“AI股神”Leopold斩仓股票盘前继续反弹, NEBIUS涨超8%, CoreWeave、 Bloom Energy涨超6%

老虎资讯综合
Jul 31

前OpenAI员工利奥波德·阿申布伦纳(Leopold Aschenbrenner)创办的对冲基金 Situational Awareness LP(SALP) 因高杠杆重仓 AI 概念股及 Anthropic 股权,在市场回调中惨遭主券商强平爆仓(Liquidation),引发华尔街巨头竞争抢购其残余资产。

阿申布伦纳的重仓股损失惨重。一个月内,其最大持仓闪迪暴跌超43%,第二大持仓Bloom Energy暴跌超31%,第三大持仓CoreWeave暴跌超25%。更糟糕的是,他同时做空的Adobe等软件公司股票不降反升,其做空仓位约占组合的30%,这部分损失进一步加剧了整体回撤,导致他多空两端均受冲击。

周五美股盘前,Leopold斩仓股票盘前继续反弹, NEBIUS涨超8%, CoreWeave, Inc.Bloom Energy CorpSK海力士涨超6%, 闪迪IREN Ltd涨超5%。

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