Bloomberg 报道 AI 融资遇冷，Anthropic IPO 估值讨论下探至 1.1 万亿美元

Rohan Paul· @rohanpaul_ai · X·2026-11-09 20:22· 1 小时前AI 评分70

AI 导读

Bloomberg 报道，亚洲杠杆 AI 头寸遭遇追缴保证金，券商警告抛售可能延续，估值在交易完成前或进一步下跌。

正文 · 原文

Bloomberg: Margin calls on leveraged AI positions in Asia, plus broker warnings that the unwinding may continue, suggest valuations could fall further before these deals close.

Anthropic’s IPO buyers are discussing a valuation as low as $1.1T, compared with earlier estimates of up to $2T and a $965B private round.

OpenAI cut its fundraising goal from $30B at $1.4T to about $20B at $1.25T, and has about $11B committed so far.

Investors pushed Nscale’s IPO valuation from a requested $30B to a $16B to $19B range, so the repricing reaches beyond the 2 largest model makers.

来源：Rohan Paul · x.com