CleanSpark, Inc. (CLSK) 今日盘中大涨5.06%，引起了市场的广泛关注。
消息面上，备受瞩目的华尔街新秀Leopold Aschenbrenner管理的对冲基金“态势感知（Situational Awareness LP）”披露了其2026年第一季度持仓报告。报告显示，该基金增持了包括CleanSpark在内的多家比特币矿企股份。
分析指出，该基金增持CleanSpark并非单纯押注加密货币，而是看重其作为数据中心运营商所拥有的现成土地、电力和电网许可证。在AI基础设施需求激增的背景下，这些资源被视为稀缺的“现成基建”，能够为AI发展提供关键的“后勤”保障，从而增强了市场对CleanSpark未来增长潜力的信心。
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