*Walter Bloomberg· @DeItaone · X·· 1 天前关注度68 · 一般中性
AI 导读
Anthropic季度营收增速大幅放缓，引发市场对AI估值担忧，美股AI相关芯片与存储股盘前下跌3-4%。全球AI板块情绪走弱可能通过风险偏好传导至A股AI算力、存储及半导体板块。
正文
ANTHROPIC'S SLOWING GROWTH DEEPENS AI STOCK SELLOFF
Anthropic's quarterly revenue reportedly rose 45% to $16.8 billion, slowing sharply from triple-digit growth in the previous quarter.
The slowdown raises concerns about its reported $2 trillion valuation target and broader AI valuations.
AI stocks fell in premarket trading, with AMD ($AMD ), Micron ($MU ), Sandisk ($SNDK ), Seagate ($STX ) and Western Digital ($WDC ) down 3–4%.
The key concern: Slowing AI growth, rising interest rates and mounting debt are putting pressure on the sector.
来源：*Walter Bloomberg · twitter.com
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