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$VCX · 海外大V持仓追踪
AI 把海外大 V 的公开帖整理成中文：$VCX 被累计提及 11 次，本周态度 未表态，其他。数据每日更新。
$VCX 现在是什么情况？
| 所属板块 | 其他 |
|---|---|
| 本周态度 | 未表态 |
| 今日态度 | 未表态 |
| 累计提及 | 11 次 |
| 近7/28/90日提及 | 0 / 0 / 0 |
| 最新价 | — |
| 今日 / 本周涨幅 | — / — |
| 首次提及以来涨幅 | — |
| 首次 / 最近提及 | 2026-03-25 → 2026-05-17 |
最近有人说了 $VCX 什么？
下面是最近 8 条提及 $VCX 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。
- 2026-05-17中性原文This is the same at argument I got with $VCX with people telling me SpaceX should trade at $30T because of how fast they’re growing while $META trades at $1.4T. You can just buy it Hiive or other methods without paying 5X premiums… on top of getting diluted $2B off such a small NAV
- 2026-04-03中性原文@k_a_y_b_e_e_ @harshparikh_16 $VCX is closed traded fund so it can get more detached from underlying holdings.
- 2026-03-30中性原文Well this is aging well with $VCX. From $425 -> $110 in 4 days. Think majority of people expected it… but not sure why retail investors thought SpaceX should be valued at $34 trillion at the top. https://t.co/JHURpLJmmq
- 2026-03-28中性原文$VCX is down another 40%. Totaling -62.35% drop in two days. Good reminder that sometimes it’s good to look at the math…. Behind these names (NAV mismatch), especially with others like $IREN and $6B ATM filings. https://t.co/dj1iKO8YLP
- 2026-03-28中性原文With $IREN, you have $6B in newly minted selling pressure. This ATM is structural overhang in any rally. If the marketcap is $11 Billion and they're selling up to $6,000,000,000 worth of new shares against you in the open market. I would not go long until the ATM is finished and existing holders get diluted. Same with $VCX, if you're trading at 2000% NAV of SpaceX (valued at $34 Trillion), eventually the math will work against you.
- 2026-03-26中性原文Warning about $VCX. A very popular ETF with weighting toward (Anthropic, Databricks, OpenAI, Anduril, and SpaceX). Ask yourself this: Is SpaceX is worth 23 times $META valuation? With the stock going up 1288% this month: VCX is trading at roughly ~20x its NAV. So 1500-2000% premium? This is like buying SpaceX at 34 Trillion USD. Or OpenAI at 16 Trillion USD. Would you short it? No: It's extremely low float and lack of options for hedging. But should you buy into it? $VCX looks like greater fools theory right now and you’re playing hot potato.
- 2026-03-26中性原文Well this post aged well on $VCX. Just 1 hour later? https://t.co/hE2OcqYioF
- 2026-03-26看空原文Uh guys… don’t think a bearish X post from a random. Can send a $10B+ MC fund like $VCX down 44% straight away… Right? https://t.co/qeYhzaFiDK
去哪看 $VCX 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 $VCX 完整动态 →常见问题
$VCX 为什么会出现在 AI 供应链追踪名单里？
$VCX 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 11 次，归类在「其他」板块。首次提及时间是 2026-03-25。
海外大 V 最近怎么看 $VCX？
最近 7 天 $VCX 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。
$VCX 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 $VCX 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 2026-08-30。