+关注
LW89
暂无个人介绍
IP属地:广东
28
关注
1
粉丝
0
主题
0
勋章
主贴
热门
LW89
05-22
做空做空!跟区块链一样!都是伪技术
盘前异动 | 量子计算概念股延续涨势,Infleqtion涨超10%;绩优股集体走强!Workday涨超11%、Zoom涨近8%
LW89
03-27
特朗普不靠谱不行啦
抱歉,原内容已删除
LW89
02-05
完全没价值,浪费地球资源
盘前异动|半导体板块普涨!博通涨超5%,闪迪涨超3%;贵金属板块回调!科尔黛伦矿业、赫克拉矿业跌超4%
LW89
02-05
继续做空半导体
盘前异动|半导体板块普涨!博通涨超5%,闪迪涨超3%;贵金属板块回调!科尔黛伦矿业、赫克拉矿业跌超4%
LW89
2025-10-25
不需要不需要不需要
LW89
10-29
ibm才是 这作者肯定买了亚马逊
Anthropic IPO最大赢家或是亚马逊:可转债账面价值达979亿美元
LW89
10-29
胡说八道
Anthropic IPO最大赢家或是亚马逊:可转债账面价值达979亿美元
LW89
08-14
垃圾新闻信誉危机
美股异动|存储股、部分光通信股股价上扬,西部数据、闪迪、SK海力士、Credo、MaxLinear升3%
LW89
08-14
垃圾新闻
投资者押注估值翻倍!报道:Anthropic拟以2万亿美元估值上市,或将成为史上最大IPO
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4217336078083580","uuid":"4217336078083580","gmtCreate":1754232889666,"gmtModify":1754235814791,"name":"LW89","pinyin":"lw89","introduction":"","introductionEn":null,"signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":28,"tweetSize":9,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":2,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":6,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":623320752365680,"gmtCreate":1793204696388,"gmtModify":1793204698391,"author":{"id":"4217336078083580","authorId":"4217336078083580","name":"LW89","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4217336078083580","authorIdStr":"4217336078083580"},"themes":[],"title":"","htmlText":"ibm才是 这作者肯定买了亚马逊","listText":"ibm才是 这作者肯定买了亚马逊","text":"ibm才是 这作者肯定买了亚马逊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623320752365680","repostId":"2678430172","repostType":2,"repost":{"id":"2678430172","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1793169297,"share":"https://www.laohunote.com/m/news/2678430172?lang=zh_CN&edition=full","pubTime":"2026-10-28 14:34","market":"fut","language":"zh","title":"Anthropic IPO最大赢家或是亚马逊:可转债账面价值达979亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2678430172","media":"华尔街见闻","summary":"亚马逊凭借可转债结构,账面浮盈远超所有风投机构——62亿美元本金撬动979亿美元估值,最多可转换18.4亿股,持股上限12%。谷歌同样坐享约5.6%股权及1140亿美元云计算合同。反观Menlo、Sequoia等顶级风投,账面收益虽丰却无一突破5%披露门槛,折射出科技巨头对AI独角兽的深度掌控逻辑。","content":"<html><body><p><a href=\"https://laohu8.com/S/ANT\">Anthropic</a>上市在即,众多风险投资机构将从中获益数十亿美元,但真正的最大赢家很可能另有其人——亚马逊。</p>\n<p>据雅虎财经10月27日报道,凭借独特的可转债结构安排,亚马逊对Anthropic的持仓账面价值已高达979亿美元,远超任何一家风投机构,堪称这场AI独角兽上市盛宴中的头号受益者。</p>\n<p>根据Anthropic提交的S-1招股文件,亚马逊持有本金余额62亿美元的可转债,这也是Anthropic目前的全部债务。然而,随着Anthropic估值在多轮融资中持续飙升,这批可转债所对应的股份价值大幅膨胀。<strong>截至2026年6月30日,亚马逊在自身财务文件中将上述可转债持仓估值为979亿美元。</strong>受此影响,Anthropic在2026年上半年的损益表中,“可转债、衍生负债及SAFE公允价值变动”一项录得高达724亿美元的非现金费用。</p>\n<p>与此同时,谷歌同样将从Anthropic上市中获得丰厚回报。多家风投机构虽然绝对收益可观,但在持股比例上均未达到5%的主要股东披露门槛,折射出Anthropic近万亿美元估值之下股权结构的高度稀释。</p>\n<h2>风投机构收益丰厚,却无一跻身主要股东之列</h2>\n<p>Anthropic的S-1文件揭示了一个罕见现象:<strong>包括Menlo Ventures、Sequoia、Sound Ventures和Spark Capital在内的多家知名风投机构,均未达到5%的主要股东披露门槛。</strong>这在科技公司IPO中极为罕见——通常情况下,领投风投机构会持有被投企业两位数百分比的股权。</p>\n<p><strong>原因在于Anthropic的体量。</strong>以965亿美元的私募估值计算,1%的股权价值接近100亿美元。据彭博此前报道,Menlo Ventures持仓约140亿美元,但这仅相当于Anthropic约1.5%的股权。换言之,即便是账面收益最为丰厚的风投机构,在持股比例上也显得微不足道。</p>\n<h2>亚马逊:可转债结构锁定超额收益</h2>\n<p>亚马逊早在2023年便承诺向Anthropic投资最高40亿美元,此后持续加码。与传统股权投资不同,<strong>亚马逊将大部分投资以可转债形式结构化——这类债务将在IPO或出售时转换为股权。</strong></p>\n<p>S-1文件显示,这批可转债最多可转换为18.4亿股Anthropic股票。不过,转换上限将亚马逊持股比例限制在Anthropic\"部分稀释\"股本的12%以内,亚马逊可选择放弃该上限。超出上限无法转换的部分将继续以债务形式存续,并在后续季度陆续转换,同样受上述限制约束。</p>\n<p>可转债之外,亚马逊还在今年第二季度额外投入100亿美元认购无投票权优先股,分别参与Anthropic最近两轮各50亿美元的融资。加上2023年至2025年间投入可转债的80亿美元,<strong>亚马逊对Anthropic的总投资额约达180亿美元。</strong></p>\n<h2>云计算承诺叠加,亚马逊收益远不止于股权</h2>\n<p>股权收益之外,亚马逊还将持续从Anthropic的业务扩张中获取可观的商业回报。<strong>Anthropic已承诺在未来十年内,在AWS上累计支出至少1100亿美元。</strong> 这意味着亚马逊不仅是Anthropic的最大股东之一,更是其最重要的云计算服务供应商。</p>\n<p><strong>谷歌同样坐拥双重收益。</strong>据《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》援引法庭文件报道,谷歌在去年初持有Anthropic约14%的股权,此后继续加码,今年4月再度投入100亿美元。PitchBook分析师Harrison Rolfes向TechCrunch表示,经过多轮大规模融资的稀释,他估计谷歌目前持股比例约为5.6%。与此同时,谷歌已获得Anthropic至2033年累计至少1140亿美元的云计算承诺。</p>\n<h2>战略投资者主导,潜在利益冲突引发关注</h2>\n<p>Anthropic的S-1文件本身也对上述结构发出了风险提示。文件指出,部分云计算服务商同时在构建竞争性AI模型,其利益诉求未必始终与Anthropic一致。</p>\n<p>这一格局清晰呈现出Anthropic上市的深层逻辑:<strong>真正主导这场IPO收益分配的,并非传统意义上的风险投资机构,而是亚马逊、谷歌这样的科技巨头——它们既是Anthropic的早期投资者,又是其最大的基础设施供应商,在财务回报与商业绑定上实现了双重锁定。</strong></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Anthropic IPO最大赢家或是亚马逊:可转债账面价值达979亿美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAnthropic IPO最大赢家或是亚马逊:可转债账面价值达979亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-10-28 14:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><a href=\"https://laohu8.com/S/ANT\">Anthropic</a>上市在即,众多风险投资机构将从中获益数十亿美元,但真正的最大赢家很可能另有其人——亚马逊。</p>\n<p>据雅虎财经10月27日报道,凭借独特的可转债结构安排,亚马逊对Anthropic的持仓账面价值已高达979亿美元,远超任何一家风投机构,堪称这场AI独角兽上市盛宴中的头号受益者。</p>\n<p>根据Anthropic提交的S-1招股文件,亚马逊持有本金余额62亿美元的可转债,这也是Anthropic目前的全部债务。然而,随着Anthropic估值在多轮融资中持续飙升,这批可转债所对应的股份价值大幅膨胀。<strong>截至2026年6月30日,亚马逊在自身财务文件中将上述可转债持仓估值为979亿美元。</strong>受此影响,Anthropic在2026年上半年的损益表中,“可转债、衍生负债及SAFE公允价值变动”一项录得高达724亿美元的非现金费用。</p>\n<p>与此同时,谷歌同样将从Anthropic上市中获得丰厚回报。多家风投机构虽然绝对收益可观,但在持股比例上均未达到5%的主要股东披露门槛,折射出Anthropic近万亿美元估值之下股权结构的高度稀释。</p>\n<h2>风投机构收益丰厚,却无一跻身主要股东之列</h2>\n<p>Anthropic的S-1文件揭示了一个罕见现象:<strong>包括Menlo Ventures、Sequoia、Sound Ventures和Spark Capital在内的多家知名风投机构,均未达到5%的主要股东披露门槛。</strong>这在科技公司IPO中极为罕见——通常情况下,领投风投机构会持有被投企业两位数百分比的股权。</p>\n<p><strong>原因在于Anthropic的体量。</strong>以965亿美元的私募估值计算,1%的股权价值接近100亿美元。据彭博此前报道,Menlo Ventures持仓约140亿美元,但这仅相当于Anthropic约1.5%的股权。换言之,即便是账面收益最为丰厚的风投机构,在持股比例上也显得微不足道。</p>\n<h2>亚马逊:可转债结构锁定超额收益</h2>\n<p>亚马逊早在2023年便承诺向Anthropic投资最高40亿美元,此后持续加码。与传统股权投资不同,<strong>亚马逊将大部分投资以可转债形式结构化——这类债务将在IPO或出售时转换为股权。</strong></p>\n<p>S-1文件显示,这批可转债最多可转换为18.4亿股Anthropic股票。不过,转换上限将亚马逊持股比例限制在Anthropic\"部分稀释\"股本的12%以内,亚马逊可选择放弃该上限。超出上限无法转换的部分将继续以债务形式存续,并在后续季度陆续转换,同样受上述限制约束。</p>\n<p>可转债之外,亚马逊还在今年第二季度额外投入100亿美元认购无投票权优先股,分别参与Anthropic最近两轮各50亿美元的融资。加上2023年至2025年间投入可转债的80亿美元,<strong>亚马逊对Anthropic的总投资额约达180亿美元。</strong></p>\n<h2>云计算承诺叠加,亚马逊收益远不止于股权</h2>\n<p>股权收益之外,亚马逊还将持续从Anthropic的业务扩张中获取可观的商业回报。<strong>Anthropic已承诺在未来十年内,在AWS上累计支出至少1100亿美元。</strong> 这意味着亚马逊不仅是Anthropic的最大股东之一,更是其最重要的云计算服务供应商。</p>\n<p><strong>谷歌同样坐拥双重收益。</strong>据《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》援引法庭文件报道,谷歌在去年初持有Anthropic约14%的股权,此后继续加码,今年4月再度投入100亿美元。PitchBook分析师Harrison Rolfes向TechCrunch表示,经过多轮大规模融资的稀释,他估计谷歌目前持股比例约为5.6%。与此同时,谷歌已获得Anthropic至2033年累计至少1140亿美元的云计算承诺。</p>\n<h2>战略投资者主导,潜在利益冲突引发关注</h2>\n<p>Anthropic的S-1文件本身也对上述结构发出了风险提示。文件指出,部分云计算服务商同时在构建竞争性AI模型,其利益诉求未必始终与Anthropic一致。</p>\n<p>这一格局清晰呈现出Anthropic上市的深层逻辑:<strong>真正主导这场IPO收益分配的,并非传统意义上的风险投资机构,而是亚马逊、谷歌这样的科技巨头——它们既是Anthropic的早期投资者,又是其最大的基础设施供应商,在财务回报与商业绑定上实现了双重锁定。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","AMZP":"KURV YIELD PREMIUM STRATEGY AMAZON (AMZN) ETF","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","AMZN":"亚马逊","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","AMZU":"2倍做多AMZN ETF-Direxion","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","AMZW":"Roundhill AMZN WeeklyPay™ ETF","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","AMZY":"AMZN期权收益策略ETF-YieldMax","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","BK4503":"景林资产持仓","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","AMZZ":"2倍做多AMZN ETF-GraniteShares","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU0251142724.SGD":"Fidelity America A-SGD","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0823411888.USD":"法巴消费创新基金 Cap","LU0882574139.USD":"富达环球消费行业基金A ACC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0871640123.AUD":"BGF GLOBAL MULTI-ASSET INC \"A8\" (AUD HDG) INC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","HULL":"Corgi Shipping & Global Logistics ETF","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1883839398.USD":"AMUNDI FUNDS INCOME OPPORTUNITIES \"A2\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","BK4585":"ETF&股票定投概念","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0080751232.USD":"富达环球多元动力基金A","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","BK4588":"碎股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE000F7OJYX1.SGD":"RQI GLOBAL \"I\" (SGDHDG) INC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU2317271919.USD":"BGF FUTURE CONSUMER \"A2\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","IE0000B7K699.USD":"RQI GLOBAL \"I\" (USD) INC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE000BZT7R73.USD":"RQI GLOBAL \"I\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","SG9999001077.SGD":"United International Growth Fund SGD","IE000MB6IJN5.SGD":"RQI GLOBAL \"I\" (SGD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A(dist)","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","SG9999002232.USD":"Allianz Global High Payout USD","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","IE000WAW04H5.SGD":"RQI GLOBAL \"I\" (SGD) INC A","BK4220":"综合零售","SG9999002224.SGD":"Allianz Global High Payout SGD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","IE000SO60NU8.SGD":"RQI GLOBAL \"I\" (SGDHDG) ACC A","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU1046421795.USD":"富达环球科技A-ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","WANT":"Direxion Daily Consumer Discretionary Bull 3X ETF","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","CLIX":"ProShares Long Online/Short Stores ETF","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0238689110.USD":"贝莱德环球动力股票基金","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU1941712264.USD":"ALLIANZ PET AND ANIMAL WELLBEING \"A\" (USD) INC","LU0072462426.USD":"贝莱德全球配置 A2","RTH":"零售指数ETF-HOLDRs","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU2129689605.HKD":"FRANKLIN GLOBAL INCOME \"A\" (HKD) INC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU2129689514.USD":"FRANKLIN GLOBAL INCOME \"A\" (USD) INC","LU2129689431.USD":"FRANKLIN GLOBAL INCOME \"A\" (USD) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1941712348.USD":"ALLIANZ PET AND ANIMAL WELLBEING \"AT\" (USD) ACC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","HK0000532082.HKD":"ALLIANZ SELECTION INCOME AND GROWTH \"AM\" (HKD) INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0109392836.USD":"富兰克林科技股A","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0143551892.USD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A\" (USD) ACC","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU2462591277.SGD":"TRP GLOBAL FOCUSED GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU2954938101.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A8P\" (SGD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2999663052.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A4P\" (SGD) INC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","BK4566":"资本集团","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU0251132253.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4561":"索罗斯持仓","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","AZYY":"GraniteShares YieldBOOST AMZN ETF","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","BK4122":"互联网与直销零售","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0138981039.USD":"FIDELITY FUNDS SUSTAINABLE MULTI ASSET INCOME \"A\" INC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","ILDR":"First Trust Innovation Leaders ETF","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","ONLN":"ProShares Online Retail ETF","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","BK4543":"AI","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU2637965513.SGD":"BGF GLOBAL ALLOCATION \"A10\" (SGDHDG) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4592":"伊斯兰概念","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","BK4548":"巴美列捷福持仓","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY \"A4\" (USD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4554":"元宇宙及AR概念","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","AMZO":"Tradr 2x Short Amzn Daily Etf","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","BK4559":"巴菲特持仓","BK4596":"哈里斯概念","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4550":"红杉资本持仓","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU2087625088.SGD":"ALLSPRING US ALL CAP GROWTH \"A\" (SGDHDG) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","AMAA":"Corgi AMZN 2x Daily ETF","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","BK4604":"机器人概念","BK4524":"宅经济概念","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4527":"明星科技股","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU0079474960.USD":"联博美国增长基金A","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4612":"AI芯片","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4579":"人工智能","SGXZ80539844.SGD":"ALLIANZ GLOBAL HIGH PAYOUT \"AMI\" (H2-SGD) INC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2211817866.USD":"Allianz Food Security AT Acc USD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1979441026.SGD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"A\" (SGDHDG) ACC","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","SGXZ44715902.SGD":"MAYBANK GLOBAL SHARIAH MULTI-ASSETS-I FUND \"A\" (SGDHDG) INC A","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","BK4535":"淡马锡持仓","BK4538":"云计算","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","OGIG":"ALPS O'Shares Global Internet Giants ETF","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1935043452.HKD":"宏利环球多元资产收益 \"AA\" 基金(港元)派息","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0861579265.USD":"联博低波幅策略股票基金A","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","AMZD":"1倍做空AMZN ETF-Direxion","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","BK4507":"流媒体概念","AMZG":"Leverage Shares 2X Long AMZN Daily ETF","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC"},"source_url":"https://wallstreetcn.com/articles/3784649","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2678430172","content_text":"Anthropic上市在即,众多风险投资机构将从中获益数十亿美元,但真正的最大赢家很可能另有其人——亚马逊。\n据雅虎财经10月27日报道,凭借独特的可转债结构安排,亚马逊对Anthropic的持仓账面价值已高达979亿美元,远超任何一家风投机构,堪称这场AI独角兽上市盛宴中的头号受益者。\n根据Anthropic提交的S-1招股文件,亚马逊持有本金余额62亿美元的可转债,这也是Anthropic目前的全部债务。然而,随着Anthropic估值在多轮融资中持续飙升,这批可转债所对应的股份价值大幅膨胀。截至2026年6月30日,亚马逊在自身财务文件中将上述可转债持仓估值为979亿美元。受此影响,Anthropic在2026年上半年的损益表中,“可转债、衍生负债及SAFE公允价值变动”一项录得高达724亿美元的非现金费用。\n与此同时,谷歌同样将从Anthropic上市中获得丰厚回报。多家风投机构虽然绝对收益可观,但在持股比例上均未达到5%的主要股东披露门槛,折射出Anthropic近万亿美元估值之下股权结构的高度稀释。\n风投机构收益丰厚,却无一跻身主要股东之列\nAnthropic的S-1文件揭示了一个罕见现象:包括Menlo Ventures、Sequoia、Sound Ventures和Spark Capital在内的多家知名风投机构,均未达到5%的主要股东披露门槛。这在科技公司IPO中极为罕见——通常情况下,领投风投机构会持有被投企业两位数百分比的股权。\n原因在于Anthropic的体量。以965亿美元的私募估值计算,1%的股权价值接近100亿美元。据彭博此前报道,Menlo Ventures持仓约140亿美元,但这仅相当于Anthropic约1.5%的股权。换言之,即便是账面收益最为丰厚的风投机构,在持股比例上也显得微不足道。\n亚马逊:可转债结构锁定超额收益\n亚马逊早在2023年便承诺向Anthropic投资最高40亿美元,此后持续加码。与传统股权投资不同,亚马逊将大部分投资以可转债形式结构化——这类债务将在IPO或出售时转换为股权。\nS-1文件显示,这批可转债最多可转换为18.4亿股Anthropic股票。不过,转换上限将亚马逊持股比例限制在Anthropic\"部分稀释\"股本的12%以内,亚马逊可选择放弃该上限。超出上限无法转换的部分将继续以债务形式存续,并在后续季度陆续转换,同样受上述限制约束。\n可转债之外,亚马逊还在今年第二季度额外投入100亿美元认购无投票权优先股,分别参与Anthropic最近两轮各50亿美元的融资。加上2023年至2025年间投入可转债的80亿美元,亚马逊对Anthropic的总投资额约达180亿美元。\n云计算承诺叠加,亚马逊收益远不止于股权\n股权收益之外,亚马逊还将持续从Anthropic的业务扩张中获取可观的商业回报。Anthropic已承诺在未来十年内,在AWS上累计支出至少1100亿美元。 这意味着亚马逊不仅是Anthropic的最大股东之一,更是其最重要的云计算服务供应商。\n谷歌同样坐拥双重收益。据《纽约时报》援引法庭文件报道,谷歌在去年初持有Anthropic约14%的股权,此后继续加码,今年4月再度投入100亿美元。PitchBook分析师Harrison Rolfes向TechCrunch表示,经过多轮大规模融资的稀释,他估计谷歌目前持股比例约为5.6%。与此同时,谷歌已获得Anthropic至2033年累计至少1140亿美元的云计算承诺。\n战略投资者主导,潜在利益冲突引发关注\nAnthropic的S-1文件本身也对上述结构发出了风险提示。