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中期选举和AI抛售之后,Kalshi上Anthropic宣布IPO的概率下降Anthropic IPO announcement odds drop on Kalshi following midterms and AI sell-off

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在过去一周里,预测市场Kalshi上显示,AI公司Anthropic将在12月前宣布首次公开募股(IPO)的概率从近90%下降至57%。

In the last week, odds the AI company would announce an IPO before December fell to 57% from nearly 90% on Kalshi.

该公司将在1月前宣布公开募股的概率也在过去一周内从88%以上降至68%。

Chances that the company would announce a public offering before January also dropped to 68% from over 88% in the last week.

概率下降是在投资者日益担忧数据中心建设放缓之后出现的,此前民主党在周二晚间赢得了众议院和参议院的多数席位。

The lower chances come after growing concerns from investors about a slowdown in data center construction after the Democrats secured a majority in the House and Senate on Tuesday night.

随着民主党赢得国会控制权及多个关键州长职位,AI相关股票下滑,导致Anthropic宣布公开募股的几率在Kalshi上近日回落。

Odds that Anthropic will announce a public offering fell in recent days on Kalshi as AI-related stocks slid after Democrats won control of Congress and several key governorships.

在过去一周里,Kalshi上显示Anthropic将在12月前宣布IPO的概率从近90%下降至57%。该公司将在1月前宣布公开募股的概率也在过去一周内从88%以上降至68%。该合约询问Anthropic何时将正式宣布IPO,并将由新闻媒体进行验证。

In the last week, odds that Anthropic would announce an IPO before December fell to 57% from nearly 90% on Kalshi. Chances that the company would announce a public offering before January also dropped to 68% from over 88% in the last week. The contract asks when Anthropic will officially announce an IPO and will be verified by news outlets.

这家AI公司已于6月向美国证券交易委员会(SEC)秘密提交了IPO招股说明书。

The AI company confidentially filed its IPO prospectus with the Securities and Exchange Commission back in June.

Kalshi上的重新定价发生之际,投资者担心民主党在两院均获胜可能会减缓数据中心建设,从而降低AI投资的吸引力。

The repricing on Kalshi came as investors grew concerned that Democratic victories across both chambers could slow data center construction, making the bet on AI less attractive.

当选得克萨斯州州长吉娜·伊诺霍萨是一名民主党人,她在竞选期间击败了寻求连任的三届共和党州长格雷格·阿博特,主张在该州实施更严格的数据中心建设规程。

Gov.-elect Gina Hinojosa of Texas, a Democrat who ousted three-term Republican Greg Abbott, championed tighter protocols against data center buildout in her state during her campaign.

“我们将制定法律保护得克萨斯人,我们需要在拥有这些保护措施之前,停止目前在数据中心方面的做法,”这位民主党人周四对CNN表示。

"We will have laws to protect Texans and we need to stop what we are doing with data centers until we have those protections," the Democrat told CNN on Thursday.

纳斯达克综合指数周四收盘较其最近的高点下跌逾10%,跌破了华尔街视为技术性回调的基准线。标普500指数下跌4.4%,道琼斯工业平均指数下跌逾1800点,跌幅3.4%。股市周五试图反弹,纳斯达克上涨1.3%,标普500指数上涨0.7%,道指下跌0.2%。

Nasdaq Composite closed Thursday more than 10% below its most recent high, crossing the benchmark for what Wall Street views as a correction. The S&P 500 lost 4.4%, while the Dow Jones Industrial Average fell more than 1,800 points, or 3.4%. Stocks were attempting to rebound on Friday, with the Nasdaq gaining 1.3% and the S&P 500 rising 0.7%. The Dow shed 0.2%.

周五,美光科技和英伟达的股价各自上涨约 4%,此前一天两家公司股价分别下跌 17% 和 9%。

On Friday, shares of Micron Technology Nvidia each gained about 4%, after falling 17% and 9%, respectively, the day before.

CoreWeave 股价周五早盘也上涨逾 2%,此前周三曾暴跌约 10%。即使周五的涨幅得以维持,这些股票在过去一周仍累计了大幅亏损。

CoreWeave shares also rose more than 2% Friday morning after tumbling about 10% on Wednesday. Even if Friday's gains are sustained, these stocks have tallied steep losses over the past week.

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