25岁AI股神披露Q1持仓：重仓AI电力、算力与矿企股票
Odaily星球日报讯 前 OpenAI 研究员 Leopold Aschenbrenner 已更新其“Situational Awareness Fund”截至 2026 年第一季度末的股票持仓组合。
披露显示，其主要重仓方向集中于 AI 电力、数据中心、算力基础设施及比特币矿企。其中，Bloom Energy 持仓规模达 8.787 亿美元，Sandisk 持仓 7.244 亿美元，CoreWeave 持仓 5.561 亿美元。
此外，其还重仓 Iren Limited、Core Scientific、Applied Digital、Riot Platforms、Cleanspark、Bitdeer 及 Bitfarms 等矿企与 AI 基础设施公司，并持有 AMD、英特尔、台积电、ASML、美光等半导体相关股票。
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
Related Flash News
ChainCatcher•33m agoIonic Digital Mining Output in April Produced 20.45 BTC, Hashrate Decreased by 26.2% QoQ
ChainCatcher•2h agoAnalysis: Factors such as a potential agreement between the United States and Iran, and Strategy's Bitcoin holdings may push Bitcoin back above $80,000
币界网•2h agoXBIT DEX: Bitcoin has a 9.5% probability of reaching $150,000 by December 31, 2026
币界网•3h agoDelphi Digital: Bitcoin may outperform most crypto assets against the backdrop of tighter liquidity
币界网•4h agoAunt AI: Claude AI helps users recover 5 BTC locked for 11 years
币界网•10h agoAster launches on-chain listing proposal voting mechanism
币界网•10h agoWhite House official: The US strategic Bitcoin reserve framework will be released soon
ChainCatcher•11h agoFormer OpenAI researcher Aschenbrenner is betting heavily on Bitcoin miners while shorting Nvidia and AMD
币界网•11h agoOn-chain monitoring: ETF funds flow out of BTC and ETH, and SOL funds flow in
ChainCatcher•11h agoMinnesota signed bill allowing banks to offer crypto custody services