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
Block's Cash App will roll out stablecoin payment features in phases
Bitcoin's May turnaround sends seasonal signals: historical models point to about a 10% short-term pullback risk
DDC Enterprise 增持 131 枚比特币，总持仓达 2714 枚 BTC
Kraken launched Bitcoin on-chain yield product Bitcoin Vault
10x Research: Most Bitcoin Treasury companies have significantly compressed their NAV premiums and may enter an era of negative premiums
BlackRock deposited 2,538 BTC into Coinbase, worth about $193 million
DMG Blockchain announced plans to advance its AI data center transformation, with 69 bitcoins mined in Q2
Bitcoin has fallen below the "bull-bear dividing line" proposed by Tom Lee, fueling bearish sentiment in the market
Ripple has submitted a letter to the SEC, pushing for equal treatment of XRP with Bitcoin and Ethereum
The main short seller "pension-usdt.eth" has withdrawn its short positions for the first time in two months, with the account's net floating loss still reaching $7 million
