Robinhood 私募基金初期下跌 16% 后反弹 30%,或面临 SpaceX 等超级 IPO 冲击

Gate News 消息,4 月 6 日,Robinhood 推出的私募市场基金 Robinhood Ventures I 在经历初期表现不佳后已反弹约 30%。该产品于 3 月初上线,首日曾下跌 16%,如今逐步回升,旨在为散户投资者提供参与晚期未上市公司股权的渠道。分析人士警告,随着 SpaceX、OpenAI 及 Anthropic 等科技巨头潜在 IPO 临近,私募市场或面临短期波动压力,若头部公司上市表现不佳,或拖累二级市场估值,并影响包括 Stripe 在内的独角兽 IPO 预期。Robinhood Ventures 负责人回应表示,上述担忧更多属于短期波动,长期仍存在大量投资机会,随着 AI 技术持续进步,围绕头部模型构建的应用生态将释放巨大增长潜力。目前该基金主要投资于少数晚期公司,包括金融科技公司 Airwallex 与 Stripe,以及 AI 企业 Databricks 等,通过一级市场或经许可的二级市场交易获取股权。

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