智通财经APP获悉，周一，视频会议公司Zoom(ZM.US)股价大涨逾11%。此前，投资公司Baird在其报告中着重提及了Zoom对生成式人工智能(AI)新星Anthropic的投资。
Baird分析师William Power在致客户的研报中表示：“尽管我们及市场此前的关注焦点，主要集中在Zoom能否逐步重拾营收增长势头并把握AI机遇，但该公司对Anthropic一笔5100万美元的投资，可能是一块尚未被充分重视的‘隐藏宝石’。”Power同时重申对Zoom的“跑赢大盘”评级，并维持95美元的目标股价。
据了解，Zoom旗下风投部门已于2023年完成对Anthropic的投资，后者正是热门Claude系列AI大模型的研发方。本月早些时候有消息称，Anthropic正洽谈以3500亿美元估值完成100亿美元融资。Baird表示，按此估值计算，Zoom的持股价值将达到20亿至40亿美元。
最新数据显示，Anthropic近期的年化营收规模已突破90亿美元。
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