Steve Cohen's Point72 Is Preparing To Launch New Hedge Fund Focused On AI Stocks
Steve Cohen's Point72 Is Preparing To Launch New Hedge Fund Focused On AI Stocks
Steve Cohen's Point72 Asset Management is set to launch a new hedge fund with a focus on artificial intelligence, aiming to raise approximately $1 billion.
Steve Cohen的Point72資產管理公司計劃啓動一隻以人工智能爲重點的對沖基金，旨在籌集約10億美元。
The fund will concentrate on both investing in and betting against AI hardware and semiconductor companies globally, such as Nvidia, Broadcom and Marvell Technology, among others, which have been top performers this year alongside other leading AI and chip stocks.
該基金將集中投資全球的人工智能硬件和半導體公司，並對押注這些公司進行投資，如Nvidia、Broadcom和Marvell Technology，這些公司與其他領先的AI和芯片股票一樣在今年成爲了最佳表現股票之一。
A New Frontier In AI Investment
人工智能投資的新天地
The new hedge fund, managed by portfolio manager Eric Sanchez, is expected to commence operations either late this year or in early 2025. It will be financed by a mix of external investors, Point72 employees and contributions from Cohen himself. Unlike Point72's main market-neutral fund, this new vehicle will have a more flexible mandate, potentially holding longer-biased positions, Bloomberg reported.
據Bloomberg報道，新的對沖基金將由投資組合經理Eric Sanchez管理，預計將於今年底或2025年初開始運營。它將由外部投資者、Point72員工以及Cohen本人的貢獻組成。與Point72的主要市場中立基金不同，這輛新車將擁有更靈活的授權，有可能持有較長期的頭寸。
Cohen's Vision For AI
Cohen關於AI的願景
Cohen has been an outspoken advocate of AI's potential impact on various industries. In an April interview with CNBC, Cohen described AI as "transformational," comparing its potential to the tech boom of the 1990s. He emphasized that while the full effects of AI might take years to manifest, the technology has the power to revolutionize business operations and generate significant cost savings.
Cohen一直是AI潛在影響各個行業的堅定支持者。在今年4月接受CNBC採訪時，Cohen將AI描述爲"具有變革性的技術"，並將其潛力與上世紀90年代的技術熱潮相提並論。他強調，雖然AI的全面影響可能需要幾年時間才能顯現，但該技術具有革命性的商業運營和產生巨大成本節約的能力。
"There's going to be big winners and big losers," Cohen said, highlighting the unpredictable yet promising future of AI.
Cohen表示"必然會有勝利者和失敗者"，並強調了人工智能未來的不可預測但充滿希望的前景。
Point72 Asset Management, which had $33.9 billion under management as of April, is not new to AI-focused investments. In 2021, the firm launched Hyperscale, its first private equity fund aimed at modernizing companies through AI. Additionally, Point72 Ventures, founded in 2016, focuses on early-stage tech startups and is funded exclusively by Cohen.
截至今年4月，Point72資產管理公司管理着339億美元。該公司並不是首次投資於人工智能領域，2021年，它推出了Hyperscale，這是其第一隻旨在通過AI實現企業現代化的股權投資基金。此外，成立於2016年的Point72 Ventures專注於早期科技初創企業，並全資由Cohen資助。
Photo Via Shutterstock.
照片來自shutterstock。
譯文內容由第三人軟體翻譯。