{"id":164073,"date":"2026-07-31T11:05:15","date_gmt":"2026-07-31T11:05:15","guid":{"rendered":"https:\/\/www.europesays.com\/cz\/164073\/"},"modified":"2026-07-31T11:05:15","modified_gmt":"2026-07-31T11:05:15","slug":"ai-investor-leopold-aschenbrenner-byl-po-vyraznych-ztratach-nucen-uzavrit-vsechny-sve-akciove-pozice","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/cz\/164073\/","title":{"rendered":"AI investor Leopold Aschenbrenner byl po v\u00fdrazn\u00fdch ztr\u00e1t\u00e1ch nucen uzav\u0159\u00edt v\u0161echny sv\u00e9 akciov\u00e9 pozice"},"content":{"rendered":"

Hedgeov\u00fd fond Situational Awareness se podle m\u00e9di\u00ed zbavil v\u0161ech sv\u00fdch ve\u0159ejn\u011b obchodovan\u00fdch akciov\u00fdch pozic. D\u016fvodem byly v\u00fdrazn\u00e9 ztr\u00e1ty na investic\u00edch spojen\u00fdch s um\u011blou inteligenc\u00ed, zejm\u00e9na v oblasti AI infrastruktury, a z\u00e1rove\u0148 ne\u00fasp\u011b\u0161n\u00e9 s\u00e1zky na pokles softwarov\u00fdch spole\u010dnost\u00ed. Fond tak musel rychle z\u00edskat dodate\u010dnou likviditu a podle zdroj\u016f prodal cel\u00e9 portfolio v jedin\u00e9 transakci jin\u00e9mu velk\u00e9mu hedgeov\u00e9mu fondu.<\/p>\n

Hedgeov\u00fd fond Situational Awareness spravuj\u00edc\u00ed 24 miliard dolar\u016f<\/a>, kter\u00fd zalo\u017eil b\u00fdval\u00fd v\u00fdzkumn\u00edk OpenAI Leopold Aschenbrenner, se podle lid\u00ed obezn\u00e1men\u00fdch se situac\u00ed zbavil ve\u0161ker\u00fdch sv\u00fdch ve\u0159ejn\u011b obchodovan\u00fdch akciov\u00fdch pozic. Stalo se tak pot\u00e9, co utrp\u011bl v\u00fdrazn\u00e9 ztr\u00e1ty na investic\u00edch do spole\u010dnost\u00ed zam\u011b\u0159en\u00fdch na um\u011blou inteligenci a tak\u00e9 kv\u016fli ne\u00fasp\u011b\u0161n\u00e9 s\u00e1zce proti softwarov\u00fdm firm\u00e1m, co\u017e fond p\u0159im\u011blo rychle sh\u00e1n\u011bt likviditu.<\/p>\n

\u2014 CNBC (@CNBC) July 30, 2026<\/a>Fond ukon\u010dil v\u0161echny sv\u00e9 ve\u0159ejn\u00e9 investice prakticky jedinou transakc\u00ed s jin\u00fdm v\u00fdznamn\u00fdm hedgeov\u00fdm fondem, uvedly zdroje. Ve\u0159ejn\u011b obchodovan\u00e9 akcie dr\u017een\u00e9 jak v dlouh\u00fdch (long), tak kr\u00e1tk\u00fdch (short) pozic\u00edch p\u0159edstavovaly p\u0159ibli\u017en\u011b dv\u011b t\u0159etiny celkov\u00fdch aktiv firmy.<\/p>\n

Podle informovan\u00fdch osob utrp\u011bl Situational Awareness v posledn\u00edch t\u00fddnech zna\u010dn\u00e9 ztr\u00e1ty, kdy\u017e klesla hodnota jeho investic do infrastruktury pro AI, nap\u0159\u00edklad do spole\u010dnosti SK Hynix, zat\u00edmco jeho kr\u00e1tk\u00e9 pozice v softwarov\u00fdch spole\u010dnostech, jako je , se vyv\u00edjely v\u00fdrazn\u011b proti o\u010dek\u00e1v\u00e1n\u00ed fondu.<\/p>\n

N\u011bkolik hlavn\u00edch broker\u016f fondu, v\u010detn\u011b , a Chase, s fondem spolupracovalo ve snaze splnit po\u017eadavky na mar\u017ei nebo uspo\u0159\u00e1dan\u011b sn\u00ed\u017eit jeho pozice, uvedly osoby obezn\u00e1men\u00e9 s jedn\u00e1n\u00edmi. Tito broke\u0159i p\u0159ed zah\u00e1jen\u00edm \u010dtvrte\u010dn\u00edho obchodov\u00e1n\u00ed nab\u00edzeli k prodeji bal\u00edk fondov\u00fdch pozic, a to jak dlouh\u00fdch, tak kr\u00e1tk\u00fdch.<\/p>\n

Nyn\u00ed se zd\u00e1, \u017ee se poda\u0159ilo naj\u00edt kupce pro cel\u00e9 portfolio. Situational Awareness bude nad\u00e1le pokra\u010dovat jako firma, ale podle zdroj\u016f v sou\u010dasnosti dr\u017e\u00ed u\u017e pouze soukrom\u00e9 investice.<\/p>\n

Fond se tak\u00e9 sna\u017eil z\u00edskat dodate\u010dnou likviditu prodejem pod\u00edl\u016f v t\u011bchto neve\u0159ejn\u011b obchodovan\u00fdch spole\u010dnostech. Mezi nimi je i investice do spole\u010dnosti Anthropic. Velikost nab\u00edzen\u00e9ho pod\u00edlu nebylo mo\u017en\u00e9 zjistit, nicm\u00e9n\u011b lid\u00e9 obezn\u00e1men\u00ed s procesem uvedli, \u017ee potenci\u00e1ln\u00ed kupci projevili z\u00e1jem o koupi \u010d\u00e1sti nebo i cel\u00e9ho pod\u00edlu.<\/p>\n

Spole\u010dnost Situational Awareness na \u017e\u00e1dosti o koment\u00e1\u0159 bezprost\u0159edn\u011b nereagovala.<\/p>\n

\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"Hedgeov\u00fd fond Situational Awareness se podle m\u00e9di\u00ed zbavil v\u0161ech sv\u00fdch ve\u0159ejn\u011b obchodovan\u00fdch akciov\u00fdch pozic. D\u016fvodem byly v\u00fdrazn\u00e9 ztr\u00e1ty…\n","protected":false},"author":2,"featured_media":164074,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[12],"tags":[31035,40759,67,40760,68,1099,40758,40763,35614,16551,40764,40765,40761,40762],"class_list":["post-164073","post","type-post","status-publish","format-standard","has-post-thumbnail","category-byznys","tag-akciove","tag-aschenbrenner","tag-business","tag-byl","tag-byznys","tag-investor","tag-leopold","tag-nucen","tag-pozice","tag-sve","tag-uzavrit","tag-vsechny","tag-vyraznych","tag-ztratach"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@cz\/117014267447702072","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/164073","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/comments?post=164073"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/164073\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media\/164074"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media?parent=164073"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/categories?post=164073"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/tags?post=164073"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}