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总结
对冲基金经理、因《大空头》闻名的迈克尔·伯里近期公开表达对AI热潮的担忧，称围绕AI芯片的估值与盈利预期“算不通”，并被报道已押注做空英伟达等受益公司。他借沃伦·巴菲特关于自动扶梯的旧故事比喻资金追逐热门概念的惯性，认为一旦需求增速放缓或资本开支回落，拥挤交易可能迅速反转，带来科技股回调与市场情绪受挫风险。
正文
'Big Short' investor Michael Burry says the AI boom will end badly. He shared an old Warren Buffett story to explain why. Business Insider Michael Burry Bets Against Nvidia, Says'I Do Not See How That Math Works' Amid AI Chip Boom Fears Yahoo Finance 'The Big Short' Investor Michael Burry Says AI Is Hitting Blue-Collar Jobs, Google Is Pulling Ahead And Nvidia Just Got 'Lucky' Stocktwits Detailed Explanation of 'The Big Short': Why Bet Against NVIDIA Instead of Meta, Google, or Microsoft? 富途牛牛 Why Michael Burry's AI skepticism can be explained by an escalator that Warren Buffett built MarketWatch
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