Guotai Haitong Research report states that Anthropic disclosed that revenue in Q2 2026 is expected to be 10.9 billion USD, a 127% increase from 4.8 billion USD in Q1, and has achieved an operating profit of 559 million USD for the first time. Investment strategy in phases: Short-term focus on AI market catalysts driven by IPOs, prioritizing allocation to high-certainty segments such as computing infrastructure and cloud services; Medium-term attention to the profitability sustainability of Anthropic and OpenAI, as well as AI penetration in finance, manufacturing, healthcare, and other fields, selectively deploying application vendors with clear landing scenarios and abundant customer resources; Long-term layout of leading companies with barriers in computing power, technology, and customer base, capturing the long-term dividends of AI.

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2026-05-26 01:46:50

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Golden Finance reports that on May 26, Cathay Pacific Haitong released a research report stating that, on Wednesday local time, according to reports, Anthropic disclosed to investors in its latest funding round: revenue is expected to reach 10.9 billion USD in the second quarter of 2026, an increase of about 127% from 4.8 billion USD in the first quarter, and it achieved an operational profit of 559 million USD for the first time.
In terms of investment strategy, it should be phased; in the short term, focus on the overall market trend of the AI sector driven by IPO catalysts, prioritizing allocation to deterministic industry chain segments such as computing infrastructure and cloud services; in the medium term, closely monitor the profitability sustainability of Anthropic and OpenAI, as well as the penetration speed of intelligent agent technology in finance, manufacturing, healthcare, and other vertical industries, selectively investing in application vendors with clear landing scenarios and customer resources; in the long term, allocate to leading companies with computing power barriers, technological barriers, and customer barriers, grasping the core dividends of the long-term development of the AI industry.

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Guotai Haitong: Anthropic logra beneficios trimestrales por primera vez, la modelo grande valida oficialmente el modelo de negocio

Temas de actualidad

StockTradingChallengeUpTo17000U

USStrikesIran

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