就在DeepSeek的人工智能(AI)突破重新引燃了中国股票1.3万亿美元的上涨前夕，Michael Burry撤退了部分中国科技股投资。

根据2月14日提交给监管机构的13F文件，这位以2008年做空美国房地产市场而闻名的对冲基金经理，去年年底削减了京东和阿里巴巴集团风险敞口。 

Burry的投资公司Scion Asset Management第四季度将京东股票持仓量减少了40%，至30万股。阿里巴巴股票持仓量同期也减少了25%。不过，京东和阿里巴巴以及百度仍然是Scion的重仓股。

去年年底，中国股市走势震荡，9月末政府放出刺激大招并引发了10月的疯狂涨势，但在随后几个月里，上涨势头逐渐消失。阿里巴巴在美国上市的股票于第四季度下跌20%，京东下跌13%。

Scion并没有削减其所有在中国的投资。它开始建仓拼多多——阿里巴巴在中国电子商务领域的竞争对手，初始仓位为75000股。该公司的百度仓位也维持不变。编辑/陈佳靖

海量资讯、精准解读，尽在新浪财经APP

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.