WSJ：投资者将 Anthropic IPO 估值预期从约 $2T 下调至 $1.5T

Rohan Paul· @rohanpaul_ai · X·2026-11-06 22:56· 31 分钟前AI 评分70

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据 WSJ，投资者已将 Anthropic IPO 估值预期从约 $2T 下调至 $1.5T，部分人认为 $1T 更现实。民主党中期选举获胜后数据中心禁令担忧引发 $3.2T 美股抛售；Anthropic 10 月底 run rate 仍超 $80B，9 月 30 日持有 $146.6B 现金。OpenAI 在 $1.25T 估值下仅募得 $30B 目标中的 $11B，同样反映融资走弱。

正文 · 原文

WSJ: Investors have cut their expected Anthropic IPO valuation from about $2T to $1.5T, and some now say $1T is more realistic.

Its all about politics now after the midterm, rather than Anthropic’s own numbers.

Since midterm wins by democrats, the fear of data center moratoriums triggered a $3.2T selloff in US stocks.

Anthropic’s business is still growing, with its run rate above $80B at the end of October, so some investors want those results before assuming a cut.

Even a smaller raise of about $80B would leave Anthropic with more than $200B in cash, given the $146.6B it held on September 30.

OpenAI’s weak fundraising points the same way: it has raised $11B of a $30B target at a $1.25T valuation, below what it first sought.

Because Google, Amazon and Nvidia are closely tied to Anthropic’s business, a delayed or repriced IPO could hurt valuations well beyond Anthropic.

来源：Rohan Paul · x.com

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