文件指出,部分云计算服务商同时在构建竞争性AI模型,其利益诉求未必始终与Anthropic一致。\n这一格局清晰呈现出Anthropic上市的深层逻辑:真正主导这场IPO收益分配的,并非传统意义上的风险投资机构,而是亚马逊、谷歌这样的科技巨头——它们既是Anthropic的早期投资者,又是其最大的基础设施供应商,在财务回报与商业绑定上实现了双重锁定。","news_type":1,"symbols_score_info":{"CLIX":0.6,"AMZP":0.6,"RTH":0.6,"ILDR":0.6,"AMZY":0.6,"WANT":0.6,"OGIG":0.6,"AZYY":0.6,"AMAA":0.6,"HULL":0.6,"AMZN":1.97,"AMZD":0.6,"ONLN":0.6,"SAMZNmain":0.6,"AMZZ":0.6,"AMZU":0.6,"USAW.SI":0.6,"AMZW":0.6,"AMZG":0.6,"AMZO":0.6}},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623268508181344,"gmtCreate":1793204656837,"gmtModify":1793204658714,"author":{"id":"4217336078083580","authorId":"4217336078083580","name":"LW89","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4217336078083580","authorIdStr":"4217336078083580"},"themes":[],"title":"","htmlText":"胡说八道","listText":"胡说八道","text":"胡说八道","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623268508181344","repostId":"2678430172","repostType":2,"repost":{"id":"2678430172","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1793169297,"share":"https://www.laohunote.com/m/news/2678430172?lang=zh_CN&edition=full","pubTime":"2026-10-28 14:34","market":"fut","language":"zh","title":"Anthropic IPO最大赢家或是亚马逊:可转债账面价值达979亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2678430172","media":"华尔街见闻","summary":"亚马逊凭借可转债结构,账面浮盈远超所有风投机构——62亿美元本金撬动979亿美元估值,最多可转换18.4亿股,持股上限12%。谷歌同样坐享约5.6%股权及1140亿美元云计算合同。反观Menlo、Sequoia等顶级风投,账面收益虽丰却无一突破5%披露门槛,折射出科技巨头对AI独角兽的深度掌控逻辑。","content":"<html><body><p><a href=\"https://laohu8.com/S/ANT\">Anthropic</a>上市在即,众多风险投资机构将从中获益数十亿美元,但真正的最大赢家很可能另有其人——亚马逊。</p>\n<p>据雅虎财经10月27日报道,凭借独特的可转债结构安排,亚马逊对Anthropic的持仓账面价值已高达979亿美元,远超任何一家风投机构,堪称这场AI独角兽上市盛宴中的头号受益者。</p>\n<p>根据Anthropic提交的S-1招股文件,亚马逊持有本金余额62亿美元的可转债,这也是Anthropic目前的全部债务。然而,随着Anthropic估值在多轮融资中持续飙升,这批可转债所对应的股份价值大幅膨胀。<strong>截至2026年6月30日,亚马逊在自身财务文件中将上述可转债持仓估值为979亿美元。</strong>受此影响,Anthropic在2026年上半年的损益表中,“可转债、衍生负债及SAFE公允价值变动”一项录得高达724亿美元的非现金费用。</p>\n<p>与此同时,谷歌同样将从Anthropic上市中获得丰厚回报。多家风投机构虽然绝对收益可观,但在持股比例上均未达到5%的主要股东披露门槛,折射出Anthropic近万亿美元估值之下股权结构的高度稀释。</p>\n<h2>风投机构收益丰厚,却无一跻身主要股东之列</h2>\n<p>Anthropic的S-1文件揭示了一个罕见现象:<strong>包括Menlo Ventures、Sequoia、Sound Ventures和Spark Capital在内的多家知名风投机构,均未达到5%的主要股东披露门槛。</strong>这在科技公司IPO中极为罕见——通常情况下,领投风投机构会持有被投企业两位数百分比的股权。</p>\n<p><strong>原因在于Anthropic的体量。</strong>以965亿美元的私募估值计算,1%的股权价值接近100亿美元。据彭博此前报道,Menlo Ventures持仓约140亿美元,但这仅相当于Anthropic约1.5%的股权。换言之,即便是账面收益最为丰厚的风投机构,在持股比例上也显得微不足道。</p>\n<h2>亚马逊:可转债结构锁定超额收益</h2>\n<p>亚马逊早在2023年便承诺向Anthropic投资最高40亿美元,此后持续加码。与传统股权投资不同,<strong>亚马逊将大部分投资以可转债形式结构化——这类债务将在IPO或出售时转换为股权。</strong></p>\n<p>S-1文件显示,这批可转债最多可转换为18.4亿股Anthropic股票。不过,转换上限将亚马逊持股比例限制在Anthropic\"部分稀释\"股本的12%以内,亚马逊可选择放弃该上限。超出上限无法转换的部分将继续以债务形式存续,并在后续季度陆续转换,同样受上述限制约束。</p>\n<p>可转债之外,亚马逊还在今年第二季度额外投入100亿美元认购无投票权优先股,分别参与Anthropic最近两轮各50亿美元的融资。加上2023年至2025年间投入可转债的80亿美元,<strong>亚马逊对Anthropic的总投资额约达180亿美元。</strong></p>\n<h2>云计算承诺叠加,亚马逊收益远不止于股权</h2>\n<p>股权收益之外,亚马逊还将持续从Anthropic的业务扩张中获取可观的商业回报。<strong>Anthropic已承诺在未来十年内,在AWS上累计支出至少1100亿美元。</strong> 这意味着亚马逊不仅是Anthropic的最大股东之一,更是其最重要的云计算服务供应商。</p>\n<p><strong>谷歌同样坐拥双重收益。</strong>据《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》援引法庭文件报道,谷歌在去年初持有Anthropic约14%的股权,此后继续加码,今年4月再度投入100亿美元。PitchBook分析师Harrison Rolfes向TechCrunch表示,经过多轮大规模融资的稀释,他估计谷歌目前持股比例约为5.6%。与此同时,谷歌已获得Anthropic至2033年累计至少1140亿美元的云计算承诺。</p>\n<h2>战略投资者主导,潜在利益冲突引发关注</h2>\n<p>Anthropic的S-1文件本身也对上述结构发出了风险提示。文件指出,部分云计算服务商同时在构建竞争性AI模型,其利益诉求未必始终与Anthropic一致。</p>\n<p>这一格局清晰呈现出Anthropic上市的深层逻辑:<strong>真正主导这场IPO收益分配的,并非传统意义上的风险投资机构,而是亚马逊、谷歌这样的科技巨头——它们既是Anthropic的早期投资者,又是其最大的基础设施供应商,在财务回报与商业绑定上实现了双重锁定。</strong></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Anthropic IPO最大赢家或是亚马逊:可转债账面价值达979亿美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAnthropic IPO最大赢家或是亚马逊:可转债账面价值达979亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-10-28 14:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><a href=\"https://laohu8.com/S/ANT\">Anthropic</a>上市在即,众多风险投资机构将从中获益数十亿美元,但真正的最大赢家很可能另有其人——亚马逊。</p>\n<p>据雅虎财经10月27日报道,凭借独特的可转债结构安排,亚马逊对Anthropic的持仓账面价值已高达979亿美元,远超任何一家风投机构,堪称这场AI独角兽上市盛宴中的头号受益者。</p>\n<p>根据Anthropic提交的S-1招股文件,亚马逊持有本金余额62亿美元的可转债,这也是Anthropic目前的全部债务。然而,随着Anthropic估值在多轮融资中持续飙升,这批可转债所对应的股份价值大幅膨胀。<strong>截至2026年6月30日,亚马逊在自身财务文件中将上述可转债持仓估值为979亿美元。</strong>受此影响,Anthropic在2026年上半年的损益表中,“可转债、衍生负债及SAFE公允价值变动”一项录得高达724亿美元的非现金费用。</p>\n<p>与此同时,谷歌同样将从Anthropic上市中获得丰厚回报。多家风投机构虽然绝对收益可观,但在持股比例上均未达到5%的主要股东披露门槛,折射出Anthropic近万亿美元估值之下股权结构的高度稀释。</p>\n<h2>风投机构收益丰厚,却无一跻身主要股东之列</h2>\n<p>Anthropic的S-1文件揭示了一个罕见现象:<strong>包括Menlo Ventures、Sequoia、Sound Ventures和Spark Capital在内的多家知名风投机构,均未达到5%的主要股东披露门槛。</strong>这在科技公司IPO中极为罕见——通常情况下,领投风投机构会持有被投企业两位数百分比的股权。</p>\n<p><strong>原因在于Anthropic的体量。</strong>以965亿美元的私募估值计算,1%的股权价值接近100亿美元。据彭博此前报道,Menlo Ventures持仓约140亿美元,但这仅相当于Anthropic约1.5%的股权。换言之,即便是账面收益最为丰厚的风投机构,在持股比例上也显得微不足道。</p>\n<h2>亚马逊:可转债结构锁定超额收益</h2>\n<p>亚马逊早在2023年便承诺向Anthropic投资最高40亿美元,此后持续加码。与传统股权投资不同,<strong>亚马逊将大部分投资以可转债形式结构化——这类债务将在IPO或出售时转换为股权。</strong></p>\n<p>S-1文件显示,这批可转债最多可转换为18.4亿股Anthropic股票。不过,转换上限将亚马逊持股比例限制在Anthropic\"部分稀释\"股本的12%以内,亚马逊可选择放弃该上限。超出上限无法转换的部分将继续以债务形式存续,并在后续季度陆续转换,同样受上述限制约束。</p>\n<p>可转债之外,亚马逊还在今年第二季度额外投入100亿美元认购无投票权优先股,分别参与Anthropic最近两轮各50亿美元的融资。加上2023年至2025年间投入可转债的80亿美元,<strong>亚马逊对Anthropic的总投资额约达180亿美元。</strong></p>\n<h2>云计算承诺叠加,亚马逊收益远不止于股权</h2>\n<p>股权收益之外,亚马逊还将持续从Anthropic的业务扩张中获取可观的商业回报。<strong>Anthropic已承诺在未来十年内,在AWS上累计支出至少1100亿美元。</strong> 这意味着亚马逊不仅是Anthropic的最大股东之一,更是其最重要的云计算服务供应商。</p>\n<p><strong>谷歌同样坐拥双重收益。</strong>据《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》援引法庭文件报道,谷歌在去年初持有Anthropic约14%的股权,此后继续加码,今年4月再度投入100亿美元。PitchBook分析师Harrison Rolfes向TechCrunch表示,经过多轮大规模融资的稀释,他估计谷歌目前持股比例约为5.6%。与此同时,谷歌已获得Anthropic至2033年累计至少1140亿美元的云计算承诺。</p>\n<h2>战略投资者主导,潜在利益冲突引发关注</h2>\n<p>Anthropic的S-1文件本身也对上述结构发出了风险提示。文件指出,部分云计算服务商同时在构建竞争性AI模型,其利益诉求未必始终与Anthropic一致。</p>\n<p>这一格局清晰呈现出Anthropic上市的深层逻辑:<strong>真正主导这场IPO收益分配的,并非传统意义上的风险投资机构,而是亚马逊、谷歌这样的科技巨头——它们既是Anthropic的早期投资者,又是其最大的基础设施供应商,在财务回报与商业绑定上实现了双重锁定。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","AMZP":"KURV YIELD PREMIUM STRATEGY AMAZON (AMZN) ETF","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","AMZN":"亚马逊","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","AMZU":"2倍做多AMZN ETF-Direxion","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","AMZW":"Roundhill AMZN WeeklyPay™ ETF","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","AMZY":"AMZN期权收益策略ETF-YieldMax","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","BK4503":"景林资产持仓","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","AMZZ":"2倍做多AMZN ETF-GraniteShares","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU0251142724.SGD":"Fidelity America A-SGD","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0823411888.USD":"法巴消费创新基金 Cap","LU0882574139.USD":"富达环球消费行业基金A ACC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0871640123.AUD":"BGF GLOBAL MULTI-ASSET INC \"A8\" (AUD HDG) INC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","HULL":"Corgi Shipping & Global Logistics ETF","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1883839398.USD":"AMUNDI FUNDS INCOME OPPORTUNITIES \"A2\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","BK4585":"ETF&股票定投概念","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0080751232.USD":"富达环球多元动力基金A","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","BK4588":"碎股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE000F7OJYX1.SGD":"RQI GLOBAL \"I\" (SGDHDG) INC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU2317271919.USD":"BGF FUTURE CONSUMER \"A2\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","IE0000B7K699.USD":"RQI GLOBAL \"I\" (USD) INC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE000BZT7R73.USD":"RQI GLOBAL \"I\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","SG9999001077.SGD":"United International Growth Fund SGD","IE000MB6IJN5.SGD":"RQI GLOBAL \"I\" (SGD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A(dist)","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","SG9999002232.USD":"Allianz Global High Payout USD","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","IE000WAW04H5.SGD":"RQI GLOBAL \"I\" (SGD) INC A","BK4220":"综合零售","SG9999002224.SGD":"Allianz Global High Payout SGD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","IE000SO60NU8.SGD":"RQI GLOBAL \"I\" (SGDHDG) ACC A","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU1046421795.USD":"富达环球科技A-ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","WANT":"Direxion Daily Consumer Discretionary Bull 3X ETF","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","CLIX":"ProShares Long Online/Short Stores ETF","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0238689110.USD":"贝莱德环球动力股票基金","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU1941712264.USD":"ALLIANZ PET AND ANIMAL WELLBEING \"A\" (USD) INC","LU0072462426.USD":"贝莱德全球配置 A2","RTH":"零售指数ETF-HOLDRs","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU2129689605.HKD":"FRANKLIN GLOBAL INCOME \"A\" (HKD) INC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU2129689514.USD":"FRANKLIN GLOBAL INCOME \"A\" (USD) INC","LU2129689431.USD":"FRANKLIN GLOBAL INCOME \"A\" (USD) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1941712348.USD":"ALLIANZ PET AND ANIMAL WELLBEING \"AT\" (USD) ACC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","HK0000532082.HKD":"ALLIANZ SELECTION INCOME AND GROWTH \"AM\" (HKD) INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0109392836.USD":"富兰克林科技股A","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0143551892.USD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A\" (USD) ACC","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU2462591277.SGD":"TRP GLOBAL FOCUSED GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU2954938101.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A8P\" (SGD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2999663052.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A4P\" (SGD) INC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","BK4566":"资本集团","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU0251132253.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4561":"索罗斯持仓","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","AZYY":"GraniteShares YieldBOOST AMZN ETF","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","BK4122":"互联网与直销零售","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0138981039.USD":"FIDELITY FUNDS SUSTAINABLE MULTI ASSET INCOME \"A\" INC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","ILDR":"First Trust Innovation Leaders ETF","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","ONLN":"ProShares Online Retail ETF","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","BK4543":"AI","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU2637965513.SGD":"BGF GLOBAL ALLOCATION \"A10\" (SGDHDG) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4592":"伊斯兰概念","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","BK4548":"巴美列捷福持仓","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY \"A4\" (USD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4554":"元宇宙及AR概念","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","AMZO":"Tradr 2x Short Amzn Daily Etf","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","BK4559":"巴菲特持仓","BK4596":"哈里斯概念","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4550":"红杉资本持仓","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU2087625088.SGD":"ALLSPRING US ALL CAP GROWTH \"A\" (SGDHDG) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","AMAA":"Corgi AMZN 2x Daily ETF","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","BK4604":"机器人概念","BK4524":"宅经济概念","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4527":"明星科技股","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU0079474960.USD":"联博美国增长基金A","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4612":"AI芯片","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4579":"人工智能","SGXZ80539844.SGD":"ALLIANZ GLOBAL HIGH PAYOUT \"AMI\" (H2-SGD) INC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2211817866.USD":"Allianz Food Security AT Acc USD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1979441026.SGD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"A\" (SGDHDG) ACC","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","SGXZ44715902.SGD":"MAYBANK GLOBAL SHARIAH MULTI-ASSETS-I FUND \"A\" (SGDHDG) INC A","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","BK4535":"淡马锡持仓","BK4538":"云计算","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","OGIG":"ALPS O'Shares Global Internet Giants ETF","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1935043452.HKD":"宏利环球多元资产收益 \"AA\" 基金(港元)派息","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0861579265.USD":"联博低波幅策略股票基金A","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","AMZD":"1倍做空AMZN ETF-Direxion","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","BK4507":"流媒体概念","AMZG":"Leverage Shares 2X Long AMZN Daily ETF","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC"},"source_url":"https://wallstreetcn.com/articles/3784649","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2678430172","content_text":"Anthropic上市在即,众多风险投资机构将从中获益数十亿美元,但真正的最大赢家很可能另有其人——亚马逊。\n据雅虎财经10月27日报道,凭借独特的可转债结构安排,亚马逊对Anthropic的持仓账面价值已高达979亿美元,远超任何一家风投机构,堪称这场AI独角兽上市盛宴中的头号受益者。\n根据Anthropic提交的S-1招股文件,亚马逊持有本金余额62亿美元的可转债,这也是Anthropic目前的全部债务。然而,随着Anthropic估值在多轮融资中持续飙升,这批可转债所对应的股份价值大幅膨胀。截至2026年6月30日,亚马逊在自身财务文件中将上述可转债持仓估值为979亿美元。受此影响,Anthropic在2026年上半年的损益表中,“可转债、衍生负债及SAFE公允价值变动”一项录得高达724亿美元的非现金费用。\n与此同时,谷歌同样将从Anthropic上市中获得丰厚回报。多家风投机构虽然绝对收益可观,但在持股比例上均未达到5%的主要股东披露门槛,折射出Anthropic近万亿美元估值之下股权结构的高度稀释。\n风投机构收益丰厚,却无一跻身主要股东之列\nAnthropic的S-1文件揭示了一个罕见现象:包括Menlo Ventures、Sequoia、Sound Ventures和Spark Capital在内的多家知名风投机构,均未达到5%的主要股东披露门槛。这在科技公司IPO中极为罕见——通常情况下,领投风投机构会持有被投企业两位数百分比的股权。\n原因在于Anthropic的体量。以965亿美元的私募估值计算,1%的股权价值接近100亿美元。据彭博此前报道,Menlo Ventures持仓约140亿美元,但这仅相当于Anthropic约1.5%的股权。换言之,即便是账面收益最为丰厚的风投机构,在持股比例上也显得微不足道。\n亚马逊:可转债结构锁定超额收益\n亚马逊早在2023年便承诺向Anthropic投资最高40亿美元,此后持续加码。与传统股权投资不同,亚马逊将大部分投资以可转债形式结构化——这类债务将在IPO或出售时转换为股权。\nS-1文件显示,这批可转债最多可转换为18.4亿股Anthropic股票。不过,转换上限将亚马逊持股比例限制在Anthropic\"部分稀释\"股本的12%以内,亚马逊可选择放弃该上限。超出上限无法转换的部分将继续以债务形式存续,并在后续季度陆续转换,同样受上述限制约束。\n可转债之外,亚马逊还在今年第二季度额外投入100亿美元认购无投票权优先股,分别参与Anthropic最近两轮各50亿美元的融资。加上2023年至2025年间投入可转债的80亿美元,亚马逊对Anthropic的总投资额约达180亿美元。\n云计算承诺叠加,亚马逊收益远不止于股权\n股权收益之外,亚马逊还将持续从Anthropic的业务扩张中获取可观的商业回报。Anthropic已承诺在未来十年内,在AWS上累计支出至少1100亿美元。 这意味着亚马逊不仅是Anthropic的最大股东之一,更是其最重要的云计算服务供应商。\n谷歌同样坐拥双重收益。据《纽约时报》援引法庭文件报道,谷歌在去年初持有Anthropic约14%的股权,此后继续加码,今年4月再度投入100亿美元。PitchBook分析师Harrison Rolfes向TechCrunch表示,经过多轮大规模融资的稀释,他估计谷歌目前持股比例约为5.6%。与此同时,谷歌已获得Anthropic至2033年累计至少1140亿美元的云计算承诺。\n战略投资者主导,潜在利益冲突引发关注\nAnthropic的S-1文件本身也对上述结构发出了风险提示。文件指出,部分云计算服务商同时在构建竞争性AI模型,其利益诉求未必始终与Anthropic一致。