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FT：Leopold Aschenbrenner 通过全额付清期权重返 AI 股票

Rohan Paul · @rohanpaul_ai · X·2026-09-12 04:16·1小时前
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Leopold Aschenbrenner 在旗下基金 Situational Awareness 亏损 67% 后，通过全额付清期权重返 AI 股票。交易标的包括 AMD、Bloom Energy、CoreWeave、SK hynix、Sandisk 和 Roundhill Memory ETF，同时与 Clear Street 合作重建大额 Intel 仓位。

Rohan Paul@rohanpaul_ai
49AI 编辑部评分，满分 100

FT：Leopold Aschenbrenner 通过全额付清期权重返 AI 股票

2026-09-12 04:16· 1小时前
AI 导读

Leopold Aschenbrenner 在旗下基金 Situational Awareness 亏损 67% 后，通过全额付清期权重返 AI 股票。交易标的包括 AMD、Bloom Energy、CoreWeave、SK hynix、Sandisk 和 Roundhill Memory ETF，同时与 Clear Street 合作重建大额 Intel 仓位。

FT: Leopold Aschenbrenner has returned to AI stocks through fully paid options.

Situational Awareness is rebuilding its AI-linked portfolio with options after a 67% loss.

The Financial Times reports the trades include AMD, Bloom Energy, CoreWeave, SK hynix, Sandisk and the Roundhill Memory ETF. And that the fund is also working with Clear Street and rebuilding a large Intel position.

Leopold Aschenbrenner has told brokers he intends to run far less leverage. And buying options fully paid limits a fund’s risk because the most it can lose is the amount already spent to enter the position.

来源：Rohan Paul· x.com

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