#分享美股交易赢英伟达股票

Full-scale plunge! AI big-cap stocks crash sharply! Is the hype coming to an end?

Before the US stock market opened on Thursday, AI chip concept stocks collectively fell sharply, mainly due to two factors: first, Broadcom's revenue performance fell short of market expectations; second, rising inflation expectations dampened market sentiment. As of the time of writing, Broadcom dropped over 15%, Arm, Micron Technology, and Marvell Technology fell over 7%, Qualcomm, AMD, and SanDisk declined over 4%.

It is worth noting that today, the share price of AI giant SoftBank Group plummeted over 11%, with a single-day market value evaporating by more than 5 trillion yen (about 210 billion RMB).

Analysts pointed out that the Bank of Japan may raise interest rates in June, and tightening monetary policy is unfavorable for growth stocks like AI and chips. Additionally, SoftBank Group's high leverage bets on artificial intelligence have sparked market concerns about its liquidity.

SoftBank Group's stock price also fell sharply amid the news that OpenAI's competitors are advancing their initial public offering (IPO) plans.

In February this year, SpaceX, which acquired xAI, announced on Wednesday that the company plans to sell about $75 billion worth of stock in the upcoming IPO, aiming to go public on June 12.

Another major competitor of OpenAI, Anthropic, announced this Monday that it has secretly applied for an IPO, making it possible for the company to go public as early as this fall.

According to reports, Anthropic has selected Morgan Stanley and Goldman Sachs as its lead underwriters for the IPO, with JPMorgan Chase also participating. Insiders revealed that this AI giant, which owns the Claude chatbot, is considering going public as early as October this year.

In its late-May Series H funding round, Anthropic raised $65 billion, with a post-money valuation of $965 billion, surpassing its main competitor OpenAI's valuation of $852 billion for the first time. This valuation has more than doubled from the $380 billion in February this year, just a step away from the trillion-dollar mark.

The surge in Anthropic's valuation is closely linked to its astonishing revenue growth. It was disclosed that Anthropic's revenue in the first quarter of this year reached $4.8 billion, and in the second quarter, it is expected to exceed $10.9 billion, with a quarterly increase of about 127%. Its annualized revenue has skyrocketed from $9 billion at the beginning of the year to about $45 billion in May, a fivefold increase in five months.

Interestingly, while tech stocks and the Nasdaq plunged, the Dow Jones Industrial Average rebounded sharply led by blue-chip stocks, reflecting that funds may not have left the US stock market but are instead engaging in high buy and low sell strategies and portfolio adjustments. The foundation of this round of the US stock bull market remains intact. The little money god believes that now might be a good opportunity to bottom fish for tech giants—those previously feared to be too high, like Nvidia and Microsoft, can now be bought!