\n这一格局清晰呈现出Anthropic上市的深层逻辑:真正主导这场IPO收益分配的,并非传统意义上的风险投资机构,而是亚马逊、谷歌这样的科技巨头——它们既是Anthropic的早期投资者,又是其最大的基础设施供应商,在财务回报与商业绑定上实现了双重锁定。","news_type":1,"symbols_score_info":{"CLIX":0.6,"AMZP":0.6,"RTH":0.6,"ILDR":0.6,"AMZY":0.6,"WANT":0.6,"OGIG":0.6,"AZYY":0.6,"AMAA":0.6,"HULL":0.6,"AMZN":1.97,"AMZD":0.6,"ONLN":0.6,"SAMZNmain":0.6,"AMZZ":0.6,"AMZU":0.6,"USAW.SI":0.6,"AMZW":0.6,"AMZG":0.6,"AMZO":0.6}},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596579046134584,"gmtCreate":1786667336070,"gmtModify":1786671095031,"author":{"id":"4217336078083580","authorId":"4217336078083580","name":"LW89","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4217336078083580","authorIdStr":"4217336078083580"},"themes":[],"title":"","htmlText":"垃圾新闻信誉危机","listText":"垃圾新闻信誉危机","text":"垃圾新闻信誉危机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596579046134584","repostId":"1100434100","repostType":2,"repost":{"id":"1100434100","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1786628846,"share":"https://www.laohunote.com/m/news/1100434100?lang=zh_CN&edition=full","pubTime":"2026-08-13 21:47","market":"us","language":"zh","title":"美股异动|存储股、部分光通信股股价上扬,西部数据、闪迪、SK海力士、Credo、MaxLinear升3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1100434100","media":"老虎资讯综合","summary":"存储股、部分光通信股股价上扬,西部数据、闪迪、 $SK海力士(SKHY)$、 $Credo Technology Group Holding Ltd(CRDO)$、 $MaxLinear(MXL)$升 3%。","content":"<html><head></head><body><p style=\"text-align: left;\">存储股、部分光通信股股价上扬,西部数据、闪迪、 <a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>、 <a href=\"https://laohu8.com/S/CRDO\">Credo Technology Group Holding Ltd</a>、 <a href=\"https://laohu8.com/S/MXL\">MaxLinear</a>升 3%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d8b1352464ea5b2288542a2c5f2bd4e5\" data-align=\"center\" tg-width=\"1090\" tg-height=\"340\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/917a377f9f45d491d93deac0c5dc6267\" data-align=\"center\" tg-width=\"1078\" tg-height=\"554\"/><span></span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股异动|存储股、部分光通信股股价上扬,西部数据、闪迪、SK海力士、Credo、MaxLinear升3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股异动|存储股、部分光通信股股价上扬,西部数据、闪迪、SK海力士、Credo、MaxLinear升3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-08-13 21:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">存储股、部分光通信股股价上扬,西部数据、闪迪、 <a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>、 <a href=\"https://laohu8.com/S/CRDO\">Credo Technology Group Holding Ltd</a>、 <a href=\"https://laohu8.com/S/MXL\">MaxLinear</a>升 3%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d8b1352464ea5b2288542a2c5f2bd4e5\" data-align=\"center\" tg-width=\"1090\" tg-height=\"340\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/917a377f9f45d491d93deac0c5dc6267\" data-align=\"center\" tg-width=\"1078\" tg-height=\"554\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3fd9b4b7cbec67c68f3fbf44b021799e","relate_stocks":{"MXLL":"Leverage Shares 2X Long MXL Daily ETF","SKUU":"2倍做多海力士ETF-GraniteShares","SKHU":"2倍做多海力士-ProShares","SK":"2倍做多海力士ETF-Corgi","SKDD":"2倍做空海力士ETF-GraniteShares","07709":"南方东英SK海力士每日杠杆最多 (2x) 产品","HYNX":"2倍做多海力士ETF-T-REX","MXL":"MaxLinear","SKHZ":"1倍做空海力士ETF-Leverage Shares","SKHX":"2倍做多海力士ETF-Leverage Shares","SKHA":"Tradr 2X Long SK hynix Daily ETF","CRDU":"Tradr 2X Long CRDO Daily ETF","CRDO":"Credo Technology Group Holding Ltd","SKHY":"SK海力士"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100434100","content_text":"存储股、部分光通信股股价上扬,西部数据、闪迪、 SK海力士、 Credo Technology Group Holding Ltd、 MaxLinear升 3%。","news_type":1,"symbols_score_info":{"MXLL":0.6,"SKDD":0.6,"07709":0.6,"SK":0.6,"CRDO":2,"SKHZ":0.6,"CRDU":0.6,"SKUU":0.6,"HYNX":0.6,"SKHX":0.6,"SKHU":0.6,"SKHY":2,"SKHA":0.6,"MXL":2}},"isVote":1,"tweetType":1,"viewCount":1093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596577488622512,"gmtCreate":1786666963120,"gmtModify":1786667267576,"author":{"id":"4217336078083580","authorId":"4217336078083580","name":"LW89","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4217336078083580","authorIdStr":"4217336078083580"},"themes":[],"title":"","htmlText":"垃圾新闻","listText":"垃圾新闻","text":"垃圾新闻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596577488622512","repostId":"2659634471","repostType":2,"repost":{"id":"2659634471","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1786633190,"share":"https://www.laohunote.com/m/news/2659634471?lang=zh_CN&edition=full","pubTime":"2026-08-13 22:59","market":"sg","language":"zh","title":"投资者押注估值翻倍!报道:Anthropic拟以2万亿美元估值上市,或将成为史上最大IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=2659634471","media":"华尔街见闻","summary":"据媒体报道,六名股东透露,Anthropic快速增长的营收将支撑其在计划的秋季上市中实现现有估值翻倍以上,预计到2026年底,年化营收将达到1000亿至1200亿美元。","content":"<html><head></head><body><p>Anthropic正朝着一个前所未有的市场里程碑迈进。多名投资者预计,这家AI初创公司将于今年秋季以2万亿美元或更高估值上市,届时将超越SpaceX,成为有史以来规模最大的IPO。</p>\n<p>据英国《金融时报》报道,<strong>六名Anthropic股东向该媒体透露,公司快速增长的营收将支撑其在计划中的秋季上市中实现现有估值翻倍以上。</strong></p>\n<p><strong>投资者预计,到2026年底,这家Claude模型制造商的年化营收将达到1000亿至1200亿美元,较2026年初增长逾10倍。</strong>这一预期若实现,将为这家成立五年的公司早期投资者带来数十亿美元的账面收益。</p>\n<p>然而,这场创纪录的上市计划面临不容忽视的变数:来自竞争对手的压力持续上升,Anthropic与美国政府的关系仍处于紧张状态。</p>\n<p>据两名知情投资者透露,商务部对Anthropic旗舰模型的出口管制,导致公司6月整体营收增速出现放缓。公开市场对AI热潮的情绪亦趋于谨慎,最终定价能否支撑这一估值,仍是未知数。</p>\n<h2><strong>2万亿估值逻辑:营收高增速是核心支撑</strong></h2>\n<p>Anthropic投资者押注高估值的核心依据,在于公司营收的超常规增速。</p>\n<p>投资者预计,Anthropic的年化营收将在2026年内增长超过10倍,达到1000亿至1200亿美元。这里所采用的是该公司惯用的年化口径,即以近期实际表现推算全年销售额。</p>\n<p><strong>"如果Anthropic的年增速达到800%,你会认为在极低估值倍数下,他们至少应该以30倍营收定价,"一名投资者表示,"那意味着一家3万亿美元的公司。"</strong></p>\n<p>目前,被视为AI受益者的上市公司——如数据智能公司<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>和云服务商<a href=\"https://laohu8.com/S/NBIS\">Nebius</a>——今年的市销率约为55倍。Anthropic没有可直接对标的美股同类上市公司,但投资者据此自行建立财务模型,得出了高于上述同行的估值区间。</p>\n<p>Anthropic今年5月宣布年化营收已突破470亿美元,并于6月向美国证券交易委员会(SEC)提交了IPO申请文件,目前处于静默期,对财务表现的公开披露受到限制。</p>\n<h2><strong>超越OpenAI,但与美国政府存在摩擦</strong></h2>\n<p>Anthropic今年在竞争格局中取得了明显进展。公司在模型性能上持续领先,相继发布多款超越竞品的新模型,同时将业务重心集中于企业客户销售。</p>\n<p>风险投资机构、主权财富基金及其他机构投资者在2026年已向其注入近1000亿美元资金。今年5月,Anthropic的估值首次超越OpenAI,在计入最新融资后达到9650亿美元。</p>\n<p>支付数据公司Ramp的数据显示,Anthropic上月在美国企业客户中的市场份额有所提升。</p>\n<p>然而,挑战同样在积聚。Anthropic与特朗普政府多次产生摩擦,并仍处于针对美国国防部的诉讼程序中——后者于今年早些时候将Anthropic列为供应链风险。</p>\n<p>6月,商务部对Anthropic实施出口管制,迫使其短暂下架旗舰模型Fable 5和Mythos 5,此举令部分依赖其产品的客户感到不安。</p>\n<h2><strong>成本压力与竞争冲击定价空间</strong></h2>\n<p>定价是Anthropic商业模式面临的另一重要压力点。</p>\n<p>根据AI模型分析机构Artificial Analysis的数据,Anthropic市场领先模型的使用成本,超过OpenAI旗舰模型的两倍有余,而今年性能大幅提升的开源模型,其成本仅为前者的一小部分。</p>\n<p>企业客户已开始对最优模型的使用成本愈发敏感。Ramp分析师指出,企业正在"触及AI支出上限",并转向更便宜的替代方案。部分企业甚至已撤回此前要求员工最大化使用AI的内部指令。</p>\n<p>对此,一名同时持有OpenAI和SpaceX股份的Anthropic投资者表示:"挑战当然很容易列举,但公司在性能、市场定位以及用户所寻求的曝光方面,始终保持第一的位置。"SpaceX于今年6月以1.77万亿美元估值完成上市。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>投资者押注估值翻倍!报道:Anthropic拟以2万亿美元估值上市,或将成为史上最大IPO</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n投资者押注估值翻倍!报道:Anthropic拟以2万亿美元估值上市,或将成为史上最大IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-08-13 22:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Anthropic正朝着一个前所未有的市场里程碑迈进。多名投资者预计,这家AI初创公司将于今年秋季以2万亿美元或更高估值上市,届时将超越SpaceX,成为有史以来规模最大的IPO。</p>\n<p>据英国《金融时报》报道,<strong>六名Anthropic股东向该媒体透露,公司快速增长的营收将支撑其在计划中的秋季上市中实现现有估值翻倍以上。</strong></p>\n<p><strong>投资者预计,到2026年底,这家Claude模型制造商的年化营收将达到1000亿至1200亿美元,较2026年初增长逾10倍。</strong>这一预期若实现,将为这家成立五年的公司早期投资者带来数十亿美元的账面收益。</p>\n<p>然而,这场创纪录的上市计划面临不容忽视的变数:来自竞争对手的压力持续上升,Anthropic与美国政府的关系仍处于紧张状态。</p>\n<p>据两名知情投资者透露,商务部对Anthropic旗舰模型的出口管制,导致公司6月整体营收增速出现放缓。公开市场对AI热潮的情绪亦趋于谨慎,最终定价能否支撑这一估值,仍是未知数。</p>\n<h2><strong>2万亿估值逻辑:营收高增速是核心支撑</strong></h2>\n<p>Anthropic投资者押注高估值的核心依据,在于公司营收的超常规增速。</p>\n<p>投资者预计,Anthropic的年化营收将在2026年内增长超过10倍,达到1000亿至1200亿美元。这里所采用的是该公司惯用的年化口径,即以近期实际表现推算全年销售额。</p>\n<p><strong>"如果Anthropic的年增速达到800%,你会认为在极低估值倍数下,他们至少应该以30倍营收定价,"一名投资者表示,"那意味着一家3万亿美元的公司。"</strong></p>\n<p>目前,被视为AI受益者的上市公司——如数据智能公司<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>和云服务商<a href=\"https://laohu8.com/S/NBIS\">Nebius</a>——今年的市销率约为55倍。Anthropic没有可直接对标的美股同类上市公司,但投资者据此自行建立财务模型,得出了高于上述同行的估值区间。</p>\n<p>Anthropic今年5月宣布年化营收已突破470亿美元,并于6月向美国证券交易委员会(SEC)提交了IPO申请文件,目前处于静默期,对财务表现的公开披露受到限制。</p>\n<h2><strong>超越OpenAI,但与美国政府存在摩擦</strong></h2>\n<p>Anthropic今年在竞争格局中取得了明显进展。公司在模型性能上持续领先,相继发布多款超越竞品的新模型,同时将业务重心集中于企业客户销售。</p>\n<p>风险投资机构、主权财富基金及其他机构投资者在2026年已向其注入近1000亿美元资金。今年5月,Anthropic的估值首次超越OpenAI,在计入最新融资后达到9650亿美元。</p>\n<p>支付数据公司Ramp的数据显示,Anthropic上月在美国企业客户中的市场份额有所提升。</p>\n<p>然而,挑战同样在积聚。Anthropic与特朗普政府多次产生摩擦,并仍处于针对美国国防部的诉讼程序中——后者于今年早些时候将Anthropic列为供应链风险。</p>\n<p>6月,商务部对Anthropic实施出口管制,迫使其短暂下架旗舰模型Fable 5和Mythos 5,此举令部分依赖其产品的客户感到不安。</p>\n<h2><strong>成本压力与竞争冲击定价空间</strong></h2>\n<p>定价是Anthropic商业模式面临的另一重要压力点。</p>\n<p>根据AI模型分析机构Artificial Analysis的数据,Anthropic市场领先模型的使用成本,超过OpenAI旗舰模型的两倍有余,而今年性能大幅提升的开源模型,其成本仅为前者的一小部分。</p>\n<p>企业客户已开始对最优模型的使用成本愈发敏感。Ramp分析师指出,企业正在"触及AI支出上限",并转向更便宜的替代方案。部分企业甚至已撤回此前要求员工最大化使用AI的内部指令。</p>\n<p>对此,一名同时持有OpenAI和SpaceX股份的Anthropic投资者表示:"挑战当然很容易列举,但公司在性能、市场定位以及用户所寻求的曝光方面,始终保持第一的位置。"SpaceX于今年6月以1.77万亿美元估值完成上市。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/1ccb88511ef96fb883e3f2fe148cee4b","relate_stocks":{"FRHC":"Euronext CAC Health Care","KCE":"SPDR KBW Capital Markets ETF","IPOS":"Renaissance International IPO ETF","REDS":"RPM Republican Senate ETF","BK4127":"投资银行业与经纪业"},"source_url":"https://wallstreetcn.com/articles/3779393","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2659634471","content_text":"Anthropic正朝着一个前所未有的市场里程碑迈进。多名投资者预计,这家AI初创公司将于今年秋季以2万亿美元或更高估值上市,届时将超越SpaceX,成为有史以来规模最大的IPO。\n据英国《金融时报》报道,六名Anthropic股东向该媒体透露,公司快速增长的营收将支撑其在计划中的秋季上市中实现现有估值翻倍以上。\n投资者预计,到2026年底,这家Claude模型制造商的年化营收将达到1000亿至1200亿美元,较2026年初增长逾10倍。这一预期若实现,将为这家成立五年的公司早期投资者带来数十亿美元的账面收益。\n然而,这场创纪录的上市计划面临不容忽视的变数:来自竞争对手的压力持续上升,Anthropic与美国政府的关系仍处于紧张状态。\n据两名知情投资者透露,商务部对Anthropic旗舰模型的出口管制,导致公司6月整体营收增速出现放缓。公开市场对AI热潮的情绪亦趋于谨慎,最终定价能否支撑这一估值,仍是未知数。\n2万亿估值逻辑:营收高增速是核心支撑\nAnthropic投资者押注高估值的核心依据,在于公司营收的超常规增速。\n投资者预计,Anthropic的年化营收将在2026年内增长超过10倍,达到1000亿至1200亿美元。这里所采用的是该公司惯用的年化口径,即以近期实际表现推算全年销售额。\n\"如果Anthropic的年增速达到800%,你会认为在极低估值倍数下,他们至少应该以30倍营收定价,\"一名投资者表示,\"那意味着一家3万亿美元的公司。\"\n目前,被视为AI受益者的上市公司——如数据智能公司Palantir和云服务商Nebius——今年的市销率约为55倍。Anthropic没有可直接对标的美股同类上市公司,但投资者据此自行建立财务模型,得出了高于上述同行的估值区间。\nAnthropic今年5月宣布年化营收已突破470亿美元,并于6月向美国证券交易委员会(SEC)提交了IPO申请文件,目前处于静默期,对财务表现的公开披露受到限制。\n超越OpenAI,但与美国政府存在摩擦\nAnthropic今年在竞争格局中取得了明显进展。公司在模型性能上持续领先,相继发布多款超越竞品的新模型,同时将业务重心集中于企业客户销售。\n风险投资机构、主权财富基金及其他机构投资者在2026年已向其注入近1000亿美元资金。今年5月,Anthropic的估值首次超越OpenAI,在计入最新融资后达到9650亿美元。\n支付数据公司Ramp的数据显示,Anthropic上月在美国企业客户中的市场份额有所提升。\n然而,挑战同样在积聚。Anthropic与特朗普政府多次产生摩擦,并仍处于针对美国国防部的诉讼程序中——后者于今年早些时候将Anthropic列为供应链风险。\n6月,商务部对Anthropic实施出口管制,迫使其短暂下架旗舰模型Fable 5和Mythos 5,此举令部分依赖其产品的客户感到不安。\n成本压力与竞争冲击定价空间\n定价是Anthropic商业模式面临的另一重要压力点。\n根据AI模型分析机构Artificial Analysis的数据,Anthropic市场领先模型的使用成本,超过OpenAI旗舰模型的两倍有余,而今年性能大幅提升的开源模型,其成本仅为前者的一小部分。\n企业客户已开始对最优模型的使用成本愈发敏感。Ramp分析师指出,企业正在\"触及AI支出上限\",并转向更便宜的替代方案。部分企业甚至已撤回此前要求员工最大化使用AI的内部指令。\n对此,一名同时持有OpenAI和SpaceX股份的Anthropic投资者表示:\"挑战当然很容易列举,但公司在性能、市场定位以及用户所寻求的曝光方面,始终保持第一的位置。\"SpaceX于今年6月以1.77万亿美元估值完成上市。","news_type":1,"symbols_score_info":{"KCE":1.5,"REDS":1.5,"IPOS":1.5,"FRHC":1.5}},"isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566952657819568,"gmtCreate":1779437450662,"gmtModify":1779437453759,"author":{"id":"4217336078083580","authorId":"4217336078083580","name":"LW89","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4217336078083580","authorIdStr":"4217336078083580"},"themes":[],"title":"","htmlText":"做空做空!跟区块链一样!都是伪技术","listText":"做空做空!跟区块链一样!都是伪技术","text":"做空做空!跟区块链一样!都是伪技术","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566952657819568","repostId":"1108186922","repostType":2,"repost":{"id":"1108186922","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1779437060,"share":"https://www.laohunote.com/m/news/1108186922?lang=zh_CN&edition=full","pubTime":"2026-05-22 16:04","market":"us","language":"zh","title":"盘前异动 | 量子计算概念股延续涨势,Infleqtion涨超10%;绩优股集体走强!Workday涨超11%、Zoom涨近8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1108186922","media":"老虎资讯综合","summary":"5月22日,美股三大股指期货集体上涨,截止发稿,道指期货涨0.3%,纳指期货涨0.55%,标普500指数期货涨0.34%。","content":"<html><head></head><body><p style=\"text-align: left;\">5月22日,美股三大股指期货集体上涨,截止发稿,道指期货涨0.3%,纳指期货涨0.55%,标普500指数期货涨0.34%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f2e7ba0af7b8f8d3e5798deaceffeaa\" title=\"\" tg-width=\"423\" tg-height=\"195\"/></p><p style=\"text-align: left;\">量子计算概念股延续涨势,<a href=\"https://laohu8.com/S/INFQ\">Infleqtion</a>涨超10%,<a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum</a>、<a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing</a>涨超8%,GLOBALFOUNDRIES涨超5%,<a href=\"https://laohu8.com/S/QUBT\">Quantum Computing</a>涨超4%,<a href=\"https://laohu8.com/S/IBM\">IBM</a>涨超3%;此前特朗普政府豪掷20亿美元押注量子计算产业;</p><p style=\"text-align: left;\">AI云服务商<a href=\"https://laohu8.com/S/NBIS\">Nebius</a>、<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>续涨2%;此前<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>披露其H100 GPU租赁价格上涨;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/ROST\">罗斯百货</a>涨超5%,第一季度业绩超预期,并上调全年业绩指引;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/ZM\">Zoom</a>涨近8%,第一季度业绩超预期,并小幅上调了全年指引;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/TTWO\">Take-Two</a>涨超6%,第四财季业绩超预期,《GTA6》确认定档今年11月;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/WDAY\">Workday</a>涨超11%,第一季度业绩超预期,订阅营收同比增长14.3%;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/EL\">雅诗兰黛</a>涨超10%,该公司和Puig结束合并谈判,未达成协议。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前异动 | 量子计算概念股延续涨势,Infleqtion涨超10%;绩优股集体走强!Workday涨超11%、Zoom涨近8%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前异动 | 量子计算概念股延续涨势,Infleqtion涨超10%;绩优股集体走强!Workday涨超11%、Zoom涨近8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-05-22 16:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">5月22日,美股三大股指期货集体上涨,截止发稿,道指期货涨0.3%,纳指期货涨0.55%,标普500指数期货涨0.34%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f2e7ba0af7b8f8d3e5798deaceffeaa\" title=\"\" tg-width=\"423\" tg-height=\"195\"/></p><p style=\"text-align: left;\">量子计算概念股延续涨势,<a href=\"https://laohu8.com/S/INFQ\">Infleqtion</a>涨超10%,<a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum</a>、<a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing</a>涨超8%,GLOBALFOUNDRIES涨超5%,<a href=\"https://laohu8.com/S/QUBT\">Quantum Computing</a>涨超4%,<a href=\"https://laohu8.com/S/IBM\">IBM</a>涨超3%;此前特朗普政府豪掷20亿美元押注量子计算产业;</p><p style=\"text-align: left;\">AI云服务商<a href=\"https://laohu8.com/S/NBIS\">Nebius</a>、<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>续涨2%;此前<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>披露其H100 GPU租赁价格上涨;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/ROST\">罗斯百货</a>涨超5%,第一季度业绩超预期,并上调全年业绩指引;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/ZM\">Zoom</a>涨近8%,第一季度业绩超预期,并小幅上调了全年指引;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/TTWO\">Take-Two</a>涨超6%,第四财季业绩超预期,《GTA6》确认定档今年11月;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/WDAY\">Workday</a>涨超11%,第一季度业绩超预期,订阅营收同比增长14.3%;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/EL\">雅诗兰黛</a>涨超10%,该公司和Puig结束合并谈判,未达成协议。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BK4585":"ETF&股票定投概念","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU1989763005.USD":"东方汇理教育基金A2 Acc","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4528":"SaaS概念","BK4613":"AI应用软件","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","BK4505":"高瓴资本持仓","QTUM":"Defiance Quantum ETF","BK4535":"淡马锡持仓","WDAY":"Workday","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","BK4588":"碎股","LU1046421795.USD":"富达环球科技A-ACC","ZM":"Zoom","BK4548":"巴美列捷福持仓","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2517655028.SGD":"WELLINGTON NEXT GENERATION EDUCATION \"A\" (SGDHDG) ACC","BK4551":"寇图资本持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1989773731.SGD":"CPR Invest - Education A2 Acc SGD-H","BK4525":"远程办公概念","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2517655291.USD":"WELLINGTON NEXT GENERATION EDUCATION \"A\" (USD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU0082616367.USD":"摩根大通美国科技A(dist)","BK4023":"应用软件","BK4581":"高盛持仓","BK4554":"元宇宙及AR概念","QPUX":"Defiance 2X Daily Long Pure Quantum ETF","BK4532":"文艺复兴科技持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU2517655374.HKD":"WELLINGTON NEXT GENERATION EDUCATION \"A\" (HKD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108186922","content_text":"5月22日,美股三大股指期货集体上涨,截止发稿,道指期货涨0.3%,纳指期货涨0.55%,标普500指数期货涨0.34%。