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Rohan Paul@rohanpaul_ai
32AI 编辑部评分，满分 100
2026-08-01 20:17· 1天前
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AI 摘要

Leopold Aschenbrenner 的基金7月下跌67%，年内仍上涨80%，他宣布将继续投资公开股票。他在致LP的信中称接近了不可接受的永久性资本损失，动态类似银行挤兑，许多AI股票回撤一半以上，头寸迅速逆转且市场流动性枯竭。

👀Leopold's complete letter to his LPs

  • "We came closer to permanent capital impairment than is acceptable to us."
  • "These dynamics are essentially similar to a bank run： vulnerability begetting more vulnerability."
  • "Many AI names drew down by half or more， while our positive L/S spread reversed violently."
  • "Positions rapidly moved against us and market liquidity dried up."
Leopold Stock TrackerBreaking: Leopold's full letter sent to his LPs last night Leopold Aschenbrenner's fund fell 67% in July but remains up 80% YTD and he announced he'll keep inve...
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Rohan Paul · @rohanpaul_ai · X·2026-08-01 20:17·1天前
在 X 看原推· x.com
AI 摘要

Leopold Aschenbrenner 的基金7月下跌67%，年内仍上涨80%，他宣布将继续投资公开股票。他在致LP的信中称接近了不可接受的永久性资本损失，动态类似银行挤兑，许多AI股票回撤一半以上，头寸迅速逆转且市场流动性枯竭。

👀Leopold's complete letter to his LPs

  • "We came closer to permanent capital impairment than is acceptable to us."
  • "These dynamics are essentially similar to a bank run： vulnerability begetting more vulnerability."
  • "Many AI names drew down by half or more， while our positive L/S spread reversed violently."
  • "Positions rapidly moved against us and market liquidity dried up."
Leopold Stock TrackerBreaking: Leopold's full letter sent to his LPs last night Leopold Aschenbrenner's fund fell 67% in July but remains up 80% YTD and he announced he'll keep inve...
大佬观点行业动态
在 X 查看原推x.com