Anthropic营收增速下滑,AI股遭抛售,市场重新审视增长与资本开支

第一财经
Oct 15

当地时间10月14日,Anthropic在闭门投资者日披露,2026年第三季度营收达到168亿美元,较第二季度的115亿美元增长约46.1%,已连续第二个季度实现调整后盈利,并录得正向现金流。  不过,财务利好未能提振AI板块。当日,美国通胀数据高于预期,市场对利率上升和AI基础设施融资风险的担忧加剧,相关股票普遍下跌。  据披露,Anthropic一季度营收约47亿美元,二季度增至约116亿美元...

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