。我必须做空,但大多数人不应该这么做。”","news_type":1,"symbols_score_info":{"TSLI":0.6,"TSLL":0.6,"PLTG":0.6,"PLYY":0.6,"TSLA":2,"PLTY":0.6,"TSLP":0.6,"TLA":0.6,"TESL":0.6,"NVDQ":0.6,"AMAT":2,"TSLG":0.6,"07788":0.6,"NVDY":0.6,"CRSH":0.6,"TSLT":0.6,"PLTA":0.6,"09766":0.6,"07366":0.6,"TSLQ":0.6,"NVDD":0.6,"TSLY":0.6,"PLTZ":0.6,"TSLR":0.6,"TSDD":0.6,"NVYY":0.6,"NVDL":0.6,"PLTR":2,"NVD":0.6,"TSII":0.6,"TSLW":0.6,"NVDU":0.6,"DIPS":0.6,"MU":2,"NVDX":0.6,"NVDG":0.6,"09366":0.6,"PTIR":0.6,"TSLS":0.6,"MUYY":0.6,"MIC":0.6,"MUZ":0.6,"TSLO":0.6,"NVDO":0.6,"MUU":0.6,"TSLZ":0.6,"07766":0.6,"NVDA":2,"TSL":0.6,"NVDB":0.6,"ANV":0.6,"07388":0.6,"CAT":2,"PLTD":0.6,"PLTU":0.6,"MULL":0.6,"NVDW":0.6,"PLTI":0.6,"TEST":0.6,"TSYY":0.6,"NVII":0.6,"SOXX":2,"NVDS":0.6,"PLTW":0.6,"MUD":0.6,"PLOO":0.6}},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":591228084367360,"gmtCreate":1785371442253,"gmtModify":1785371445487,"author":{"id":"3575534613319772","authorId":"3575534613319772","name":"Mikinyaa","avatar":"https://static.tigerbbs.com/4a2c57746358b22078da48731022679c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575534613319772","idStr":"3575534613319772"},"themes":[],"title":"","htmlText":"<a 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