多只AI应用概念股异动！全球AI产业迎来两则大消息

Group 1 - The core message highlights significant movements in AI-related stocks, with some experiencing a surge despite a mixed performance in the broader market [1][3] - OpenAI projects its annual revenue to exceed $20 billion by 2025, focusing on practical applications of AI in 2026 [2][4] - Anthropic's valuation has skyrocketed to $350 billion, more than doubling from $170 billion four months ago, indicating strong investor confidence in AI's commercial prospects [2][6] Group 2 - OpenAI's CFO stated that the company's revenue is directly linked to the availability of its technological infrastructure, with computing power expected to grow from 0.2 GW in 2023 to approximately 1.9 GW by 2025 [4] - The company plans to launch its first hardware device in the second half of 2026, alongside efforts to monetize its AI chatbot through advertising [4] - Analysts from various brokerages express optimism about the growth potential of AI applications, with expectations for significant advancements in 2026 [5] Group 3 - Anthropic aims to accelerate its research and infrastructure development in large models, positioning itself as a leading competitor in the global AI landscape [7] - The company’s primary products include the Claude series of chatbots, which are designed to be more controllable and secure compared to competitors like OpenAI's GPT series [8] - Anthropic's annual revenue has surged from $1 billion to approximately $10 billion, and the company is preparing for a potential IPO [9]