0856 ET——据D.A. Davidson研报，阿克迈科技与Anthropic达成的116亿美元多年期协议，是在双方今年早些时候签署的18亿美元多年期合作基础上新增的，使Anthropic迄今对阿克迈的七年期总承诺规模达到134亿美元。分析师Rudy Kessinger与Benjamin Smith补充称，最新协议还包含一项选择权，允许Anthropic在同期内将承诺金额再扩大至多90亿美元。他们尚未更新对阿克迈的业绩预测，表示还需要一些时间来消化这些数字。但他们清楚预测将朝哪个方向调整：“简言之，未来增长和每股收益预测将大幅上调，”他们表示。阿克迈盘前大涨13%。
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