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Anthropic IPO获超额认购，拟募资904亿美元创纪录

Bloomberg: Anthropic’s IPO has drawn orders for several times the shares availab…

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Anthropic拟募资904亿美元打破历史纪录，是AI领域最具影响力的资本事件之一，直接反映行业热度与估值逻辑，从业者需重点关注。

Bloomberg: Anthropic’s IPO has drawn orders for several times the shares available, mostly from anchor-size indications of interest (i.e. very large orders, from big institutional investors)

彭博社：Anthropic 的 IPO 已收到数倍于可发行股份数量的订单，主要来自锚定规模的兴趣指示（即来自大型机构投资者的超大额订单）

Anthropic is seeking up to $90.4B through the IPO and a private placement, which would exceed SpaceX’s $85.7B record and make it the largest listing ever.

Anthropic 正通过 IPO 和私募配售寻求高达 904 亿美元的资金，这将超越 SpaceX 创下的 857 亿美元纪录，成为史上最大规模的上市。

The roughly $1.4T fully diluted valuation target sits below some investors’ expectations, a common setup that lets strong demand lift the final price.

其约 1.4 万亿美元的全稀释估值目标低于部分投资者的预期，这是一种常见的安排，可利用强劲需求推高最终定价。

Secondary activity has already started, with some investors offering pieces of their allocations to others for fees and pre-IPO holders selling stakes through special purpose vehicles.

二级市场交易已经启动，部分投资者向他人出售其分配份额以收取费用，且 IPO 前持股者正通过特殊目的实体出售股权。

Goldman Sachs and Morgan Stanley lead the deal with 20 other banks, and the stock is expected to trade on the Nasdaq Global Select Market as ANT.

高盛和摩根士丹利领衔此次交易，另有 20 家银行参与，该股预计将在纳斯达克全球精选市场以 ANT 为代码进行交易。