---
title: "人工智能对冲基金在 2026 年激增 270% 后，资产管理规模达到 200 亿美元"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/289098934.md"
description: "AI 对冲基金 Situational Awareness 在 2026 年资产管理规模超过 200 亿美元，增长幅度达到 270%，自成立以来总回报超过 1000%。该公司获得了 Jane Street 及知名投资者如 Nat Friedman 和 Collison 兄弟的支持。其投资组合已转向 AI 基础设施持股，包括 Nebius、Keel Infrastructure 和 MatX，目标是与 AI 可扩展性密切相关的行业"
datetime: "2026-06-08T20:21:38.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/289098934.md)
  - [en](https://longbridge.com/en/news/289098934.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/289098934.md)
---

# 人工智能对冲基金在 2026 年激增 270% 后，资产管理规模达到 200 亿美元

Record-breaking growth: Situational Awareness gained 270% in 2026, pushing assets above $20 billion and achieving over 1,000% total returns since launch. Top-tier investor backing: Jane Street joined a roster of backers including Nat Friedman, Daniel Gross, and the Collison brothers, strengthening its capital base. Shift to AI infrastructure: Holdings include Nebius, Keel Infrastructure, and MatX, reflecting a focus on sectors underpinning AI scalability.

### 相关股票

- [NBIS.US](https://longbridge.com/zh-CN/quote/NBIS.US.md)
- [KEEL.US](https://longbridge.com/zh-CN/quote/KEEL.US.md)
- [NBIL.US](https://longbridge.com/zh-CN/quote/NBIL.US.md)
- [NEBX.US](https://longbridge.com/zh-CN/quote/NEBX.US.md)
- [NBIG.US](https://longbridge.com/zh-CN/quote/NBIG.US.md)

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