Indoda eyaxela kwangaphambili ingxaki yezemali ye-2008 ngoku ibheja i-AI: i-multimillion-dollar ibeka ngokuchasene noNvidia kunye nePalantir.

El usozimali uMichael Burry, edume ngokuqikelela intlekele ka-2008, uye iphinde yavela nomdlalo owaphinda wabeka ujoliso kwi ingqiqo. Kunxibelelwano lwayo lwamva nje oluya kumlawuli wase-US, inkampani yayo I-Scion Asset Management ibhengeze indawo ebalulekileyo ye-bearish kumagama amabini anophawu olusuka kwi-AI boomOku kuye kwayiphinda-phinda ingxoxo malunga nokuba ingaba eli candelo lijongene neqamza. Kutshintshiselwano lwesitokhwe saseYurophu kunye naphakathi kwabalondolozi baseSpain, Iimpembelelo zale ntshukumo azikhange ziqatshelwe..

Eli nyathelo liza emva kokubuyela kumajelo eendaba ezentlalo apho uBurry wachaza ukuba, xa imakethi ishushu, ngamanye amaxesha kungcono ukuhlehla. Ngaphandle kokukhankanya amagama athile, Wabelane ngeetshathi kwinkcitho yemali eyinkunzi yetekhnoloji kunye neendlela ezinokubakho zenkxaso-mali phakathi kwabadlali abakhulu be-AI.Le miyalezo yachazwa njengentsonkothileyo ngamanye amajelo osasazo, ngelixa idatha esemthethweni yaqinisekisa izikhundla. Ukulungelelaniswa kweempawu zoluntu kunye namanani ukususela ngoFebruwari 13th imise iintsimbi ze-alamu..

Wenze ntoni kanye kanye uBurry?

Ngokutsho kweFomu 13F yamva nje, iScion Asset Management ithenge iinketho zokubeka kwiPalantir kunye neNvidia kumxholo we icandelo letshiphu ngezixa eziqikelelwayo ezimalunga ne-912,1 yezigidi zeedola kunye ne-186,5 yezigidi zeedola, ngokulandelelanayo. Ngokumalunga nempahla ephantsi, ukuvezwa okuxeliweyo kufana nezabelo ezimalunga nezigidi ezihlanu zePalantir kunye nesabelo esisisigidi seNvidia. Ezi zibeka ezifumana ixabiso xa amaxabiso ehla..

Ecaleni kwezi zithintelo okanye izikhundla ezimfutshane, uScion uphinde wathatha iinketho zokufowunela kwiPfizer kunye neHalliburton, kwaye igcina izikhundla eLululemon, iMolina Healthcare, Bruker, kunye neSLM. Kwiikota zamva nje, ingxowa-mali ivale urhwebo olunengeniso kwiinkampani ezifana ne-Alibaba, i-Estée Lauder, i-ASML, kunye ne-Regeneron. I-bias iyonke iphakamisa iphothifoliyo ekhuselayo kunye nekhethiweyo ngaphandle kwecandelo eliphambili le-AI..

Iimpawu kwimidiya yoluntu kunye nomxholo wengxoxo

Kwiintsuku phambi kohlaselo lwe-13 kaFebruwari, uBurry waphula ukuthula okude kwi-X ukuze alumkise ngomngcipheko wolonwabo. Wabelane ngeetshathi ezibonisa ukunyuka kwenkcitho ye-tech tech yase-US enokuthelekiswa nencopho yeqamza le-dot-com, kunye nemizobo yobudlelwane phakathi kweefemu ezinkulu ezicebisa ngenkxaso-mali ejikelezayo ngaphakathi kwe-AI ecosystem. Ithoni yatolikwa njengokugxeka umjikelo wotyalo-mali kwaye abanye abahlalutyi bayidibanise neengxoxo malunga nemida yokwamkelwa kwe-AI kunye nezinto zayo zangaphandle: ukugxeka umjikelo wotyalo-mali.

Emva kokuba ulwazi lujikeleziwe, Ixabiso lesabelo sikaPalantir lehle malunga ne-8-10%. nangona iphakamisa iingqikelelo zayo zonyaka, ngelixa I-Nvidia yawa malunga ne-2-3%.Izalathiso zetekhnoloji ziye zehla, kwaye ukuhla kwanwenwela kwezinye iimarike. Okwangoku, I-Nvidia iqokelele iinzuzo eziphantse zibe yi-50% ukuza kuthi ga ngoku kulo nyaka kwaye sele idlula i-5 yeebhiliyoni zeedola kwi-capitalization yemarike., kwaye IPalantir ihambela phambili malunga ne-170% kwiinyanga ezilishumi elinambini ezidlulileyo. Uqingqo-maxabiso olufunayo kunye nembuyekezo egxininiswe kakhulu ikhuthaza ingxoxo.

Iqamza okanye ukukhula okuqinileyo?

