“When the ducks are quacking, feed them,” goes a Wall Street adage about satiating eager investors. It is a sentiment that now appears to be guiding Silicon Valley’s most valuable companies. Anthropic filed for an initial public offering on Monday, following Elon Musk’s SpaceX last month. OpenAI is also planning to file imminently. Not to be outdone, already listed Alphabet, Google’s parent company, said midweek that it wanted to raise $85bn in equity funding — its first stock offering in more than two decades. Despite the voracious appetite for tech assets, the surge of fresh equity supply is a new test for the US stock market’s AI-led boom.
华尔街有句行话：“当鸭子嘎嘎叫时，喂它们”，意思是要充分满足急切渴望买入资产的投资者。如今，这种观点似乎正在引导硅谷最有价值的一批公司。继埃隆•马斯克(Elon Musk)旗下太空探索技术公司(SpaceX)后，Anthropic周一提交了IPO申请。OpenAI也计划马上递交申请。为了不落人后，已上市的谷歌(Google)母公司Alphabet在本周中表示，计划通过股权融资筹集850亿美元，这是该公司二十多年来首次发行新股。尽管市场对科技资产的胃口极大，但新股供给激增正成为对这轮AI带动的美股上涨行情的新考验。