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前 OpenAI 研究員 Aschenbrenner 大舉押注比特幣礦企,同時做空英偉達與 AMD

2026-05-18 23:18:58

ChainCatcher 消息,据 CoinDesk 报道,前 OpenAI 研究員 Leopold Aschenbrenner 截至 2026 年 3 月 31 日已將披露投資規模由 55 億美元增至 136.7 億美元,並大舉買入比特幣礦企及 AI 基礎設施公司股票。

其重點持倉包括 IREN、Core Scientific、Riot Platforms、CleanSpark、Bitfarms、Bitdeer 及 Hive Digital 等礦企,押注其電力資源與數據中心能力將受益於 AI 算力需求增長。

同時,其還建立約 74.6 億美元半導體空頭倉位,包括對 VanEck Semiconductor ETF、NVIDIA、Oracle 及 Broadcom 的大額看跌期權倉位。

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