<p><strong>Leopold Aschenbrenner</strong> 的 Situational Awareness 对冲基金在第一季度显著增加了对 <strong>CleanSpark Inc.</strong> (NASDAQ: CLSK) 的持仓，因为这家 <strong>比特币</strong> (CRYPTO: BTC) 矿工正在深入发展 AI 基础设施。</p>
<p>该基金最新的 13F 报告于 5 月 18 日提交，涵盖截至 3 月 31 日的季度，显示 Situational Awareness 持有 1228 万股 CleanSpark 股票，较 2025 年底的 164 万股增加了 7.48 倍。</p>
<ul>
<li><em>CLSK 股票在成交量大幅增加的情况下上涨。</em> 查看价格走势。</li>
</ul>
<p>该持仓的报告价值从 1660 万美元上升至 1.045 亿美元，而其在基金报告账面的权重从 0.30% 增加至 0.76%。</p>
<p><strong>另请阅读：</strong>
<strong>Nvidia 期权交易者押注于财报临近时的大幅波动</strong></p>
<p>其他矿业和新云相关的持仓在基金账面中的比例则有所下降。</p>
<p><strong>Applied Digital Corp.</strong> (NASDAQ: APLD)、<strong>IREN Limited</strong> (NASDAQ: IREN)、<strong>Riot Platforms, Inc.</strong> (NASDAQ: RIOT)、<strong>Core Scientific, Inc.</strong>(NASDAQ: CORZ) 和 <strong>CoreWeave, Inc.</strong> (NASDAQ: CRWV) 的投资组合权重均有所下降，而该基金已关闭对 <strong>Cipher Mining Inc.</strong> (NASDAQ: CIFR) 和 <strong>Hut 8 Corp.</strong> (NASDAQ: HUT) 的持仓。</p>
<p>根据 Benzinga Pro 数据，CleanSpark 股票的交易价格为 15.75 美元，周三上涨 7.15%。</p>
<p>此次增持正值 CleanSpark 正在从比特币挖矿转向 AI 和高性能计算基础设施的过渡期。</p>
<p>该公司表示，它拥有超过 1.8 吉瓦的电力、土地和数据中心，585 兆瓦的 ERCOT 批准容量，以及在第二季度更新中同比增长 18% 的平均每月哈希率。</p>
<p>CleanSpark 首席执行官 <strong>Matt Schultz</strong> 在公司最新的财报中表示：&#34;本季度，我们在土地和电力开发、获得 ERCOT 批准的 300 兆瓦、租赁方面在乔治亚州及其他地区取得进一步进展、融资方面市场条件依然良好，以及在桑德斯维尔继续开发新地块等四个关键领域加速了我们的数字基础设施演变。&#34;</p>
<p>CleanSpark 尚未宣布其首个超大规模租赁，但 Schultz 表示，公司在确保首个超大规模客户方面继续取得 &#34;重要进展&#34;。</p>
<h2>CLSK 技术分析</h2>
<p>CleanSpark 股票目前位于所有关键移动平均线之上，显示出强劲的看涨动能。20 日简单移动平均线明显高于价格 21.4%，而 50 日和 100 日简单移动平均线分别高于 42.6% 和 44.5%，表明存在稳固的上升趋势。</p>
<p>根据 Benzinga Pro 数据，RSI 当前为 69.53，接近超买区域，但目前仍保持中性。这个水平表明，尽管动能强劲，但交易者应对 RSI 超过 70 时可能出现的回调保持谨慎。</p>
<p><strong>另请阅读：</strong>
<strong>太空股票在 SpaceX IPO 热潮中重返轨道</strong></p>
<p>CleanSpark 最近没有经历金叉或死叉，但当前的移动平均线关系表明强劲的看涨趋势。50 日简单移动平均线低于 200 日简单移动平均线，这表明尽管短期趋势积极，但长期前景可能仍需谨慎。</p>
<p>在过去 12 个月中，CleanSpark 股票上涨了 64.16%，反映出强劲的上升轨迹。</p>
<p>这一表现突显了该股票的韧性和持续增长的潜力，使其成为寻求长期机会的交易者的一个有吸引力的选择。</p>
<p><em>照片来源：Shutterstock</em></p>

CLSK

IDGT

CLSX

基准数据与基础设施房地产 SCTR ETF - Pacer

DTCR

XDAT

<p>Leopold Aschenbrenner 的 Situational Awareness 对冲基金将其在 CleanSpark Inc. (NASDAQ:CLSK) 的持股从 164 万股增加至 1228 万股，增幅达到 7.48 倍，市值为 1.045 亿美元。随着 CleanSpark 从比特币挖矿转向人工智能基础设施，其股票上涨了 7.15%，达到 15.75 美元，并报告了电力容量和哈希率的显著增长。该股票显示出强劲的看涨势头，过去一年上涨了 64.16%，表明持续增长的潜力</p>

