EP85|「大賣空」主角出手,放空NVIDIA!──經濟學人:輝達惹怒遊戲玩家!

沈雲驄說財經

當金曲歌后徐佳瑩發現在 Uber Eats 上(應該)都點得到,居然狂點一波!

雖然點不到白馬和失落沙洲,但香水、辣椒或其他吃的用的都點得到~

快上 Uber Eats 想要的都點點看 ⮕ https://fstry.pse.is/7nlf5w

—— 以上為 KKBOX 與 Firstory Podcast 廣告 ——

🗣️ Michael Burry放空名單包括:NVIDIA、阿里巴巴、百度、京東、拼多多

本集重點:
 ✦ 封面故事1:加密貨弊是「沼澤資產」!
 ✦ 封面故事2:歐洲言論自由大退步!
 ✦ 逆風IPO,寧德時代香港奏凱歌!
 ✦ 遊戲網紅:輝達遊戲晶片是a piece of crap!

製作與協力團隊:
✦ 製作人:早安財經出版社×聲音研制所
✦ 片頭襯樂:Music from Artlist
✦ 專訪合作、宣傳、廣告合作等事宜請來信至service@morningnet.com.tw

------

新聞連結:

西班牙要Airbnb 下架 65,000房源
https://www.reuters.com/world/europe/spains-consumer-rights-ministry-blocks-more-than-65000-airbnb-listings-holiday-2025-05-19/

2025科技大裁員
https://techcrunch.com/2025/05/09/tech-layoffs-2025-list/

加密貨弊是「沼澤資產」!
https://www.economist.com/leaders/2025/05/15/crypto-has-become-the-ultimate-swamp-asset

歐洲言論自由大退步!
https://www.economist.com/europe/2025/05/15/europeans-are-becoming-less-free-to-say-what-they-think

逆風IPO,寧德時代香港奏凱歌!
https://www.france24.com/en/tv-shows/business/20250520-catl-sees-hong-kong-shares-jump-in-world-s-biggest-ipo-this-year

輝達惹怒遊戲玩家
https://www.economist.com/business/2025/05/15/nvidias-original-customers-are-feeling-unloved-and-grumpy

「大賣空」Michael Burry 做空Nvidia 
https://finance.yahoo.com/news/michael-burry-buys-puts-nvda-201950186.html

留言告訴我你對這一集的想法: https://open.firstory.me/user/cm5ywzljg008c01w0b4jg4pce/comments



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