
一 | 8 月 26 日消息,华尔街日报昨日(8 月 25 日)发布博文,报道称在 IPO 招股书中,Anthropic 为撑起 2 万亿美元(现汇率约合 13.47 万亿元人民币)估值宏大叙事,向投资者提出了超过 30 万亿美元(现汇率约合 202.11 万亿元人民币)的潜在市场规模(TAM)预测,超过 SpaceX 预估的 28.5 万亿美元(现汇率约合 192 万亿元人民币)预测。注:潜在市场规模是指如果一款产品或服务实现了 100% 的市场份额,它在理论上能够获得的最大年度总收入机会,主要向投资者展示自身广阔的增长空间。 A rescue effort is under way in Australia to try and save 21 crew members who are stranded on a cargo ship in Sydney that is drifting toward cliffs in rough seas, local ABC news reported on Monday.,A police official reportedly stated that shortly after departing the Tasman Sea port city of Wollongong at around 7:30 a.m. local time, the bulk carrier which sails under the Hong Kong flag lost power and began to drift towards the cliffs in the Royal National Park, south of Sydney.,Jumping on here to provide some info about the stranded ship off the coast of Sydney. Name is Portland Bay, HK flagged. Tug with it now and another on the way #sydneyfloods pic.twitter.com/xcsa3A6Itv— Mackerel Sky (@MackerelSky1) July 4, 2022,Meanwhile, in an effort to help the ship in distress, in roughly two hours, a second tugboat is anticipated to arrive to the area.,"My understanding is that the tugboat that is being sent has the capacity to tow it further to sea and the Australian Maritime Safety Authority will co-ordinate the resources needed to get it under way out of its own power," the official reportedly said.,#BREAKING: A crew is stranded on a cargo ship off the coast of the Royal National Park in #Sydney's south.Wild conditions are creating a very difficult rescue operation for emergency crews. @eddy_meyer #9NewsMORE: https://t.co/QcP6MSe8F5 pic.twitter.com/YqbLFDk9FF— 9News Sydney (@9NewsSyd) July 4, 2022,According to the report, an airlift plan for the crew has been scrapped since it was deemed too risky at the moment. Emergency services were en route to the cargo ship, according to New South Wales Premier Dominic Perrottet, in an effort to transport eight non-essential crew members to safety.,"It is obviously a very precarious position and our thoughts are with those on board," he is quoted as saying.,Strong gusts and torrential rain are battering the ship as it travels over a 500-kilometer stretch of the state's south coast from Newcastle to Bateman's Bay, according to reports.,June and July are considered the coldest months in Australia, which is situated in the Southern Hemisphere, and the storms are not of an unusual occurrence.,However, Sydney residents are currently getting "a little bit of reprieve in the rain," Australian Bureau of Meteorology reportedly said, although a gale warning and severe weather warning are still in effect.,'Titanic 2.0': Watch Cruise Ship Collide With Iceberg Near Alaska2 July, 08:43 GMT。马斯克旗下火箭企业 SpaceX,在 5 月提交的文件中将自家 TAM 称作“人类历史上规模最大的市场”。该 28.5 万亿美元(现汇率约合 192 万亿元人民币)总可寻址市场当中,有 26.5 万亿美元(现汇率约合 178.53 万亿元人民币)来自 AI 业务机会。对于这个 30 万亿美元(现汇率约合 202.11 万亿元人民币)惊人数字,该媒体认为测算逻辑并非基于现有的软件或硬件销售额,应该是统计了未来全球所有“可被 AI 模型替代或完成的工作”的全部经济价值和劳动力成本。这一举措直接打破了由 SpaceX 此前保持的 28.5 万亿美元(现汇率约合 192 万亿元人民币)潜在市场纪录,成为商业历史上最庞大的市场叙事。华尔街消息人士透露,Anthropic 拟于 2026 年秋季挂牌上市,其目标募资额高达 1,000 亿美元(现汇率约合 6,737.01 亿元人民币),估值锚定在 2 万亿美元(现汇率约合 13.47 万亿元人民币)左右。

二 | 敢于开出如此巨额“空头支票”的底气,源于其狂飙的财务表现。数据显示,Anthropic 在 2026 年第二季度单季营收已达 116 亿美元(现汇率约合 781.49 亿元人民币),并首次实现调整后营业利润为正。

三 | 投资者甚至乐观预测,其年化收入将在今年底冲击 1,000 亿美元(现汇率约合 6,737.01 亿元人民币)大关。不过,华尔街分析师也发出警告,在美国数据中心建设受阻、海外低价模型竞争加剧的背景下,二级市场对超高估值科技股的容错率正在降低,30 万亿的宏大蓝图最终能否打动理性的资本,仍有待 9 月招股书正式披露后的市场检验。
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Published on:10:19:17