<p><strong>Leopold Aschenbrenner</strong>'s Situational Awareness hedge fund significantly boosted its <strong>CleanSpark Inc.</strong> (NASDAQ: CLSK) position in the first quarter as the <strong>Bitcoin</strong> (CRYPTO: BTC) miner pushes deeper into AI infrastructure.</p>
<div class="lb-trans"><p><strong>Leopold Aschenbrenner</strong> 的 Situational Awareness 对冲基金在第一季度显著增加了对 <strong>CleanSpark Inc.</strong> (NASDAQ: CLSK) 的持仓，因为这家 <strong>比特币</strong> (CRYPTO: BTC) 矿工正在深入发展 AI 基础设施。</p>
</div><p>The fund's latest 13F, filed May 18 for the quarter ended March 31, shows Situational Awareness held 12.28 million CleanSpark shares, up from 1.64 million shares at the end of 2025, a 7.48-fold increase.</p>
<div class="lb-trans"><p>该基金最新的 13F 报告于 5 月 18 日提交，涵盖截至 3 月 31 日的季度，显示 Situational Awareness 持有 1228 万股 CleanSpark 股票，较 2025 年底的 164 万股增加了 7.48 倍。</p>
</div><ul>
<li><em>CLSK stock is up on heavy volume.</em> See the price action here.</li>
</ul>
<div class="lb-trans"><ul>
<li><em>CLSK 股票在成交量大幅增加的情况下上涨。</em> 查看价格走势。</li>
</ul>
</div><p>The position's reported value rose to $104.5 million from $16.6 million, while its portfolio weight increased to 0.76% from 0.30% of the fund's reported book.</p>
<div class="lb-trans"><p>该持仓的报告价值从 1660 万美元上升至 1.045 亿美元，而其在基金报告账面的权重从 0.30% 增加至 0.76%。</p>
</div><p><strong>Read Also:</strong>
<strong>Nvidia Options Traders Bet On A Big Move As Earnings Loom</strong></p>
<div class="lb-trans"><p><strong>另请阅读：</strong>
<strong>Nvidia 期权交易者押注于财报临近时的大幅波动</strong></p>
</div><p>Other miner and neocloud-related holdings moved the other way as a percentage of the fund's book.</p>
<div class="lb-trans"><p>其他矿业和新云相关的持仓在基金账面中的比例则有所下降。</p>
</div><p><strong>Applied Digital Corp.</strong> (NASDAQ: APLD), <strong>IREN Limited</strong> (NASDAQ: IREN), <strong>Riot Platforms, Inc.</strong> (NASDAQ: RIOT), <strong>Core Scientific, Inc.</strong>(NASDAQ: CORZ) and <strong>CoreWeave, Inc.</strong> (NASDAQ: CRWV) all declined as portfolio weights, while the fund closed its positions in <strong>Cipher Mining Inc.</strong> (NASDAQ: CIFR) and <strong>Hut 8 Corp.</strong> (NASDAQ: HUT).</p>
<div class="lb-trans"><p><strong>Applied Digital Corp.</strong> (NASDAQ: APLD)、<strong>IREN Limited</strong> (NASDAQ: IREN)、<strong>Riot Platforms, Inc.</strong> (NASDAQ: RIOT)、<strong>Core Scientific, Inc.</strong>(NASDAQ: CORZ) 和 <strong>CoreWeave, Inc.</strong> (NASDAQ: CRWV) 的投资组合权重均有所下降，而该基金已关闭对 <strong>Cipher Mining Inc.</strong> (NASDAQ: CIFR) 和 <strong>Hut 8 Corp.</strong> (NASDAQ: HUT) 的持仓。</p>
</div><p>CleanSpark stock was trading at $15.75, up 7.15% on Wednesday, according to Benzinga Pro data.</p>
<div class="lb-trans"><p>根据 Benzinga Pro 数据，CleanSpark 股票的交易价格为 15.75 美元，周三上涨 7.15%。</p>
</div><p>The buying comes as CleanSpark leans into a transition from bitcoin mining toward AI and high-performance computing infrastructure.</p>
<div class="lb-trans"><p>此次增持正值 CleanSpark 正在从比特币挖矿转向 AI 和高性能计算基础设施的过渡期。</p>
</div><p>The company said it had more than 1.8 gigawatts of power, land and data centers, 585 megawatts of ERCOT-approved capacity and 18% year-over-year average monthly hashrate growth in its Q2 update.</p>
