[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciodfc3ccb6":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciodfc3ccb6","Anthropic(ANT)IPO难上车-亚洲投资者转投芯片股与加密衍生品","\u002Fdoc\u002Fdciodfc3ccb6","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，AI领军企业Anthropic(ANT)正加速推进美股上市，但这场备受瞩目的IPO对亚洲多数投资者而言仍遥不可及。直接参与通道受限，资金正转向一系列替代标的——从这家Claude开发商已上市的股东，到加密货币衍生品与半导体股票。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Anthropic估值可能达到约1.5万亿美元。尽管日本和澳大利亚被纳入此次IPO的国际配售范围，但鉴于需求旺盛和各类限制，实际参与难度预计很大。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>寻求间接投资机会的投资者正转向多个方向。一些人将目光投向持有Anthropic股份的公司或与其估值挂钩的期货产品，另一些人则押注于芯片制造商和硬件供应商——这些企业有望从此次IPO所资助的AI支出中受益。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>“这会外溢到芯片股，”ACG Management Pte董事总经理Hui Ling Loh表示，“这类替代标的可能是覆盖Anthropic的有效方式，因为亚洲许多地区和散户投资者不可避免地会被排除在外。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>在亚洲，押注Anthropic最直接的路径是投资该地区的芯片行业。Anthropic约8000亿美元的算力建设计划，将使台积电以及SK海力士、三星电子等存储芯片制造商受益。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>IPO文件凸显了Anthropic对台积电(TSM)制造的先进芯片的依赖，并警告称台积电供应限制是其面临的主要问题。SK海力士(SKHY)和三星电子在招股书中也被列为AI计算所用高带宽内存的主要生产商。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>一些不那么显眼的交易标的包括SK电讯。该公司对Anthropic的早期投资已成长为价值数十亿美元的持股，这家韩国移动运营商还与Anthropic保持着商业合作关系。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>澳大利亚联邦银行提供了另一条投资路径，其一年多前购入Anthropic股份。截至6月底，这家澳大利亚最大银行对该笔持股的估值超过10亿美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>日本电气(NEC)则提供了另一种受益路径该公司于4月成为Anthropic首家总部位于日本的全球合作伙伴，此后与这家AI开发商及八家日本金融机构共同参与为金融行业开发AI应用的计划。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>NEC股价较6月低点上涨45%，澳大利亚联邦银行股价本月迄今上涨8%。SK电讯股价过去两个交易日上涨9%，但仍远低于6月高点。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>不过，鉴于近期市场对昂贵AI项目融资及其能否带来回报的担忧升温，这宗纳斯达克重磅IPO将如何被市场接纳仍有待观察。此外，投资边缘标的也会引入其他行业的风险。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>“人们或许最好还是继续投资Anthropic的供应商，”Union Bancaire Privee董事总经理Vey-Sern Ling表示，“这是一家亏损公司，其IPO被过度炒作，盈利前景非常不明朗，同时还面临着巨大的竞争压力和发展瓶颈。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>除直接持股外，加密货币交易所和在线交易平台也已经开始对Anthropic进行押注。5月，OKX推出了与Anthropic挂钩的永续期货，无到期日;6月，币安也推出了类似产品。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>在Hyperliquid的EntropyIO平台，与Anthropic挂钩的永续期货隐含估值约为1.88万亿美元。包括PU Prime在内的平台已推出差价合约产品，允许交易者在无需持有标的资产的情况下押注价格变化。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FA\u002FAN\u002FAN.jpg","2026-10-28T12:34:20","2026.10.28","2026\u002F10\u002F28",40784,[22],"AN","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" rel=\"noopener noreferrer\">\u003Cimg src=\"\u002Fimg\u002Fstockwewebfiles\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"\u002Fimages\u002Ffooter\u002Ffooter-1-wechat.gif?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-2-telegram.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-3-whatsapp.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-4-line.png?v=20260930c","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]