{"schema":"hottub-news/story/v1","story":"st_nwyobegfortcf34ewsba","title":"華爾街大空頭貝瑞：AI泡沫可能比原先預期「更早破裂」","title_en":"Wall Street bear Barry: AI bubble may burst 'earlier than expected'","outlets":1,"brief":null,"page":"https://hottub.news/stories/wall-street-bear-barry-ai-bubble-may-burst-earlier-than-expected-nwyobegfor","count":1,"items":[{"id":"n_nwyobegfortcf34ewsba","seq":541404,"kind":"article","title":"華爾街大空頭貝瑞：AI泡沫可能比原先預期「更早破裂」","title_en":"Wall Street bear Barry: AI bubble may burst 'earlier than expected'","url":"https://news.cnyes.com/news/id/6617417","summary":"貝瑞提前看空AI熱潮，將主要AI空單轉為賣權，認為AI泡沫可能比預期更早破裂。 他調整美光、Nebius、SOXX部位，多改為2027年9月或明年6月到期賣權，藉此提高槓桿。 貝瑞引述Ares研究稱AI產業仰賴未證實收入與脆弱融資；Acer執行長也稱記憶體可能因中國產能增加重返週期。","published":"2026-09-28T22:30:06Z","seen":"2026-09-28T23:27:48Z","lang":"zh","country":"TW","source":{"id":"kite-news-cnyes-com-887ba2","name":"news.cnyes.com","domain":"news.cnyes.com"},"via":"kite-news-cnyes-com-887ba2","topics":["美股雷達"],"authors":["鉅亨網編譯陳又嘉"],"entities":[{"id":"Q809009","name":"Barry","type":"person"}],"image":"https://cimg.cnyes.cool/static/rss/default/m/05.jpg","story":"st_nwyobegfortcf34ewsba","category":"economy-business","category_p":0.5099999904632568,"category2":"science-technology","sentiment":"negative","tone":-0.5400000214576721,"political":0.10000000149011612}]}