投资者开始对AI高估值说“不” 华尔街IPO活动骤减

格隆汇
Oct 06
华尔街IPO活动已放缓至寥寥无几,投资者对新股发行需求低迷,加之市场担忧估值过高,令原本预计将迎来上市热潮的这个季度承压。Anthropic和OpenAI上市延期也打击了美国股权资本市场的情绪。一家美国大型资产管理公司的股权资本市场负责人表示:“现在没人关心Anthropic以外的任何公司。”投资银行家今年业务红火在很大程度上得益于SpaceX的6月IPO。但市场日益担忧AI行业下行以及公众对数据中心的反对情绪,IPO市场近几周已经趋于枯竭。上述银行家补充称,投资者日益质疑那些与AI投资热潮相关企业所获得的“脱离实际”的估值。BCA Research数据显示,今年上市的科技公司股价自首个交易日以来平均下跌约23%,进一步加剧了市场对于银行为争取承销业务而对交易定价过高的担忧。

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