量子计算概念股延续涨势,Infleqtion涨超10%,D-Wave Quantum、Rigetti Computing涨超8%,GLOBALFOUNDRIES涨超5%,Quantum Computing涨超4%,IBM涨超3%;此前特朗普政府豪掷20亿美元押注量子计算产业;AI云服务商Nebius、CoreWeave续涨2%;此前英伟达披露其H100 GPU租赁价格上涨;罗斯百货涨超5%,第一季度业绩超预期,并上调全年业绩指引;Zoom涨近8%,第一季度业绩超预期,并小幅上调了全年指引;Take-Two涨超6%,第四财季业绩超预期,《GTA6》确认定档今年11月;Workday涨超11%,第一季度业绩超预期,订阅营收同比增长14.3%;雅诗兰黛涨超10%,该公司和Puig结束合并谈判,未达成协议。","news_type":1,"symbols_score_info":{"ZM":1.5,"WDAY":1.5,"QTUM":1.5,"QPUX":1.5}},"isVote":1,"tweetType":1,"viewCount":1678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":547199444324368,"gmtCreate":1774617091575,"gmtModify":1774617903999,"author":{"id":"4217336078083580","authorId":"4217336078083580","name":"LW89","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4217336078083580","authorIdStr":"4217336078083580"},"themes":[],"title":"","htmlText":"特朗普不靠谱不行啦","listText":"特朗普不靠谱不行啦","text":"特朗普不靠谱不行啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547199444324368","repostId":"2622826704","repostType":2,"repost":{"id":"2622826704","kind":"news","pubTimestamp":1774614616,"share":"https://www.laohunote.com/m/news/2622826704?lang=zh_CN&edition=full","pubTime":"2026-03-27 20:30","market":"us","language":"zh","title":"停火协议曙光引燃美股“贪婪时刻”!372亿美元巨资入场,创2024年大选以来单周流入新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2622826704","media":"智通财经","summary":"$伦敦证券交易所$集团的数据显示,投资者向美国股票基金净投入了 372.4 亿美元,这是自 2024 年 11 月中旬以来最大的单周资金流入,打破了连续三周的净卖出态势。美国行业基金录得 29 亿美元的净流出,为 12 月 24 日以来最大的单周撤资规模。中短期政府及国债基金获得了 90.7 亿美元的净流入,这是至少自 2024 年 5 月以来最大的单周买入规模。","content":"<html><head></head><body><p>在截至 3 月 25 日的一周内,由于美国总统特朗普推迟了对伊朗能源基础设施的袭击并提出了一项结束战争的协议,中东局势降温的希望提振了市场情绪,美国股票基金吸引了强劲的资金流入。</p><p><a href=\"https://laohu8.com/S/LSE.UK\">伦敦证券交易所</a>集团的数据显示,投资者向美国股票基金净投入了 372.4 亿美元,这是自 2024 年 11 月中旬以来最大的单周资金流入,打破了连续三周的净卖出态势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b705e2967ea1beb23a865884e86f1204\" tg-width=\"1340\" tg-height=\"711\"/></p><p>然而,由于伊朗继续否认与美国进行任何谈判,加深了市场对这场持续近一个月的冲突能否迅速解决的怀疑,以科技股为主的纳斯达克综合指数在周四下跌了超过 2%。</p><p>投资者七周以来首次买入美国大盘股基金,净增加 450.7 亿美元。中盘股和小盘股基金则分别出现了 21.5 亿美元和 12.4 亿美元的净流出。</p><p>美国行业基金录得 29 亿美元的净流出,为 12 月 24 日以来最大的单周撤资规模。其中,投资者从科技行业净撤出 14.5 亿美元,从黄金及贵金属行业撤出 9.74 亿美元,从医疗保健行业撤出 5.07 亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30b67ac365c2b81669b0c3396611120f\" tg-width=\"1335\" tg-height=\"810\"/></p><p>美国债券基金吸引了 75.6 亿美元的净流入,较前一周增加的 120.5 亿美元减少了近三分之一。</p><p>中短期投资级基金吸引了 20.3 亿美元的净流入,为三周以来的最低水平;而通用国内应税固定收益基金则出现了 11.1 亿美元的净流出。</p><p>中短期政府及国债基金获得了 90.7 亿美元的净流入,这是至少自 2024 年 5 月以来最大的单周买入规模。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccd66689ba92fb35977b4f22153e341d\" tg-width=\"1341\" tg-height=\"846\"/></p><p>货币市场基金出现了 579.6 亿美元的净撤资,投资者结束了连续五周的净买入趋势。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>停火协议曙光引燃美股“贪婪时刻”!372亿美元巨资入场,创2024年大选以来单周流入新高</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n停火协议曙光引燃美股“贪婪时刻”!372亿美元巨资入场,创2024年大选以来单周流入新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-27 20:30 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1420753.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在截至 3 月 25 日的一周内,由于美国总统特朗普推迟了对伊朗能源基础设施的袭击并提出了一项结束战争的协议,中东局势降温的希望提振了市场情绪,美国股票基金吸引了强劲的资金流入。伦敦证券交易所集团的数据显示,投资者向美国股票基金净投入了 372.4 亿美元,这是自 2024 年 11 月中旬以来最大的单周资金流入,打破了连续三周的净卖出态势。然而,由于伊朗继续否认与美国进行任何谈判,加深了市场对...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1420753.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"http://www.zhitongcaijing.com/content/detail/1420753.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2622826704","content_text":"在截至 3 月 25 日的一周内,由于美国总统特朗普推迟了对伊朗能源基础设施的袭击并提出了一项结束战争的协议,中东局势降温的希望提振了市场情绪,美国股票基金吸引了强劲的资金流入。伦敦证券交易所集团的数据显示,投资者向美国股票基金净投入了 372.4 亿美元,这是自 2024 年 11 月中旬以来最大的单周资金流入,打破了连续三周的净卖出态势。然而,由于伊朗继续否认与美国进行任何谈判,加深了市场对这场持续近一个月的冲突能否迅速解决的怀疑,以科技股为主的纳斯达克综合指数在周四下跌了超过 2%。投资者七周以来首次买入美国大盘股基金,净增加 450.7 亿美元。中盘股和小盘股基金则分别出现了 21.5 亿美元和 12.4 亿美元的净流出。美国行业基金录得 29 亿美元的净流出,为 12 月 24 日以来最大的单周撤资规模。其中,投资者从科技行业净撤出 14.5 亿美元,从黄金及贵金属行业撤出 9.74 亿美元,从医疗保健行业撤出 5.07 亿美元。美国债券基金吸引了 75.6 亿美元的净流入,较前一周增加的 120.5 亿美元减少了近三分之一。中短期投资级基金吸引了 20.3 亿美元的净流入,为三周以来的最低水平;而通用国内应税固定收益基金则出现了 11.1 亿美元的净流出。中短期政府及国债基金获得了 90.7 亿美元的净流入,这是至少自 2024 年 5 月以来最大的单周买入规模。货币市场基金出现了 579.6 亿美元的净撤资,投资者结束了连续五周的净买入趋势。","news_type":1,"symbols_score_info":{".IXIC":2,".DJI":2,".SPX":2}},"isVote":1,"tweetType":1,"viewCount":1662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529459006801416,"gmtCreate":1770283404650,"gmtModify":1770284853412,"author":{"id":"4217336078083580","authorId":"4217336078083580","name":"LW89","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4217336078083580","authorIdStr":"4217336078083580"},"themes":[],"title":"","htmlText":"完全没价值,浪费地球资源","listText":"完全没价值,浪费地球资源","text":"完全没价值,浪费地球资源","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529459006801416","repostId":"1144029811","repostType":2,"repost":{"id":"1144029811","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1770282064,"share":"https://www.laohunote.com/m/news/1144029811?lang=zh_CN&edition=full","pubTime":"2026-02-05 17:01","market":"us","language":"zh","title":"盘前异动|半导体板块普涨!博通涨超5%,闪迪涨超3%;贵金属板块回调!科尔黛伦矿业、赫克拉矿业跌超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1144029811","media":"老虎资讯综合","summary":"2月5日,美股三大股指期货涨跌不一,截止发稿,道指期货跌0.24%,纳指期货涨0.16%,标普500指数期货涨0.01%。","content":"<html><head></head><body><p>2月5日,美股三大股指期货涨跌不一,截止发稿,道指期货跌0.24%,纳指期货涨0.16%,标普500指数期货涨0.01%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d476fa38e9c03c94ff2024ac4d0b2e8\" title=\"\" tg-width=\"408\" tg-height=\"198\"/></p><p>热门中概股普涨,<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨超4%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超3%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超2%;</p><p>半导体板块普涨,<a href=\"https://laohu8.com/S/AVGO\">博通</a>涨超5%,<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>涨超3%,<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>涨超2%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>涨近2%;</p><p>贵金属板块回调,<a href=\"https://laohu8.com/S/CDE\">科尔黛伦矿业</a>、<a href=\"https://laohu8.com/S/HL\">赫克拉矿业</a>跌超4%,<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>跌超3%,<a href=\"https://laohu8.com/S/GFI\">金田</a>、<a href=\"https://laohu8.com/S/HMY\">哈莫尼黄金</a>跌超2%;</p><p>加密货币概念股延续跌势,<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>、<a href=\"https://laohu8.com/S/HUT\">Hut 8</a>跌超3%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/BMNR\">BitMine</a>、<a href=\"https://laohu8.com/S/MARA\">MARA Holdings</a>跌超2%;</p><p><a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌近2%,第四季度云收入猛增48%,今年支出指引接近翻倍大超预期;</p><p><a href=\"https://laohu8.com/S/QCOM\">高通</a>跌超11%,第一财季营收创新高,但业绩展望平淡,迹象显示手机芯片需求不稳;</p><p><a href=\"https://laohu8.com/S/ARM\">Arm</a>跌超7%,第三财季许可收入不及预期,第四财季指引未能满足市场最高期待;</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a>涨超5%,第四季度意外录得盈利,拟回购5亿美元股票;</p><p><a href=\"https://laohu8.com/S/TENB\">Tenable</a>涨超6%,第四季度营收同比增长10.5%,超市场预期;</p><p><a href=\"https://laohu8.com/S/SYM\">Symbotic</a>涨近12%,第一财季营收同比增长29%超预期,第二财季业绩指引强劲;</p><p><a href=\"https://laohu8.com/S/ELF\">e.l.f. Beauty</a>涨超8%,第三季度业绩超shichang 预期,并上调全年营收预测;</p><p><a href=\"https://laohu8.com/S/FLNC\">Fluence Energy</a>跌近10%,第一财季亏损同比扩大,维持2026财年展望不变;</p><p><a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>涨超9%,美团拟7.17亿美元收购该公司。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前异动|半导体板块普涨!博通涨超5%,闪迪涨超3%;贵金属板块回调!科尔黛伦矿业、赫克拉矿业跌超4%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前异动|半导体板块普涨!博通涨超5%,闪迪涨超3%;贵金属板块回调!科尔黛伦矿业、赫克拉矿业跌超4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-02-05 17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月5日,美股三大股指期货涨跌不一,截止发稿,道指期货跌0.24%,纳指期货涨0.16%,标普500指数期货涨0.01%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d476fa38e9c03c94ff2024ac4d0b2e8\" title=\"\" tg-width=\"408\" tg-height=\"198\"/></p><p>热门中概股普涨,<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨超4%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超3%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超2%;</p><p>半导体板块普涨,<a href=\"https://laohu8.com/S/AVGO\">博通</a>涨超5%,<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>涨超3%,<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>涨超2%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>涨近2%;</p><p>贵金属板块回调,<a href=\"https://laohu8.com/S/CDE\">科尔黛伦矿业</a>、<a href=\"https://laohu8.com/S/HL\">赫克拉矿业</a>跌超4%,<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>跌超3%,<a href=\"https://laohu8.com/S/GFI\">金田</a>、<a href=\"https://laohu8.com/S/HMY\">哈莫尼黄金</a>跌超2%;</p><p>加密货币概念股延续跌势,<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>、<a href=\"https://laohu8.com/S/HUT\">Hut 8</a>跌超3%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/BMNR\">BitMine</a>、<a href=\"https://laohu8.com/S/MARA\">MARA Holdings</a>跌超2%;</p><p><a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌近2%,第四季度云收入猛增48%,今年支出指引接近翻倍大超预期;</p><p><a href=\"https://laohu8.com/S/QCOM\">高通</a>跌超11%,第一财季营收创新高,但业绩展望平淡,迹象显示手机芯片需求不稳;</p><p><a href=\"https://laohu8.com/S/ARM\">Arm</a>跌超7%,第三财季许可收入不及预期,第四财季指引未能满足市场最高期待;</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a>涨超5%,第四季度意外录得盈利,拟回购5亿美元股票;</p><p><a href=\"https://laohu8.com/S/TENB\">Tenable</a>涨超6%,第四季度营收同比增长10.5%,超市场预期;</p><p><a href=\"https://laohu8.com/S/SYM\">Symbotic</a>涨近12%,第一财季营收同比增长29%超预期,第二财季业绩指引强劲;</p><p><a href=\"https://laohu8.com/S/ELF\">e.l.f. Beauty</a>涨超8%,第三季度业绩超shichang 预期,并上调全年营收预测;</p><p><a href=\"https://laohu8.com/S/FLNC\">Fluence Energy</a>跌近10%,第一财季亏损同比扩大,维持2026财年展望不变;</p><p><a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>涨超9%,美团拟7.17亿美元收购该公司。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"ARM":"ARM Holdings","GOOGL":"谷歌A","QCOM":"高通"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144029811","content_text":"2月5日,美股三大股指期货涨跌不一,截止发稿,道指期货跌0.24%,纳指期货涨0.16%,标普500指数期货涨0.01%。热门中概股普涨,百度涨超4%,哔哩哔哩涨超3%,阿里巴巴、蔚来涨超2%;半导体板块普涨,博通涨超5%,闪迪涨超3%,AMD、阿斯麦涨超2%,英伟达、美光科技涨近2%;贵金属板块回调,科尔黛伦矿业、赫克拉矿业跌超4%,泛美白银跌超3%,金田、哈莫尼黄金跌超2%;加密货币概念股延续跌势,Strategy、Hut 8跌超3%,Coinbase、BitMine、MARA Holdings跌超2%;谷歌A跌近2%,第四季度云收入猛增48%,今年支出指引接近翻倍大超预期;高通跌超11%,第一财季营收创新高,但业绩展望平淡,迹象显示手机芯片需求不稳;Arm跌超7%,第三财季许可收入不及预期,第四财季指引未能满足市场最高期待;Snap涨超5%,第四季度意外录得盈利,拟回购5亿美元股票;Tenable涨超6%,第四季度营收同比增长10.5%,超市场预期;Symbotic涨近12%,第一财季营收同比增长29%超预期,第二财季业绩指引强劲;e.l.f. Beauty涨超8%,第三季度业绩超shichang 预期,并上调全年营收预测;Fluence Energy跌近10%,第一财季亏损同比扩大,维持2026财年展望不变;叮咚买菜涨超9%,美团拟7.17亿美元收购该公司。","news_type":1,"symbols_score_info":{"GOOGL":1,"QCOM":1,"ARM":1}},"isVote":1,"tweetType":1,"viewCount":1402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529459163374968,"gmtCreate":1770283380543,"gmtModify":1770284822677,"author":{"id":"4217336078083580","authorId":"4217336078083580","name":"LW89","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4217336078083580","authorIdStr":"4217336078083580"},"themes":[],"title":"","htmlText":"继续做空半导体","listText":"继续做空半导体","text":"继续做空半导体","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529459163374968","repostId":"1144029811","repostType":2,"repost":{"id":"1144029811","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1770282064,"share":"https://www.laohunote.com/m/news/1144029811?lang=zh_CN&edition=full","pubTime":"2026-02-05 17:01","market":"us","language":"zh","title":"盘前异动|半导体板块普涨!博通涨超5%,闪迪涨超3%;贵金属板块回调!科尔黛伦矿业、赫克拉矿业跌超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1144029811","media":"老虎资讯综合","summary":"2月5日,美股三大股指期货涨跌不一,截止发稿,道指期货跌0.24%,纳指期货涨0.16%,标普500指数期货涨0.01%。","content":"<html><head></head><body><p>2月5日,美股三大股指期货涨跌不一,截止发稿,道指期货跌0.24%,纳指期货涨0.16%,标普500指数期货涨0.01%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d476fa38e9c03c94ff2024ac4d0b2e8\" title=\"\" tg-width=\"408\" tg-height=\"198\"/></p><p>热门中概股普涨,<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨超4%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超3%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超2%;</p><p>半导体板块普涨,<a href=\"https://laohu8.com/S/AVGO\">博通</a>涨超5%,<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>涨超3%,<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>涨超2%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>涨近2%;</p><p>贵金属板块回调,<a href=\"https://laohu8.com/S/CDE\">科尔黛伦矿业</a>、<a href=\"https://laohu8.com/S/HL\">赫克拉矿业</a>跌超4%,<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>跌超3%,<a href=\"https://laohu8.com/S/GFI\">金田</a>、<a href=\"https://laohu8.com/S/HMY\">哈莫尼黄金</a>跌超2%;</p><p>加密货币概念股延续跌势,<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>、<a href=\"https://laohu8.com/S/HUT\">Hut 8</a>跌超3%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/BMNR\">BitMine</a>、<a href=\"https://laohu8.com/S/MARA\">MARA Holdings</a>跌超2%;</p><p><a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌近2%,第四季度云收入猛增48%,今年支出指引接近翻倍大超预期;</p><p><a href=\"https://laohu8.com/S/QCOM\">高通</a>跌超11%,第一财季营收创新高,但业绩展望平淡,迹象显示手机芯片需求不稳;</p><p><a href=\"https://laohu8.com/S/ARM\">Arm</a>跌超7%,第三财季许可收入不及预期,第四财季指引未能满足市场最高期待;</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a>涨超5%,第四季度意外录得盈利,拟回购5亿美元股票;</p><p><a href=\"https://laohu8.com/S/TENB\">Tenable</a>涨超6%,第四季度营收同比增长10.5%,超市场预期;</p><p><a href=\"https://laohu8.com/S/SYM\">Symbotic</a>涨近12%,第一财季营收同比增长29%超预期,第二财季业绩指引强劲;</p><p><a href=\"https://laohu8.com/S/ELF\">e.l.f. Beauty</a>涨超8%,第三季度业绩超shichang 预期,并上调全年营收预测;</p><p><a href=\"https://laohu8.com/S/FLNC\">Fluence Energy</a>跌近10%,第一财季亏损同比扩大,维持2026财年展望不变;</p><p><a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>涨超9%,美团拟7.17亿美元收购该公司。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前异动|半导体板块普涨!博通涨超5%,闪迪涨超3%;贵金属板块回调!科尔黛伦矿业、赫克拉矿业跌超4%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前异动|半导体板块普涨!博通涨超5%,闪迪涨超3%;贵金属板块回调!科尔黛伦矿业、赫克拉矿业跌超4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-02-05 17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月5日,美股三大股指期货涨跌不一,截止发稿,道指期货跌0.24%,纳指期货涨0.16%,标普500指数期货涨0.01%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d476fa38e9c03c94ff2024ac4d0b2e8\" title=\"\" tg-width=\"408\" tg-height=\"198\"/></p><p>热门中概股普涨,<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨超4%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超3%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超2%;</p><p>半导体板块普涨,<a href=\"https://laohu8.com/S/AVGO\">博通</a>涨超5%,<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>涨超3%,<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>涨超2%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>涨近2%;</p><p>贵金属板块回调,<a href=\"https://laohu8.com/S/CDE\">科尔黛伦矿业</a>、<a href=\"https://laohu8.com/S/HL\">赫克拉矿业</a>跌超4%,<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>跌超3%,<a href=\"https://laohu8.com/S/GFI\">金田</a>、<a href=\"https://laohu8.com/S/HMY\">哈莫尼黄金</a>跌超2%;</p><p>加密货币概念股延续跌势,<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>、<a href=\"https://laohu8.com/S/HUT\">Hut 8</a>跌超3%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/BMNR\">BitMine</a>、<a href=\"https://laohu8.com/S/MARA\">MARA Holdings</a>跌超2%;</p><p><a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌近2%,第四季度云收入猛增48%,今年支出指引接近翻倍大超预期;</p><p><a href=\"https://laohu8.com/S/QCOM\">高通</a>跌超11%,第一财季营收创新高,但业绩展望平淡,迹象显示手机芯片需求不稳;</p><p><a href=\"https://laohu8.com/S/ARM\">Arm</a>跌超7%,第三财季许可收入不及预期,第四财季指引未能满足市场最高期待;</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a>涨超5%,第四季度意外录得盈利,拟回购5亿美元股票;</p><p><a href=\"https://laohu8.com/S/TENB\">Tenable</a>涨超6%,第四季度营收同比增长10.5%,超市场预期;</p><p><a href=\"https://laohu8.com/S/SYM\">Symbotic</a>涨近12%,第一财季营收同比增长29%超预期,第二财季业绩指引强劲;</p><p><a href=\"https://laohu8.com/S/ELF\">e.l.f. Beauty</a>涨超8%,第三季度业绩超shichang 预期,并上调全年营收预测;</p><p><a href=\"https://laohu8.com/S/FLNC\">Fluence Energy</a>跌近10%,第一财季亏损同比扩大,维持2026财年展望不变;</p><p><a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>涨超9%,美团拟7.17亿美元收购该公司。