Fundrise创新基金（代码：VCX）今日盘前股价大涨8.57%，延续了其近期的强劲表现。
消息面上，该基金的第一大持仓公司、人工智能公司Anthropic发布了能操控用户电脑的智能体新品，这一进展极大地提振了市场对Anthropic及其背后投资者的信心。同时，马斯克的SpaceX被曝最快本周提交IPO招股说明书，目标在6月挂牌上市，有望成为美国史上规模最大IPO之一。作为一只持有Anthropic、OpenAI、SpaceX等热门私有公司股份的上市封闭式基金，VCX为散户投资者提供了参与投资这些前沿科技公司的独特渠道，从而引发了市场的热烈追捧。
根据公开信息，Fundrise创新基金将其定位为“公开风险投资公司”，其资产净值与二级市场交易价格之间存在巨大溢价。分析指出，市场狂热部分源于该基金大量股份处于锁定状态，流通盘较小，加剧了价格波动。尽管有声音警告当前估值已透支未来增长空间，但围绕AI和航天领域明星公司的投资叙事，仍在短期内主导了该基金的价格走势。
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