以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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DXYZ
21 atoms · 跨 8 天 · 首见 2026-04-28 · 最近 2026-05-26
三色: 🟦 fact 16 · 🟥 take 5 · stance ▲7/▼2/◆0
来源: X 21
时态: fresh:18 · aging:2 · stale:1
标签: 好数字:17 · 好观点:4 · 好信源:3
叙事 (narrative) (2)
- 2026-05-01
[老化中] · 溢价水平对比
Trading at almost no premium vs VCX 75%+ premium
tags: 好观点 · → daily
- 2026-04-28
[老化中] · 当前价格吸引力评价
$DXYZ’s current price looks attractive, as its NAV is closed to the market value, and it didn’t count the $100M investment into Anthropic back in Jan at $350B.
tags: 好观点 · → daily
预测 (forecast) (2)
- 2026-05-08 · Anthropic stake value
Stake is worth 200-300m today.
tags: 好数字·好观点 · → daily
value: qty=$200-300M · date=2026-05-08
- 2026-05-07 · 预估NAV
DXYZ NAV could rise further to around ~34.5
tags: 好数字 · → daily
value: qty=~34.5
立场 (position) (1)
展开 1 条老旧 / 已过期
- 2026-05-01
[老旧] · 净资产价值展望
Then NAV looks promising
tags: 好观点 · → daily
事实 (fact) (16)
- 2026-05-08 · Anthropic investment amount
On January 26, 2026, we invested $100.0 million in Magnitude ANC III, LLC (economic exposure to Anthropic PBC Series B Preferred Shares).
tags: 好数字·好信源 · → daily
value: qty=$100.0 million · date=2026-01-26
- 2026-05-04 · 对Anthropic投资规模
they put $100M into Anthropic at $350B back in Jan
tags: 好数字·好信源 · → daily
value: qty=$100M · date=2026-01
- 2026-05-26 · 盘中增发规模
盘中公布发售高达10亿美元的普通股
tags: 好数字 · → daily
value: qty=10亿美元 · date=2026-05-26
- 2026-05-26 · 盘中增发后当日股价表现
股价立刻跳水，收跌9%
tags: 好数字 · → daily
value: qty=-9% · date=2026-05-26
- 2026-05-26 · 两日涨幅
他其实在上周已经最先启动，两日就涨40%
tags: 好数字 · → daily
value: qty=+40% · date=上周
- 2026-05-26 · 盘中最高涨幅
本日一度+9%
tags: 好数字 · → daily
value: qty=+9% · date=2026-05-26
- 2026-05-20 · 股价与净值比较
虽然他的股价大幅高于其净值
tags: 好数字 · → daily
- 2026-05-20 · 持有SpaceX、OpenAI、Anthropic股权
$DXYZ 持有SpaceX，OpenAI，Anthropic这些热门公司的股权
tags: 好信源 · → daily
- 2026-05-11 · Anthropic/SpaceX/OpenAI 持仓集中度
DXYZ 总集中度: 45%
tags: 好数字 · → daily
value: qty=45%
- 2026-05-07 · 当前溢价率
DXYZ 溢价率: +44.7%
tags: 好数字 · → daily
value: qty=+44.7%
- 2026-05-07 · Anthropic 持仓占比
DXYZ 的 Anthropic 持仓占比: 35%
tags: 好数字 · → daily
value: qty=35%
- 2026-05-04 · 价格表现
最新股价: 38.53 USD
tags: 好数字 · → daily
value: qty=38.53 USD · date=2026-05-05
- 2026-05-01 · Anthropic持仓占比
~35% of NAV in Anthropic
tags: 好数字 · → daily
value: qty=34.6%
- 2026-05-01 · SpaceX与xAI持仓占比
~22% of NAV in SpaceX & xAI
tags: 好数字 · → daily
value: qty=18.0%
- 2026-05-01 · 每股净资产价值
NAV/share: $31.10
tags: 好数字 · → daily
value: qty=$31.10
- 2026-05-01 · 当前市场价格
Current market price: $32.87
tags: 好数字 · → daily
value: qty=$32.87
时间轴 (近 20)
- 2026-05-26 ·
fact · 盘中增发规模 · → daily
- 2026-05-26 ·
fact · 盘中增发后当日股价表现 · → daily
- 2026-05-26 ·
fact · 两日涨幅 · → daily
- 2026-05-26 ·
fact · 盘中最高涨幅 · → daily
- 2026-05-20 ·
fact · 股价与净值比较 · → daily
- 2026-05-20 ·
fact · 持有SpaceX、OpenAI、Anthropic股权 · → daily
- 2026-05-11 ·
fact · Anthropic/SpaceX/OpenAI 持仓集中度 · → daily
- 2026-05-08 ·
fact · Anthropic investment amount · → daily
- 2026-05-08 ·
forecast · Anthropic stake value · → daily
- 2026-05-07 ·
fact · 当前溢价率 · → daily
- 2026-05-07 ·
fact · Anthropic 持仓占比 · → daily
- 2026-05-07 ·
forecast · 预估NAV · → daily
- 2026-05-04 ·
fact · 价格表现 · → daily
- 2026-05-04 ·
fact · 对Anthropic投资规模 · → daily
- 2026-05-01 ·
fact · Anthropic持仓占比 · → daily
- 2026-05-01 ·
fact · SpaceX与xAI持仓占比 · → daily
- 2026-05-01 ·
narrative · 溢价水平对比 · → daily
- 2026-05-01 ·
fact · 每股净资产价值 · → daily
- 2026-05-01 ·
fact · 当前市场价格 · → daily
- 2026-05-01 ·
position · 净资产价值展望 · → daily
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