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$WULF · 海外大V持仓追踪
AI 把海外大 V 的公开帖整理成中文：$WULF 被累计提及 82 次，本周态度 未表态，金融。数据每日更新。
$WULF 现在是什么情况？
| 所属板块 | 金融 |
|---|---|
| 本周态度 | 未表态 |
| 今日态度 | 未表态 |
| 累计提及 | 82 次 |
| 近7/28/90日提及 | 0 / 0 / 2 |
| 最新价 | USD 15.35（2026-08-28） |
| 今日 / 本周涨幅 | -6.9% / -1.9% |
| 首次提及以来涨幅 | +70.9% |
| 首次 / 最近提及 | 2025-09-03 → 2026-07-31 |
最近有人说了 $WULF 什么？
下面是最近 8 条提及 $WULF 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 / $IREN but I'd expect them to outperform given compute/capacity shortages.
- 2026-07-06中性哇，$WULF 今天和 Anthropic 签了一份 190 亿美元的数据中心租约。 对 Neocloud/Colo（托管）板块应该是非常正面的顺风。
- 2026-06-01中性原文@JonahK44 $NBIS is $META and $MSFT. $GOOGL has done a lot of Fluidstack deals with $CIFR to $WULF for more Colo. my guess is to plug in a lot more of their TPUS
- 2026-03-10中性原文@jorge_r006 $RIOT, $WULF, $NBIS look structurally in better positions than $CRWV and $IREN are. Hence why the latter two serve as better hedges in sector declines. That being said, just floating this trade idea out after doing more research, I haven't taken any positions yet.
- 2026-03-06中性原文@eddyluxe_ If there’s a demand for power, might be a better idea to long $WULF or $CIFR that have agreements with Google. It comes without a $6B new share dilution, and all that selling pressure against you in any rallies.
- 2026-03-01中性原文@jahintanvir_ Probably the likes of these: Memory - $MU, Samsung, SK Hynix, Sandisk Foundries, Packaging- $INTC, $TSM, $AMKR Photonics - $LITE, $COHR, $AAOI ASICs - $AVGO, $MRVL Connectivity - $ALAB, $CRDO Power/Grid- $XLU Datacenters - $NBIS, $CIFR, $WULF
- 2026-02-15看多原文OpenAI sent a memo to congress regarding Deepseek distillation: "Sustaining the American advantage on AI depends on depends on whether we can reliably generate and deliver power at scale." Power Delivery - $VRT, $ETN, $PWR, $WMB, $KMI Tier-1 Energy Providers: $CEG, $VST, $TLN, $GEV, $NEE, $BEPC, $D Grid-Energy / Storage - $TSLA, $FLNC, $NRGV, $BE Energy: $TE, $FSLR, $NRG This is a tailwind reiterated for these companies. And there's a second-order tailwind for companies that already secured GW capacity like $IREN, $NBIS, $WULF, and $CIFR. The core issue of the memo was around IP theft and national security issues. But the largest warning about sustaining an advantage was Energy. OpenAI warning Congress that in 2024, China added 429 Gigawatts (GW) of new power capacity, which was more than a third of the entire US grid and more than half of global electricity growth. Without a radical expansion of the American power grid, they believe China’s "brute force" energy buildout will eventually allow them to surpass Western AI capabilities. Photonics, Advanced Packaging, and Memory are three fastest growing bottlenecks right now. However, OpenAI explicitly warned the U.S. government that whoever generates the most power wins the AI race. Their message: Invest in American Energy.
- 2026-02-10中性原文Short interest from Neocloud sector from $IREN to $WULF are mostly convertible note hedging, not actual shorts. Of course there’s firms like Hedgeye adding to that number for $NBIS SI so it’s hard to know the actual figure. That being said don’t really care too much about SI if fundamentals are strong.
去哪看 $WULF 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 $WULF 完整动态 →常见问题
$WULF 为什么会出现在 AI 供应链追踪名单里？
$WULF 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 82 次，归类在「金融」板块。首次提及时间是 2025-09-03。
海外大 V 最近怎么看 $WULF？
最近 7 天 $WULF 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。
$WULF 从被提及到现在涨了多少？
从首次被提及（2025-09-03）到最新收盘，$WULF 的区间涨幅是 70.9%。这只是价格统计，不代表任何人的实际收益。
$WULF 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 $WULF 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。