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"ARM":"ARM Holdings","GOOGL":"谷歌A","QCOM":"高通"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144029811","content_text":"2月5日,美股三大股指期货涨跌不一,截止发稿,道指期货跌0.24%,纳指期货涨0.16%,标普500指数期货涨0.01%。热门中概股普涨,百度涨超4%,哔哩哔哩涨超3%,阿里巴巴、蔚来涨超2%;半导体板块普涨,博通涨超5%,闪迪涨超3%,AMD、阿斯麦涨超2%,英伟达、美光科技涨近2%;贵金属板块回调,科尔黛伦矿业、赫克拉矿业跌超4%,泛美白银跌超3%,金田、哈莫尼黄金跌超2%;加密货币概念股延续跌势,Strategy、Hut 8跌超3%,Coinbase、BitMine、MARA Holdings跌超2%;谷歌A跌近2%,第四季度云收入猛增48%,今年支出指引接近翻倍大超预期;高通跌超11%,第一财季营收创新高,但业绩展望平淡,迹象显示手机芯片需求不稳;Arm跌超7%,第三财季许可收入不及预期,第四财季指引未能满足市场最高期待;Snap涨超5%,第四季度意外录得盈利,拟回购5亿美元股票;Tenable涨超6%,第四季度营收同比增长10.5%,超市场预期;Symbotic涨近12%,第一财季营收同比增长29%超预期,第二财季业绩指引强劲;e.l.f. Beauty涨超8%,第三季度业绩超shichang 预期,并上调全年营收预测;Fluence Energy跌近10%,第一财季亏损同比扩大,维持2026财年展望不变;叮咚买菜涨超9%,美团拟7.17亿美元收购该公司。","news_type":1,"symbols_score_info":{"GOOGL":1,"QCOM":1,"ARM":1}},"isVote":1,"tweetType":1,"viewCount":1765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492921734423248,"gmtCreate":1761363579267,"gmtModify":1761364119114,"author":{"id":"4217336078083580","authorId":"4217336078083580","name":"LW89","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4217336078083580","authorIdStr":"4217336078083580"},"themes":[],"title":"","htmlText":"不需要不需要不需要","listText":"不需要不需要不需要","text":"不需要不需要不需要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492921734423248","isVote":1,"tweetType":1,"viewCount":2785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":566952657819568,"gmtCreate":1779437450662,"gmtModify":1779437453759,"author":{"id":"4217336078083580","authorId":"4217336078083580","name":"LW89","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4217336078083580","idStr":"4217336078083580"},"themes":[],"title":"","htmlText":"做空做空!跟区块链一样!都是伪技术","listText":"做空做空!跟区块链一样!都是伪技术","text":"做空做空!跟区块链一样!都是伪技术","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566952657819568","repostId":"1108186922","repostType":2,"repost":{"id":"1108186922","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1779437060,"share":"https://www.laohunote.com/m/news/1108186922?lang=zh_CN&edition=full","pubTime":"2026-05-22 16:04","market":"us","language":"zh","title":"盘前异动 | 量子计算概念股延续涨势,Infleqtion涨超10%;绩优股集体走强!Workday涨超11%、Zoom涨近8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1108186922","media":"老虎资讯综合","summary":"5月22日,美股三大股指期货集体上涨,截止发稿,道指期货涨0.3%,纳指期货涨0.55%,标普500指数期货涨0.34%。","content":"<html><head></head><body><p style=\"text-align: left;\">5月22日,美股三大股指期货集体上涨,截止发稿,道指期货涨0.3%,纳指期货涨0.55%,标普500指数期货涨0.34%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f2e7ba0af7b8f8d3e5798deaceffeaa\" title=\"\" tg-width=\"423\" tg-height=\"195\"/></p><p style=\"text-align: left;\">量子计算概念股延续涨势,<a href=\"https://laohu8.com/S/INFQ\">Infleqtion</a>涨超10%,<a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum</a>、<a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing</a>涨超8%,GLOBALFOUNDRIES涨超5%,<a href=\"https://laohu8.com/S/QUBT\">Quantum Computing</a>涨超4%,<a href=\"https://laohu8.com/S/IBM\">IBM</a>涨超3%;此前特朗普政府豪掷20亿美元押注量子计算产业;</p><p style=\"text-align: left;\">AI云服务商<a href=\"https://laohu8.com/S/NBIS\">Nebius</a>、<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>续涨2%;此前<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>披露其H100 GPU租赁价格上涨;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/ROST\">罗斯百货</a>涨超5%,第一季度业绩超预期,并上调全年业绩指引;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/ZM\">Zoom</a>涨近8%,第一季度业绩超预期,并小幅上调了全年指引;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/TTWO\">Take-Two</a>涨超6%,第四财季业绩超预期,《GTA6》确认定档今年11月;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/WDAY\">Workday</a>涨超11%,第一季度业绩超预期,订阅营收同比增长14.3%;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/EL\">雅诗兰黛</a>涨超10%,该公司和Puig结束合并谈判,未达成协议。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前异动 | 量子计算概念股延续涨势,Infleqtion涨超10%;绩优股集体走强!Workday涨超11%、Zoom涨近8%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前异动 | 量子计算概念股延续涨势,Infleqtion涨超10%;绩优股集体走强!Workday涨超11%、Zoom涨近8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-05-22 16:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">5月22日,美股三大股指期货集体上涨,截止发稿,道指期货涨0.3%,纳指期货涨0.55%,标普500指数期货涨0.34%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f2e7ba0af7b8f8d3e5798deaceffeaa\" title=\"\" tg-width=\"423\" tg-height=\"195\"/></p><p style=\"text-align: left;\">量子计算概念股延续涨势,<a href=\"https://laohu8.com/S/INFQ\">Infleqtion</a>涨超10%,<a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum</a>、<a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing</a>涨超8%,GLOBALFOUNDRIES涨超5%,<a href=\"https://laohu8.com/S/QUBT\">Quantum Computing</a>涨超4%,<a href=\"https://laohu8.com/S/IBM\">IBM</a>涨超3%;此前特朗普政府豪掷20亿美元押注量子计算产业;</p><p style=\"text-align: left;\">AI云服务商<a href=\"https://laohu8.com/S/NBIS\">Nebius</a>、<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>续涨2%;此前<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>披露其H100 GPU租赁价格上涨;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/ROST\">罗斯百货</a>涨超5%,第一季度业绩超预期,并上调全年业绩指引;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/ZM\">Zoom</a>涨近8%,第一季度业绩超预期,并小幅上调了全年指引;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/TTWO\">Take-Two</a>涨超6%,第四财季业绩超预期,《GTA6》确认定档今年11月;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/WDAY\">Workday</a>涨超11%,第一季度业绩超预期,订阅营收同比增长14.3%;</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/EL\">雅诗兰黛</a>涨超10%,该公司和Puig结束合并谈判,未达成协议。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BK4585":"ETF&股票定投概念","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU1989763005.USD":"东方汇理教育基金A2 Acc","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4528":"SaaS概念","BK4613":"AI应用软件","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","BK4505":"高瓴资本持仓","QTUM":"Defiance Quantum ETF","BK4535":"淡马锡持仓","WDAY":"Workday","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","BK4588":"碎股","LU1046421795.USD":"富达环球科技A-ACC","ZM":"Zoom","BK4548":"巴美列捷福持仓","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2517655028.SGD":"WELLINGTON NEXT GENERATION EDUCATION \"A\" (SGDHDG) ACC","BK4551":"寇图资本持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1989773731.SGD":"CPR Invest - Education A2 Acc SGD-H","BK4525":"远程办公概念","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2517655291.USD":"WELLINGTON NEXT GENERATION EDUCATION \"A\" (USD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU0082616367.USD":"摩根大通美国科技A(dist)","BK4023":"应用软件","BK4581":"高盛持仓","BK4554":"元宇宙及AR概念","QPUX":"Defiance 2X Daily Long Pure Quantum ETF","BK4532":"文艺复兴科技持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU2517655374.HKD":"WELLINGTON NEXT GENERATION EDUCATION \"A\" (HKD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108186922","content_text":"5月22日,美股三大股指期货集体上涨,截止发稿,道指期货涨0.3%,纳指期货涨0.55%,标普500指数期货涨0.34%。量子计算概念股延续涨势,Infleqtion涨超10%,D-Wave Quantum、Rigetti Computing涨超8%,GLOBALFOUNDRIES涨超5%,Quantum Computing涨超4%,IBM涨超3%;此前特朗普政府豪掷20亿美元押注量子计算产业;AI云服务商Nebius、CoreWeave续涨2%;此前英伟达披露其H100 GPU租赁价格上涨;罗斯百货涨超5%,第一季度业绩超预期,并上调全年业绩指引;Zoom涨近8%,第一季度业绩超预期,并小幅上调了全年指引;Take-Two涨超6%,第四财季业绩超预期,《GTA6》确认定档今年11月;Workday涨超11%,第一季度业绩超预期,订阅营收同比增长14.3%;雅诗兰黛涨超10%,该公司和Puig结束合并谈判,未达成协议。","news_type":1,"symbols_score_info":{"ZM":1.5,"WDAY":1.5,"QTUM":1.5,"QPUX":1.5}},"isVote":1,"tweetType":1,"viewCount":1678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":547199444324368,"gmtCreate":1774617091575,"gmtModify":1774617903999,"author":{"id":"4217336078083580","authorId":"4217336078083580","name":"LW89","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4217336078083580","idStr":"4217336078083580"},"themes":[],"title":"","htmlText":"特朗普不靠谱不行啦","listText":"特朗普不靠谱不行啦","text":"特朗普不靠谱不行啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547199444324368","repostId":"2622826704","repostType":2,"isVote":1,"tweetType":1,"viewCount":1662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529459006801416,"gmtCreate":1770283404650,"gmtModify":1770284853412,"author":{"id":"4217336078083580","authorId":"4217336078083580","name":"LW89","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4217336078083580","idStr":"4217336078083580"},"themes":[],"title":"","htmlText":"完全没价值,浪费地球资源","listText":"完全没价值,浪费地球资源","text":"完全没价值,浪费地球资源","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529459006801416","repostId":"1144029811","repostType":2,"repost":{"id":"1144029811","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1770282064,"share":"https://www.laohunote.com/m/news/1144029811?lang=zh_CN&edition=full","pubTime":"2026-02-05 17:01","market":"us","language":"zh","title":"盘前异动|半导体板块普涨!博通涨超5%,闪迪涨超3%;贵金属板块回调!科尔黛伦矿业、赫克拉矿业跌超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1144029811","media":"老虎资讯综合","summary":"2月5日,美股三大股指期货涨跌不一,截止发稿,道指期货跌0.24%,纳指期货涨0.16%,标普500指数期货涨0.01%。","content":"<html><head></head><body><p>2月5日,美股三大股指期货涨跌不一,截止发稿,道指期货跌0.24%,纳指期货涨0.16%,标普500指数期货涨0.01%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d476fa38e9c03c94ff2024ac4d0b2e8\" title=\"\" tg-width=\"408\" tg-height=\"198\"/></p><p>热门中概股普涨,<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨超4%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超3%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超2%;</p><p>半导体板块普涨,<a href=\"https://laohu8.com/S/AVGO\">博通</a>涨超5%,<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>涨超3%,<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>涨超2%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>涨近2%;</p><p>贵金属板块回调,<a href=\"https://laohu8.com/S/CDE\">科尔黛伦矿业</a>、<a href=\"https://laohu8.com/S/HL\">赫克拉矿业</a>跌超4%,<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>跌超3%,<a href=\"https://laohu8.com/S/GFI\">金田</a>、<a href=\"https://laohu8.com/S/HMY\">哈莫尼黄金</a>跌超2%;</p><p>加密货币概念股延续跌势,<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>、<a href=\"https://laohu8.com/S/HUT\">Hut 8</a>跌超3%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/BMNR\">BitMine</a>、<a href=\"https://laohu8.com/S/MARA\">MARA Holdings</a>跌超2%;</p><p><a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌近2%,第四季度云收入猛增48%,今年支出指引接近翻倍大超预期;</p><p><a href=\"https://laohu8.com/S/QCOM\">高通</a>跌超11%,第一财季营收创新高,但业绩展望平淡,迹象显示手机芯片需求不稳;</p><p><a href=\"https://laohu8.com/S/ARM\">Arm</a>跌超7%,第三财季许可收入不及预期,第四财季指引未能满足市场最高期待;</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a>涨超5%,第四季度意外录得盈利,拟回购5亿美元股票;</p><p><a href=\"https://laohu8.com/S/TENB\">Tenable</a>涨超6%,第四季度营收同比增长10.5%,超市场预期;</p><p><a href=\"https://laohu8.com/S/SYM\">Symbotic</a>涨近12%,第一财季营收同比增长29%超预期,第二财季业绩指引强劲;</p><p><a href=\"https://laohu8.com/S/ELF\">e.l.f. Beauty</a>涨超8%,第三季度业绩超shichang 预期,并上调全年营收预测;</p><p><a href=\"https://laohu8.com/S/FLNC\">Fluence Energy</a>跌近10%,第一财季亏损同比扩大,维持2026财年展望不变;</p><p><a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>涨超9%,美团拟7.17亿美元收购该公司。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前异动|半导体板块普涨!博通涨超5%,闪迪涨超3%;贵金属板块回调!科尔黛伦矿业、赫克拉矿业跌超4%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前异动|半导体板块普涨!博通涨超5%,闪迪涨超3%;贵金属板块回调!科尔黛伦矿业、赫克拉矿业跌超4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-02-05 17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月5日,美股三大股指期货涨跌不一,截止发稿,道指期货跌0.24%,纳指期货涨0.16%,标普500指数期货涨0.01%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d476fa38e9c03c94ff2024ac4d0b2e8\" title=\"\" tg-width=\"408\" tg-height=\"198\"/></p><p>热门中概股普涨,<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨超4%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超3%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超2%;</p><p>半导体板块普涨,<a href=\"https://laohu8.com/S/AVGO\">博通</a>涨超5%,<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>涨超3%,<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>涨超2%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>涨近2%;</p><p>贵金属板块回调,<a href=\"https://laohu8.com/S/CDE\">科尔黛伦矿业</a>、<a href=\"https://laohu8.com/S/HL\">赫克拉矿业</a>跌超4%,<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>跌超3%,<a href=\"https://laohu8.com/S/GFI\">金田</a>、<a href=\"https://laohu8.com/S/HMY\">哈莫尼黄金</a>跌超2%;</p><p>加密货币概念股延续跌势,<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>、<a href=\"https://laohu8.com/S/HUT\">Hut 8</a>跌超3%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/BMNR\">BitMine</a>、<a href=\"https://laohu8.com/S/MARA\">MARA Holdings</a>跌超2%;</p><p><a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌近2%,第四季度云收入猛增48%,今年支出指引接近翻倍大超预期;</p><p><a href=\"https://laohu8.com/S/QCOM\">高通</a>跌超11%,第一财季营收创新高,但业绩展望平淡,迹象显示手机芯片需求不稳;</p><p><a href=\"https://laohu8.com/S/ARM\">Arm</a>跌超7%,第三财季许可收入不及预期,第四财季指引未能满足市场最高期待;</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a>涨超5%,第四季度意外录得盈利,拟回购5亿美元股票;</p><p><a href=\"https://laohu8.com/S/TENB\">Tenable</a>涨超6%,第四季度营收同比增长10.5%,超市场预期;</p><p><a href=\"https://laohu8.com/S/SYM\">Symbotic</a>涨近12%,第一财季营收同比增长29%超预期,第二财季业绩指引强劲;</p><p><a href=\"https://laohu8.com/S/ELF\">e.l.f. Beauty</a>涨超8%,第三季度业绩超shichang 预期,并上调全年营收预测;</p><p><a href=\"https://laohu8.com/S/FLNC\">Fluence Energy</a>跌近10%,第一财季亏损同比扩大,维持2026财年展望不变;</p><p><a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>涨超9%,美团拟7.17亿美元收购该公司。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"ARM":"ARM Holdings","GOOGL":"谷歌A","QCOM":"高通"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144029811","content_text":"2月5日,美股三大股指期货涨跌不一,截止发稿,道指期货跌0.24%,纳指期货涨0.16%,标普500指数期货涨0.01%。热门中概股普涨,百度涨超4%,哔哩哔哩涨超3%,阿里巴巴、蔚来涨超2%;半导体板块普涨,博通涨超5%,闪迪涨超3%,AMD、阿斯麦涨超2%,英伟达、美光科技涨近2%;贵金属板块回调,科尔黛伦矿业、赫克拉矿业跌超4%,泛美白银跌超3%,金田、哈莫尼黄金跌超2%;加密货币概念股延续跌势,Strategy、Hut 8跌超3%,Coinbase、BitMine、MARA Holdings跌超2%;谷歌A跌近2%,第四季度云收入猛增48%,今年支出指引接近翻倍大超预期;高通跌超11%,第一财季营收创新高,但业绩展望平淡,迹象显示手机芯片需求不稳;Arm跌超7%,第三财季许可收入不及预期,第四财季指引未能满足市场最高期待;Snap涨超5%,第四季度意外录得盈利,拟回购5亿美元股票;Tenable涨超6%,第四季度营收同比增长10.5%,超市场预期;Symbotic涨近12%,第一财季营收同比增长29%超预期,第二财季业绩指引强劲;e.l.f. Beauty涨超8%,第三季度业绩超shichang 预期,并上调全年营收预测;Fluence Energy跌近10%,第一财季亏损同比扩大,维持2026财年展望不变;叮咚买菜涨超9%,美团拟7.17亿美元收购该公司。","news_type":1,"symbols_score_info":{"GOOGL":1,"QCOM":1,"ARM":1}},"isVote":1,"tweetType":1,"viewCount":1402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529459163374968,"gmtCreate":1770283380543,"gmtModify":1770284822677,"author":{"id":"4217336078083580","authorId":"4217336078083580","name":"LW89","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4217336078083580","idStr":"4217336078083580"},"themes":[],"title":"","htmlText":"继续做空半导体","listText":"继续做空半导体","text":"继续做空半导体","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529459163374968","repostId":"1144029811","repostType":2,"repost":{"id":"1144029811","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1770282064,"share":"https://www.laohunote.com/m/news/1144029811?lang=zh_CN&edition=full","pubTime":"2026-02-05 17:01","market":"us","language":"zh","title":"盘前异动|半导体板块普涨!