一 | 8 月 26 日消息，华尔街日报昨日（8 月 25 日）发布博文，报道称在 IPO 招股书中，Anthropic 为撑起 2 万亿美元（现汇率约合 13.47 万亿元人民币）估值宏大叙事，向投资者提出了超过 30 万亿美元（现汇率约合 202.11 万亿元人民币）的潜在市场规模（TAM）预测，超过 SpaceX 预估的 28.5 万亿美元（现汇率约合 192 万亿元人民币）预测。注：潜在市场规模是指如果一款产品或服务实现了 100% 的市场份额，它在理论上能够获得的最大年度总收入机会，主要向投资者展示自身广阔的增长空间。 Ranveer Singh’s Dhurandhar, directed by Aditya Dhar, is currently the talk of the town. Many viewers have praised the performances, plot and music. While a section of netizens and critics has shared mixed reactions as well. The spy thriller also made a good impact on the box office. Amid this, Bollywood actor Hrithik Roshan has showered love on the film. He took to Instagram last night to pen a note for the film and praised it. However, the War 2 actor said that he did not agree with the politics of the film. His post read, "I love cinema, I love people who climb into a vortex and let the story take control, spin them, shake them until what they want to say is purged out of them onto that screen. Dhurandhar is an example of that. Loved the storytelling. It’s cinema." Hrithik continued, "I may disagree with the politics of it, and argue about the responsibilities us filmmakers should bear as citizens of the world. Nevertheless, can’t ignore how loved and learnt from this one as a student of cinema. Amazing." Today, he shared another post on Dhurandhar that read, "Still can't get DHURANDHAR out of my mind. @adityadharfilms you are an incredible maker man. @ranveersingh the silent to the fierce what a journey and so damn consistent. #akshayekhanna has always been my fav and this film is proof why. @actormaddy bloody mad grace, strength and dignity!! But man @rakeshbedi what you did was phenomenal..what an ACT< brilliant!! A huge big round of applause for everyone especially the makeup and prosthetics dept! I can't wait for part 2!!" A lot of people praised Hrithik Roshan for being candid about not agreeing with the film's politics. A Reddit user wrote, "Interesting that this is the first time HR is making a political statement of sorts (he normally talks about the film and leaves it at that). Good chance this will cause some controversy…" Another netizen added, "In a world of PR curated everything, this feels refreshingly genuine." While several social media users felt his comments might invite backlash, most appreciated Roshan's honesty and noted his support for others' work and for cinema as a whole. Also Read: Sara Arjun Expresses Gratitude to Mukesh Chhabra for Casting Her in Dhurandhar。
二 | 马斯克旗下火箭企业 SpaceX，在 5 月提交的文件中将自家 TAM 称作“人类历史上规模最大的市场”。该 28.5 万亿美元（现汇率约合 192 万亿元人民币）总可寻址市场当中，有 26.5 万亿美元（现汇率约合 178.53 万亿元人民币）来自 AI 业务机会。对于这个 30 万亿美元（现汇率约合 202.11 万亿元人民币）惊人数字，该媒体认为测算逻辑并非基于现有的软件或硬件销售额，应该是统计了未来全球所有“可被 AI 模型替代或完成的工作”的全部经济价值和劳动力成本。这一举措直接打破了由 SpaceX 此前保持的 28.5 万亿美元（现汇率约合 192 万亿元人民币）潜在市场纪录，成为商业历史上最庞大的市场叙事。华尔街消息人士透露，Anthropic 拟于 2026 年秋季挂牌上市，其目标募资额高达 1,000 亿美元（现汇率约合 6,737.01 亿元人民币），估值锚定在 2 万亿美元（现汇率约合 13.47 万亿元人民币）左右。
三 | 敢于开出如此巨额“空头支票”的底气，源于其狂飙的财务表现。数据显示，Anthropic 在 2026 年第二季度单季营收已达 116 亿美元（现汇率约合 781.49 亿元人民币），并首次实现调整后营业利润为正。投资者甚至乐观预测，其年化收入将在今年底冲击 1,000 亿美元（现汇率约合 6,737.01 亿元人民币）大关。不过，华尔街分析师也发出警告，在美国数据中心建设受阻、海外低价模型竞争加剧的背景下，二级市场对超高估值科技股的容错率正在降低，30 万亿的宏大蓝图最终能否打动理性的资本，仍有待 9 月招股书正式披露后的市场检验。
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