[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciob9903987":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciob9903987","美国机构做空NBIS和CRWV获得60亿美元浮盈","\u002Fdoc\u002Fdciob9903987","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\u003Cspan>\u003Cspan>美股做空机构利用\u003C\u002Fspan>10\u003Cspan>月\u003C\u002Fspan>AI\u003Cspan>基础设施股的抛售获利，本月迄今，针对五家美国数据中心和“\u003C\u002Fspan>Neocloud\u003Cspan>”公司的看空押注已产生约\u003C\u002Fspan>60\u003Cspan>亿美元的账面浮盈。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>这轮下跌加剧了外界对相关公司举债扩张\u003C\u002Fspan>AI\u003Cspan>算力能力的审视。美股大数据 \u003C\u002Fspan>StockWe.com\u003Cspan>的数据显示，美股\u003C\u002Fspan>Nebius 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Scientific(CORZ)\u003Cspan>均吸引了大量空头头寸，占其流通股比例约为\u003C\u002Fspan>20%\u003Cspan>至\u003C\u002Fspan>26%\u003Cspan>。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>美股大数据\u003C\u002Fspan>StockWe\u003Cspan>表示，这五家公司合计约有\u003C\u002Fspan>170\u003Cspan>亿美元的股票被卖空，而借券成本对它们而言仍然低廉。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>在该群体中，\u003C\u002Fspan>Nebius(NBIS)\u003Cspan>本月为卖空者带来了最大的月度账面浮盈，达\u003C\u002Fspan>29.4\u003Cspan>亿美元。不过，这些头寸今年仍亏损\u003C\u002Fspan>33.3\u003Cspan>亿美元，显示出这一交易的转变之快。该公司的做空比例已升至其流通股的\u003C\u002Fspan>20%\u003Cspan>，而\u003C\u002Fspan>2026\u003Cspan>年初时为\u003C\u002Fspan>15.4%\u003Cspan>。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>CoreWeave(CRWV)\u003Cspan>也成为主要目标。其股价本月已下跌逾\u003C\u002Fspan>35%\u003Cspan>，为卖空者带来近\u003C\u002Fspan>17\u003Cspan>亿美元的账面浮盈。目前做空比例占其流通股的\u003C\u002Fspan>23.7%\u003Cspan>，高于\u003C\u002Fspan>10\u003Cspan>月初的\u003C\u002Fspan>19.6%\u003Cspan>。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>做空\u003C\u002Fspan>IREN(IREN)\u003Cspan>和\u003C\u002Fspan>Applied Digital(APLD)\u003Cspan>的空头本月合计获利逾\u003C\u002Fspan>12\u003Cspan>亿美元，而\u003C\u002Fspan>Core Scientific(CORZ)\u003Cspan>的空头头寸又贡献了\u003C\u002Fspan>1.15\u003Cspan>亿美元。\u003C\u002Fspan>Core Scientific\u003Cspan>的做空比例占其流通股的\u003C\u002Fspan>23.1%\u003Cspan>。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp> \u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FC\u002FCRWV\u002FCRWV2.jpg","2026-10-23T17:22:38","2026.10.23","2026\u002F10\u002F23",51002,[22],"CRWV","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]