博通涨超5%,闪迪涨超3%;贵金属板块回调!科尔黛伦矿业、赫克拉矿业跌超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1144029811","media":"老虎资讯综合","summary":"2月5日,美股三大股指期货涨跌不一,截止发稿,道指期货跌0.24%,纳指期货涨0.16%,标普500指数期货涨0.01%。","content":"<html><head></head><body><p>2月5日,美股三大股指期货涨跌不一,截止发稿,道指期货跌0.24%,纳指期货涨0.16%,标普500指数期货涨0.01%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d476fa38e9c03c94ff2024ac4d0b2e8\" title=\"\" tg-width=\"408\" tg-height=\"198\"/></p><p>热门中概股普涨,<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨超4%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超3%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超2%;</p><p>半导体板块普涨,<a href=\"https://laohu8.com/S/AVGO\">博通</a>涨超5%,<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>涨超3%,<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>涨超2%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>涨近2%;</p><p>贵金属板块回调,<a href=\"https://laohu8.com/S/CDE\">科尔黛伦矿业</a>、<a href=\"https://laohu8.com/S/HL\">赫克拉矿业</a>跌超4%,<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>跌超3%,<a href=\"https://laohu8.com/S/GFI\">金田</a>、<a href=\"https://laohu8.com/S/HMY\">哈莫尼黄金</a>跌超2%;</p><p>加密货币概念股延续跌势,<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>、<a href=\"https://laohu8.com/S/HUT\">Hut 8</a>跌超3%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/BMNR\">BitMine</a>、<a href=\"https://laohu8.com/S/MARA\">MARA Holdings</a>跌超2%;</p><p><a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌近2%,第四季度云收入猛增48%,今年支出指引接近翻倍大超预期;</p><p><a href=\"https://laohu8.com/S/QCOM\">高通</a>跌超11%,第一财季营收创新高,但业绩展望平淡,迹象显示手机芯片需求不稳;</p><p><a href=\"https://laohu8.com/S/ARM\">Arm</a>跌超7%,第三财季许可收入不及预期,第四财季指引未能满足市场最高期待;</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a>涨超5%,第四季度意外录得盈利,拟回购5亿美元股票;</p><p><a href=\"https://laohu8.com/S/TENB\">Tenable</a>涨超6%,第四季度营收同比增长10.5%,超市场预期;</p><p><a href=\"https://laohu8.com/S/SYM\">Symbotic</a>涨近12%,第一财季营收同比增长29%超预期,第二财季业绩指引强劲;</p><p><a href=\"https://laohu8.com/S/ELF\">e.l.f. Beauty</a>涨超8%,第三季度业绩超shichang 预期,并上调全年营收预测;</p><p><a href=\"https://laohu8.com/S/FLNC\">Fluence Energy</a>跌近10%,第一财季亏损同比扩大,维持2026财年展望不变;</p><p><a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>涨超9%,美团拟7.17亿美元收购该公司。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前异动|半导体板块普涨!博通涨超5%,闪迪涨超3%;贵金属板块回调!科尔黛伦矿业、赫克拉矿业跌超4%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前异动|半导体板块普涨!博通涨超5%,闪迪涨超3%;贵金属板块回调!科尔黛伦矿业、赫克拉矿业跌超4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-02-05 17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月5日,美股三大股指期货涨跌不一,截止发稿,道指期货跌0.24%,纳指期货涨0.16%,标普500指数期货涨0.01%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d476fa38e9c03c94ff2024ac4d0b2e8\" title=\"\" tg-width=\"408\" tg-height=\"198\"/></p><p>热门中概股普涨,<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨超4%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超3%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超2%;</p><p>半导体板块普涨,<a href=\"https://laohu8.com/S/AVGO\">博通</a>涨超5%,<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>涨超3%,<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>涨超2%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>涨近2%;</p><p>贵金属板块回调,<a href=\"https://laohu8.com/S/CDE\">科尔黛伦矿业</a>、<a href=\"https://laohu8.com/S/HL\">赫克拉矿业</a>跌超4%,<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>跌超3%,<a href=\"https://laohu8.com/S/GFI\">金田</a>、<a href=\"https://laohu8.com/S/HMY\">哈莫尼黄金</a>跌超2%;</p><p>加密货币概念股延续跌势,<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>、<a href=\"https://laohu8.com/S/HUT\">Hut 8</a>跌超3%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/BMNR\">BitMine</a>、<a href=\"https://laohu8.com/S/MARA\">MARA Holdings</a>跌超2%;</p><p><a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌近2%,第四季度云收入猛增48%,今年支出指引接近翻倍大超预期;</p><p><a href=\"https://laohu8.com/S/QCOM\">高通</a>跌超11%,第一财季营收创新高,但业绩展望平淡,迹象显示手机芯片需求不稳;</p><p><a href=\"https://laohu8.com/S/ARM\">Arm</a>跌超7%,第三财季许可收入不及预期,第四财季指引未能满足市场最高期待;</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a>涨超5%,第四季度意外录得盈利,拟回购5亿美元股票;</p><p><a href=\"https://laohu8.com/S/TENB\">Tenable</a>涨超6%,第四季度营收同比增长10.5%,超市场预期;</p><p><a href=\"https://laohu8.com/S/SYM\">Symbotic</a>涨近12%,第一财季营收同比增长29%超预期,第二财季业绩指引强劲;</p><p><a href=\"https://laohu8.com/S/ELF\">e.l.f. Beauty</a>涨超8%,第三季度业绩超shichang 预期,并上调全年营收预测;</p><p><a href=\"https://laohu8.com/S/FLNC\">Fluence Energy</a>跌近10%,第一财季亏损同比扩大,维持2026财年展望不变;</p><p><a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>涨超9%,美团拟7.17亿美元收购该公司。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"ARM":"ARM Holdings","GOOGL":"谷歌A","QCOM":"高通"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144029811","content_text":"2月5日,美股三大股指期货涨跌不一,截止发稿,道指期货跌0.24%,纳指期货涨0.16%,标普500指数期货涨0.01%。热门中概股普涨,百度涨超4%,哔哩哔哩涨超3%,阿里巴巴、蔚来涨超2%;半导体板块普涨,博通涨超5%,闪迪涨超3%,AMD、阿斯麦涨超2%,英伟达、美光科技涨近2%;贵金属板块回调,科尔黛伦矿业、赫克拉矿业跌超4%,泛美白银跌超3%,金田、哈莫尼黄金跌超2%;加密货币概念股延续跌势,Strategy、Hut 8跌超3%,Coinbase、BitMine、MARA Holdings跌超2%;谷歌A跌近2%,第四季度云收入猛增48%,今年支出指引接近翻倍大超预期;高通跌超11%,第一财季营收创新高,但业绩展望平淡,迹象显示手机芯片需求不稳;Arm跌超7%,第三财季许可收入不及预期,第四财季指引未能满足市场最高期待;Snap涨超5%,第四季度意外录得盈利,拟回购5亿美元股票;Tenable涨超6%,第四季度营收同比增长10.5%,超市场预期;Symbotic涨近12%,第一财季营收同比增长29%超预期,第二财季业绩指引强劲;e.l.f. Beauty涨超8%,第三季度业绩超shichang 预期,并上调全年营收预测;Fluence Energy跌近10%,第一财季亏损同比扩大,维持2026财年展望不变;叮咚买菜涨超9%,美团拟7.17亿美元收购该公司。","news_type":1,"symbols_score_info":{"GOOGL":1,"QCOM":1,"ARM":1}},"isVote":1,"tweetType":1,"viewCount":1765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492921734423248,"gmtCreate":1761363579267,"gmtModify":1761364119114,"author":{"id":"4217336078083580","authorId":"4217336078083580","name":"LW89","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4217336078083580","idStr":"4217336078083580"},"themes":[],"title":"","htmlText":"不需要不需要不需要","listText":"不需要不需要不需要","text":"不需要不需要不需要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492921734423248","isVote":1,"tweetType":1,"viewCount":2785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623320752365680,"gmtCreate":1793204696388,"gmtModify":1793204698391,"author":{"id":"4217336078083580","authorId":"4217336078083580","name":"LW89","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4217336078083580","idStr":"4217336078083580"},"themes":[],"title":"","htmlText":"ibm才是 这作者肯定买了亚马逊","listText":"ibm才是 这作者肯定买了亚马逊","text":"ibm才是 这作者肯定买了亚马逊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623320752365680","repostId":"2678430172","repostType":2,"repost":{"id":"2678430172","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1793169297,"share":"https://www.laohunote.com/m/news/2678430172?lang=zh_CN&edition=full","pubTime":"2026-10-28 14:34","market":"fut","language":"zh","title":"Anthropic IPO最大赢家或是亚马逊:可转债账面价值达979亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2678430172","media":"华尔街见闻","summary":"亚马逊凭借可转债结构,账面浮盈远超所有风投机构——62亿美元本金撬动979亿美元估值,最多可转换18.4亿股,持股上限12%。谷歌同样坐享约5.6%股权及1140亿美元云计算合同。反观Menlo、Sequoia等顶级风投,账面收益虽丰却无一突破5%披露门槛,折射出科技巨头对AI独角兽的深度掌控逻辑。","content":"<html><body><p><a href=\"https://laohu8.com/S/ANT\">Anthropic</a>上市在即,众多风险投资机构将从中获益数十亿美元,但真正的最大赢家很可能另有其人——亚马逊。</p>\n<p>据雅虎财经10月27日报道,凭借独特的可转债结构安排,亚马逊对Anthropic的持仓账面价值已高达979亿美元,远超任何一家风投机构,堪称这场AI独角兽上市盛宴中的头号受益者。</p>\n<p>根据Anthropic提交的S-1招股文件,亚马逊持有本金余额62亿美元的可转债,这也是Anthropic目前的全部债务。然而,随着Anthropic估值在多轮融资中持续飙升,这批可转债所对应的股份价值大幅膨胀。<strong>截至2026年6月30日,亚马逊在自身财务文件中将上述可转债持仓估值为979亿美元。</strong>受此影响,Anthropic在2026年上半年的损益表中,“可转债、衍生负债及SAFE公允价值变动”一项录得高达724亿美元的非现金费用。</p>\n<p>与此同时,谷歌同样将从Anthropic上市中获得丰厚回报。多家风投机构虽然绝对收益可观,但在持股比例上均未达到5%的主要股东披露门槛,折射出Anthropic近万亿美元估值之下股权结构的高度稀释。</p>\n<h2>风投机构收益丰厚,却无一跻身主要股东之列</h2>\n<p>Anthropic的S-1文件揭示了一个罕见现象:<strong>包括Menlo Ventures、Sequoia、Sound Ventures和Spark Capital在内的多家知名风投机构,均未达到5%的主要股东披露门槛。</strong>这在科技公司IPO中极为罕见——通常情况下,领投风投机构会持有被投企业两位数百分比的股权。</p>\n<p><strong>原因在于Anthropic的体量。</strong>以965亿美元的私募估值计算,1%的股权价值接近100亿美元。据彭博此前报道,Menlo Ventures持仓约140亿美元,但这仅相当于Anthropic约1.5%的股权。换言之,即便是账面收益最为丰厚的风投机构,在持股比例上也显得微不足道。</p>\n<h2>亚马逊:可转债结构锁定超额收益</h2>\n<p>亚马逊早在2023年便承诺向Anthropic投资最高40亿美元,此后持续加码。与传统股权投资不同,<strong>亚马逊将大部分投资以可转债形式结构化——这类债务将在IPO或出售时转换为股权。</strong></p>\n<p>S-1文件显示,这批可转债最多可转换为18.4亿股Anthropic股票。不过,转换上限将亚马逊持股比例限制在Anthropic\"部分稀释\"股本的12%以内,亚马逊可选择放弃该上限。超出上限无法转换的部分将继续以债务形式存续,并在后续季度陆续转换,同样受上述限制约束。</p>\n<p>可转债之外,亚马逊还在今年第二季度额外投入100亿美元认购无投票权优先股,分别参与Anthropic最近两轮各50亿美元的融资。加上2023年至2025年间投入可转债的80亿美元,<strong>亚马逊对Anthropic的总投资额约达180亿美元。</strong></p>\n<h2>云计算承诺叠加,亚马逊收益远不止于股权</h2>\n<p>股权收益之外,亚马逊还将持续从Anthropic的业务扩张中获取可观的商业回报。<strong>Anthropic已承诺在未来十年内,在AWS上累计支出至少1100亿美元。</strong> 这意味着亚马逊不仅是Anthropic的最大股东之一,更是其最重要的云计算服务供应商。</p>\n<p><strong>谷歌同样坐拥双重收益。</strong>据《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》援引法庭文件报道,谷歌在去年初持有Anthropic约14%的股权,此后继续加码,今年4月再度投入100亿美元。PitchBook分析师Harrison Rolfes向TechCrunch表示,经过多轮大规模融资的稀释,他估计谷歌目前持股比例约为5.6%。与此同时,谷歌已获得Anthropic至2033年累计至少1140亿美元的云计算承诺。</p>\n<h2>战略投资者主导,潜在利益冲突引发关注</h2>\n<p>Anthropic的S-1文件本身也对上述结构发出了风险提示。文件指出,部分云计算服务商同时在构建竞争性AI模型,其利益诉求未必始终与Anthropic一致。</p>\n<p>这一格局清晰呈现出Anthropic上市的深层逻辑:<strong>真正主导这场IPO收益分配的,并非传统意义上的风险投资机构,而是亚马逊、谷歌这样的科技巨头——它们既是Anthropic的早期投资者,又是其最大的基础设施供应商,在财务回报与商业绑定上实现了双重锁定。</strong></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Anthropic IPO最大赢家或是亚马逊:可转债账面价值达979亿美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAnthropic IPO最大赢家或是亚马逊:可转债账面价值达979亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-10-28 14:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><a href=\"https://laohu8.com/S/ANT\">Anthropic</a>上市在即,众多风险投资机构将从中获益数十亿美元,但真正的最大赢家很可能另有其人——亚马逊。</p>\n<p>据雅虎财经10月27日报道,凭借独特的可转债结构安排,亚马逊对Anthropic的持仓账面价值已高达979亿美元,远超任何一家风投机构,堪称这场AI独角兽上市盛宴中的头号受益者。</p>\n<p>根据Anthropic提交的S-1招股文件,亚马逊持有本金余额62亿美元的可转债,这也是Anthropic目前的全部债务。然而,随着Anthropic估值在多轮融资中持续飙升,这批可转债所对应的股份价值大幅膨胀。<strong>截至2026年6月30日,亚马逊在自身财务文件中将上述可转债持仓估值为979亿美元。</strong>受此影响,Anthropic在2026年上半年的损益表中,“可转债、衍生负债及SAFE公允价值变动”一项录得高达724亿美元的非现金费用。</p>\n<p>与此同时,谷歌同样将从Anthropic上市中获得丰厚回报。多家风投机构虽然绝对收益可观,但在持股比例上均未达到5%的主要股东披露门槛,折射出Anthropic近万亿美元估值之下股权结构的高度稀释。</p>\n<h2>风投机构收益丰厚,却无一跻身主要股东之列</h2>\n<p>Anthropic的S-1文件揭示了一个罕见现象:<strong>包括Menlo Ventures、Sequoia、Sound Ventures和Spark Capital在内的多家知名风投机构,均未达到5%的主要股东披露门槛。</strong>这在科技公司IPO中极为罕见——通常情况下,领投风投机构会持有被投企业两位数百分比的股权。</p>\n<p><strong>原因在于Anthropic的体量。</strong>以965亿美元的私募估值计算,1%的股权价值接近100亿美元。据彭博此前报道,Menlo Ventures持仓约140亿美元,但这仅相当于Anthropic约1.5%的股权。换言之,即便是账面收益最为丰厚的风投机构,在持股比例上也显得微不足道。</p>\n<h2>亚马逊:可转债结构锁定超额收益</h2>\n<p>亚马逊早在2023年便承诺向Anthropic投资最高40亿美元,此后持续加码。与传统股权投资不同,<strong>亚马逊将大部分投资以可转债形式结构化——这类债务将在IPO或出售时转换为股权。</strong></p>\n<p>S-1文件显示,这批可转债最多可转换为18.4亿股Anthropic股票。不过,转换上限将亚马逊持股比例限制在Anthropic\"部分稀释\"股本的12%以内,亚马逊可选择放弃该上限。超出上限无法转换的部分将继续以债务形式存续,并在后续季度陆续转换,同样受上述限制约束。</p>\n<p>可转债之外,亚马逊还在今年第二季度额外投入100亿美元认购无投票权优先股,分别参与Anthropic最近两轮各50亿美元的融资。加上2023年至2025年间投入可转债的80亿美元,<strong>亚马逊对Anthropic的总投资额约达180亿美元。</strong></p>\n<h2>云计算承诺叠加,亚马逊收益远不止于股权</h2>\n<p>股权收益之外,亚马逊还将持续从Anthropic的业务扩张中获取可观的商业回报。<strong>Anthropic已承诺在未来十年内,在AWS上累计支出至少1100亿美元。</strong> 这意味着亚马逊不仅是Anthropic的最大股东之一,更是其最重要的云计算服务供应商。</p>\n<p><strong>谷歌同样坐拥双重收益。</strong>据《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》援引法庭文件报道,谷歌在去年初持有Anthropic约14%的股权,此后继续加码,今年4月再度投入100亿美元。PitchBook分析师Harrison Rolfes向TechCrunch表示,经过多轮大规模融资的稀释,他估计谷歌目前持股比例约为5.6%。与此同时,谷歌已获得Anthropic至2033年累计至少1140亿美元的云计算承诺。</p>\n<h2>战略投资者主导,潜在利益冲突引发关注</h2>\n<p>Anthropic的S-1文件本身也对上述结构发出了风险提示。文件指出,部分云计算服务商同时在构建竞争性AI模型,其利益诉求未必始终与Anthropic一致。</p>\n<p>这一格局清晰呈现出Anthropic上市的深层逻辑:<strong>真正主导这场IPO收益分配的,并非传统意义上的风险投资机构,而是亚马逊、谷歌这样的科技巨头——它们既是Anthropic的早期投资者,又是其最大的基础设施供应商,在财务回报与商业绑定上实现了双重锁定。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","AMZP":"KURV YIELD PREMIUM STRATEGY AMAZON (AMZN) ETF","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","AMZN":"亚马逊","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","AMZU":"2倍做多AMZN ETF-Direxion","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","AMZW":"Roundhill AMZN WeeklyPay™ ETF","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","AMZY":"AMZN期权收益策略ETF-YieldMax","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","BK4503":"景林资产持仓","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","AMZZ":"2倍做多AMZN ETF-GraniteShares","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU0251142724.SGD":"Fidelity America A-SGD","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0823411888.USD":"法巴消费创新基金 Cap","LU0882574139.USD":"富达环球消费行业基金A ACC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0871640123.AUD":"BGF GLOBAL MULTI-ASSET INC \"A8\" (AUD HDG) INC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","HULL":"Corgi Shipping & Global Logistics ETF","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1883839398.USD":"AMUNDI FUNDS INCOME OPPORTUNITIES \"A2\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","BK4585":"ETF&股票定投概念","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0080751232.USD":"富达环球多元动力基金A","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","BK4588":"碎股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE000F7OJYX1.SGD":"RQI GLOBAL \"I\" (SGDHDG) INC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU2317271919.USD":"BGF FUTURE CONSUMER \"A2\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","IE0000B7K699.USD":"RQI GLOBAL \"I\" (USD) INC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE000BZT7R73.USD":"RQI GLOBAL \"I\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","SG9999001077.SGD":"United International Growth Fund SGD","IE000MB6IJN5.SGD":"RQI GLOBAL \"I\" (SGD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A(dist)","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","SG9999002232.USD":"Allianz Global High Payout USD","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","IE000WAW04H5.SGD":"RQI GLOBAL \"I\" (SGD) INC A","BK4220":"综合零售","SG9999002224.SGD":"Allianz Global High Payout SGD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","IE000SO60NU8.SGD":"RQI GLOBAL \"I\" (SGDHDG) ACC A","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU1046421795.USD":"富达环球科技A-ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","WANT":"Direxion Daily Consumer Discretionary Bull 3X ETF","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","CLIX":"ProShares Long Online/Short Stores ETF","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0238689110.USD":"贝莱德环球动力股票基金","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU1941712264.USD":"ALLIANZ PET AND ANIMAL WELLBEING \"A\" (USD) INC","LU0072462426.USD":"贝莱德全球配置 A2","RTH":"零售指数ETF-HOLDRs","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU2129689605.HKD":"FRANKLIN GLOBAL INCOME \"A\" (HKD) INC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU2129689514.USD":"FRANKLIN GLOBAL INCOME \"A\" (USD) INC","LU2129689431.USD":"FRANKLIN GLOBAL INCOME \"A\" (USD) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1941712348.USD":"ALLIANZ PET AND ANIMAL WELLBEING \"AT\" (USD) ACC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","HK0000532082.HKD":"ALLIANZ SELECTION INCOME AND GROWTH \"AM\" (HKD) INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0109392836.USD":"富兰克林科技股A","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0143551892.USD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A\" (USD) ACC","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU2462591277.SGD":"TRP GLOBAL FOCUSED GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU2954938101.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A8P\" (SGD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2999663052.