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本文来自微信公众号： 万点研究 ，作者：程一章Anthropic的竞争对手放缓了脚步，而私募市场已很难继续容纳这只“吞金兽”。2026年10月26日上午，Anthropic向美国证券交易委员会递交S-1注册声明，计划在纳斯达克全球精选市场挂...
本文来自微信公众号： 大橘财经 ，作者：翁彬凯《华尔街日报》近日亮相长文披露，苹果公司长期依靠高采购量带来的议价能力，迫使闪存芯片厂商大幅降价——直到AI超大规模云服务商扩大芯片需求、抬高价格，动摇苹果公司在闪存行业的主导地位。而闪存芯片供...
本文来自微信公众号：数字成色，作者：Aria，题图来自：视觉中国10 月 26 日，Anthropic 公开提交 S-1 文件，申请在纳斯达克上市，股票代码为ANT，发行股数和价格区间尚未确定，需要注意的是，媒体热议的 1.5 万亿至 2 ...
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