黑石增持AI独角兽Anthropic，股价波动机构看好

Group 1 - Blackstone Group has increased its stake in AI unicorn Anthropic by approximately $200 million, raising its total investment to around $1 billion, with Anthropic's post-money valuation soaring to $350 billion, nearly doubling from $183 billion in September 2025 [1] - The investment was made through Blackstone's Private Equity Strategy Fund, indicating a trend of top alternative investment opportunities penetrating the wealth management market [1] - Blackstone plans to launch a series of IPO projects in 2026, which could lead to one of the largest issuance years in its history if the reserve projects proceed smoothly [1] Group 2 - Over the past week, Blackstone's stock price has shown volatility, with a total decline of 0.54% and a trading range of 8.82%, closing at $132.27 on February 11, 2026 [2] - The current market capitalization of Blackstone is approximately $103.59 billion, with a price-to-earnings ratio (TTM) of 34.18 and a dividend yield of 3.58% [2] - Institutional outlook on Blackstone is generally positive, with 54% of 24 institutions rating it as "buy" or "hold," and a target price average of $167.78, indicating about 26% potential upside from the current price [3] Group 3 - Earnings forecasts suggest that Blackstone's EPS for Q4 2025 is expected to be $1.536, reflecting a year-over-year growth of 3.55%, while Q1 2026 revenue is projected at $3.505 billion, a year-over-year increase of 27.42% [3] - Blackstone's strategic investments in the AI sector, such as the investment in Anthropic, along with its IPO exit plans, are viewed as long-term growth catalysts [3]