标题：迈克尔·伯里（Michael Burry）以预测2008年的次级抵押贷款危机而闻名，在第一季度卖出了他的大部分持股，专注于单个化妆品股票：estéeLauder

准确预测2008年住房崩溃的投资者迈克尔·伯里（Michael Burry）透露了一系列新的投资，使金融部门感到困惑。

Michael Burry, the investor best known for his role in predicting the subprime mortgage crisis in 2008, has sold a major portion of his holdings to focus on a single stock: Estée Lauder.

迈克尔·伯里（Michael Burry）以预测2008年的次级抵押贷款危机而闻名的投资者闻名，他的股份中有很大一部分专注于一张股票：埃斯妮·劳德（EstéeLauder）。

As per the latest 13F filing from Burry’s investment firm, Scion Asset Management, the firm had sold all of its stock in Devon Energy, Zoom Video Communications, and قد أحضر, among others, by the first quarter.

根据Burry投资公司Scion Asset Management的最新13F备案，该公司已在第一季度出售了其所有股票，并在Devon Energy，Zoom Video Communications和قQulther中出售了所有股票。

As of the quarter, Scion’s portfolio is almost entirely concentrated on Estée Lauder, with a new 216,080 share stake.

截至该季度，Scion的投资组合几乎完全集中在EstéeLauder上，新的216,080股股份。

The filing also revealed that Burry's firm had acquired put options on Nvidia and Chinese tech giants like Alibaba, JD, and Baidu.

该文件还透露，Burry的公司已获得了Nvidia和中国科技巨头等中国科技巨头的选择。

suggest that Burry is anticipating further escalation in the trade war, leading him to reduce his holdings in both Chinese companies and Nvidia, which is heavily involved in the surging demand for AI-derived silicon.

建议Burry预计在贸易战中会进一步升级，这使他减少了他在中国公司和NVIDIA的持股，而Nvidia却大量参与了对AI衍生硅的需求飙升。

However, his increased bet on Estée Lauder could indicate a short-term preparation for a recession.

但是，他对EstéeLauder的赌注不断增加，这可能表明衰退的短期准备。

Burry's investment strategy appears to be based on the lipstick index theory, where consumers tend to buy more lipstick and makeup during economic downturns to reduce spending on more expensive items.

Burry的投资策略似乎基于口红指数理论，在经济低迷期间，消费者倾向于购买更多的口红和化妆，以减少更昂贵的商品的支出。

This theory, popularized by Estée Lauder's heir Leonard Lauder, has been a subject of debate among analysts, who consider the indicator to be controversial.

该理论由EstéeLauder的继承人Leonard Lauder推广，一直是分析师之间的辩论主题，他们认为该指标是有争议的。

In May 2024, Burry's firm had allocated $10 million in gold through Sprott Physical Gold Trust, a fund that allows investors to purchase gold without handling custody of the precious metal. This allocation comes early in the year and marks a significant addition to the gold bull run that is unfolding.

2024年5月，Burry的公司通过Sprott实物黄金信托基金分配了1000万美元的黄金，该基金允许投资者购买黄金而无需处理贵金属的监护权。这种分配在今年年初进行，标志着正在展开的金牛跑步。