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A4P\" (SGD) INC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","BK4566":"资本集团","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU0251132253.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4561":"索罗斯持仓","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","AZYY":"GraniteShares YieldBOOST AMZN ETF","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","BK4122":"互联网与直销零售","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0138981039.USD":"FIDELITY FUNDS SUSTAINABLE MULTI ASSET INCOME \"A\" INC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","ILDR":"First Trust Innovation Leaders ETF","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","ONLN":"ProShares Online Retail ETF","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","BK4543":"AI","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU2637965513.SGD":"BGF GLOBAL ALLOCATION \"A10\" (SGDHDG) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4592":"伊斯兰概念","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","BK4548":"巴美列捷福持仓","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY \"A4\" (USD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4554":"元宇宙及AR概念","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","AMZO":"Tradr 2x Short Amzn Daily Etf","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","BK4559":"巴菲特持仓","BK4596":"哈里斯概念","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4550":"红杉资本持仓","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU2087625088.SGD":"ALLSPRING US ALL CAP GROWTH \"A\" (SGDHDG) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","AMAA":"Corgi AMZN 2x Daily ETF","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","BK4604":"机器人概念","BK4524":"宅经济概念","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4527":"明星科技股","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU0079474960.USD":"联博美国增长基金A","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4612":"AI芯片","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4579":"人工智能","SGXZ80539844.SGD":"ALLIANZ GLOBAL HIGH PAYOUT \"AMI\" (H2-SGD) INC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2211817866.USD":"Allianz Food Security AT Acc USD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1979441026.SGD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"A\" (SGDHDG) ACC","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","SGXZ44715902.SGD":"MAYBANK GLOBAL SHARIAH MULTI-ASSETS-I FUND \"A\" (SGDHDG) INC A","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","BK4535":"淡马锡持仓","BK4538":"云计算","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","OGIG":"ALPS O'Shares Global Internet Giants ETF","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1935043452.HKD":"宏利环球多元资产收益 \"AA\" 基金(港元)派息","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0861579265.USD":"联博低波幅策略股票基金A","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","AMZD":"1倍做空AMZN ETF-Direxion","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","BK4507":"流媒体概念","AMZG":"Leverage Shares 2X Long AMZN Daily ETF","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC"},"source_url":"https://wallstreetcn.com/articles/3784649","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2678430172","content_text":"Anthropic上市在即,众多风险投资机构将从中获益数十亿美元,但真正的最大赢家很可能另有其人——亚马逊。\n据雅虎财经10月27日报道,凭借独特的可转债结构安排,亚马逊对Anthropic的持仓账面价值已高达979亿美元,远超任何一家风投机构,堪称这场AI独角兽上市盛宴中的头号受益者。\n根据Anthropic提交的S-1招股文件,亚马逊持有本金余额62亿美元的可转债,这也是Anthropic目前的全部债务。然而,随着Anthropic估值在多轮融资中持续飙升,这批可转债所对应的股份价值大幅膨胀。截至2026年6月30日,亚马逊在自身财务文件中将上述可转债持仓估值为979亿美元。受此影响,Anthropic在2026年上半年的损益表中,“可转债、衍生负债及SAFE公允价值变动”一项录得高达724亿美元的非现金费用。\n与此同时,谷歌同样将从Anthropic上市中获得丰厚回报。多家风投机构虽然绝对收益可观,但在持股比例上均未达到5%的主要股东披露门槛,折射出Anthropic近万亿美元估值之下股权结构的高度稀释。\n风投机构收益丰厚,却无一跻身主要股东之列\nAnthropic的S-1文件揭示了一个罕见现象:包括Menlo Ventures、Sequoia、Sound Ventures和Spark Capital在内的多家知名风投机构,均未达到5%的主要股东披露门槛。这在科技公司IPO中极为罕见——通常情况下,领投风投机构会持有被投企业两位数百分比的股权。\n原因在于Anthropic的体量。以965亿美元的私募估值计算,1%的股权价值接近100亿美元。据彭博此前报道,Menlo Ventures持仓约140亿美元,但这仅相当于Anthropic约1.5%的股权。换言之,即便是账面收益最为丰厚的风投机构,在持股比例上也显得微不足道。\n亚马逊:可转债结构锁定超额收益\n亚马逊早在2023年便承诺向Anthropic投资最高40亿美元,此后持续加码。与传统股权投资不同,亚马逊将大部分投资以可转债形式结构化——这类债务将在IPO或出售时转换为股权。\nS-1文件显示,这批可转债最多可转换为18.4亿股Anthropic股票。不过,转换上限将亚马逊持股比例限制在Anthropic\"部分稀释\"股本的12%以内,亚马逊可选择放弃该上限。超出上限无法转换的部分将继续以债务形式存续,并在后续季度陆续转换,同样受上述限制约束。\n可转债之外,亚马逊还在今年第二季度额外投入100亿美元认购无投票权优先股,分别参与Anthropic最近两轮各50亿美元的融资。加上2023年至2025年间投入可转债的80亿美元,亚马逊对Anthropic的总投资额约达180亿美元。\n云计算承诺叠加,亚马逊收益远不止于股权\n股权收益之外,亚马逊还将持续从Anthropic的业务扩张中获取可观的商业回报。Anthropic已承诺在未来十年内,在AWS上累计支出至少1100亿美元。 这意味着亚马逊不仅是Anthropic的最大股东之一,更是其最重要的云计算服务供应商。\n谷歌同样坐拥双重收益。据《纽约时报》援引法庭文件报道,谷歌在去年初持有Anthropic约14%的股权,此后继续加码,今年4月再度投入100亿美元。PitchBook分析师Harrison Rolfes向TechCrunch表示,经过多轮大规模融资的稀释,他估计谷歌目前持股比例约为5.6%。与此同时,谷歌已获得Anthropic至2033年累计至少1140亿美元的云计算承诺。\n战略投资者主导,潜在利益冲突引发关注\nAnthropic的S-1文件本身也对上述结构发出了风险提示。文件指出,部分云计算服务商同时在构建竞争性AI模型,其利益诉求未必始终与Anthropic一致。\n这一格局清晰呈现出Anthropic上市的深层逻辑:真正主导这场IPO收益分配的,并非传统意义上的风险投资机构,而是亚马逊、谷歌这样的科技巨头——它们既是Anthropic的早期投资者,又是其最大的基础设施供应商,在财务回报与商业绑定上实现了双重锁定。","news_type":1,"symbols_score_info":{"CLIX":0.6,"AMZP":0.6,"RTH":0.6,"ILDR":0.6,"AMZY":0.6,"WANT":0.6,"OGIG":0.6,"AZYY":0.6,"AMAA":0.6,"HULL":0.6,"AMZN":1.97,"AMZD":0.6,"ONLN":0.6,"SAMZNmain":0.6,"AMZZ":0.6,"AMZU":0.6,"USAW.SI":0.6,"AMZW":0.6,"AMZG":0.6,"AMZO":0.6}},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623268508181344,"gmtCreate":1793204656837,"gmtModify":1793204658714,"author":{"id":"4217336078083580","authorId":"4217336078083580","name":"LW89","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4217336078083580","idStr":"4217336078083580"},"themes":[],"title":"","htmlText":"胡说八道","listText":"胡说八道","text":"胡说八道","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623268508181344","repostId":"2678430172","repostType":2,"repost":{"id":"2678430172","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1793169297,"share":"https://www.laohunote.com/m/news/2678430172?lang=zh_CN&edition=full","pubTime":"2026-10-28 14:34","market":"fut","language":"zh","title":"Anthropic IPO最大赢家或是亚马逊:可转债账面价值达979亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2678430172","media":"华尔街见闻","summary":"亚马逊凭借可转债结构,账面浮盈远超所有风投机构——62亿美元本金撬动979亿美元估值,最多可转换18.4亿股,持股上限12%。谷歌同样坐享约5.6%股权及1140亿美元云计算合同。反观Menlo、Sequoia等顶级风投,账面收益虽丰却无一突破5%披露门槛,折射出科技巨头对AI独角兽的深度掌控逻辑。","content":"<html><body><p><a href=\"https://laohu8.com/S/ANT\">Anthropic</a>上市在即,众多风险投资机构将从中获益数十亿美元,但真正的最大赢家很可能另有其人——亚马逊。</p>\n<p>据雅虎财经10月27日报道,凭借独特的可转债结构安排,亚马逊对Anthropic的持仓账面价值已高达979亿美元,远超任何一家风投机构,堪称这场AI独角兽上市盛宴中的头号受益者。</p>\n<p>根据Anthropic提交的S-1招股文件,亚马逊持有本金余额62亿美元的可转债,这也是Anthropic目前的全部债务。然而,随着Anthropic估值在多轮融资中持续飙升,这批可转债所对应的股份价值大幅膨胀。<strong>截至2026年6月30日,亚马逊在自身财务文件中将上述可转债持仓估值为979亿美元。</strong>受此影响,Anthropic在2026年上半年的损益表中,“可转债、衍生负债及SAFE公允价值变动”一项录得高达724亿美元的非现金费用。</p>\n<p>与此同时,谷歌同样将从Anthropic上市中获得丰厚回报。多家风投机构虽然绝对收益可观,但在持股比例上均未达到5%的主要股东披露门槛,折射出Anthropic近万亿美元估值之下股权结构的高度稀释。</p>\n<h2>风投机构收益丰厚,却无一跻身主要股东之列</h2>\n<p>Anthropic的S-1文件揭示了一个罕见现象:<strong>包括Menlo Ventures、Sequoia、Sound Ventures和Spark Capital在内的多家知名风投机构,均未达到5%的主要股东披露门槛。</strong>这在科技公司IPO中极为罕见——通常情况下,领投风投机构会持有被投企业两位数百分比的股权。</p>\n<p><strong>原因在于Anthropic的体量。</strong>以965亿美元的私募估值计算,1%的股权价值接近100亿美元。据彭博此前报道,Menlo Ventures持仓约140亿美元,但这仅相当于Anthropic约1.5%的股权。换言之,即便是账面收益最为丰厚的风投机构,在持股比例上也显得微不足道。</p>\n<h2>亚马逊:可转债结构锁定超额收益</h2>\n<p>亚马逊早在2023年便承诺向Anthropic投资最高40亿美元,此后持续加码。与传统股权投资不同,<strong>亚马逊将大部分投资以可转债形式结构化——这类债务将在IPO或出售时转换为股权。</strong></p>\n<p>S-1文件显示,这批可转债最多可转换为18.4亿股Anthropic股票。不过,转换上限将亚马逊持股比例限制在Anthropic\"部分稀释\"股本的12%以内,亚马逊可选择放弃该上限。超出上限无法转换的部分将继续以债务形式存续,并在后续季度陆续转换,同样受上述限制约束。</p>\n<p>可转债之外,亚马逊还在今年第二季度额外投入100亿美元认购无投票权优先股,分别参与Anthropic最近两轮各50亿美元的融资。加上2023年至2025年间投入可转债的80亿美元,<strong>亚马逊对Anthropic的总投资额约达180亿美元。</strong></p>\n<h2>云计算承诺叠加,亚马逊收益远不止于股权</h2>\n<p>股权收益之外,亚马逊还将持续从Anthropic的业务扩张中获取可观的商业回报。<strong>Anthropic已承诺在未来十年内,在AWS上累计支出至少1100亿美元。</strong> 这意味着亚马逊不仅是Anthropic的最大股东之一,更是其最重要的云计算服务供应商。</p>\n<p><strong>谷歌同样坐拥双重收益。</strong>据《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》援引法庭文件报道,谷歌在去年初持有Anthropic约14%的股权,此后继续加码,今年4月再度投入100亿美元。PitchBook分析师Harrison Rolfes向TechCrunch表示,经过多轮大规模融资的稀释,他估计谷歌目前持股比例约为5.6%。与此同时,谷歌已获得Anthropic至2033年累计至少1140亿美元的云计算承诺。</p>\n<h2>战略投资者主导,潜在利益冲突引发关注</h2>\n<p>Anthropic的S-1文件本身也对上述结构发出了风险提示。文件指出,部分云计算服务商同时在构建竞争性AI模型,其利益诉求未必始终与Anthropic一致。</p>\n<p>这一格局清晰呈现出Anthropic上市的深层逻辑:<strong>真正主导这场IPO收益分配的,并非传统意义上的风险投资机构,而是亚马逊、谷歌这样的科技巨头——它们既是Anthropic的早期投资者,又是其最大的基础设施供应商,在财务回报与商业绑定上实现了双重锁定。</strong></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Anthropic IPO最大赢家或是亚马逊:可转债账面价值达979亿美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAnthropic IPO最大赢家或是亚马逊:可转债账面价值达979亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-10-28 14:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><a href=\"https://laohu8.com/S/ANT\">Anthropic</a>上市在即,众多风险投资机构将从中获益数十亿美元,但真正的最大赢家很可能另有其人——亚马逊。</p>\n<p>据雅虎财经10月27日报道,凭借独特的可转债结构安排,亚马逊对Anthropic的持仓账面价值已高达979亿美元,远超任何一家风投机构,堪称这场AI独角兽上市盛宴中的头号受益者。</p>\n<p>根据Anthropic提交的S-1招股文件,亚马逊持有本金余额62亿美元的可转债,这也是Anthropic目前的全部债务。然而,随着Anthropic估值在多轮融资中持续飙升,这批可转债所对应的股份价值大幅膨胀。<strong>截至2026年6月30日,亚马逊在自身财务文件中将上述可转债持仓估值为979亿美元。</strong>受此影响,Anthropic在2026年上半年的损益表中,“可转债、衍生负债及SAFE公允价值变动”一项录得高达724亿美元的非现金费用。</p>\n<p>与此同时,谷歌同样将从Anthropic上市中获得丰厚回报。多家风投机构虽然绝对收益可观,但在持股比例上均未达到5%的主要股东披露门槛,折射出Anthropic近万亿美元估值之下股权结构的高度稀释。</p>\n<h2>风投机构收益丰厚,却无一跻身主要股东之列</h2>\n<p>Anthropic的S-1文件揭示了一个罕见现象:<strong>包括Menlo Ventures、Sequoia、Sound Ventures和Spark Capital在内的多家知名风投机构,均未达到5%的主要股东披露门槛。</strong>这在科技公司IPO中极为罕见——通常情况下,领投风投机构会持有被投企业两位数百分比的股权。</p>\n<p><strong>原因在于Anthropic的体量。</strong>以965亿美元的私募估值计算,1%的股权价值接近100亿美元。据彭博此前报道,Menlo Ventures持仓约140亿美元,但这仅相当于Anthropic约1.5%的股权。换言之,即便是账面收益最为丰厚的风投机构,在持股比例上也显得微不足道。</p>\n<h2>亚马逊:可转债结构锁定超额收益</h2>\n<p>亚马逊早在2023年便承诺向Anthropic投资最高40亿美元,此后持续加码。与传统股权投资不同,<strong>亚马逊将大部分投资以可转债形式结构化——这类债务将在IPO或出售时转换为股权。</strong></p>\n<p>S-1文件显示,这批可转债最多可转换为18.4亿股Anthropic股票。不过,转换上限将亚马逊持股比例限制在Anthropic\"部分稀释\"股本的12%以内,亚马逊可选择放弃该上限。超出上限无法转换的部分将继续以债务形式存续,并在后续季度陆续转换,同样受上述限制约束。</p>\n<p>可转债之外,亚马逊还在今年第二季度额外投入100亿美元认购无投票权优先股,分别参与Anthropic最近两轮各50亿美元的融资。加上2023年至2025年间投入可转债的80亿美元,<strong>亚马逊对Anthropic的总投资额约达180亿美元。</strong></p>\n<h2>云计算承诺叠加,亚马逊收益远不止于股权</h2>\n<p>股权收益之外,亚马逊还将持续从Anthropic的业务扩张中获取可观的商业回报。<strong>Anthropic已承诺在未来十年内,在AWS上累计支出至少1100亿美元。</strong> 这意味着亚马逊不仅是Anthropic的最大股东之一,更是其最重要的云计算服务供应商。</p>\n<p><strong>谷歌同样坐拥双重收益。</strong>据《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》援引法庭文件报道,谷歌在去年初持有Anthropic约14%的股权,此后继续加码,今年4月再度投入100亿美元。PitchBook分析师Harrison Rolfes向TechCrunch表示,经过多轮大规模融资的稀释,他估计谷歌目前持股比例约为5.6%。与此同时,谷歌已获得Anthropic至2033年累计至少1140亿美元的云计算承诺。</p>\n<h2>战略投资者主导,潜在利益冲突引发关注</h2>\n<p>Anthropic的S-1文件本身也对上述结构发出了风险提示。文件指出,部分云计算服务商同时在构建竞争性AI模型,其利益诉求未必始终与Anthropic一致。</p>\n<p>这一格局清晰呈现出Anthropic上市的深层逻辑:<strong>真正主导这场IPO收益分配的,并非传统意义上的风险投资机构,而是亚马逊、谷歌这样的科技巨头——它们既是Anthropic的早期投资者,又是其最大的基础设施供应商,在财务回报与商业绑定上实现了双重锁定。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","AMZP":"KURV YIELD PREMIUM STRATEGY AMAZON (AMZN) ETF","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","AMZN":"亚马逊","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","AMZU":"2倍做多AMZN ETF-Direxion","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","AMZW":"Roundhill AMZN WeeklyPay™ ETF","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","AMZY":"AMZN期权收益策略ETF-YieldMax","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","BK4503":"景林资产持仓","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","AMZZ":"2倍做多AMZN ETF-GraniteShares","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU0251142724.SGD":"Fidelity America A-SGD","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0823411888.USD":"法巴消费创新基金 Cap","LU0882574139.USD":"富达环球消费行业基金A ACC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0871640123.AUD":"BGF GLOBAL MULTI-ASSET INC \"A8\" (AUD HDG) INC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","HULL":"Corgi Shipping & Global Logistics ETF","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1883839398.USD":"AMUNDI FUNDS INCOME OPPORTUNITIES \"A2\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","BK4585":"ETF&股票定投概念","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0080751232.USD":"富达环球多元动力基金A","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","BK4588":"碎股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE000F7OJYX1.SGD":"RQI GLOBAL \"I\" (SGDHDG) INC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU2317271919.USD":"BGF FUTURE CONSUMER \"A2\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","IE0000B7K699.USD":"RQI GLOBAL \"I\" (USD) INC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE000BZT7R73.USD":"RQI GLOBAL \"I\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","SG9999001077.SGD":"United International Growth Fund SGD","IE000MB6IJN5.SGD":"RQI GLOBAL \"I\" (SGD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A(dist)","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","SG9999002232.USD":"Allianz Global High Payout USD","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","IE000WAW04H5.SGD":"RQI GLOBAL \"I\" (SGD) INC A","BK4220":"综合零售","SG9999002224.SGD":"Allianz Global High Payout SGD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","IE000SO60NU8.SGD":"RQI GLOBAL \"I\" (SGDHDG) ACC A","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU1046421795.USD":"富达环球科技A-ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","WANT":"Direxion Daily Consumer Discretionary Bull 3X ETF","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","CLIX":"ProShares Long Online/Short Stores ETF","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0238689110.USD":"贝莱德环球动力股票基金","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU1941712264.USD":"ALLIANZ PET AND ANIMAL WELLBEING \"A\" (USD) INC","LU0072462426.USD":"贝莱德全球配置 A2","RTH":"零售指数ETF-HOLDRs","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU2129689605.HKD":"FRANKLIN GLOBAL INCOME \"A\" (HKD) INC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU2129689514.USD":"FRANKLIN GLOBAL INCOME \"A\" (USD) INC","LU2129689431.USD":"FRANKLIN GLOBAL INCOME \"A\" (USD) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1941712348.USD":"ALLIANZ PET AND ANIMAL WELLBEING \"AT\" (USD) ACC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","HK0000532082.HKD":"ALLIANZ SELECTION INCOME AND GROWTH \"AM\" (HKD) INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0109392836.USD":"富兰克林科技股A","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0143551892.USD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A\" (USD) ACC","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU2462591277.SGD":"TRP GLOBAL FOCUSED GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU2954938101.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A8P\" (SGD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2999663052.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A4P\" (SGD) INC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","BK4566":"资本集团","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU0251132253.