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"title": "估值上看2兆美元!Anthropic传第3季已实现调整后获利、营收达168亿美元",
"shortTitle": "估值上看2兆美元!Anthropic传第3季已实现调整后获利",
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"description": "Anthropic周三向投资人透露,第3季营收168亿美元,且已在调整后基础上获利。 该公司最快11月9日起展开IPO行销,目标感恩节前交易、最晚年底上市;估值约1.8兆至2兆美元。 Anthropic面临OpenAI、Meta竞争与AI安全疑虑,若上市将逆转全球IPO延宕趋势。",
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"content": "<p>知情人士透露,人工智慧(AI)模型开发商Anthropic在周三(14日)举办的闭门投资人会议中透露,第3季营收达168亿美元,而且该季已实现调整后获利,目前预定最快11月9日起的那一周正式启动首次公开发行(IPO)的行销活动。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6630735/l/087943e19f91845dff7c809be0ba40c7.jpg\" alt=\"估值上看2兆美元!Anthropic传第3季已实现调整后获利、营收达168亿美元\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>《金融时报》及《彭博》等外媒引述知情人士说法报导,Anthropic周三在旧金山总部举行的简报会上向潜在投资人透露,第3季营运在调整后基础上已获利。该季营收为168亿美元,与第2季的115亿美元相比成长将近50%。</p>\n\n<p>外媒先前曾披露,Anthropic预计最快在11月9日那周开始正式展开IPO行销,目标是在感恩节前开始交易,并预计最晚今年底上市。</p>\n\n<p>不过知情人士表示,相关讨论仍在进行,上市时程也可能继续调整。Anthropic发言人拒绝置评。</p>\n\n<p>投资人对Anthropic最新营运状况的反应,将是IPO过程中的关键。部分投资人在周三的会议前表示,Anthropic合理估值约落在1.8兆至2兆美元之间。</p>\n\n<p>根据彭博先前的报导,Anthropic预期IPO规模将追平、或是超越SpaceX(SPCX-US)的上市规模。</p>\n\n<h6>OpenAI与Meta竞争升温 AI安全疑虑成上市变数</h6>\n\n<p>Anthropic在今年大部分时间里都保持强劲发展的气势,如今再度面临来自OpenAI和Meta(META-US)等竞争对手的压力。</p>\n\n<p>在估值竞赛方面,目前Anthropic和OpenAI势均力敌,OpenAI近期以1.4兆美元估值为目标,寻求300亿美元新一轮融资。然而,在AI代理程式发生多起失控的骇客事件之后,市场对AI安全的疑虑日益升高,可能影响到Anthropic的IPO。</p>\n\n<p>另一方面,Meta Platforms(META-US)推出新款AI模型后,也成为投资人需要关注的竞争对手。Meta表示,新模型Muse Wonder与旗下前代产品相比有重大进展,在程式设计、处理金融或法律问题等能力方面,已可媲美OpenAI的ChatGPT与Anthropic的Claude。</p>\n\n<h6>全球IPO市场延宕增添变数</h6>\n\n<p>若Anthropic继续推进IPO,将打破全球新股上市市场近期接连延后或取消上市计划的趋势。</p>\n\n<p>资料中心营运商AirTrunk已将在新加坡上市不动产投资信托(REIT)的计划延至明年。不久前,澳洲资料中心业者Firmus原定的IPO计划已告吹。</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/mg/article-8555.html\" title=\"支付巨擘也挥裁员刀!Visa传大砍2600人 科技与产品团队首当其冲\">支付巨擘也挥裁员刀!Visa传大砍2600人 科技与产品团队首当其冲</a></li>\n <li><a href=\"/new/mg/article-16154.html\" title=\"华尔街静待联准会决策 70%机构预估2026年将升息至少2码\">华尔街静待联准会决策 70%机构预估2026年将升息至少2码</a></li>\n <li><a href=\"/new/mg/article-16648.html\" title=\"科技巨头炒AI股战绩曝!SpaceX上市、Anthropic估值飙升 但交叉持股暗藏风险\">科技巨头炒AI股战绩曝!SpaceX上市、Anthropic估值飙升 但交叉持股暗藏风险</a></li>\n <li><a href=\"/new/mg/article-18244.html\" title=\"全为Optimus机器人量产!马斯克大砍特斯拉AI晶片记忆体:AI5减半、AI6砍三分之一\">全为Optimus机器人量产!马斯克大砍特斯拉AI晶片记忆体:AI5减半、AI6砍三分之一</a></li>\n <li><a href=\"/new/mg/article-26.html\" title=\"交易员预估:美国今年底陷停滞性通膨机率逼近40%\">交易员预估:美国今年底陷停滞性通膨机率逼近40%</a></li>\n <li><a href=\"/new/mg/article-1856.html\" title=\"华尔街示警「失去的十年」恐重演!投资长:「这两大板块」将成最大赢家\">华尔街示警「失去的十年」恐重演!投资长:「这两大板块」将成最大赢家</a></li>\n </ul>\n</div>",
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