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$SHAZ · 海外大V持仓追踪

AI 把海外大 V 的公开帖整理成中文：$SHAZ 被累计提及 4 次，本周态度 未表态，科技。数据每日更新。

$SHAZ 现在是什么情况？

所属板块科技
本周态度未表态
今日态度未表态
累计提及4 次
近7/28/90日提及0 / 0 / 4
最新价USD 54.16（2026-09-03）
今日 / 本周涨幅-0.2% / -8.5%
首次提及以来涨幅-32.3%
首次 / 最近提及2026-07-05 → 2026-07-31

最近有人说了 $SHAZ 什么？

下面是最近 4 条提及 $SHAZ 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

  • 2026-07-31看空原文
    @Schulz_Research Situational Awareness / Leopold was completely right in terms of US shifting more toward inference + large energy demand. I had a similar thesis with Neoclouds like $IREN, $NBIS, $CIFR, $WULF, and others last year in 2025. But shifted more towards upstream bottlenecks + networking personally. It's just a little unfortunate the fund couldn't fully survive the drawdown. We did overlap in memory concentration but energy/grid from $BE, $TE, or neoclouds like $SHAZ / $IREN but I'd expect them to outperform given compute/capacity shortages.
    查看原帖 →
  • 2026-07-30看多原文
    There's a lot of stupid commentary around Leopold raising funds. After names like $BE, $SNDK, $SHAZ, and others all had very sharp drawdowns in July. Just remember... here's a man in finance that's 1. 6'5 2. Blue Eyes 3. Hedge Fund Probably better looking than you, and was up 439% through June YTD. Regarding the drawdown, Aschenbrenner acknowledged that the fund had "not been immune" to the market turmoil, particularly in Asia. FT separately reported that leverage amplified both its extraordinary gains and recent losses. He described the sell-off as potentially the best buying opportunity since early 2025 I'd agree with him and hope he succeeds with the raise. Since a lot of the current selloff looks like it overshot its mark through forced deleveraging.
    查看原帖 →
  • 2026-07-30中性原文
    Did Citadel really just liquidate Situational Awareness… Then brought up entire markets the next day? $NBIS +26.25% $IREN +25.96% $SHAZ +22.82% $SNDK + 23.98% $BE +23.67% $SKHY +16.98% $INTC +12.16% Amid many others. This has gotta be one of the wildest liquidations I’ve https://t.co/CeHGSjnIsm
    查看原帖 →
  • 2026-07-05中性
    泄露的 Anthropic 文件显示，他们计划在澳大利亚锁定 1.4GW 的算力容量，总额约 216 亿美元。 最近 $IREN、$SHAZ 等 Neocloud 一直在澳大利亚建主权数据中心。 看来很多事情在「连接关系」上开始说得通了？ （披露：无[持仓]）
    查看原帖 →

去哪看 $SHAZ 的完整时间线？

全部提及推文的中文时间线、每日推演、博主多空表态筛选，在 Serenity 持仓雷达里查看。相关工具：卡点猎手研究方法 · 策略回测器 · 催化剂雷达 · 深度长文。

进入持仓雷达，看 $SHAZ 完整动态 →

常见问题

$SHAZ 为什么会出现在 AI 供应链追踪名单里？

$SHAZ 出现在 Serenity 持仓雷达里，是因为它被我们追踪的海外 AI 供应链博主公开提及过，累计 4 次，归类在「科技」板块。首次提及时间是 2026-07-05。

海外大 V 最近怎么看 $SHAZ？

最近 7 天 $SHAZ 被提及 0 次，本周的整体态度是「未表态」。这是对公开帖文的统计与翻译，不是我们自己的推荐。

$SHAZ 从被提及到现在涨了多少？

从首次被提及（2026-07-05）到最新收盘，$SHAZ 的区间涨幅是 -32.3%。这只是价格统计，不代表任何人的实际收益。

$SHAZ 这一页的数据多久更新一次？

每天更新一次。个股的提及次数、态度、涨幅、A 股映射都跟着当日的公开帖文和收盘价重算，页面底部的更新时间就是最后一次重建的日期。

Serenity 持仓雷达对 $SHAZ 的看法算投资建议吗？

不是。Serenity 持仓雷达只做公开信息的整理、翻译和统计，不提供投资建议、不代客理财、不推荐买卖。所有判断和后果由你自己承担。

本工具仅做公开信息整理，不构成任何投资建议。数据更新于 2026-09-04。