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4561":"索罗斯持仓","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","AZYY":"GraniteShares YieldBOOST AMZN ETF","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","BK4122":"互联网与直销零售","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0138981039.USD":"FIDELITY FUNDS SUSTAINABLE MULTI ASSET INCOME \"A\" INC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","ILDR":"First Trust Innovation Leaders ETF","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","ONLN":"ProShares Online Retail ETF","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","BK4543":"AI","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU2637965513.SGD":"BGF GLOBAL ALLOCATION \"A10\" (SGDHDG) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4592":"伊斯兰概念","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","BK4548":"巴美列捷福持仓","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY \"A4\" (USD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4554":"元宇宙及AR概念","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","AMZO":"Tradr 2x Short Amzn Daily Etf","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","BK4559":"巴菲特持仓","BK4596":"哈里斯概念","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4550":"红杉资本持仓","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU2087625088.SGD":"ALLSPRING US ALL CAP GROWTH \"A\" (SGDHDG) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","AMAA":"Corgi AMZN 2x Daily ETF","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","BK4604":"机器人概念","BK4524":"宅经济概念","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4527":"明星科技股","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU0079474960.USD":"联博美国增长基金A","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4612":"AI芯片","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4579":"人工智能","SGXZ80539844.SGD":"ALLIANZ GLOBAL HIGH PAYOUT \"AMI\" (H2-SGD) INC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2211817866.USD":"Allianz Food Security AT Acc USD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1979441026.SGD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"A\" (SGDHDG) ACC","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","SGXZ44715902.SGD":"MAYBANK GLOBAL SHARIAH MULTI-ASSETS-I FUND \"A\" (SGDHDG) INC A","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","BK4535":"淡马锡持仓","BK4538":"云计算","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","OGIG":"ALPS O'Shares Global Internet Giants ETF","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1935043452.HKD":"宏利环球多元资产收益 \"AA\" 基金(港元)派息","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0861579265.USD":"联博低波幅策略股票基金A","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","AMZD":"1倍做空AMZN ETF-Direxion","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","BK4507":"流媒体概念","AMZG":"Leverage Shares 2X Long AMZN Daily ETF","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC"},"source_url":"https://wallstreetcn.com/articles/3784649","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2678430172","content_text":"Anthropic上市在即,众多风险投资机构将从中获益数十亿美元,但真正的最大赢家很可能另有其人——亚马逊。\n据雅虎财经10月27日报道,凭借独特的可转债结构安排,亚马逊对Anthropic的持仓账面价值已高达979亿美元,远超任何一家风投机构,堪称这场AI独角兽上市盛宴中的头号受益者。\n根据Anthropic提交的S-1招股文件,亚马逊持有本金余额62亿美元的可转债,这也是Anthropic目前的全部债务。然而,随着Anthropic估值在多轮融资中持续飙升,这批可转债所对应的股份价值大幅膨胀。截至2026年6月30日,亚马逊在自身财务文件中将上述可转债持仓估值为979亿美元。受此影响,Anthropic在2026年上半年的损益表中,“可转债、衍生负债及SAFE公允价值变动”一项录得高达724亿美元的非现金费用。\n与此同时,谷歌同样将从Anthropic上市中获得丰厚回报。多家风投机构虽然绝对收益可观,但在持股比例上均未达到5%的主要股东披露门槛,折射出Anthropic近万亿美元估值之下股权结构的高度稀释。\n风投机构收益丰厚,却无一跻身主要股东之列\nAnthropic的S-1文件揭示了一个罕见现象:包括Menlo Ventures、Sequoia、Sound Ventures和Spark Capital在内的多家知名风投机构,均未达到5%的主要股东披露门槛。这在科技公司IPO中极为罕见——通常情况下,领投风投机构会持有被投企业两位数百分比的股权。\n原因在于Anthropic的体量。以965亿美元的私募估值计算,1%的股权价值接近100亿美元。据彭博此前报道,Menlo Ventures持仓约140亿美元,但这仅相当于Anthropic约1.5%的股权。换言之,即便是账面收益最为丰厚的风投机构,在持股比例上也显得微不足道。\n亚马逊:可转债结构锁定超额收益\n亚马逊早在2023年便承诺向Anthropic投资最高40亿美元,此后持续加码。与传统股权投资不同,亚马逊将大部分投资以可转债形式结构化——这类债务将在IPO或出售时转换为股权。\nS-1文件显示,这批可转债最多可转换为18.4亿股Anthropic股票。不过,转换上限将亚马逊持股比例限制在Anthropic\"部分稀释\"股本的12%以内,亚马逊可选择放弃该上限。超出上限无法转换的部分将继续以债务形式存续,并在后续季度陆续转换,同样受上述限制约束。\n可转债之外,亚马逊还在今年第二季度额外投入100亿美元认购无投票权优先股,分别参与Anthropic最近两轮各50亿美元的融资。加上2023年至2025年间投入可转债的80亿美元,亚马逊对Anthropic的总投资额约达180亿美元。\n云计算承诺叠加,亚马逊收益远不止于股权\n股权收益之外,亚马逊还将持续从Anthropic的业务扩张中获取可观的商业回报。Anthropic已承诺在未来十年内,在AWS上累计支出至少1100亿美元。 这意味着亚马逊不仅是Anthropic的最大股东之一,更是其最重要的云计算服务供应商。\n谷歌同样坐拥双重收益。据《纽约时报》援引法庭文件报道,谷歌在去年初持有Anthropic约14%的股权,此后继续加码,今年4月再度投入100亿美元。PitchBook分析师Harrison Rolfes向TechCrunch表示,经过多轮大规模融资的稀释,他估计谷歌目前持股比例约为5.6%。与此同时,谷歌已获得Anthropic至2033年累计至少1140亿美元的云计算承诺。\n战略投资者主导,潜在利益冲突引发关注\nAnthropic的S-1文件本身也对上述结构发出了风险提示。文件指出,部分云计算服务商同时在构建竞争性AI模型,其利益诉求未必始终与Anthropic一致。\n这一格局清晰呈现出Anthropic上市的深层逻辑:真正主导这场IPO收益分配的,并非传统意义上的风险投资机构,而是亚马逊、谷歌这样的科技巨头——它们既是Anthropic的早期投资者,又是其最大的基础设施供应商,在财务回报与商业绑定上实现了双重锁定。","news_type":1,"symbols_score_info":{"CLIX":0.6,"AMZP":0.6,"RTH":0.6,"ILDR":0.6,"AMZY":0.6,"WANT":0.6,"OGIG":0.6,"AZYY":0.6,"AMAA":0.6,"HULL":0.6,"AMZN":1.97,"AMZD":0.6,"ONLN":0.6,"SAMZNmain":0.6,"AMZZ":0.6,"AMZU":0.6,"USAW.SI":0.6,"AMZW":0.6,"AMZG":0.6,"AMZO":0.6}},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596579046134584,"gmtCreate":1786667336070,"gmtModify":1786671095031,"author":{"id":"4217336078083580","authorId":"4217336078083580","name":"LW89","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4217336078083580","idStr":"4217336078083580"},"themes":[],"title":"","htmlText":"垃圾新闻信誉危机","listText":"垃圾新闻信誉危机","text":"垃圾新闻信誉危机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596579046134584","repostId":"1100434100","repostType":2,"repost":{"id":"1100434100","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1786628846,"share":"https://www.laohunote.com/m/news/1100434100?lang=zh_CN&edition=full","pubTime":"2026-08-13 21:47","market":"us","language":"zh","title":"美股异动|存储股、部分光通信股股价上扬,西部数据、闪迪、SK海力士、Credo、MaxLinear升3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1100434100","media":"老虎资讯综合","summary":"存储股、部分光通信股股价上扬,西部数据、闪迪、 $SK海力士(SKHY)$、 $Credo Technology Group Holding Ltd(CRDO)$、 $MaxLinear(MXL)$升 3%。","content":"<html><head></head><body><p style=\"text-align: left;\">存储股、部分光通信股股价上扬,西部数据、闪迪、 <a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>、 <a href=\"https://laohu8.com/S/CRDO\">Credo Technology Group Holding Ltd</a>、 <a href=\"https://laohu8.com/S/MXL\">MaxLinear</a>升 3%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d8b1352464ea5b2288542a2c5f2bd4e5\" data-align=\"center\" tg-width=\"1090\" tg-height=\"340\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/917a377f9f45d491d93deac0c5dc6267\" data-align=\"center\" tg-width=\"1078\" tg-height=\"554\"/><span></span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股异动|存储股、部分光通信股股价上扬,西部数据、闪迪、SK海力士、Credo、MaxLinear升3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股异动|存储股、部分光通信股股价上扬,西部数据、闪迪、SK海力士、Credo、MaxLinear升3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-08-13 21:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">存储股、部分光通信股股价上扬,西部数据、闪迪、 <a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>、 <a href=\"https://laohu8.com/S/CRDO\">Credo Technology Group Holding Ltd</a>、 <a href=\"https://laohu8.com/S/MXL\">MaxLinear</a>升 3%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d8b1352464ea5b2288542a2c5f2bd4e5\" data-align=\"center\" tg-width=\"1090\" tg-height=\"340\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/917a377f9f45d491d93deac0c5dc6267\" data-align=\"center\" tg-width=\"1078\" tg-height=\"554\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3fd9b4b7cbec67c68f3fbf44b021799e","relate_stocks":{"MXLL":"Leverage Shares 2X Long MXL Daily ETF","SKUU":"2倍做多海力士ETF-GraniteShares","SKHU":"2倍做多海力士-ProShares","SK":"2倍做多海力士ETF-Corgi","SKDD":"2倍做空海力士ETF-GraniteShares","07709":"南方东英SK海力士每日杠杆最多 (2x) 产品","HYNX":"2倍做多海力士ETF-T-REX","MXL":"MaxLinear","SKHZ":"1倍做空海力士ETF-Leverage Shares","SKHX":"2倍做多海力士ETF-Leverage Shares","SKHA":"Tradr 2X Long SK hynix Daily ETF","CRDU":"Tradr 2X Long CRDO Daily ETF","CRDO":"Credo Technology Group Holding Ltd","SKHY":"SK海力士"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100434100","content_text":"存储股、部分光通信股股价上扬,西部数据、闪迪、 SK海力士、 Credo Technology Group Holding Ltd、 MaxLinear升 3%。","news_type":1,"symbols_score_info":{"MXLL":0.6,"SKDD":0.6,"07709":0.6,"SK":0.6,"CRDO":2,"SKHZ":0.6,"CRDU":0.6,"SKUU":0.6,"HYNX":0.6,"SKHX":0.6,"SKHU":0.6,"SKHY":2,"SKHA":0.6,"MXL":2}},"isVote":1,"tweetType":1,"viewCount":1093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596577488622512,"gmtCreate":1786666963120,"gmtModify":1786667267576,"author":{"id":"4217336078083580","authorId":"4217336078083580","name":"LW89","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4217336078083580","idStr":"4217336078083580"},"themes":[],"title":"","htmlText":"垃圾新闻","listText":"垃圾新闻","text":"垃圾新闻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596577488622512","repostId":"2659634471","repostType":2,"repost":{"id":"2659634471","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1786633190,"share":"https://www.laohunote.com/m/news/2659634471?lang=zh_CN&edition=full","pubTime":"2026-08-13 22:59","market":"sg","language":"zh","title":"投资者押注估值翻倍!报道:Anthropic拟以2万亿美元估值上市,或将成为史上最大IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=2659634471","media":"华尔街见闻","summary":"据媒体报道,六名股东透露,Anthropic快速增长的营收将支撑其在计划的秋季上市中实现现有估值翻倍以上,预计到2026年底,年化营收将达到1000亿至1200亿美元。","content":"<html><head></head><body><p>Anthropic正朝着一个前所未有的市场里程碑迈进。多名投资者预计,这家AI初创公司将于今年秋季以2万亿美元或更高估值上市,届时将超越SpaceX,成为有史以来规模最大的IPO。</p>\n<p>据英国《金融时报》报道,<strong>六名Anthropic股东向该媒体透露,公司快速增长的营收将支撑其在计划中的秋季上市中实现现有估值翻倍以上。</strong></p>\n<p><strong>投资者预计,到2026年底,这家Claude模型制造商的年化营收将达到1000亿至1200亿美元,较2026年初增长逾10倍。</strong>这一预期若实现,将为这家成立五年的公司早期投资者带来数十亿美元的账面收益。</p>\n<p>然而,这场创纪录的上市计划面临不容忽视的变数:来自竞争对手的压力持续上升,Anthropic与美国政府的关系仍处于紧张状态。</p>\n<p>据两名知情投资者透露,商务部对Anthropic旗舰模型的出口管制,导致公司6月整体营收增速出现放缓。公开市场对AI热潮的情绪亦趋于谨慎,最终定价能否支撑这一估值,仍是未知数。</p>\n<h2><strong>2万亿估值逻辑:营收高增速是核心支撑</strong></h2>\n<p>Anthropic投资者押注高估值的核心依据,在于公司营收的超常规增速。</p>\n<p>投资者预计,Anthropic的年化营收将在2026年内增长超过10倍,达到1000亿至1200亿美元。这里所采用的是该公司惯用的年化口径,即以近期实际表现推算全年销售额。</p>\n<p><strong>"如果Anthropic的年增速达到800%,你会认为在极低估值倍数下,他们至少应该以30倍营收定价,"一名投资者表示,"那意味着一家3万亿美元的公司。"</strong></p>\n<p>目前,被视为AI受益者的上市公司——如数据智能公司<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>和云服务商<a href=\"https://laohu8.com/S/NBIS\">Nebius</a>——今年的市销率约为55倍。Anthropic没有可直接对标的美股同类上市公司,但投资者据此自行建立财务模型,得出了高于上述同行的估值区间。</p>\n<p>Anthropic今年5月宣布年化营收已突破470亿美元,并于6月向美国证券交易委员会(SEC)提交了IPO申请文件,目前处于静默期,对财务表现的公开披露受到限制。</p>\n<h2><strong>超越OpenAI,但与美国政府存在摩擦</strong></h2>\n<p>Anthropic今年在竞争格局中取得了明显进展。公司在模型性能上持续领先,相继发布多款超越竞品的新模型,同时将业务重心集中于企业客户销售。</p>\n<p>风险投资机构、主权财富基金及其他机构投资者在2026年已向其注入近1000亿美元资金。今年5月,Anthropic的估值首次超越OpenAI,在计入最新融资后达到9650亿美元。</p>\n<p>支付数据公司Ramp的数据显示,Anthropic上月在美国企业客户中的市场份额有所提升。</p>\n<p>然而,挑战同样在积聚。Anthropic与特朗普政府多次产生摩擦,并仍处于针对美国国防部的诉讼程序中——后者于今年早些时候将Anthropic列为供应链风险。</p>\n<p>6月,商务部对Anthropic实施出口管制,迫使其短暂下架旗舰模型Fable 5和Mythos 5,此举令部分依赖其产品的客户感到不安。</p>\n<h2><strong>成本压力与竞争冲击定价空间</strong></h2>\n<p>定价是Anthropic商业模式面临的另一重要压力点。</p>\n<p>根据AI模型分析机构Artificial Analysis的数据,Anthropic市场领先模型的使用成本,超过OpenAI旗舰模型的两倍有余,而今年性能大幅提升的开源模型,其成本仅为前者的一小部分。</p>\n<p>企业客户已开始对最优模型的使用成本愈发敏感。Ramp分析师指出,企业正在"触及AI支出上限",并转向更便宜的替代方案。部分企业甚至已撤回此前要求员工最大化使用AI的内部指令。</p>\n<p>对此,一名同时持有OpenAI和SpaceX股份的Anthropic投资者表示:"挑战当然很容易列举,但公司在性能、市场定位以及用户所寻求的曝光方面,始终保持第一的位置。"SpaceX于今年6月以1.77万亿美元估值完成上市。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>投资者押注估值翻倍!报道:Anthropic拟以2万亿美元估值上市,或将成为史上最大IPO</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n投资者押注估值翻倍!报道:Anthropic拟以2万亿美元估值上市,或将成为史上最大IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-08-13 22:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Anthropic正朝着一个前所未有的市场里程碑迈进。多名投资者预计,这家AI初创公司将于今年秋季以2万亿美元或更高估值上市,届时将超越SpaceX,成为有史以来规模最大的IPO。</p>\n<p>据英国《金融时报》报道,<strong>六名Anthropic股东向该媒体透露,公司快速增长的营收将支撑其在计划中的秋季上市中实现现有估值翻倍以上。</strong></p>\n<p><strong>投资者预计,到2026年底,这家Claude模型制造商的年化营收将达到1000亿至1200亿美元,较2026年初增长逾10倍。</strong>这一预期若实现,将为这家成立五年的公司早期投资者带来数十亿美元的账面收益。</p>\n<p>然而,这场创纪录的上市计划面临不容忽视的变数:来自竞争对手的压力持续上升,Anthropic与美国政府的关系仍处于紧张状态。</p>\n<p>据两名知情投资者透露,商务部对Anthropic旗舰模型的出口管制,导致公司6月整体营收增速出现放缓。公开市场对AI热潮的情绪亦趋于谨慎,最终定价能否支撑这一估值,仍是未知数。</p>\n<h2><strong>2万亿估值逻辑:营收高增速是核心支撑</strong></h2>\n<p>Anthropic投资者押注高估值的核心依据,在于公司营收的超常规增速。</p>\n<p>投资者预计,Anthropic的年化营收将在2026年内增长超过10倍,达到1000亿至1200亿美元。这里所采用的是该公司惯用的年化口径,即以近期实际表现推算全年销售额。</p>\n<p><strong>"如果Anthropic的年增速达到800%,你会认为在极低估值倍数下,他们至少应该以30倍营收定价,"一名投资者表示,"那意味着一家3万亿美元的公司。"</strong></p>\n<p>目前,被视为AI受益者的上市公司——如数据智能公司<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>和云服务商<a href=\"https://laohu8.com/S/NBIS\">Nebius</a>——今年的市销率约为55倍。Anthropic没有可直接对标的美股同类上市公司,但投资者据此自行建立财务模型,得出了高于上述同行的估值区间。</p>\n<p>Anthropic今年5月宣布年化营收已突破470亿美元,并于6月向美国证券交易委员会(SEC)提交了IPO申请文件,目前处于静默期,对财务表现的公开披露受到限制。</p>\n<h2><strong>超越OpenAI,但与美国政府存在摩擦</strong></h2>\n<p>Anthropic今年在竞争格局中取得了明显进展。公司在模型性能上持续领先,相继发布多款超越竞品的新模型,同时将业务重心集中于企业客户销售。</p>\n<p>风险投资机构、主权财富基金及其他机构投资者在2026年已向其注入近1000亿美元资金。今年5月,Anthropic的估值首次超越OpenAI,在计入最新融资后达到9650亿美元。</p>\n<p>支付数据公司Ramp的数据显示,Anthropic上月在美国企业客户中的市场份额有所提升。</p>\n<p>然而,挑战同样在积聚。Anthropic与特朗普政府多次产生摩擦,并仍处于针对美国国防部的诉讼程序中——后者于今年早些时候将Anthropic列为供应链风险。</p>\n<p>6月,商务部对Anthropic实施出口管制,迫使其短暂下架旗舰模型Fable 5和Mythos 5,此举令部分依赖其产品的客户感到不安。</p>\n<h2><strong>成本压力与竞争冲击定价空间</strong></h2>\n<p>定价是Anthropic商业模式面临的另一重要压力点。</p>\n<p>根据AI模型分析机构Artificial Analysis的数据,Anthropic市场领先模型的使用成本,超过OpenAI旗舰模型的两倍有余,而今年性能大幅提升的开源模型,其成本仅为前者的一小部分。</p>\n<p>企业客户已开始对最优模型的使用成本愈发敏感。Ramp分析师指出,企业正在"触及AI支出上限",并转向更便宜的替代方案。部分企业甚至已撤回此前要求员工最大化使用AI的内部指令。</p>\n<p>对此,一名同时持有OpenAI和SpaceX股份的Anthropic投资者表示:"挑战当然很容易列举,但公司在性能、市场定位以及用户所寻求的曝光方面,始终保持第一的位置。"SpaceX于今年6月以1.77万亿美元估值完成上市。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/1ccb88511ef96fb883e3f2fe148cee4b","relate_stocks":{"FRHC":"Euronext CAC Health Care","KCE":"SPDR KBW Capital Markets ETF","IPOS":"Renaissance International IPO ETF","REDS":"RPM Republican Senate ETF","BK4127":"投资银行业与经纪业"},"source_url":"https://wallstreetcn.com/articles/3779393","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2659634471","content_text":"Anthropic正朝着一个前所未有的市场里程碑迈进。多名投资者预计,这家AI初创公司将于今年秋季以2万亿美元或更高估值上市,届时将超越SpaceX,成为有史以来规模最大的IPO。\n据英国《金融时报》报道,六名Anthropic股东向该媒体透露,公司快速增长的营收将支撑其在计划中的秋季上市中实现现有估值翻倍以上。\n投资者预计,到2026年底,这家Claude模型制造商的年化营收将达到1000亿至1200亿美元,较2026年初增长逾10倍。这一预期若实现,将为这家成立五年的公司早期投资者带来数十亿美元的账面收益。\n然而,这场创纪录的上市计划面临不容忽视的变数:来自竞争对手的压力持续上升,Anthropic与美国政府的关系仍处于紧张状态。\n据两名知情投资者透露,商务部对Anthropic旗舰模型的出口管制,导致公司6月整体营收增速出现放缓。公开市场对AI热潮的情绪亦趋于谨慎,最终定价能否支撑这一估值,仍是未知数。\n2万亿估值逻辑:营收高增速是核心支撑\nAnthropic投资者押注高估值的核心依据,在于公司营收的超常规增速。\n投资者预计,Anthropic的年化营收将在2026年内增长超过10倍,达到1000亿至1200亿美元。这里所采用的是该公司惯用的年化口径,即以近期实际表现推算全年销售额。\n\"如果Anthropic的年增速达到800%,你会认为在极低估值倍数下,他们至少应该以30倍营收定价,\"一名投资者表示,\"那意味着一家3万亿美元的公司。\"\n目前,被视为AI受益者的上市公司——如数据智能公司Palantir和云服务商Nebius——今年的市销率约为55倍。Anthropic没有可直接对标的美股同类上市公司,但投资者据此自行建立财务模型,得出了高于上述同行的估值区间。\nAnthropic今年5月宣布年化营收已突破470亿美元,并于6月向美国证券交易委员会(SEC)提交了IPO申请文件,目前处于静默期,对财务表现的公开披露受到限制。\n超越OpenAI,但与美国政府存在摩擦\nAnthropic今年在竞争格局中取得了明显进展。公司在模型性能上持续领先,相继发布多款超越竞品的新模型,同时将业务重心集中于企业客户销售。\n风险投资机构、主权财富基金及其他机构投资者在2026年已向其注入近1000亿美元资金。今年5月,Anthropic的估值首次超越OpenAI,在计入最新融资后达到9650亿美元。\n支付数据公司Ramp的数据显示,Anthropic上月在美国企业客户中的市场份额有所提升。\n然而,挑战同样在积聚。Anthropic与特朗普政府多次产生摩擦,并仍处于针对美国国防部的诉讼程序中——后者于今年早些时候将Anthropic列为供应链风险。\n6月,商务部对Anthropic实施出口管制,迫使其短暂下架旗舰模型Fable 5和Mythos 5,此举令部分依赖其产品的客户感到不安。\n成本压力与竞争冲击定价空间\n定价是Anthropic商业模式面临的另一重要压力点。\n根据AI模型分析机构Artificial Analysis的数据,Anthropic市场领先模型的使用成本,超过OpenAI旗舰模型的两倍有余,而今年性能大幅提升的开源模型,其成本仅为前者的一小部分。\n企业客户已开始对最优模型的使用成本愈发敏感。Ramp分析师指出,企业正在\"触及AI支出上限\",并转向更便宜的替代方案。部分企业甚至已撤回此前要求员工最大化使用AI的内部指令。\n对此,一名同时持有OpenAI和SpaceX股份的Anthropic投资者表示:\"挑战当然很容易列举,但公司在性能、市场定位以及用户所寻求的曝光方面,始终保持第一的位置。\"SpaceX于今年6月以1.77万亿美元估值完成上市。","news_type":1,"symbols_score_info":{"KCE":1.5,"REDS":1.5,"IPOS":1.5,"FRHC":1.5}},"isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}