<div class="lb-trans"><p>该公司表示，它拥有超过 1.8 吉瓦的电力、土地和数据中心，585 兆瓦的 ERCOT 批准容量，以及在第二季度更新中同比增长 18% 的平均每月哈希率。</p>
</div><p>&#34;This quarter, we accelerated our digital infrastructure evolution across four key areas: land and power development, with ERCOT approval of 300 MW in Brazoria; leasing, with further progress in Georgia and beyond; financing, as market conditions remain constructive; and construction, as we continue developing the new parcel in Sandersville,&#34; <strong>Matt Schultz</strong>, CEO of CleanSpark, stated in the company's latest earnings release.</p>
<div class="lb-trans"><p>CleanSpark 首席执行官 <strong>Matt Schultz</strong> 在公司最新的财报中表示：&#34;本季度，我们在土地和电力开发、获得 ERCOT 批准的 300 兆瓦、租赁方面在乔治亚州及其他地区取得进一步进展、融资方面市场条件依然良好，以及在桑德斯维尔继续开发新地块等四个关键领域加速了我们的数字基础设施演变。&#34;</p>
</div><p>CleanSpark has not yet announced its first hyperscaler lease, but Schultz said the company continues to make &#34;meaningful headway toward securing our first hyperscale customer.&#34;</p>
<div class="lb-trans"><p>CleanSpark 尚未宣布其首个超大规模租赁，但 Schultz 表示，公司在确保首个超大规模客户方面继续取得 &#34;重要进展&#34;。</p>
</div><h2>CLSK Technical Analysis</h2>
<div class="lb-trans"><h2>CLSK 技术分析</h2>
</div><p>CleanSpark stock is currently positioned above all key moving averages, indicating strong bullish momentum. The 20-day SMA is notably 21.4% above the price, while the 50-day and 100-day SMAs are 42.6% and 44.5% above, respectively, suggesting a solid upward trend.</p>
<div class="lb-trans"><p>CleanSpark 股票目前位于所有关键移动平均线之上，显示出强劲的看涨动能。20 日简单移动平均线明显高于价格 21.4%，而 50 日和 100 日简单移动平均线分别高于 42.6% 和 44.5%，表明存在稳固的上升趋势。</p>
</div><p>The RSI is currently at 69.53, according to Benzinga Pro data, which is approaching overbought territory but remains neutral for now. This level indicates that while momentum is strong, traders should be cautious of a potential pullback if the RSI crosses above 70.</p>
<div class="lb-trans"><p>根据 Benzinga Pro 数据，RSI 当前为 69.53，接近超买区域，但目前仍保持中性。这个水平表明，尽管动能强劲，但交易者应对 RSI 超过 70 时可能出现的回调保持谨慎。</p>
</div><p><strong>Read Also:</strong>
<strong>Space Stocks Are Back In Orbit As SpaceX IPO Hype Builds</strong></p>
<div class="lb-trans"><p><strong>另请阅读：</strong>
<strong>太空股票在 SpaceX IPO 热潮中重返轨道</strong></p>
</div><p>CleanSpark has not experienced a golden cross or death cross recently, but the current moving average relationships indicate a strong bullish trend. The 50-day SMA is below the 200-day SMA, which suggests that while the short-term trend is positive, the long-term outlook may still be cautious.</p>
<div class="lb-trans"><p>CleanSpark 最近没有经历金叉或死叉，但当前的移动平均线关系表明强劲的看涨趋势。50 日简单移动平均线低于 200 日简单移动平均线，这表明尽管短期趋势积极，但长期前景可能仍需谨慎。</p>
</div><p>Over the past 12 months, CleanSpark stock has gained 64.16%, reflecting a strong upward trajectory.</p>
<div class="lb-trans"><p>在过去 12 个月中，CleanSpark 股票上涨了 64.16%，反映出强劲的上升轨迹。</p>
</div><p>This performance highlights the stock’s resilience and potential for continued growth, making it an attractive option for traders looking for longer-term opportunities.</p>
<div class="lb-trans"><p>这一表现突显了该股票的韧性和持续增长的潜力，使其成为寻求长期机会的交易者的一个有吸引力的选择。</p>
</div><p><em>Photo: Shutterstock</em></p>
<div class="lb-trans"><p><em>照片来源：Shutterstock</em></p>
</div>

CleanSpark 股票吸引了情境意识对冲基金的更大投资