据报道，Anthropic的IPO已获六倍超额认购，反映出投资者对AI交易的看好，尽管近期面临逆风。由于担忧过度支出和债务激增，投资者在过去几周抛售科技股，纳斯达克指数10月录得一年多来最大单月跌幅。
Anthropic’s IPO is reportedly six times oversubscribed, reflecting bullishness on the AI trade despite recent headwinds. Fears of overspending and soaring debt piles have led investors to pull out from tech stocks in recent weeks, with the Nasdaq index registering its biggest monthly loss in over a year in October.
掌管全球大部分AI建设的英伟达CEO辞职，加剧了担忧。然而，一些投资者似乎毫不畏惧，很可能是因为对未来增长的乐观预期：作为Anthropic IPO牵头银行之一的高盛表示，预计该公司收入将在2030年超过6000亿美元，是去年销售额的130多倍。
The resignation of the CEO of Nvidia, a firm that has underpinned much of the global AI buildout, has amplified concerns. However, some investors appear undaunted, likely owing to upbeat predictions for future growth: Goldman Sachs, one of the banks leading Anthropic’s IPO, said it expected the firm’s revenue to exceed $600 billion by 2030, more than 130 times its sales last year.