Akukho mvumelwano phakathi kwabaphathi beengxowa-mali kunye neebhanki zotyalo-mali. Amanye amazwi, afana noRay Dalio, Balumkise ngokuziphatha okufana neqamza kumacandelo athile emarikeNangona kunjalo, baqaphela ukuba ezi ziqendu zidla ngokuphela xa umgaqo wolawulo-mali uqina ngakumbi. Ezinye iifemu, kubandakanya iGoldman Sachs kunye neCiti, Bakholelwa ukuba umjikelo we-AI uxhaswa ngakumbi ngokuhamba kwemali kunye neenzuzo kunetyala okanye intelekelelo emsulwa., nokuba iziphindaphindo, nangona ziphakamileyo, Bathetheleleka ngcono kunokuba babenjalo ekupheleni kweminyaka yamashumi alithoba.

Ukubheja komkhomba-ndlela okanye ukubiyela?

Kufanelekile ukugqamisa iinkcukacha zobugcisa kwiingxelo ze-13F: ezi ngxelo ziquka izikhundla ezide, kodwa azichazi ukuba iinketho zokubeka zisetyenziselwa ukubiyela ezinye izinto ezivezwayo, kwaye aziboneleli ngamaxabiso oqhankqalazo okanye imihla yokuphelelwa yisikhathi. Kwiikota zangaphambili, uScion wacacisa ukuba iinketho zayo zokubeka zingasetyenziselwa ukubiyela izikhundla ezide; uxwebhu lwamva nje alunanqaku lilinganayo. Ngaphandle kolo lwazi, akunakwenzeka ukwazi ukuba uBurry ugquma iziseko zakhe okanye ujonge ukuhla okucacileyo..

I-angle yaseYurophu kunye neSpanishi

Kubatyalo-mali eSpain naseYurophu, umfanekiso uhamba ngaphaya kwee-stocks ezimbini zase-US. Lo mmandla utyhilwe kwikhonkco lexabiso le-AI ngabavelisi kunye nababoneleli abanje nge-ASML, nangemali ye-UCITS kunye nee-ETF ezilandelela izalathiso zetekhnoloji. Nokuba umjikelo we-AI uyagqithisa okanye uyaphola, Iipotifoliyo zengingqi zinokuyiva ngoqingqo-maxabiso kunye nokuhambaYiyo loo nto iintshukumo zamanani alandelwa ngokusondeleyo njengoBurry zijongwa.

Imvelaphi kaScion kunye nexesha lexesha

Esi ayisosihlandlo sokuqala uBurry ethatha ukuma ngokuchasene noNvidia. Yaye ayikhupheli izilumkiso ezithatha kade ukwenzeka. Ngo-2023 kunye no-2024, yamkele i-hedges ebanzi kwii-indices ezifana ne-S&P 500 kunye ne-Nasdaq 100, eyayingasoloko isebenza ngokuthanda kwayo, kwaye ngamanye amaxesha, yayilungile emva kokulinda ngomonde. Kwiinketho zokurhweba, ixesha lingundoqo: ukuba imarike iyacotha ukujika, Iprimiyamu inokonakala ngaphambi kokuba intshukumo ifike.

Phakathi ukuthandabuza malunga neqamza elinokwenzeka kunye nethisisi yokukhula okuzinzileyo, intshukumo yeScion Ibeka i-AI emva embindini webhodiNgokubeka okubalulekileyo kwiPalantir kunye neNvidia, iifowuni ezikhethiweyo kumacandelo emveli, kunye nethoni elumkileyo, UBurry uyasinyanzela ukuba silinganise ngcono umdlandla wethu.Oku kuyinyani ngakumbi kwiiphothifoliyo zaseYurophu ezivezwe kubuchwepheshe ngokusebenzisa i-indices okanye ababoneleli. Ngaphandle kwedatha efumaneka esidlangalaleni kumaxabiso oqhankqalazo kunye nokuphelelwa kwexesha, ukutolika okuqinisekileyo kuhlala kuvulekile: ukubiyelwa ngobuchule okanye uhlaselo lwangaphambili kwirali ye-AI.

Inqaku elidibeneyo:

I-DeepSeek: Yonke into ekufuneka uyazi malunga neyona nto intsha i-AI yasimahla

UAlberto Navarro

Ndingumntu othanda itekhnoloji ojike umdla wakhe we "geek" waba ngumsebenzi. Ndichithe ngaphezulu kweminyaka eli-10 yobomi bam ndisebenzisa itekhnoloji yokusika kwaye ndikhenkceza ngazo zonke iintlobo zeenkqubo ngenxa yokufuna ukwazi okumsulwa. Ngoku ndiqeqeshelwe ubugcisa bekhompyutha nakwimidlalo yevidiyo. Oku kungenxa yokuba ngaphezu kweminyaka emi-5 ndibhalela iiwebhusayithi ezahlukeneyo kwitekhnoloji kunye nemidlalo yevidiyo, ndisenza amanqaku afuna ukukunika ulwazi oludingayo ngolwimi oluqondakalayo kuye wonke umntu.

Ukuba unayo nayiphi na imibuzo, ulwazi lwam lusuka kuyo yonke into enxulumene nenkqubo yokusebenza yeWindows kunye ne-Android yeefowuni eziphathwayo. Kwaye ukuzinikela kwam kukuwe, ndihlala ndikulungele ukuchitha imizuzu embalwa kwaye ndikuncede usombulule nayiphi na imibuzo onokuba nayo kweli lizwe le-intanethi.