The prospect of blockbuster listings from SpaceX, Anthropic and OpenAI has excited stockpickers. The S&P 500’s AI-driven growth has thus far been underpinned by chipmakers and hyperscalers. These initial public offerings would give investors direct exposure to model developers (and a rocket company).
SpaceX、Anthropic和OpenAI大规模上市的前景让选股者振奋。人工智能(AI)驱动的标普500指数(S&P 500)攀升,迄今主要依赖芯片制造商和超大规模云服务商。这些首次公开发行(IPO)将让投资者直接投资于模型开发商(还有一家火箭公司)。
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